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In this episode of the 2023 Outlook series, host Antonio welcomes Warren Irwin, a fund manager with a cautious but still positive view on uranium. While many in the sector are highly optimistic, Warren identifies as a "bear" due to his measured perspective, shaped by his extensive experience in the industry. He acknowledges the hype surrounding uranium but emphasizes the importance of a more skeptical approach based on his long-term observations. Warren introduces himself as the head of Ross to Asset Management, positioning his insights as grounded in experience rather than exuberance.
