Happy New Year! Before we took a break for the holidays, I interviewed my buddy Arthur Hyde, a uranium hedge fund manager at Segra Capital, and promised that it was part one of a two-part series.
You can listen to the first episode here, where he and I begin our deep dive into the world of uranium and the fundamental drivers behind the market.
Unfortunately, Art is down with the flu today… but I’ll have part two for you next week.
In the meantime, I revisited some lessons I’ve learned in my first year as a podcast host. (If you’re a regular listener… and especially if you subscribe to my Moneyflow Trader investment advisory… you know I always take learnings and try to improve upon them.)
On today’s show I talk about the importance of having an investing framework… what mine is… and the critical role geopolitics play in it.
Don’t think I let you off the monologue hook… I share my predictions on the upcoming NFL playoffs—as well as tonight’s national championship college football battle between Clemson and Alabama (Roll Tide!). And the Islanders are on fire…
Arthur Hyde
Ep. 41: Geopolitics: The world is more interconnected than you may think
Editor’s note: If you’re a Moneyflow Trader Lifetime member, look for Mike’s quarterly Partners’ Call podcast in your inbox next week.
If you’re not yet a Moneyflow Trader member, you can find out more about this investment advisory here. In it, Mike identifies investment opportunities where the numbers are telling a different story than management… ideal for making money in volatile market conditions.
FOLLOW MIKE ON TWITTER: @FOOTNOTESFIRST
