Energy Looks Calm. Metals Are Running. Uranium May Be Waking Up—What the Market Isn’t Saying

Описание: On this episode of Wall Street Beats Roundtable, Ben Brey is joined by Bob Morris and Kevin “Bakes” Baker to break down why energy stability, disciplined metals trimming, and a resurging uranium trade may be signaling a shift beneath the surface.

Bob Morris explains why oil is behaving unusually calmly near long-term averages, why natural gas spikes are being ignored by equities, and where he’s selectively adding exposure in oil services as international dynamics quietly improve.

Kevin “Bakes” Baker walks through risk management in commodities—why he trimmed copper, platinum, and silver after sharp moves, why parabolic blow-offs matter, and why uranium may be earlier in its breakout cycle than most investors realize. With junior miners leading spot prices, this could be one of those “grab your popcorn” setups members watch unfold in real time.

If you’re looking past short-term noise and focusing on cycle positioning, discipline, and asymmetric setups, this is a conversation you don’t want to miss.

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