Age of Information Vasanth Thiruvadi & Faraz Abidi

Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more. 


Mart’s Twitter: @Yellowbull11
Mart’s Newsletter: https://www.patreon.com/contrariancodex


Vasanth’s Twitter: @NextVasanth
Vasanth’s Newsletter: https://nextbite.substack.com/


Time stamps:
00:34 - Approach to researching companies
04:45 -Jurisdictional impact on investing 
07:15 - Getting exposure to the Chinese market
10:24 - Seasonality/contracting
13:37 - EU Taxonomy 
17:01 - Public sentiment in Europe
18:33 - Kazatomprom
22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?
24:54 - Interest rate yields
27:15 - Impact form retail traders
30:02 - Keys to writing a successful paid newsletter
32:15 - What’s a topic in this field that you feel isn’t discussed enough?
34:24 - Strongest bear case against Uranium 

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space. 
Justin’s Newsletter: https://www.uraniuminsider.com/ 
Justin’s Twitter: @uraniuminsider


Vasanth’s Newsletter: https://nextbite.substack.com/
Vasanth’s Twitter: @NextVasanth


Time stamps:
00:42 - What got Justin into Uranium.
02:51 - Are we in the middle of another squeeze?
04:48 - How transparent is supply?
08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market
15:04 - Hedge Funds purchasing physical uranium
16:50 - CRDN and jurisdictional risk
19:31 - Nuclear provisions in the US infrastructure bill
20:54 - Social media and it’s role in the uranium markets
26:07 - What piece on the demand side is not being widely recognized?
29:13 - What will signal the top of the bull market?
31:41 - Is there seasonality? Is Justin a buyer right now?
35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure?
38:31 - Can Thorium be a substitute to Nuclear?

Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter

Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolution
Disclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. 

York Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry. 


Time Stamps:
00:54 - How many space companies can the market accommodate?
03:00 - Future market segmentation in space
04:31 - The disconnect between marketing and reality
08:09 - Varda
15:31 - Varda deep cut
16:08 - Will SpaceX derive significant revenue from delivering payloads for external parties?
17:28 - Minimum financing required in order to contract with SpaceX?
20:32 - Bidding for future payloads
21:24 - Regulation around satellites 
23:24 - Can we expect cooperation between the US and China on future space innovation?
28:04 - Other players focused on space innovation
29:00 - Is SpaceX really going to put advertisements in the sky?
30:49 - How will space factor into the classic academic disciplines? 
35:31 - Traditional media and space
41:31 - Blue Origin and HLS
44:28 - The Blue Origin Brand
46:18 - Incentive misalignment between management and employees
48:47 - Why did NASA go with SpaceX and not Blue Origin?
50:35 - Should we be skeptical of the promises being made by SpaceX?
53:36 - Did Bezos going to space help Blue Origin’s brand?
55:37 - How important is external validation for Blue Origin?

Find Vasanth on Twitter - @NextVasanth
Find Faraz on Twitter - @fzfromcupertino

Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter

Disclaimer: The content presented in this episode is for informational purposes only, you should not countersue any such information or other material as legal, tax, investment, financial or other advice. 

Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. 
Show Notes:
01:12 - What is AWS?
03:40 - What did people do before AWS?
06:52 - How is AWS different compared to Microsoft/Google?
12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?
16:23 - Google and Microsoft’s strategy for acquiring customers
20:36 - Market capitalization of the total cloud market
26:08 - How will the cloud business look in 2030/2035?
27:17 - Biggest constraint to AWS growth
29:34 - AWS is recession proof
33:44 - Future upstarts and disruption 
42:24 - How to approach finance as a technologist?


Find Durable Investments on Twitter -  @retaox
Find Vasanth - @NextVasanth
Find Faraz - @fzfromcupertino


Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter


Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Dr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.
Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/
Timestamps:
2:11 - An explanation of the semiconductor shortage
5:37 - Roadmap of chip design to final product
9:25 - Semiconductors are a human right
11:41 - Semiconductors are the new oil
17:10 - How do we get semiconductors into the poorest countries?
20:08 - Silicon Federation (https://www.linkedin.com/company/siliconfederation/about/)
21:59 - How do you incentivize corporations to open source semiconductor technology?
24:49 - Will a new era of hardware lead to a Cambrian explosion in startups?
27:12 - The next two decades of chip development
30:25 - Getting young people excited about hardware
38:27 - Is China ahead of the US in artificial intelligence?
43:11 - To what extent is ML a hardware problem?
45:13 - Building a global education infrastructure 
50:00 - How do you democratize education opportunities for the world?
53:19 - In your opinion, what is the best piece of software ever built?

Jeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior. 


Twitter: @ragnarisapirate
Blog: Ragnarisapirate.blogspot.com


Timestamps


01:03 - Thrive ($THRY)


05:55 - Risk/benefits of investing in small cap stocks


08:45 - Information asymmetry and arbitrage


14:18 - Zero fee trading and liquidity in small caps


19:30 - Softwares for SMB’s


23:56 - What’s stopping SMB operators from adopting new technology?


26:59 - Do SaaS companies have a responsibility to educate their potential customers?


32:12 - How accurately do we know the total addressable market for SMB SaaS companies?


34:56 - What are SaaS companies not understanding about their customers?


35:37 - Jeff’s real estate business


39:04 - Blackrock and institutional buying in real estate


44:56 - Interesting stocks over the next two years/ Caveat Emptor stocks


53:10 - What is something Jeff wishes more people knew about?



Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter