Listen on the move:
Nicolas Piquard, Vice President, and Portfolio Manager at Horizons ETFs joins us for a thorough and insightful discussion on the bull case for Uranium and Uranium producers. In addition to co-managing the Horizons ETFs lineup of Covered Call ETFs, Nicolas Piquard also manages the Horizons Global Uranium Index ETF (ticker: HURA) which seeks to replicate the Solactive Global Uranium Pure-Play Index consisting of holdings in the world's leading Uranium producers, the largest positions of which are currently Cameco (19.4%), Kazetomprom, Yellow Cake PLC, Nexgen Energy, and may also participate in directly in the price of Uranium itself.
Our conversation with Piquard bridges the wide ranging gap in sentiment for Uranium itself over the last decade since the Fukushima disaster, to the climate change débâcle which is resulting in global shortages of the nuclear fuel. Ironically, while there has been much controversy surrounding nuclear power over the last decade, it is starting to become apparent that nuclear power generation holds some of the integral keys to solving the secular drive to de-carbonize the world. We get into the growing demand fundamentals versus long-term supply constraints of the Uranium sector.
With Uranium prices having been as much as 90% off their pre-Fukushima highs during the last decade, and posting a strong recovery off its extremely low base, Nicolas Piquard says "we are still in the early innings here."
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Where to find Nicolas Piquard and Horizons ETFs:
Nicolas Piquard on Linkedin
Nicolas Piqard on Twitter
The Horizons Global Uranium Index ETF - HURA
An Introduction to Covered Calls
Where to find the Raise Your Average crew:
ReSolve Asset Management
ReSolve Asset Management Blog
Mike Philbrick on Linkedin
Rodrigo Gordillo on Linkedin
Adam Butler on Linkedin
Pierre Daillie on Linkedin
Joseph Lamanna on Linkedin
AdvisorAnalyst.com
*****
"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger
Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.
We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.
