Why Uranium Prices Are Skyrocketing: Expert Insights with a Uranium CEO | Amir Adnani

2023-08-25

Jan Stuart has one of the most fascinating jobs in finance. As an energy analyst at investment bank Piper Sandler, he not only monitors trends in the energy markets, but also the spiderweb of geopolitical forces that affect how (and if) 8 billion people across the globe keep the lights on.

In the latest Global Macro Update interview, Jan and Mauldin Economics COO Ed D’Agostino discuss nuclear energy’s “green” makeover, the private support Bill Gates is pouring into nuclear development, and whether uranium bulls are too early to the party.

You can learn more about Jan Stuart here: http://www.pipersandler.com/about/people/jan-stuart

Stay informed on the big trends by subscribing to Global Macro Update here:
https://www.mauldineconomics.com/go/JM499Z20/YTB

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2023-07-28

When inflation spiked last year, companies responded by raising their prices. As price pressures started to ease, companies opted to prioritize pricing over volume. The move made perfect sense, says Samuel Rines, Managing Director at Corbu, LLC, as pricing helped maintain margins. It’s a strategy he has dubbed “price and margin” (PAM). And as input costs retreated and prices stayed steady, the money fell to the bottom line. It’s one of the things that kept him bullish in the face of widespread bearishness early this year. He also sees several things simmering beneath the surface that suggest the economy may not be as weak as many believe.

All that and more are covered in this week’s conversation with Sam.

You can learn more about Sam, his work, and his book here:

2023-07-14

The envisioned benefits of ESG investing—owning companies that follow responsible environmental, social, and governance policies—have failed to materialize. Instead, the blind acceptance of ESG precepts has resulted in trillions of dollars being misallocated and zero progress toward its principle target: climate change.

Terrence Keeley, author of Sustainable: Moving Beyond ESG to Impact Investing, shows how ESG got the ideology right and the methodology wrong. So far, socially responsible investing hasn’t changed anything while handing investors subpar returns.

In this interview, Terry and I discuss:

– ESG will not be enough. We need economic growth that benefits more people and is sustainable.

– Why we must invest in “dirty” firms if we want to make them greener.

– How to achieve

2023-07-12

Artificial Intelligence software mah eventually automate routine tasks, freeing healthcare providers to focus on more complex and value-added tasks #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aihealth #aihealthcare

2023-07-09

Artificial Intelligence software will eventually provide teachers with analytics to understand how their students are grasping concepts and where their weaknesses lie. Giving teachers essential information on what to teach, and how to teach it. #artificialintelligence #airobot #financeai #fintech #chatgpt #chatgpt4 #tech #aieducation #educationtechnology

2023-07-09

No one is certain the exact impact AI will have on the workforce but the growth of AI likely means more than just a shift from humans to machines in the workplace #artificialintelligence #airobot #finance #fintech #chatgpt #technology #tech

2023-06-09

Artificial intelligence (AI) is the lifeblood of the technologies driving today’s global disruptions. And 2023 is the year that AI has been catapulted from novel idea to being on everyone’s radar. The AI narratives span from the promise of a George Jetson future to fears of a dystopian takeover by AI-empowered robots—and everything in between.

To help sort all of this out, I reached out to AI expert Stephen McBride. He surveys the AI landscape and explains where we are today, and how to spot the industries and occupations that will be most affected.

Stephen McBride is Chief Analyst at RiskHedge, where he is co-editor of Disruption Investor, and spearheads the crypto advisory RiskHedge Venture. Prior to his professional investing career, Stephen worked at a billion-dollar financial