Chris DeMuth Jr. He runs sifting the world. If you haven't checked it out already, I highly encourage you to do so.

This guy focuses on arbitrage and litigation and he is a master of what he does.

So Chris, let's dive on in. I want to kick things off.

Uranium. Last time we talked, you were talking about it. You mentioned you had a

position in the Sprott Physical Uranium Trust Unit. Do you still have those? Are you still

favoring Uranium at this time?

We do. Happy New Year. Great to be here, Daniel.

It's a significant position. It is my only kind of direct commodity position.

I just don't have uranium.

We have some uranium equities,

but it's just hasn't been a sector

where I've been able to fall in love with many of the companies and management teams, but we sure like the commodity.

I would say that even since we last spoke things further tilt towards a kind of

consensus that the kind of you know right of center kind of more you know, right of center, kind of more free market, more capitalist oriented, more pro energy side is really being joined by more and more left of center governments in Europe and across the world, willing to look at nuclear and reclassifying nuclear energy as clean energy, which of course it is clean energy, cleanest and safest.

And I mean, there are individual hydroelectric projects

especially in the less developed world that have had

far more deaths than the entire history of the nuclear industry, it's safe, it's clean, and that consensus where greater energy production is needed is really going to drive this.

Something that I like that some of my friends have noted but it is kind of my jam is I'm very interested in massive

scale mismatches where somebody can enrich me at a scale that matters a lot to me but it doesn't matter that much to them.

It's not a huge deal.

And the Uranium input in the utilities

is just not that big a price.

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