Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. 

Mart’s Twitter: @Yellowbull11

Mart’s Newsletter: https://www.patreon.com/contrariancodex

Vasanth’s Twitter: @NextVasanth

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

Time stamps:

00:34 - Approach to researching companies

04:45 -Jurisdictional impact on investing 

07:15 - Getting exposure to the Chinese market

10:24 - Seasonality/contracting

13:37 - EU Taxonomy 

17:01 - Public sentiment in Europe

18:33 - Kazatomprom

22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?

24:54 - Interest rate yields

27:15 - Impact form retail traders

30:02 - Keys to writing a successful paid newsletter

32:15 - What’s a topic in this field that you feel isn’t discussed enough?

34:24 - Strongest bear case against Uranium 

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

Disclaimer: The contents 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.