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Which podcasts are discussing CCJ?
12 ATTRIBUTED IDEAS · 12 EPISODES · 5 SHOWS
The shows
MacroVoices
Commodity Culture
Forward Guidance
Motley Fool Money
Thoughtful Money
Where the discussion went deepest
1 AUG2W AGOCOMMODITY CULTURE · 24:50
Uranium: high-quality miners a no-brainer
“Rule argued that high-quality uranium miners are a 'no-brainer' investment at current prices, though the easy money from the sub-$20 uranium thesis has been made.”
Rick Rule: Gold & Silver Stock Prices 'A Gift From God' - 'I'll Be Ludicrously Rewarded'
Core thesis · 5/5Verify in source →
11 JUN11 JUNMACROVOICES
Physically-backed uranium over high-beta miners short term
“Buy physical uranium trusts now to capture long-term structural deficits, while waiting for market drawdowns to enter high-beta mining equities.”
MacroVoices #536 Larry Mcdonald: The Migration is Upon us
Core thesis · 5/5Verify in source →
4 SEP4 SEP 2025MACROVOICES · 12:30
Uanium seasonality pivot, but trade feels crowded
“The bull case argued: the uranium market is at a seasonal pivot (September-February) with the WNA conference as a catalyst, poised for a self-reinforcing move as Sprott Physical Uranium Trust trades closer to NAV, but the consensus positioning creates near-term risk.”
MacroVoices #496 Jim Bianco: The Post Covid Economy
Core thesis · 5/5Verify in source →
23 JUL3W AGOTHOUGHTFUL MONEY
Uranium long thesis backed by energy security
“The bull case argued for uranium: while the easy gains from low valuations are past, structural demand growth driven by global energy security needs provides long-term certainty for producers.”
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
In depth · 4/5Verify in source →
10 JUL10 JULCOMMODITY CULTURE
Uranium structural deficit thesis remains intact
“The guest argued that uranium's recent weakness is a temporary byproduct of its correlation with the AI narrative, while its underlying structural supply deficit thesis remains unchanged.”
Silver Miners 'Printing Cash' and No One Cares - That's Going to Change: Steve Penny
In depth · 4/5Verify in source →
25 JUN25 JUNMOTLEY FOOL MONEY · 06:18
Federal backing drives large-scale nuclear expansion
“Government loan initiatives and federal targets create structural tailwinds for established nuclear operators and equipment providers over speculative micro-reactors.”
Nuclear Energy Gets a Big Government Boost (Again)
In depth · 4/5Verify in source →
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