The Grant Williams Podcast: Adam Rodman - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 30 January 2022

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest on this episode of The Grant Williams Podcast is my mate, Adam Rodman of Segra Capital in Dallas Texas. Adam is one of the most fascinating hedge fund managers I’ve met in the last decade with an ability to sniff out and structure the kinds of trades that are just a little too complicated for the average manager. In the past he and I have had some incredibly interesting conversations about everything from Irish real estate to Pakistani power production and, in this episode, we look at another place Adam and Segra have been putting capital to work for several years: uranium. With uranium becoming the focus for many investors in recent months, Adam offers some timely perspective based on his fund’s significant headstart in the space. As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, and The Narrative Game.

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	You're about to listen to a very special preview edition of The Grump, which was podcast
0:42.6	featuring my very special guest and my good friend Adam Rodman of Sega Capital.
0:48.1	Subject at hand is Uranium, with all kinds of fun and games going on in the Uranium market
0:51.5	it seemed like a perfect time to get Adam to come and talk to us about there.
0:55.7	Adam has been someone who's been all over the Uranium space for some considerable amount
0:59.6	of time has done all the work and really understands what is a commodity market unlike any other.
1:06.7	So with that being said, please enjoy this preview of my conversation with Adam Rodman.
1:12.6	Every episode of The Grump, when he was podcasting, including the end game, The Super Terrific
1:16.2	Happy Hour and The Narrative Game is available to copper and silver tier subscribers at my website
1:21.0	grant-Williams.com.
1:23.3	Copper tier subscribers get access to all the podcasts, while members of the silver tier
1:27.1	get both the podcasts and my monthly newsletter, Things that Make You Go.
1:31.2	So if you enjoy what you hear on the show and you want more high quality content like it,
1:35.8	then please make your way over to grant-Williams.com and join our exciting community today.
1:41.2	And with that, please enjoy the show.
1:46.6	Adam, mate, great to get a chance to talk to you.
1:51.5	It's been way, way, way too long.
	...

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