Core Viewpoint - The Global X Uranium ETF (URA) is positioned as a unique investment vehicle within the energy sector, not merely as a diversified product for defensive investment strategies [1] Group 1: Investment Strategy - The focus is on connecting macroeconomic dynamics with company-level valuation to identify long-term investment opportunities [1] - The investment approach emphasizes deep value and a long-term perspective, particularly on underfollowed companies and structural stories in leading firms [1] Group 2: Market Context - The analyst's background in Argentina provides insights into complex and dynamic market conditions, allowing for in-depth coverage of local assets while analyzing broader Latin American and global trends [1]