Episodit
-
Despite the nonsense that pervades the mainstream mediaā¦ renewable energy isnāt 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 overhypedā¦ 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
-
Thereās 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 doesnāt write off fossil fuels as inherently bad. Don Watkins, director of education, explains his organizationās viewsā¦
-----------------------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
-
Puuttuva jakso?
-
Two things are on my mind today: energy security and passive investing.
Weāll explore why theyāre linkedā¦ and the inflection point thatās been quietly building in the markets.
Now more than ever, you canāt afford to be passiveā¦
-------------------------
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
-
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...------------------
Editorās note: Mike Alkin is a very cautious investor. He goes to great lengths to educate his subscribers on dealing with todayās turbulent markets... and protecting their portfolios from downside. If you want to capture profits while hedging against the market, check out Mikeās 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
-
Despite improving fundamentalsā¦ the shipping sector is still dirt cheapāand creating a lot of opportunities for investors.
Harris āKuppyā Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets heās currently focused on in the shipping sectorā¦ and why he believes thereās massive upside potential in this beautifully ugly industry.----------------------------
Editorās 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 nameāwhile itās still in buy rangeāright 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
-
The dollar is ripping. Emerging markets are teetering. The yield curve is invertedā¦ Holy crap, whatās an investor to do?
Well, you could waste your time chasing after the marketās tailā¦
Or you could focus your time and energy on finding the markets that arenāt pricing those factors in. Join me for a walk around todayās financial marketsā¦
Plus, hear about a moment this weekend that changed my life.
----------------------
Editorās note: When it comes to hedging against falling marketsā¦ 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 rewardsā¦
----------------------
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
-
Nothing is linearā¦ especially stocks. And price doesnāt necessarily equate to valueā¦
This understanding is critical to finding good investment opportunities where others arenāt 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 āKuppyā Kupperman of Praetorian Capital. We discuss exciting, under-the-radar investment themes that most others have no interest ināyet.
Pull up a stool, pour yourself a cold oneā¦ For the next hour and change, weāll kick around some of the best risk/reward opportunities in the market.
---------------------
Editorās note: If you havenāt tried Mikeās premium investment advisory Moneyflow Trader yetā¦ and have been wondering what all the fuss is aboutā¦ 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
-
With the Section 232 decision on uranium behind usā¦ the uranium marketās fundamentals look strong. Primary supply cuts are taking holdā¦ secondary supplies are recedingā¦ and commercial utility inventories are within normal levels.
So why arenāt equity prices reflecting these fundamentals? Whereās the disconnect?
Adam Rodman, chief investment officer of uranium fund Segra Capital, joins me today to help sift through the noise and uncover whatās really happening in the uranium market.
----------------------
Editorās note: Mike doesnāt 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 latestāstill 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
-
As a short seller, I always enjoy looking at the mining sector. Itās 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 investorsā¦
If thereās a sector that requires due diligence and a skeptical eye, mining is it.
Todayās 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]... Heās chock-full of fascinating tidbits.
-------------------------
Editorās note: If youāre looking to add exposure to the resource sector to your portfolioā¦ 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
-
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 rulingā¦ He could have chosen the Department of Commerceās recommendations, come up with his own solution, or opted to do nothing at all.
The petitioners were hoping for a 25% quotaā¦ But the commander in chief rejected the petitionāagainst the recommendation of Commerce Secretary Wilbur Ross.
As is often the case, the headlines donāt 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 cycleā¦
The groupās 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].------------------------
Editorās note: If you donāt have exposure to the energy sectorā¦ Mike recently recommended two of his favorite plays in his signature newsletter Moneyflow Trader. Sign up now to get in on these names... while theyāre still in ābuyā 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
-
Energy isnāt merely an ingredient in economic growthāitās the ingredient that makes growth possible.
And at the center of the energy sector, geopolitics is a driving forceādetermining how and why the industry functions.
Today, I explain why itās 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.
--------------
Editorās note: If you donāt have exposure to the energy sectorā¦ Mike recommended two of his favorite plays in his signature newsletter Moneyflow Trader. Sign up now to get in on these names... while theyāre still in ābuyā range.
If youāre a Moneyflow Trader Lifetime Member, mark your calendars for the next Partnersā 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
-
Good chess players are always planning many moves aheadā¦
In investing, we call that second-level thinking.
Todayās guest is retired petroleum industry engineer and avid chess player, Dale Haessel. He shares why he likes to avoid the āinvesting crowdā... as well as the opportunities he sees in the natural resource sectorāall through the lens of a second-level thinker.-----------------------
Editorās note: When it comes to investing, Mikeās the ultimate chess playerā¦ 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 Mikeās unique strategy, click 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
-
As the Section 232 uranium decision deadline loomsā¦ Jeff Klenda, CEO of Ur-Energy, returns to the podcast to give his take on how itāll all play outāand why.
As usual, Jeff tells it like he sees itā¦ and doesnāt hold anything back. You really donāt 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
-
In this hedge fund managerās 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 āKuppyā Kupperman sets his sights on companies and industries the world overālooking for the unlovedā¦ the ignoredā¦ and the misunderstood.
Learn where and what this global investorās got his value teeth into nowāand 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 Kuppyās exploits on his free blog, Adventures in Capitalism.---------------------
Editorās note: Once you learn to shut out the noiseā¦ and look for real deep value investmentsā¦ youāll never go back to what Mike calls "first order thinking." For a much deeper dive into the marketās underbelly, check out his monthly newsletter Moneyflow Trader.
-------------------------
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
-
Finding hidden value in the equity markets isnāt easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that.
The keyword here is āmost.ā
Because if you know what to look for (and where)... youād be amazed at what you can find. You just need a sound process for evaluating companies and sectors.
My guest on todayās episode is Jason Gould, portfolio manager at Lifetime Wealth Management. Jason loves to scour to marketās underbelly to find asymmetrical risk/reward setups and stupid cheap stocks [9:50].
And today he shows us how he does it.
-----------------------
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
-
Right this minute, the 20,000 U.S. hedge and mutual funds are scouring through the 5,000 publicly listed U.S. companiesā¦ 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 investmentā¦ you need to go where no one else is looking. Listen in to this weekās 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
-
You probably havenāt built a power plantā¦
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 doesnāt automatically make one an expert in the business of investing in the sectorā¦ heās done the requisite work.
Johnās knowledge of the energy sector has translated into a knack for identifying out-of-favor, mispriced industriesālike 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].
--------------
P.S. People are asking how Iām handling the NY Islandersā traumatic exit from the NHL playoffs. Sighā¦ Iām ready to talk about it now.
--------------
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
-
Have you seen the viral video where the cute 4-year-old is micād up for his hockey practice? His dad wondered what he might be saying out there on the iceā¦ and itās 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, Jeremyās 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. Youāre in for a treat with this interview [27:34].
Hockey and business/investing are naturally linked in my mindā¦ If youāre a regular listener, you may have heard me quote Wayne Gretzky: Skate to where the puck is goingānot 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 timeā¦ Thatās where the puck is.
Where itās going is second level type thinkingā¦ Thatās the information thatāll be priced into the stock in the futureāwhen 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
-------------------------------------
Links mentioned in this episode:
Cute 4-year-old is micād up for his hockey practice
How to Hockey
-
Chris MacIntosh is founder and author of Capitalist Exploits. Heās about as contrarian as you can getā¦ always calling it like it is, without any B.S.
He shares what you should be buyingāand avoidingāto make asymmetrical returns [20:17].
Remember, what gets you the most bang for your buck isnāt always the popular pickā¦ -
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 donāt have to be an MBA or CFA to be a good investor! You just need to be curiousā¦ put in the timeā¦ 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 directionā¦
And you donāt want to miss my Big Salad experience in the opening sequence.
- Näytä enemmän