PERSON DIRECTORY
Andrew Walker
Host of Yet Another Value Podcast. Andrew Walker appears in 145 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
145 EPISODES1 SHOW
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Old West's Brian Laks dives into metals, mining, and uranium
Uranium has shifted from indiscriminate asymmetry to selective underwriting, with spot near $70 per pound and inflation potentially lifting break-evens to $60-$70 or higher.Reactor extensions, new builds, SMRs and AI data centers strengthen demand, but permitting delays may leave 2030s utility requirements uncovered.Old West is reallocating across uranium, copper and gold while monitoring scarcity pricing and policy premiums.