With gold hitting record highs and silver’s role in solar energy strengthening its investment appeal, Tribeca’s Todd Warren explains why he’s increasing exposure to gold, silver, copper, and uranium. Amid market volatility and the global energy transition, these commodities present significant long-term value.
Tribeca’s Guy Keller joined MacroVoices Podcast to share his expert views on the opportunities in the uranium market, from supply bottlenecks and geopolitical risks to why tech giants are starting to pay attention to the nuclear fuel cycle. With enriched uranium...
Guy Keller, Portfolio Manager of the Nuclear Energy Opportunities Strategy, had the privilege of being featured as AFR’s ‘Monday Fundie.’ He shares insights into the uranium sector’s volatility, emphasizing the importance of long-term fundamentals over short-term...
Todd Warren, Partner at Tribeca Global Natural Resources Strategy (ASX: TGF), shares valuable insights on the evolving landscape of global commodities in Livewire Markets' 2025 Outlook Series. With the new Trump Administration's 'drill, baby, drill' energy agenda in...
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