Episode Details
Title | Are You Ready For The 1st Turning? | Michael Millerman |
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Date | 11/27/2024 |
Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $NUCLEAR - Investing in nuclear power due to reduced regulatory barriers and potential for faster infrastructure development
- “One of them that I've been concentrating on is nuclear power. And nuclear power used to have these big, big, you know, roadblocks to to build these things. And because of natural, you know, nuclear issues of, of, you know, 3 Mile Island and, the one in Japan. And now if you have less regulatory red tape to build these things, perhaps our whole infrastructure starts, you know, getting built faster and faster.” - Tyler (54:43)
- 🟢 $BTC - 🔒
Bearish:
- 🔻 $INCUMBENTS - 🔒