Folgen
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Despite the nonsense that pervades the mainstream media⊠renewable energy isnât 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.
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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/
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Website: https://www.curzioresearch.com
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Thereâs 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 doesnât write off fossil fuels as inherently bad. Don Watkins, director of education, explains his organizationâs viewsâŠ
-----------------------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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Fehlende Folgen?
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Two things are on my mind today: energy security and passive investing.
Weâll explore why theyâre linked⊠and the inflection point thatâs been quietly building in the markets.
Now more than ever, you canât afford to be passiveâŠ
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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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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...------------------
Editorâs note: Mike Alkin is a very cautious investor. He goes to great lengths to educate his subscribers on dealing with todayâs turbulent markets... and protecting their portfolios from downside. If you want to capture profits while hedging against the market, check out Mikeâs monthly signature newsletter Moneyflow Trader today!
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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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Despite improving fundamentals⊠the shipping sector is still dirt cheapâand creating a lot of opportunities for investors.
Harris âKuppyâ Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets heâs currently focused on in the shipping sector⊠and why he believes thereâs massive upside potential in this beautifully ugly industry.----------------------------
Editorâs 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 nameâwhile itâs still in buy rangeâright here.
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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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The dollar is ripping. Emerging markets are teetering. The yield curve is inverted⊠Holy crap, whatâs an investor to do?
Well, you could waste your time chasing after the marketâs tailâŠ
Or you could focus your time and energy on finding the markets that arenât pricing those factors in. Join me for a walk around todayâs financial marketsâŠ
Plus, hear about a moment this weekend that changed my life.
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Editorâs 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 rewardsâŠ
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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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Nothing is linear⊠especially stocks. And price doesnât necessarily equate to valueâŠ
This understanding is critical to finding good investment opportunities where others arenât 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 âKuppyâ Kupperman of Praetorian Capital. We discuss exciting, under-the-radar investment themes that most others have no interest inâyet.
Pull up a stool, pour yourself a cold one⊠For the next hour and change, weâll kick around some of the best risk/reward opportunities in the market.
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Editorâs note: If you havenât tried Mikeâs 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.
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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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With the Section 232 decision on uranium behind us⊠the uranium marketâs fundamentals look strong. Primary supply cuts are taking hold⊠secondary supplies are receding⊠and commercial utility inventories are within normal levels.
So why arenât equity prices reflecting these fundamentals? Whereâs the disconnect?
Adam Rodman, chief investment officer of uranium fund Segra Capital, joins me today to help sift through the noise and uncover whatâs really happening in the uranium market.
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Editorâs note: Mike doesnât 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 latestâstill 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
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As a short seller, I always enjoy looking at the mining sector. Itâs 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 investorsâŠ
If thereâs a sector that requires due diligence and a skeptical eye, mining is it.
Todayâs 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]... Heâs chock-full of fascinating tidbits.
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Editorâs note: If youâre 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.
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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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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 Commerceâs 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 petitionâagainst the recommendation of Commerce Secretary Wilbur Ross.
As is often the case, the headlines donât 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 cycleâŠ
The groupâs 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].------------------------
Editorâs note: If you donât 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 theyâre still in âbuyâ range.
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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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Energy isnât merely an ingredient in economic growthâitâs the ingredient that makes growth possible.
And at the center of the energy sector, geopolitics is a driving forceâdetermining how and why the industry functions.
Today, I explain why itâs critical for investors in the energy sector to understand the role of geopolitics... and how it can help you uncover investment ideas hiding in plain sight.
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Editorâs note: If you donât have exposure to the energy sector⊠Mike recommended two of his favorite plays in his signature newsletter Moneyflow Trader. Sign up now to get in on these names... while theyâre still in âbuyâ range.
If youâre a Moneyflow Trader Lifetime Member, mark your calendars for the next Partnersâ Call on Thursday, July 18.--------------
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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Good chess players are always planning many moves aheadâŠ
In investing, we call that second-level thinking.
Todayâs guest is retired petroleum industry engineer and avid chess player, Dale Haessel. He shares why he likes to avoid the âinvesting crowdâ... as well as the opportunities he sees in the natural resource sectorâall through the lens of a second-level thinker.-----------------------
Editorâs note: When it comes to investing, Mikeâs the ultimate chess player⊠staying several steps ahead of where the market is moving. By the time everyone else catches on, his Moneyflow Trader subscribers are ready to pocket the bulk of the gains. To learn more about Moneyflow Trader and Mikeâs unique strategy, click here.
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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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As the Section 232 uranium decision deadline looms⊠Jeff Klenda, CEO of Ur-Energy, returns to the podcast to give his take on how itâll all play outâand why.
As usual, Jeff tells it like he sees it⊠and doesnât hold anything back. You really donât want to miss this interview [13:48].
----------------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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In this hedge fund managerâs search for stupid-cheap stocks, no destination is too far flung.
Rather than get caught up in the same noise of the same market as everyone else, Harris âKuppyâ Kupperman sets his sights on companies and industries the world overâlooking for the unloved⊠the ignored⊠and the misunderstood.
Learn where and what this global investorâs got his value teeth into nowâand how he manages his portfolio to take advantage of these oft-missed opportunities [14:52].
And if the interview leaves you wanting more, you can read all about Kuppyâs exploits on his free blog, Adventures in Capitalism.---------------------
Editorâs note: Once you learn to shut out the noise⊠and look for real deep value investments⊠youâll never go back to what Mike calls "first order thinking." For a much deeper dive into the marketâs underbelly, check out his monthly newsletter Moneyflow Trader.
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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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Finding hidden value in the equity markets isnât easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that.
The keyword here is âmost.â
Because if you know what to look for (and where)... youâd be amazed at what you can find. You just need a sound process for evaluating companies and sectors.
My guest on todayâs episode is Jason Gould, portfolio manager at Lifetime Wealth Management. Jason loves to scour to marketâs underbelly to find asymmetrical risk/reward setups and stupid cheap stocks [9:50].
And today he shows us how he does it.
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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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Right this minute, the 20,000 U.S. hedge and mutual funds are scouring through the 5,000 publicly listed U.S. companies⊠trying to find their prince.
Between all these analysts and portfolio managers, probably a few hundred thousand eyeballs have already combed through every line item of every report of every single one of these companies.
Which means your chances of finding a diamond in the rough are slim.
If you want to find a great investment⊠you need to go where no one else is looking. Listen in to this weekâs episode as I apply this philosophy to the uranium sector.---------
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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You probably havenât built a power plantâŠ
But our guest has!
John Polomny has an abiding passion for all things energy related. And while being part of a team that builds power plants doesnât automatically make one an expert in the business of investing in the sector⊠heâs done the requisite work.
Johnâs knowledge of the energy sector has translated into a knack for identifying out-of-favor, mispriced industriesâlike uranium, for example.
Listen and learn how John educated himself on energy investing, the folks he followed on his journey, and the industries he thinks offer great value [26:52].
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P.S. People are asking how Iâm handling the NY Islandersâ traumatic exit from the NHL playoffs. Sigh⊠Iâm ready to talk about it now.
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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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Have you seen the viral video where the cute 4-year-old is micâd up for his hockey practice? His dad wondered what he might be saying out there on the ice⊠and itâs gotten over nine million views in three months.
That dad is Jeremy Rupke, founder of How to Hockey. Hailing from a small Canadian farming town, Jeremyâs story offers a peek into the mind of a young entrepreneur who took hockey to a different level, turning his lifelong passion for a sport into a rapidly growing business of educating players of all ages. Youâre in for a treat with this interview [27:34].
Hockey and business/investing are naturally linked in my mind⊠If youâre a regular listener, you may have heard me quote Wayne Gretzky: Skate to where the puck is goingânot where it is.
I try to use that approach in investing. The obvious details about a company or industry are priced into where the stock is trading at any given time⊠Thatâs where the puck is.
Where itâs going is second level type thinking⊠Thatâs the information thatâll be priced into the stock in the futureâwhen the market figures it out.-------------------------------------
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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Links mentioned in this episode:
Cute 4-year-old is micâd up for his hockey practice
How to Hockey
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Chris MacIntosh is founder and author of Capitalist Exploits. Heâs about as contrarian as you can get⊠always calling it like it is, without any B.S.
He shares what you should be buyingâand avoidingâto make asymmetrical returns [20:17].
Remember, what gets you the most bang for your buck isnât always the popular pick⊠-
I often talk about the art and science of investing. After all, a lot goes into analyzing companies, industries, and the markets.
The good news is you donât have to be an MBA or CFA to be a good investor! You just need to be curious⊠put in the time⊠and have a strong grasp of fourth grade math.
But where do you begin?
I share some of my favorite investing books to inspire you and point you in the right directionâŠ
And you donât want to miss my Big Salad experience in the opening sequence.
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