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Justin Huhn Drops BOMBSHELL on Uranium Supply Crisis!
01:08:15

Justin Huhn Drops BOMBSHELL on Uranium Supply Crisis!

Today, Steve Barton sits down with uranium expert Justin Huhn of Uranium Insider for one of the most incisive briefings on the global uranium market to date. In a razor-sharp dissection of nuclear energy’s future, Justin exposes the mounting disconnect between supply realities and investor expectations—and the complacency that threatens long-term energy security in the West. Justin warns that utilities are running out of time. With only a fraction of annual demand secured in long-term contracts, and the spot market increasingly dominated by carry trades and short-term opportunism, the illusion of supply is about to be shattered. He breaks down the geopolitical fractures between East and West, where the East controls most enrichment capacity and uranium flow—while the West demands 70% of global nuclear fuel. This is the kind of clarity investors rarely get—an unfiltered, data-rich outlook from the front lines of the uranium bull market. Connect with Justin Huhn! Uranium Insider: https://members.uraniuminsider.com/a/41334/hfFkvWuq Key Topics Discussed: ✅ Why the global uranium market is facing a severe supply-demand mismatch ✅ How utilities are quietly entering the spot market amid long-term contracting paralysis ✅ The growing East-West divide in uranium production, enrichment, and conversion capacity ✅ Why Small Modular Reactors (SMRs) are already influencing uranium demand ahead of schedule ✅ The geopolitical risks reshaping the nuclear fuel cycle—Russia, China, and Kazakhstan dominance ✅ Why Western production may soon command a strategic premium If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter https://www.stevebartonmoney.com/ Rule Symposium 2025 (July 7-11) https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=inittowinit Rule Classroom (Free) https://ruleclassroom.com/share/-ztDnefsS5h6MTkD?utm_source=manual Rule Classroom Plus (2 Free Months) https://ruleclassroom.com/share/--qqlFVftepbST8a?utm_source=manual TradingView (Free) https://www.tradingview.com/?aff_id=128305 Lobo's Weekly Recap (Free) https://independentspeculator.com/services/speculators-digest?ref=stevebartonmoney%40gmail.com Uranium Newsletter https://members.uraniuminsider.com/a/41334/hfFkvWuq Check out my Free Newsletter, and get all my top picks every Sunday! https://www.stevebartonmoney.com/ Chapters: 00:00 Introduction and uranium market outlook 07:03 Utilities buying more in the spot market 11:54 North American uranium fuel capacity 15:49 Will faster permits fix supply issues 17:30 East vs West uranium supply and demand 25:25 Global uranium imbalance 28:24 Centrus and US halo production 29:51 Spot price bottom 30:58 What inning is the uranium bull market in 36:20 Summer selloff coming 38:30 Thoughts on Australian uranium stocks 40:43 Australia’s capital gains tax impact 42:30 Is ASPI legit 43:23 Niger update and royalty funding 45:10 Reprocessing spent fuel into MOX 46:41 Why France uses MOX fuel 47:38 SMR uranium demand vs large reactors 50:56 When will contract volumes catch up 52:30 China’s new uranium deposit 55:07 SPUT and market activity 01:00:37 Cameco earnings and market outlook 01:06:20 Final thoughts and where to find Justin DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #Uranium #NuclearEnergy #JustinHuhn #UraniumInsider #Investing #SMRs #EnergyCrisis #Commodities #Enrichment #NuclearPower #UraniumMarket #Cameco #U308 #InItToWinIt #SteveBarton
US Debt Collapse?  Shocking Forecast for 2025!
01:01:52

US Debt Collapse? Shocking Forecast for 2025!

Today, Steve Barton welcomes back global macro strategist John Polomny for one of the most direct assessments of America's economic future. In a blistering analysis, John lays bare the structural rot inside U.S. politics, the unrelenting rise of national debt, and the financial engineering quietly pushing the country toward currency debasement and fiscal collapse. John warns that the political class—regardless of party—has no will to reduce spending. Instead, he predicts an inevitable pivot to yield curve control and stealth monetary interventions as the Fed scrambles to contain exploding interest obligations. This isn’t a drill—it's the slow-motion breakdown of the post-Bretton Woods economic order. Amid the chaos, there is opportunity. John outlines where the smart capital is going next: energy, hard assets, and deeply undervalued commodities. This is more than a forecast—it’s a survival guide for the decade ahead. Connect with John Polomny! Twitter: https://x.com/JohnPolomny YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert Substack: https://substack.com/@actionablenews Key Topics Discussed: ✅ Why the U.S. debt spiral is mathematically irreversible ✅ How inflation and currency debasement are now policy tools, not accidents ✅ The myth of political saviors and why spending cuts are a fantasy ✅ Yield curve control and forced bond buying—what’s coming for your 401(k) ✅ Why uranium, coal, and oil are Polomny’s highest conviction 2025 trades ✅ How to position for commodity cycles using volatility and position sizing ✅ The overlooked opportunity in emerging markets as capital rotates globally If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter https://www.stevebartonmoney.com/ Rule Symposium 2025 (July 7-11) https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=inittowinit Rule Classroom (Free) https://ruleclassroom.com/share/-ztDnefsS5h6MTkD?utm_source=manual Rule Classroom Plus (2 Free Months) https://ruleclassroom.com/share/--qqlFVftepbST8a?utm_source=manual TradingView (Free) https://www.tradingview.com/?aff_id=128305 Lobo's Weekly Recap (Free) https://independentspeculator.com/services/speculators-digest?ref=stevebartonmoney%40gmail.com Uranium Newsletter https://members.uraniuminsider.com/a/41334/hfFkvWuq Check out my Free Newsletter, and get all my top picks every Sunday! Chapters: 00:00 Welcome Back John Polomny and His Macro View 10:42 The Fed’s Next Move and Stealth QE Speculation 18:36 Interest Rates Rising and the Road to Inflation 21:17 Deep Value and Top Trade Ideas for 2025 27:21 Oil Prices Today and Long-Term Investment Potential 31:29 Natural Gas and Coal Sentiment and Cyclical Trends 35:30 Why Thermal Coal Is a Contrarian Opportunity 37:04 Uranium Investing and Holding Through the Cycle 41:57 Real Estate Investing in Today’s Political Climate 44:06 How to Handle Volatility and Build Conviction 50:13 The Biggest Misunderstanding in Commodity Investing 54:32 Why Political Corruption Is Not Going Away 59:22 Final Thoughts on Strategy and Market Positioning 01:01:12 Conclusion and Revisiting 2025 High Conviction Plays DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #JohnPolomny #Commodities #Inflation2025 #UraniumStocks #OilInvesting #Gold #Silver #MacroAnalysis #YieldCurveControl #DeepState #DebtCrisis #HardAssets #Trump #InvestmentStrategy #SteveBarton #InItToWinIt

© 2025 by Steve Barton.

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