Najlepsze podcasty z kategorii: Huhn (2024)

1
Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara 1:07:28

24d ago1:07:28

1:07:28

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also discuss the impact of the yen carry trade unwind and the overreaction to production increase in Kazakhstan. They mention the low trading volume in the spo…

1
Justin Huhn: The Generational Bull Case for Uranium 1:16:52

27d ago1:16:52

1:16:52

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…

1
September 3, 2024: China expected to surpass both US and France in the numbers of operational reactors by 2030 9:45

6d ago9:45

9:45

Spot price doesn't react to Kazatomprom news SMRs: A new narrative for uranium, but will it move the needle? Switzerland looks to lift nuclear ban China doubles down on nuclear ATHA Energy provides summer update Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
August 27, 2024: A cautious yet strategic balance between current prices and future demand expectations 10:21

13d ago10:21

10:21

Uranium market holds steady Kazatomprom's 2025 production forecasts shake the market China harnesses thorium India ramps up SMR builds Fission Uranium comes up short on votes - déjà vu? Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
August 20, 2024: The global supply of uranium is increasingly becoming a tale of two halves 8:58

20d ago8:58

8:58

Uranium market sees mild decline Russian deals further divide the uranium market China's global uranium power play Global Atomic receives formal Nigerian support for Dasa Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Macro Outlook and Defensive Investing Strategies with Bob Elliott 1:17:53

25d ago1:17:53

1:17:53

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…

1
August 13, 2024: Global uranium demand set to surge through 2025 and beyond 9:21

27d ago9:21

9:21

Term market is poised for more activity in the coming months Australia continues to block mining EIA releases dual report CANDU again Cameco questions Kazakstan's new tax policy Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
August 6, 2024: With producers now securing contracts at elevated levels, revenue for uranium companies is likely to rise 9:07

1M ago9:07

9:07

Uranium prices hold their ground Kazatomprom overshoots estimates Is Australia missing the uranium boat? Reactor construction surges Cameco's Q2 results impress Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now? 59:56

1M ago59:56

59:56

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential revers…

1
July 30, 2024: Uranium and mining equities have outperformed other commodities over the past 5 years 10:36

1M ago10:36

10:36

Sprott provides an update on the uranium sector Australia puts a halt to the Jabiluka mine India's government finally allows its private sector into the nuclear industry Framatome to provide fuel to Slovakia Orano releases half year results Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…

1
FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights 59:49

2M ago59:49

59:49

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs a…

1
July 23, 2024: Uranium spot price has leveled off at ~$US$88/lb despite continued geopolitical influences 10:36

2M ago10:36

10:36

DOE issues its first waiver for Russian imports Turkey scrambles to find uranium fuel China strengthens domestic uranium sources Kazakhstan's domestic uranium demands IsoEnergy sells Argentine assets Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Som Seif Investment Review and Outlook - Positioning for Unclear Markets 47:24

2M ago47:24

47:24

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his v…

1
July 16, 2024: A spike in uranium prices won't cure the supply deficit 10:40

2M ago10:40

10:40

Uranium prices remain on solid ground Kazakhstan levies new mineral extraction taxes India and Russia continue to get closer The next nuclear shortage - skilled labour Boss Energy readies its first shipment from Honeymoon Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…

1
Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors 1:28:20

2M ago1:28:20

1:28:20

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment str…

1
Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

2M ago43:58

43:58

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his n…

1
July 9, 2024: US bolsters domestic supply 11:13

2M ago11:13

11:13

June uranium market review US uranium policy meets pending supply challenges India's nuclear expansion: fueling growth and global competition Niger nixes Goviex uranium mining license Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook 1:03:42

2M ago1:03:42

1:03:42

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and tec…

1
Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives 56:13

2M ago56:13

56:13

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in i…

1
July 2, 2024: Uranium Spotlight Podcast returns July 9, 2024 0:37

2M ago0:37

0:37

The full episode of the Uranium Spotlight will return on July 9, 2024. Enjoy the Canada Day and July 4th Celebrations! Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
June 25, 2024: Uranium Miners Leading Market Higher 9:16

3M ago9:16

9:16

Term uranium price continues to rise Niger pulls licenses at Imouraren Sprott provides a uranium market update Japan builds first new reactor Palladin swallows Fission Uranium Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
The Challenges of Independent Sponsorship with Jonny Miller and Mario Burstein of Platt Park Capital Partners 23:56

3M ago23:56

23:56

On this episode of Deal by Deal, co-hosts Jason Griffith and Trey Andrews welcome Jonny Miller and Mario Burstein of Platt Park Capital Partners to discuss their emergence into independent sponsorship. Tune in as Jonny and Mario discuss how Platt Park came to be, how they secured their first deal, and how they can apply what they learned in their f…

1
How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone 50:03

3M ago50:03

50:03

Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds, and former long-time Bridgewater exec, discusses the company's pioneering use of machine learning to create low-cost index replications of alternative investments. The HFND ETF as the fastest growing independent active ETF launch in the US in 2022 and Bob shares his extensive experience in i…

1
June 18, 2024: Notable activity in the uranium market 8:44

3M ago8:44

8:44

Uranium orders come back into the market The battle for Orano's uranium mines in Niger China outpaces US nuclear technology France's nuclear expansions Global Atomic keeps Dasa on track Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Do Tech Companies Hold the Key to the Next Generation of Nuclear Power? 29:29

3M ago29:29

29:29

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing electricity demand driven by the growth of data centers and AI technology. Tech companies, such as Microsoft, are making moves to generate their own p…

1
Brooke Thackray: Seasonal Rotation – Time to rotate? 1:08:22

3M ago1:08:22

1:08:22

In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market pa…

1
June 11, 2024: Heightened uranium exploration activity in Canada's north 10:16

3M ago10:16

10:16

Despite WNFM distractions, market activity surges at week's end US EIA releases Annual Uranium Market Report 60% of Australians want nuclear NTPC looks to double India's nuclear output Exploration drilling in Canada's Athabasca Basin targets new uranium discoveries Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint…

1
June 4, 2024: Reduced utility spot buying indicates shift towards long-term contracting strategies 8:27

3M ago8:27

8:27

2024 uranium update Japan's nuclear fleet grows demonstrating resilience and safety US nuclear expansion: initiatives, investments and challenges ahead South Korea demonstrates its bold nuclear ambitions Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Developments in M&A Insurance Market with Matt Heinz of Lockton 20:03

3M ago20:03

20:03

Recently, the M&A market has cooled since it burned red-hot in the aftermath of Covid. What impact has the slowdown in M&A activity had on insurance products related to mergers and acquisitions? On this episode of Deal-by-Deal, host Greg Hawver is joined by Matt Heinz of Lockton to discuss developments in M&A insurance products. Specifically, Matt …

1
WisdomTree: Navigating These Unusual Market and Economic Signals 1:13:26

3M ago1:13:26

1:13:26

In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equi…

1
May 28, 2024: Repercussions of the US's Russian ban on uranium 8:07

3M ago8:07

8:07

Long term uranium prices up again in May US uranium prouduction plummets, heightening supply concerns IAEA focuses on nuclear security Cameco announces a $500 million debenture offering Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Trust and Transparency With Spencer Lee 33:36

4M ago33:36

33:36

Meet Spencer Lee, a seasoned expert who has transitioned from a regulator in the securities industry to a trusted compliance consultant. With over 25 years of experience under his belt, Spencer offers invaluable insights into the inner workings of the financial advice sector. In this episode, we talk about the core aspects of financial advice, expl…

1
Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty 1:07:23

4M ago1:07:23

1:07:23

Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various topics including the impact of interest rates, the potential for rate cuts, portfolio construction for the period ahead - which will be marked by the persistent threat of inflation and higher rates for longer, the importance of proper pension-like diversificatio…

1
May 22, 2024: Uranium prices may climb another 20% as markets assess Russian ban 8:48

4M ago8:48

8:48

Uranium markets evaluate the Russian ban The Russian U ban is official More restarts on the horizon NANO Nuclear completes IPO Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Biden Bans Russian Uranium and a Potential Genius Move from NexGen 31:12

4M ago31:12

31:12

In this episode of Going Nuclear, Trevor and Justin discuss the implications of the US ban on uranium imports from Russia. They explore the challenges this ban poses for utilities and the potential impact on the price of uranium. They also delve into the recent performance of uranium equities and the technical breakouts in the market. The conversat…

1
May 14, 2024: Significant surge in uranium exports to Europe 8:59

4M ago8:59

8:59

Uranium prices coast while Cameco steers the ship Saskatchewan uranium sales surge China amps up their nuclear position Another developer steps into the spot market Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Investing with Intention with Jason Hsu 44:24

4M ago44:24

44:24

Meet Jason Hsu, the Founder & CIO at Rayliant Global Advisors, as well as a distinguished professor at the UCLA Anderson School of Management. Jason brings a wealth of knowledge in investment strategies and the philosophy of financial management. Jason delves into the contrasting mindsets of large institutional investors and individual investors, h…

1
SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point? 1:35:52

4M ago1:35:52

1:35:52

In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation with the recent changes in the Federal Reserve's rate cut projections and the performance of various stocks. We question whether it's a good time to 'buy the dip or sell the rip.' We get into the use of SIA charts in analyzing market trends and making investment …

1
May 7, 2024: Notable rise in the spot uranium prices 8:31

4M ago8:31

8:31

May kicked off with fervour in the uranium markets Ban on Russian uranium could hike prices 20% Restarting US reactors Cameco and Kazatomprom report quarterly earnings Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Toby Carlisle - Value Investing is Simple, Not Easy 1:06:47

4M ago1:06:47

1:06:47

In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief Investment Officer at Acquirers Funds, LLC, and portfolio manager of ZIG and DEEP ETFs. Toby shares his approach to value investing and the historical perspective he brings to the art of investing. He also talks about the performance of value investing and t…

1
April 30, 2024: More M&A in the uranium production space 9:35

4M ago9:35

9:35

World Nuclear Fuel cycle ignites trading Cameco steps up to aid Ukraine amid war Germany combats nuclear misinformation Energy Fuels to acquire Base Resources, creating global critical minerals leader Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/Autor: Purepoint Uranium Group Inc.

1
Graduate from Corporate with Matt Doan 34:32

5M ago34:32

34:32

Meet Matt Doan, a seasoned coach helping individuals break free from limiting beliefs and leverage their corporate experience for personal and entrepreneurial growth. In today's episode, we explore the journey from corporate life to personal and entrepreneurial liberation. Get ready to dive deep into the concept of "graduating from corporate" with …

1
LIVE FROM EMC: Emerging Manager John Huhn of Compass Group Reflects on Journey from Independent Sponsor to Raising Multiple Funds 23:29

5M ago23:29

23:29

On this episode of Deal-by-Deal, host Greg Hawver is joined by John Huhn, Managing Partner at the Compass Group. Tune in as Greg and John discuss lessons learned during the Compass Group’s successful independent sponsor investing phase. John also provides key insights for those PE investors seeking to raise a committed fund in the current environme…

1
Aubrey Basdeo: More Coupon, Less Duration 57:16

5M ago57:16

57:16

In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP, we focus on the fixed income landscape and the outlook for interest rates in the US and Canada, the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies, the impact of mortgag…

1
April 23, 2024: Despite short-term volatility, long-term outlook remains bullish for uranium 9:49

5M ago9:49

9:49

Uranium price volatility spurs miner responses Uranium mine flooding raises concerns in Kurgan region Italians go pro nuclear DoE looks to cut nuclear red tape Goviex's Niger uranium project at risk as it faces licensing deadline Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…

1
Episode 208: Uranium is now a DEMAND Story 31:56

5M ago31:56

31:56

To download "The Case for Uranium" click here: https://www.uraniuminsider.com/case-for-uranium This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that…

1
April 16, 2024: Fuel gap forecast & tech triumph in exploration 10:12

5M ago10:12

10:12

Swiss Asset Management firm takes on the entire U fuel cycle Canaccord warns mines can't open quick enough Japan needs new reactors to meet their climate commitments Ambient Noise Tomography revolutionizes uranium exploration Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…

1
Redefining Wealth Through Financial Planning and Life Fulfillment with Josh St. Laurent 42:09

5M ago42:09

42:09

Meet Josh St. Laurent: Financial Planner and Owner of Wealth in Yourself. Join host Bryan Huhn in a thought-provoking conversation with Josh St. Laurent, a seasoned financial planner and founder of Wealth in Yourself, on this episode of the Affordable Freedom Podcast. Together, they share their experiences transitioning from corporate financial rol…

1
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada 1:15:11

5M ago1:15:11

1:15:11

In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, the pumpamentals driving distortions in the market and the flywheel ef…

1
April 9, 2024: Urgency of addressing supply shortages in the uranium market 9:10

5M ago9:10

9:10

More spot buying by SPUT Regulatory pause at NexGen potentially widens supply gap How birch wood sanctions may lead to spot U purchases SMR applications; from oilfields to the moon Surging uranium prices prompt production starts Powered by Purepoint Uranium Group Inc. (TSXV: PTU | OTCQB: PTUUF) https://purepoint.ca/…

Podcasty warte posłuchania

Huhn Podcasty

Podcasty warte posłuchania

Skrócona instrukcja obsługi