About this episode

Dr. Nomi Prins discusses global economic challenges, the impact of the Iran War, and the rising demand for uranium amidst inflationary pressures.

Stijn Schmitz welcomes Dr. Nomi Prins to the show. Dr. Nomi Prins is Founder of Prinsights Global and Substack. The discussion opens with a broad assessment of global economic headwinds, including the ongoing blockage of the Strait of Hormuz and rising bond yields. Dr. Prins explains that even a hypothetical resolution to the strait crisis would not immediately ease supply backlogs, keeping oil prices elevated and contributing to persistent inflation. She notes a significant dislocation between struggling economic confidence and stock markets reaching all-time highs, fueled by large asset funds and cash waiting on the sidelines. The conversation shifts to the beneficiaries of supply disruptions, where Dr. Prins sees value in oil producers outside the Middle East, such as those in Colombia, which can bypass the strait. She then highlights uranium as a critical, underappreciated story, emphasizing that nuclear energy’s role in powering data centers and AI creates surging demand against a backdrop of severely constrained supply, with new mines taking up to 18 years to develop. This supply deficit, she argues, makes current uranium prices appear very low. Addressing inflation and…

People in this episode

Host: Stijn Schmitz

Guest: Dr. Nomi Prins

Topics covered

• global economy
• oil prices
• uranium demand
• inflation
• central bank policy

Keywords

• Iran War
• uranium
• oil prices
• inflation
• central bank policy
• economic confidence
• nuclear energy

Mentioned in this episode

Organizations: Pr insights Global

Products: uranium

Places: Strait of Hormuz, Colombia, Middle East

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