MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz
🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0
✅Si ... Show More
Sep 2024
152. Energy Transition – the Global Investment Guide
Gerard is live on the Wisdom Tree Commodity Exchange podcast and delivers a masterclass on how to invest in the Energy Transition: Renewables, Equity, Innovation, Commodities.
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Laurent will be keynote speaker at ReSource Amsterdam 24-25/10/24. Come say hello https://resour ... Show More
32m 59s
Sep 2022
Scott Galloway on CEOs, Big Tech, and Energy
(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss:
- Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and pr ... Show More
39m 31s
Apr 2024
Navigating the next super cycle
<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. We talk with him about ... Show More
21m 14s
Jun 2023
Talk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
Find complete shownotes on our b ... Show More
26m 20s
Nov 2024
An unfiltered yarn with some GC’s
Today’s show is a special yarn with a couple of GC’s who’ve spread the good word of Money of Mine.
We welcomed on Partick from Uranium Twitter and Sean Russo for a chat about Paladin’s shocking week, spotting trends early, aligned management teams, how to think about restart proj ... Show More
1h 19m