Commodities: Crude’s artificial tightness, uranium and gold in focus

In today's podcast on commodities with discuss the recent rise in oil prices driven by an artificial tightness and what it means for the oil industry but also the economy. Our nuclear power equity theme basket was the performance winner August and today we discuss the underlying drivers for uranium and the nuclear power industry, and finally we touch on gold and silver on which we are patiently bullish given our stagflation call, with Peter Garnry and Ole S. Hansen.

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