Bakes’ Takes Podcast - Episode 19 - 7/11/20--Remember Uranium! Forget Bonds!

Bakes’ Takes Podcast Show Notes –Saturday July 11, 2020

 

:33 1) Uranium 2.0! but wait, there’s more!...

:49 2) Chart mania!

:57 3) Forget about bonds! — Bill Miller

 

1:09 Bakes’ Takes—Fan Mail! Calls! Mike

 

Bakes’ Takes YouTube Channel Comments

 

2:13 Ben H6 hours ago

URA is not the best uranium ETF anymore. They have rebalanced in the past two year out of alot of the uranium miners. There are two better pure play ETFs for uranium. North Shore Uranium ETF (URNM) and Horizon uranium ETF (HURA)

3:07 Aaron Moser1 hour ago

I was literally writing the exact same thing when I read your comment

REPLY

 

3:16 We can buy URNM, institutions can’t!

 

 

3:59 More uranium, less gold, copper. Own ex-US stocks for you.

 

4:55 https://azariascapital.com/media-room/

Daren, Chris, uranium thesis, you decide

 

6:12 Bakes’ Take on Uranium (thus far)—ESG? Bill Gates Small Modular Reactor/China, NFLX Special, no institutions (yet), no futures

 

8:07 Please send top 3 bull points, 3 bear points!

 

New theme-3 bull, 3 bear next week!—Mine? Yours?

 

 

8:53 Bakes’ Take-Chart Mania!

 

COVID-19 Deaths—Arguably most important chart!

 

10:10 PFE COVID vaccine news couldn’t levitate, reversed, closed at lows, big vol again

 

11:47 “Hopium”—Guy Adami CNBC, lot of resistance $36

 

12:48 Inside out day, big down volume

 

14:06 Volatility picking up, volume too, follow through?

 

14:54 Bakes’ Take—Podcasts of the Week!

https://podcasts.apple.com/us/podcast/bill-miller-on-the-classical-value-portfolio-podcast/id730188152?i=1000484057025

Barry Ritholtz interviews Bill Miller! 5:00 bear/bull symmetry, 15 forget about bonds!, 30 mkt predicts economy, 47 fcf yield, roic, 51 what Fed is doing vs. what I think it should do, 55 NH’s eoy, 108 Reminiscences of a Stock Operator

19:42 Bakes’ Take—Fan questions of the week!

 

Charlie S., PA—Recommended reading list!

 

No particular order

 

https://www.amazon.com/One-Up-Wall-Street-Already/dp/0743200403

19:53 Peter Lynch—One Up on Wall Street

Own what you know, know what you own, Fundamentals

 

https://www.youtube.com/watch?v=vgqG3ITMv1Q

21:00 Michael Lewis—The Big Short, Extreme psychology

 

21:46 Bill O’Neil-How to Make Money in Stocks, How to Make Money Selling Stocks Short, Technical Analysis

23:08 Gregory Zuckerman—The Man Who Solved the Market, Jim Simons, Quants

23:50 Soon to launch Bakes’ Takes Podcast Website—What would you like me to write? Breaking News? BTS videos?

 

24:23 Please subscribe, review and share my Bakes’ Takes Podcast on Apple, Spotify or your preferred platform. Please also subscribe to my Bakes’ Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you’d like.

Thank you for listening, Mike Wilson is my producer.

 

Have a great week. Bakes

 

25:03 Much needed levity—John Mulaney, Kid Gorgeous

https://www.youtube.com/watch?v=eWrKf5ik1i4&list=PLEjhYZoCgCRIiQt1yXZEsyTrqUd9zY8uu