Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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On the Couch with Guy Keller (Tribeca): The Uranium Sector
Manage episode 471350039 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector.
As a senior member of the Tribeca Global Natural Resources investment team, Guy provides valuable insight and supply-and-demand modelling across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.
Talking Points:
- What happened to the uranium rally?
- Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?
- Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?
- The ASX uranium sector has been heavily sold off - what could change that?
- Where does value exist in the sector right now?
- Running a uranium-focused fund when the whole sector is struggling - how do you manage it?
- How does the fund invest? Does it have the ability to short uranium stocks?
- What needs to change in the uranium market to trigger a turnaround?
- How could life under Trump impact the sector? Would it?
- What would signal a turning point for the industry?
- What advice can be given to investors in resource stocks?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
135 episodes
Share
Manage episode 471350039 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector.
As a senior member of the Tribeca Global Natural Resources investment team, Guy provides valuable insight and supply-and-demand modelling across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.
Talking Points:
- What happened to the uranium rally?
- Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?
- Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?
- The ASX uranium sector has been heavily sold off - what could change that?
- Where does value exist in the sector right now?
- Running a uranium-focused fund when the whole sector is struggling - how do you manage it?
- How does the fund invest? Does it have the ability to short uranium stocks?
- What needs to change in the uranium market to trigger a turnaround?
- How could life under Trump impact the sector? Would it?
- What would signal a turning point for the industry?
- What advice can be given to investors in resource stocks?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
135 episodes
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Similar to On the Couch
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.
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continue reading
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…
continue reading
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…
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