The Mike Alkin Show: Talking Stocks Over a Beer
Summary: Listen to hedge fund veteran and one of the best short-sellers in the world, Mike Alkin from Curzio Research, as he talks to CEOs, Corporate Managers, and Hedge Fund Managers to expose price imbalances and money-making opportunities “hidden in plain sight.”
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Podcasts:
Mike Alkin @FootnotesFirst on why #RenewableEnergy is overhyped… and #NuclearPower is the answer to saving the planet.
Are #fossilfuels inherently bad? The Center for Industrial Progress @GoIndustrial doesn’t think so. @Dwatkins3, director of education, makes the moral case for fossil fuels.
Mike talks energy security and passive investing… how they’re linked… and the inflection point that’s been quietly building in the markets…
@WorldNuclear raised long-term #nuclear growth outlook for the first time in 8 years. Mike Alkin and @timothychilleri break down the nuclear fuel cycle...
The shipping sector is dirt cheap—and creating a lot of opportunities for investors. Harris Kupperman @HKuppy explains why this industry has massive upside potential.
With so many uncertain markets, what’s an investor to do? Mike Alkin @FootnotesFirst walks listeners through which markets to focus on today…
Chris MacIntosh of @capitalistexp and Harris “Kuppy” Kupperman @kuppy join Mike to kick around some of the best risk/reward opportunities in the market.
With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. So why aren’t equity prices reflecting that? Adam Rodman of Segra Capital explains what’s really going on in the #uranium market...
If there’s a sector that requires due diligence and a skeptical eye, mining is it. @JamieKeech, co-founder of #ResourceInsider, shares what he looks for in resource companies, as well as interesting opportunities he sees right now.
President Trump rejected the #Section232 petition to impose quotas on uranium imports—choosing to conduct a review of the nuclear cycle instead. Mike and Arthur Hyde of Segra Resource Partners @SegraU3O8 discuss the implications.
Geopolitics is a driving force of the energy sector—determining how and why the industry functions. Understanding its role is critical for investors… and may help uncover investments hiding in plain sight.
Retired petroleum industry engineer and avid chess player, Dale Haessel @dhaessel0, shares why he likes to avoid the “investing crowd”... as well as the next-level opportunities he sees in the natural resource sector.
As the Section 232 uranium decision deadline looms… Jeff Klenda, CEO of Ur-Energy, joins Mike to give his take on how it’ll all play out—and why. Jeff tells it like he sees it… and doesn’t hold anything back. This is a must-listen.
For Harris “Kuppy” Kupperman @hkuppy of @AdvInCap, no destination is too far flung in the search for stupid-cheap #stocks. Kuppy joins Mike to share what (and where) he’s got his value teeth into now…
Finding hidden value in an efficient market can be tricky. Mike Alkin and Jason Gould of Lifetime Wealth Management explain how to go bargain hunting in today’s stock market.
