Hot off the presses, INN's Charlotte McLeod digs in with me on why my highest-conviction trade for the year switched from uranium to gold, and how I think that will play out in 2024.

 

 

Timestamps:

00:00 - Intro
00:28 - Kazatomprom news "very material"
06:04 - Other uranium supply challenges
11:47 - Secondary supply and Russian imports
14:54 - How Lobo is approaching uranium
18:29 - Lobo's current shopping list
23:03 - The Fed and gold price in 2024
27:20 - Are we at an inflection point?
29:50 - Final thoughts