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 and David Keller @DKellerCMT talk behavioral #finance, the value of stock charts, and how investor emotions work their way into prices. And for the #Caddyshack fans, Mike shares his Carl Spackler approach to dealing with annoying racoons
#Naturalresource #investing can be incredibly profitable… or an unmitigated disaster. Mike welcomes back mining engineer and venture capitalist @Jamie_Keech of Resource Insider, who shares his approach to resource investing.
On today’s podcast Mike gives a recap of @Cambridge VRIC and shares his reactions to the speakers… He also breaks down how to protect yourself from the inevitable noise that comes any time a group of “experts” get together.
Join Mike and his pal, fellow uranium fund manager Arthur Hyde from Segra Capital, for part two of their talk about the uranium market. You can listen to part 1 here: bit.ly/2TR51eO.
Mike talks about the importance of having an investing framework… what his is… and the critical role geopolitics play in it. He also shares predictions on NFL playoffs and tonight’s national championship between Clemson and Alabama…
Mike and Arthur Hyde of Segra Capital Management dive deep into the world of uranium and the fundamental drivers behind the market. Grab a pen… You’ll want to take lots of notes.
Market volatility is high… but even in the midst of the chaos, Mike knew there must be something of value that’s being overlooked. And sure enough, he found one sector that’s worthy of more investigation.
Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. Mike’s guest is Andrew Weekly of @SmithWeekly. He shares some of his favorite ideas… and his methodology to find value.
Andrea Jennetta, nuclear power expert and publisher of Fuel Cycle Week @NuclearBuzz joins Mike this week to discuss their divergent (and similar) perspectives on the uranium market.
Mike’s guest today is blogger and contrarian investor @hammerinvesting. Join them as they talk about the market’s trash pile… and the joys of scavenging through it.
Mike talks about why numbers matter… and how to pay attention to the math. U.S. midterm elections are tomorrow… will there be market fireworks? And if you weren’t prepared for last month’s bloodbath, here’s what you need to do now.
GDP growth is strong… Q3 earnings are coming in +22%... but the market’s getting smoked. Mike’s guest, NFL linebacker-turned-businessman, @ChadCascadden shares his take. And don’t miss a sample of Mike’s talk at @NEI Fuel Conference in Boston today.
The value one finds on the trash heap can be quite exceptional… and no one subscribes to this view more than Mike’s guest today, Chris MacIntosh of @capitalistexp. It’s exactly how Mike thinks, too…
Mike breaks down some of the hidden dangers in the markets. He looks at China, Saudi Arabia, and other geopolitical events affecting your portfolio. And of course, earning season always brings its own share of surprises…
Today Mike sits down with Mike Young, CEO of Australian uranium developer Vimy Resources. Join them for a discussion about the macro uranium market... and the future of nuclear power.
