MacroVoices #466 Guy Keller: The Nuclear Story Has Never Been Better

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 6 February 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Guy Keller. They’ll explore all things nuclear—from why spot uranium and uranium miners haven’t kept pace with rising enriched uranium prices to uncovering the best investment opportunities in the sector. https://bit.ly/42K3cXz 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4aRKek0 ✅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

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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 your
0:29.2	hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 466 was produced on February 6th, 2025.
0:40.3	I'm Eric Townsend.
0:42.1	Tribeca Nuclear Energy Opportunity Fund Manager Guy Keller returns as this week's
0:46.8	feature interview guest.
0:47.7	We'll discuss all things nuclear from why spot uranium and uranium miners haven't
0:52.6	followed enriched uranium prices higher
0:54.6	to where the best opportunities are in the nuclear sector.
0:58.5	And I'm Patrick Seresden with the macro scoreboard week over week as of the close of Wednesday, February 5th, 2025.
1:05.6	The S&P 500 index up 36 basis points trading at 6,061.
1:12.0	Market remains quiet throughout the earnings season.
1:14.6	We'll take a closer look at that chart and the key technical levels to watch in the
1:19.2	postgame segment.
1:20.6	The U.S. dollar index, trading down 27 basis points, training at 107.62, the headline
1:27.0	percentage change does not fully capture the
1:29.8	significant volatility sparked by the tariff drama. The March WTI crude oil contract down
1:35.6	219 basis points, trading at 7103. No sign of dip buyers as oil falls back into the trade range
1:43.3	of Q4.
1:44.9	The March R. Bob gasoline up 49 basis points, trading at 207.
1:49.5	The April gold contract, up 358 basis points, trading at 2893, in a full bull trend
	...

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