MacroVoices #457 Justin Huhn: The Fundamentals For Nuclear Keep Getting Better

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 5 December 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Justin Huhn. They’ll explore the nuclear renaissance, Justin’s bold prediction about the bottom of the nearly year-long correction in uranium mining stocks, the key fundamentals shaping the sector's future, and much more. https://bit.ly/3Vobdgm ⚫ Follow Justin on X: https://www.x.com/UraniumInsider 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3ZA8VgB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

Click on a timestamp to play from that location

0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.9	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are
0:29.0	your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 457 was produced on December 5th, 2024.
0:39.9	I'm Eric Townsend.
0:41.5	Uranium Insider newsletter editor Justin Hewn returns as this week's feature interview guest.
0:46.3	We'll discuss the nuclear renaissance, Justin's bottom call on the nearly year-long correction in uranium mining shares,
0:52.9	fundamentals that will affect the sector in coming
0:55.1	months and years, and much more. And I'm Patrick Suresna with the macro scoreboard week over week
1:00.4	as of Wednesday, December 4th, 2024. The December S&P 500 features up 116 basis points, trading at
1:08.6	6,098 as the market continues to press all-time highs.
1:13.6	We'll take a closer look at that chart and the key technical levels to watch in the postgame segment.
1:17.9	The US dollar index down 11 basis points, trading at 10635, continues consolidating long its two-year highs.
1:26.1	The January WTI crude oil contract down 68
1:29.3	basis points, trading at 6854. It remains in a primary downtrend, but consolidating at a support
1:36.0	line established over the last three months. We'll take a look at that chart in the postgame,
1:39.9	and Eric will have the EIA inventory data. The January R. Bob gasoline, down 51 basis points,
1:46.3	trading at 194.
1:47.7	The February gold contract, up 15 basis points, trading at 26.76 remains in a choppy
1:54.2	consolidation after putting in its highs a month ago.
1:57.9	Copper, up 96 basis points, trading at 420, the uranium up 39 basis points to
2:04.4	7750, and the U.S. 10-year treasury yield down six basis points, trading at 419. Key news to watch this
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.