The Mike Alkin Show: Talking Stocks Over a Beer podcast

The Mike Alkin Show: Talking Stocks Over a Beer

Curzio Research

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."

66 Episodes

Want to save the planet? Use nuclear power (Ep. 75)
10/7/2019
45:08
Despite the nonsense that pervades the mainstream media… renewable energy isn't saving the planet anytime soon. If you believe it will, I have a bridge to sell you in Brooklyn. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet. --------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
The moral case for fossil fuels (Ep. 74)
10/2/2019
48:57
There's a lot of debate surrounding the use of fossil fuels, with many calling it immoral due to the impact on the environment. But the Center for Industrial Progress doesn't write off fossil fuels as inherently bad. Don Watkins, director of education, explains his organization's views… ----------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
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Don't be passive at an inflection point like this (Ep. 73)
9/16/2019
41:31
Two things are on my mind today: energy security and passive investing. We'll explore why they're linked… and the inflection point that's been quietly building in the markets. Now more than ever, you can't afford to be passive… ------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)
9/9/2019
1:33:47
Last week in London, the World Nuclear Association (WNA) released its 2019 Nuclear Fuel Report, which forecasts nuclear power generation growth. And for the first time in the Fukushima disaster in 2011, the WNA raised its long-term global growth outlook. But demand is just one side of the equation... For nearly a decade, the world has been awash in uranium supplies. Today, Tim Chilleri, analyst at Sachem Cove Partners, joins me on the podcast. We just returned from the 2019 WNA Symposium in London. Find out what we learned from our travels... ------------------ Editor's note: Mike Alkin is a very cautious investor. He goes to great lengths to educate his subscribers on dealing with today's turbulent markets... and protecting their portfolios from downside. If you want to capture profits while hedging against the market, check out Mike's monthly signature newsletter Moneyflow Trader today! ------------------ The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
This beautifully ugly industry has massive upside potential (Ep. 71)
8/29/2019
1:22:57
Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors. Harris "Kuppy" Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets he's currently focused on in the shipping sector… and why he believes there's massive upside potential in this beautifully ugly industry. ---------------------------- Editor's note: For exposure to an exciting name in transportation, check out Curzio Research Advisory, where Frank Curzio recommended a company set to dominate a $600 billion trucking market... forever. Learn how to access to this name—while it's still in buy range—right here. -------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
In an uncertain market… focus here instead (Ep. 70)
8/19/2019
47:09
The dollar is ripping. Emerging markets are teetering. The yield curve is inverted… Holy crap, what's an investor to do? Well, you could waste your time chasing after the market's tail… Or you could focus your time and energy on finding the markets that aren't pricing those factors in. Join me for a walk around today's financial markets… Plus, hear about a moment this weekend that changed my life. ---------------------- Editor's note: When it comes to hedging against falling markets… no one knows better than Mike Alkin. And through his premium investment advisory Moneyflow Trader, Mike brings his readers contrary plays designed to reap big rewards… ---------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
If you want to invest with the big boys… start here (Ep. 69)
8/6/2019
1:36:22
Nothing is linear… especially stocks. And price doesn't necessarily equate to value… This understanding is critical to finding good investment opportunities where others aren't looking. Quite often, the very best values will make your stomach churn early on in the investment. Join me and two grizzly, seasoned, deep-value investors: Chris MacIntosh of Capitalist Exploits and Harris "Kuppy" Kupperman of Praetorian Capital. We discuss exciting, under-the-radar investment themes that most others have no interest in—yet. Pull up a stool, pour yourself a cold one… For the next hour and change, we'll kick around some of the best risk/reward opportunities in the market. --------------------- Editor's note: If you haven't tried Mike's premium investment advisory Moneyflow Trader yet… and have been wondering what all the fuss is about… you can get started today with this special offer. --------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
Making sense of the great uranium disconnect (Ep. 68)
7/29/2019
1:08:59
With the Section 232 decision on uranium behind us… the uranium market's fundamentals look strong. Primary supply cuts are taking hold… secondary supplies are receding… and commercial utility inventories are within normal levels. So why aren't equity prices reflecting these fundamentals? Where's the disconnect? Adam Rodman, chief investment officer of uranium fund Segra Capital, joins me today to help sift through the noise and uncover what's really happening in the uranium market. ---------------------- Editor's note: Mike doesn't offer uranium recommendations in his signature investment advisory Moneyflow Trader. But his proprietary work in that market allows him to shine a light on under-the-radar opportunities in the energy sector, like his latest—still in buy range. Learn more. ---------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
Buyer beware in the natural resource sector (Ep. 67)
7/22/2019
49:15
As a short seller, I always enjoy looking at the mining sector. It's a great place to find some overhyped bullsh*t. To hear some mining executives tell it, they have THE PROJECT that will pave the way to riches for investors… If there's a sector that requires due diligence and a skeptical eye, mining is it. Today's guest is Jamie Keech, mining engineer and co-founder of Resource Insider. Jamie shares what he looks for in resource companies, as well as interesting opportunities he sees right now [6:06]... He's chock-full of fascinating tidbits. ------------------------- Editor's note: If you're looking to add exposure to the resource sector to your portfolio… check out All-Star Portfolio, where Frank Curzio taps into the best ideas from his Rolodex of industry insiders, covering a wide variety of sectors. -------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com
Is there finally certainty for the uranium market? (Ep. 66)
7/15/2019
1:14:39
After 18 months (that felt like dog years), President Trump finally ruled on the Section 232 petition on U.S. uranium imports. The president had wide latitude on his ruling… He could have chosen the Department of Commerce's recommendations, come up with his own solution, or opted to do nothing at all. The petitioners were hoping for a 25% quota… But the commander in chief rejected the petition—against the recommendation of Commerce Secretary Wilbur Ross. As is often the case, the headlines don't depict the whole story. Rather than imposing restrictive quotas, the president commissioned a working group to conduct a thorough review of the whole nuclear fuel cycle… The group's findings could have many implications for the uranium market. Arthur Hyde, a partner at Segra Resource Partners uranium fund, joins me today to discuss the implications of the Section 232 ruling and our thoughts on the working group [10:57]. ------------------------ Editor's note: If you don't have exposure to the energy sector… Mike recently recommended two of his favorite plays in his signature newsletter Moneyflow Trader. Sign up now to get in on these names... while they're still in "buy" range. ------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

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