Uranium: The Underappreciated Clean Energy Transition Trade - (w/ Adam Rodman and Arthur Hyde )

Uranium: The Underappreciated Clean Energy Transition Trade - (w/ Adam Rodman and Arthur Hyde )

Real Vision Live Replay: Segra Capital Management partner Arthur Hyde, CFA, and founder and portfolio manager Adam Rodman join Real Vision editor Max Wiethe to give an in-depth update on uranium. Hyde and Rodman provide a recap on the recent events in the sector and uranium's price movement, discuss why this is still a structurally undersupplied market, and share why interest in uranium is increasing. With the presence of COVID-19, they explain the risks that the pandemic poses to the uranium supply and that, despite these supply risks, the demand for nuclear power generation has remained resilient. They also dig into how existing and new nuclear energy will play a role in the secular global trend towards clean energy in light of China's, Japan's, and Korea's recent carbon neutrality pledges. Key Learnings: Hyde and Rodman explore how nuclear power is an underappreciated, yet critical player in the transition to clean energy, and the uranium sector only stands to benefit from this trend. Emphasizing that this transition will take years, they advise that investors should not be as preoccupied with uranium's price cycle—rather, it's more beneficial to focus on CapEx as a delayed CapEx cycle leads to sustained high prices in uranium. Recorded on 14 Dec , 2020 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Rates, Risks, and Reality | Macro Mondays: Jan. 26, 2026 ft. Andreas Steno & Mikkel Rosenvold

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🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF. Mikkel Rosenvold, partner and head of geopolitics at Steno Research, breaks down the latest forces driving global markets with insights from ...

26 Jan 17min

REKT Live From Miami: Crypto's Next Catalyst (January 23, 2025)

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☀️ On this special edition on REKT Vision, live from Crypto Gathering, Rekt co-founder and Mando Minutes newsletter author Mando is joined by Farokh, president of DASTAN. They talk price action, predi...

23 Jan 1h 1min

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

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Europe, Trump & the Limits of Trade Escalation | Macro Mondays: January 19, 2026

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☀️ Crypto Gathering Miami 2026: not everyone wants the full conference sprint. That’s why there’s the Social Pass ($300): welcome drinks, beach party, and Drinks with @RaoulGMI LIVE 🍷 ☀️ Right now i...

19 Jan 33min

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19 Jan 6min

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