Uranium Boom: Over or Just Getting Started - Bizarro World 239

You are seeing what happens when market participants need liquidity. They sell whatever isn’t nailed down. That’s what we’ve seen with the S&P taking a 6% dive since early September, and many other asset classes, particularly the more speculative ones, taking it on the chin as well. Asset prices are largely going down because bond yields are going up. Mortgage rates are over 8%. Bond yields are at 2007 levels. We cover all this and more in a wide running macro discussion to kick off episode 239 of Investing in Bizarro World

We also answer a question: What’s the most appealing speculation over the next 12 months? The answer may surprise you. And we offer two stocks to play it. 

Plus: Is the uranium boom over or just getting started? 

We address all that and much more in this week’s episode of Investing in Bizarro World

**Don’t forget to catch us early next month at the New Orleans Investment Conference. We’d love to see you there.**

0:00 Intro
1:29 Liquidity & Illiquidity
4:39 Mortgage Rates, Interest Rates, Bond Yields
9:48 Gold
11:19 What Is The Most Appealing Speculation Over the Next 12 Months?
17:01 Fourth Turning Political Update
27:01 Uranium Boom: Over or Just Getting Started?
33:33 Market Watching: GDP & Oil 

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