Welcome back to Talking Stocks Over a Beer.
Rarely do you get the kind of market insights today’s guest delivers…
30-year uranium industry veteran Scott Melbye joins me for a deep-dive into the industry to discuss the drivers for the next uranium bull market.
We’ll also discuss my contrarian investment strategy, and the importance of identifying what I call “5-minute grits,” or sectors where the investors are too clever by half.
Listen to today’s episode with an open mind… and learn how to position yourself for the best risk/reward investment I’ve ever seen…
Send your questions or comments to me here: podcast@curzioresearch.com. Be sure to put “The Mike Alkin Show” in the subject line.
Topics covered:
- Uranium macro drivers
- The carry trade impact
- The devaluation of the Kazakh Tenge
- The state of the U.S. uranium mining industry
- Kazatomprom’s new marketing arm
- Utility demand
Source: Curzio Research
