This is Part 2 of my TastyLive interview, focused mostly on uranium, but also touching on that other yellow metal, gold. Since Tom is an options trader, the conversation is somewhat technical--but that specificity adds value, IMO.

Timstamps:

00:00 — How to Find the Uranium Price: Spot vs. Long-Term Contract
01:07 — Why Uranium Contract Prices Are Only Visible in Hindsight
01:37 — Geopolitical Overreactions as a Buy Opportunity - Lobo's Playbook
02:05 — Contrarian Angle: Why Uranium Looks Interesting at These Levels
02:41 — How to Invest in Uranium - ETFs vs. Miners vs. Forward Contracts
03:27 — CCJ, UEC, and the Canada vs. US Listing Difference
05:31 — Private Placements and Leverage in Junior Mining Stocks
07:30 — Gold and GLD Options Skew - What the Market Is Actually Pricing
10:46 — Selling GLD Puts: Live Trade Setup and Fill
12:07 — Final Takeaway: All Paths Forward Look Inflationary