Has the market gone cold on miners?

We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate. 

We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this. 

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(0:00:00)Introduction

(0:01:50)enCore Energy SMASHED

(0:21:20)JD's Macro and China views as of TODAY

(0:50:50)Will DOGE cause ripples around the world?