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Welcome back to Three Ideas.

It's Education Month here at Real Vision. And so we have a very special week this week,

looking at the real foundations of investing through the macro lens. And so this is a special addition of three ideas. We're going to focus the three ideas around those

macro pillars. We're going to have a tutorial on investing in uranium and a special look at investing in

sovereign debt. To do that I have Nick Lawson, the CEO of Ocean

while with me. Welcome to the show, Nick.

Thanks for having Samuel.

You have a very interesting background,

CEO of this company of course, but also decades

with Deutsche, where you still continue.

We're gonna have fewer questions.

If you're watching this show live, Nick will answer them

as we go through the ideas.

...