Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His uranium trade idea over the past few. years is not any different.


We talk about the fundamentals behind the spot price move in uranium, if the sentiment behind the move is too frothy, and why he thinks the end move will be much higher than where we are now, but with load of volatility in between.

Jaksot(32)

Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow

Takeaways from Trump's Nuclear Energy Orders and an Interview with Rebecca Tuhus-Dubrow

In this episode, Trevor and Justin discuss the recent executive orders aimed at expanding nuclear energy in the U.S., including plans for new reactors and regulatory reforms. They analyze market react...

3 Kesä 202556min

Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions

Private Capital and Federal Policy - Steve Everley's Insights into Washington's Nuclear Ambitions

In this episode, Trevor Hall and Justin Hune discuss the recent fluctuations in the uranium market, highlighting the wild sentiment swings and significant policy reversals in nuclear energy across var...

22 Touko 202558min

How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects

How Geopolitical Uncertainties are Influencing the Uranium Market and Nuclear Projects

Trevor Hall and Justin Huhn share insights into a rather bleak uranium and nuclear energy market, exploring the geopolitical influences, tariff impacts, and the dynamics of American nuclear projects. ...

18 Huhti 202529min

Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy

Matthew Wald on the Balance of Private Investment and Public Policy Support Needed for Nuclear Energy

In the first segment of this Going Nuclear podcast, Trevor and Justin discuss insights from the Nuclear Financing Summit, highlighting the growing interest in nuclear energy from tech companies and th...

21 Helmi 202559min

DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers

DeepSeek Routes Nuclear Equities with the Market Void of Mid-Tier Uranium Producers

Trevor Hall and Justin Huhn discuss the fallout of the nuclear energy market, particularly in light of recent events in the tech sector and their implications for uranium stocks. They explore the impa...

3 Helmi 202555min

Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy

Why Market Reform is Essential for the Deployment of New Technologies in Nuclear Energy

Brett Rampal discusses his journey into nuclear engineering, the evolution of nuclear energy politics over the past two decades, and his current role at Veriten. He highlights the challenges and oppor...

16 Tammi 202558min

Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly

Understanding Utility Procurement Dynamics in Nuclear Energy with Joe Kelly

In this episode of Going Nuclear, Trevor Hall and Justin Huhn discuss the latest developments in the nuclear energy and uranium sectors, focusing on Russian restrictions on enriched uranium and the co...

28 Marras 202457min

The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will als...

29 Syys 202442min

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