Investing in uranium requires patience and conviction; investors must be able to wear market volatility from interest rate moves, trade wars, geopolitical shocks, and tariff policy changes without capitulating; this is a multi-year thesis that will play out but requires psychological fortitude and position sizing that allows for calm holding.
normativepending
Speaker
Nick LawsonEvidence Quote
“you can wear the vicissitudes of the market, you can wear a Trump tariff tantrum, you can wear a war or whatever interest rate rise... we haven't been that nervous the last 5 years because we've been utterly convicted in our thesis and we've never been too heavily positioned where we can't sleep at night.”
Created: 8/11/2026, 6:58:12 AM
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