Todd Warren, Portfolio Manager of Tribeca 2050 Strategy, discusses recent shifts in his fund, which is increasing exposure to liquid assets related to the energy transition, such as uranium and copper. He highlights Boss Energy, an ASX-listed uranium stock, as undervalued and well-positioned due to rising global demand for nuclear power, driven partly by tech giants seeking clean energy solutions for data centers. Boss Energy, which is operating in stable jurisdictions, is one of the most shorted stocks on the ASX, making it a potential candidate for a short squeeze if market sentiment shifts. Warren also sees positive signals in China’s stimulus measures, which aim to stabilize local government debt and boost consumer confidence. Additionally, he recommends Saké Restaurant in Sydney and “The Howie Games” podcast for its engaging interviews.
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