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 showSee omnystudio.com/listener for privacy information.
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