Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space.
Justin’s Newsletter: https://www.uraniuminsider.com/
Justin’s Twitter: @uraniuminsider
Vasanth’s Newsletter: https://nextbite.substack.com/
Vasanth’s Twitter: @NextVasanth
Time stamps:
00:42 - What got Justin into Uranium.
02:51 - Are we in the middle of another squeeze?
04:48 - How transparent is supply?
08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market
15:04 - Hedge Funds purchasing physical uranium
16:50 - CRDN and jurisdictional risk
19:31 - Nuclear provisions in the US infrastructure bill
20:54 - Social media and it’s role in the uranium markets
26:07 - What piece on the demand side is not being widely recognized?
29:13 - What will signal the top of the bull market?
31:41 - Is there seasonality? Is Justin a buyer right now?
35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure?
38:31 - Can Thorium be a substitute to Nuclear?
Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter
Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolution
Disclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
