Lessons from the Last Uranium Cycle: Surviving the Hype and Avoiding Vaporization

Warren Irwin has been one of the best-performing natural resources hedge fund managers since he launched Rosseau Asset Management in 1998, and more recently, he has become one of the more prominent uranium bears even though he’s actually long.

In this happy hour discussion, he outlines his uranium bear case and touches on other commodities like copper, nickel, metallurgical coal, and oil.

Originally recorded on March 3, 2023

#uranium #copper #nickel #coal #oil

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