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SECTOR ETFURAURNMBALANCEDSubstantive discussion · 3/5

Zortix matched this thesis to Uranium & nuclear ETFs as one way for retail investors to get exposure. Not a recommendation.

Uranium equities overbought, trimming for discipline

The guest argued that while the long-term uranium thesis remains intact, the recent parabolic move in equities has led to overbought technicals, prompting disciplined profit-taking in a swing-trading portfolio.

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The story so far
CONTESTED · 51 MENTIONS · 37 EPISODES · 9 SHOWS
17 JUL 2025 — 17 AUG 2026 · YESTERDAY
39 SUPPORT · 2 CHALLENGE · 1 UPDATE · 2 REPEAT · 7 MENTIONED
  1. 17 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 18 EPISODES BETWEEN · 23 MENTIONS
    1. 24 JUL 2025
      MACROVOICES
    2. 31 JUL 2025
      MACROVOICES
    3. 7 AUG 2025
      MACROVOICES · 2 MENTIONS
    4. 21 AUG 2025
      MACROVOICES
    5. 4 SEP 2025
      MACROVOICES
    6. 18 SEP 2025
      MACROVOICES
    7. 19 SEP 2025
      BARRON'S STREETWISE
    8. 25 SEP 2025
      MACROVOICES
    9. 2 OCT 2025
      MACROVOICES
    10. 23 OCT 2025
      MACROVOICES · 4 MENTIONS
    11. 30 OCT 2025
      MACROVOICES
    12. 6 NOV 2025
      MACROVOICES
    13. 13 NOV 2025
      MACROVOICES · 2 MENTIONS
    14. 26 NOV 2025
      MACROVOICES
    15. 18 DEC 2025
      MACROVOICES
    16. 15 JAN 2026
      MACROVOICES
    17. 22 JAN 2026
      MACROVOICES
    18. 22 JAN 2026
      THE DERIVATIVE
  3. 29 JAN 2026
    MACROVOICES · 4 MENTIONS
  4. 11 EPISODES BETWEEN · 16 MENTIONS
    1. 19 FEB 2026
      THE DERIVATIVE · 5 MENTIONS
    2. 26 FEB 2026
      MACROVOICES
    3. 19 MAR 2026
      MACROVOICES
    4. 2 APR 2026
      PALISADES GOLD RADIO
    5. 6 APR 2026
      COMMODITY CULTURE · 2 MENTIONS
    6. 9 APR 2026
      COMMODITY CULTURE
    7. 9 APR 2026
      MACROVOICES
    8. 14 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    9. 16 APR 2026
      MACROVOICES
    10. 23 APR 2026
      COMMODITY CULTURE
    11. 22 JUL 2026 · 4W AGO
      PALISADES GOLD RADIO
  5. 26 JUL 2026 · 3W AGO
    THOUGHTFUL MONEY
  6. 1 AUG 2026 · 2W AGO
    PLANET MICROCAP PODCAST
  7. 1 AUG 2026 · 2W AGO
    COMMODITY CULTURE
  8. 13 AUG 2026 · 5D AGO
    MACROVOICES
  9. 14 AUG 2026 · 4D AGO · UPDATES
    COMMODITY CULTURE
  10. 17 AUG 2026 · YESTERDAY
    ANIMAL SPIRITS · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE