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Wild 2023 market swings: Uranium prices surge to nuclear highs and small caps start to recover
Manage episode 398311940 series 3332390
محتوای ارائه شده توسط Forager Funds. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Forager Funds یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In episode 26 of Stocks Neat Co-Portfolio Manager Harvey Migotti, Analyst Nicholas Plessas and CIO Steve Johnson sit down to discuss the year just passed in markets, most notably a strong rally in uranium and the small cap recovery at the end of 2023.
The uranium story grew throughout 2023 with the spot price increasing through the year. This was discussed in detail in Stocks Neat episode 22, where Harvey and Steve explored factors leading to a recovery in this market. Since then, the uranium spot price has continued to rise and has now reached over 100 USD/lbs for the first time since 2007.
The small cap recovery towards the end of 2023 came as inflation eased across the US and other developed economies. However, the recovery domestically has been largely limited to profitable small caps thus far.
Listen to the full episode to find out more about Steve and Harvey's views on the year.
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