Sprott's Ed Coyne and John Ciampaglia join Per Jander of WMC Energy to discuss the promising investment case for uranium and the launch of Sprott Physical Uranium Trust (TSX: U.UN). The Trust invests and holds substantially all of its assets in uranium in the form of U3O8 or "yellowcake," which is created in the first stages of its lifecycle from mined ore to spent fuel.
The 2018 Annual Meeting comes at a time of high volatility for elevated equity markets and ahead of expected interest rate hikes from the Federal Reserve. Sprott Media’s Albert Lu spoke with Sprott USA’s Chairman, Whitney George, about Buffett’s responses to some of the tough questions and the inevitable fundamental shifts on the horizon.
Senior Portfolio Manager Trey Reik responds to Warren Buffett’s distaste for gold, staunchly reconfirmed by Buffett at the May 5 Berkshire Hathaway Annual Shareholder Meeting. Reik finds Buffett's gold-versus-stocks comparison self impeaching, and suggests that a prudent allocation to gold could improve the risk-adjusted returns even for Berkshire Hathaway.
Portfolio Manager Whitney George reviews his approach to value investing: “We just try to identify great businesses and buy them when they go on sale. Given the current backdrop, we expect our disciplined approach to be rewarded with attractive opportunities for investment throughout 2018.”
Insights from Sprott
- WGC - The Relevance of Gold as a Strategic Asset
- WGC - Gold Outlook 2021
- WGC - Gold Mining’s Contribution to the UN Sustainable Development Goals 2020
- World Silver Survey 2021
- Silver's Growing Role in the Automotive Industry - Jan. 2021
- Silver's Important Role in Solar Power - June 2020
- Silver's Role in a 5G Connected World - March 2020