Marin Katusa: The setup for Uranium is better now than any time in the last decade
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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Erik Townsend and Patrick Ceresna welcome Marin Katusa back to MacroVoices. Erik and Marin discuss uranium and why it is an opportunity now and the political and geopolitical considerations in picking your investments. They further discuss the royalty and streaming business model for uranium and the private placement opportunities in the streaming model. They further discuss warrants on resource companies and what to focus on when looking for companies that are acquisition targets.
