Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. 

Justin’s Newsletter: https://www.uraniuminsider.com/ 

Justin’s Twitter: @uraniuminsider

Vasanth’s Newsletter: https://nextbite.substack.com/

Vasanth’s Twitter: @NextVasanth

Time stamps:

00:42 - What got Justin into Uranium.

02:51 - Are we in the middle of another squeeze?

04:48 - How transparent is supply?

08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market

15:04 - Hedge Funds purchasing physical uranium

16:50 - CRDN and jurisdictional risk

19:31 - Nuclear provisions in the US infrastructure bill

20:54 - Social media and it’s role in the uranium markets

26:07 - What piece on the demand side is not being widely recognized?

29:13 - What will signal the top of the bull market?

31:41 - Is there seasonality? Is Justin a buyer right now?

35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure?

38:31 - Can Thorium be a substitute to Nuclear?

Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter

Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolution

Disclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.