
About this episode
Uranium exchange-traded funds have increased 20 percent in value over the past month and are up 50 percent over the past 6 months, making uranium a standout metal commodity for 2023. Given that Australia is not pro-nuclear power, it is easy to forget about uranium in an investment portfolio. However, Australia has around a quarter of the world's uranium deposits and several strong uranium mining, exploration, development and production companies on the ASX .
We discuss the opportunity with uranium, discuss whether investors have missed the boat and look at the long-term thematics of uranium and how investors can potentially position it in their portfolios.
In today's show, we also cover
* How the China property market woes will affect Australia
* What to do when bond yields eventually stop rising
* Pros and cons of using a no frills accountant for your super fund
* Why did the RBA have to raise interest rates to reduce inflation?
Betashares chief economist David Bassanese joins James Gerrard founder of www.financialadvisor.com.au on today's show
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