Section
Uranium
11 posts
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
Uranium’s Imminent Ascent: A Crisis-Fueled Commodity Awakens
“A Means of Survival” “Try to imagine a world without water for a week,” urges Nick Lawson, CEO…
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
Justin Huhn: Exploring the Generational Bull Case for Uranium
Listen on The Move Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie…
Unearthing The Future
by Carl R. Tannebaum, Chief Economist, Northern Trust Mining brings economic benefit and environmental costs. Mining is one…
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
The Lowdown on Uranium, Lithium & Carbon w/ Nicolas Piquard
Listen on The Move Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk…