PERSON DIRECTORY
Brian Laks
Brian Laks appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
1 EPISODE1 SHOW
Language
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.