Actionable Ideas: Uranium, Lithium & Bitcoin

The Grizzle conference tripleheader is always a marathon of idea generation for our team; a great combination of smart commodity investors, strategists and companies. In case you missed it here are the YouTube links: Uranium 1x1, Battery Metals 1x1 & Hard Money.

We came away with actionable insights in the three thematic sectors above; some big portfolio shifts to get torque into the new year. Let’s dive into the ideas…