https://www.bnnbloomberg.ca/video/you-ve-got-to-own-energy-as-an-inflation-hedge-rafi-tahmazian~2101600

You've got to own energy as an inflation hedge: Rafi Tahmazian

Rafi Tahmazian, senior portfolio manager at Canoe Financial, joins BNN Bloomberg to discuss why investors should own oil as an inflation hedge, and why he sees opportunity in Trican Well Service and Headwater Exploration.
 
Rafi also mentioned uranium and an interesting space re possible nuclear renassance in part involving SMRs. Big fish Cameco CCO/CCJ heading higher after breaking out on Dec 7 and now at a 5 year high. See Haywood report below:

https://clients.haywood.com/uploadfiles/secured_reports/UxDec82020.pdf