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SECTOR ETFURAURNMBULLISHSubstantive discussion · 3/5

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

Crisis accelerates nuclear restarts in Japan, Korea

The guest argued the energy security crisis is accelerating political and public support for nuclear power restarts in Japan and South Korea.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
REVIVED · 23 MENTIONS · 17 EPISODES · 12 SHOWS
31 JUL 2025 — 16 AUG 2026 · 2D AGO
17 SUPPORT · 1 CHALLENGE · 3 UPDATE · 2 MENTIONED
  1. 31 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 10 EPISODES BETWEEN · 14 MENTIONS
    1. 30 AUG 2025
      SMARTERMARKETS
    2. 16 SEP 2025
      THE TIM FERRISS SHOW
    3. 19 SEP 2025
      BARRON'S STREETWISE · 2 MENTIONS
    4. 13 NOV 2025
      THE DERIVATIVE
    5. 25 JAN 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    6. 29 JAN 2026
      MACROVOICES
    7. 12 FEB 2026
      MACROVOICES
    8. 19 FEB 2026
      THE DERIVATIVE · 3 MENTIONS
    9. 20 FEB 2026
      PLANET MICROCAP PODCAST · 2 MENTIONS
    10. 26 FEB 2026
      MACROVOICES
  3. 5 MAR 2026
    MACROVOICES · 2 MENTIONS
  4. 13 MAR 2026
    MONETARY MATTERS WITH JACK FARLEY
  5. 14 APR 2026 · UPDATES
    WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
  6. 15 APR 2026
    ODD LOTS
    • Crisis accelerates nuclear restarts in Japan, Korea · THIS IDEA
  7. 5 AUG 2026 · 2W AGO · UPDATES
    WHAT BITCOIN DID
  8. 16 AUG 2026 · 2D AGO
    THOUGHTFUL MONEY
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