We jumped straight into uranium talk with EnCore Energy getting punished, down 46% on a production miss and the news that its CEO would leave the company effective immediate.

We then had a detailed conversation on the risk-off sentiment across markets, where China is heading in policy and stimulus, the continued intensity of its Belt & Road Initiative and how Australia fits into all of this.

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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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(0:00:00)Introduction

(0:01:50)enCore Energy SMASHED

(0:21:20)JD's Macro and China views as of TODAY

(0:50:50)Will DOGE cause ripples around the world?