Cover art for podcast The Mike Alkin Show: Talking Stocks Over a Beer

The Mike Alkin Show: Talking Stocks Over a Beer

75 EpisodesProduced by Curzio ResearchWebsite

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.” (720693)

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Want to save the planet? Use nuclear power (Ep. 75)

October 7th, 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 …

The moral case for fossil fuels (Ep. 74)

October 2nd, 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’t be passive at an inflection point like this (Ep. 73)

September 16th, 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 …

Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)

September 9th, 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. 

This beautifully ugly industry has massive upside potential (Ep. 71)

August 29th, 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 …

In an uncertain market… focus here instead (Ep. 70)

August 19th, 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 …

If you want to invest with the big boys… start here (Ep. 69)

August 6th, 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 …

Making sense of the great uranium disconnect (Ep. 68)

July 29th, 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 …

Buyer beware in the natural resource sector (Ep. 67)

July 22nd, 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 …

Is there finally certainty for the uranium market? (Ep. 66)

July 15th, 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 …

How to uncover investment ideas hiding in plain sight (Ep. 65)

July 9th, 2019

1:16:06

Energy isn’t merely an ingredient in economic growth—it’s the ingredient that makes growth possible.

And at the center of the energy sector, …

Next-level investing opportunities in the natural resource sector (Ep. 64)

June 24th, 2019

1:49:09

Good chess players are always planning many moves ahead…  

In investing, we call that second-level thinking. 


Today’s guest is retired petroleum …

What to expect from the Section 232 decision (Ep. 63)

June 17th, 2019

1:04:28

As the Section 232 uranium decision deadline looms… Jeff Klenda, CEO of Ur-Energy, returns to the podcast to give his take on how it’ll all play …

Global investor reveals how to take advantage of oft-missed opportunities (Ep. 62)

June 3rd, 2019

1:46:09

In this hedge fund manager’s 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 “Kuppy” Kupperman sets his sights …

How to find hidden value in an efficient market (Ep. 61)

May 20th, 2019

1:14:04

Finding hidden value in the equity markets isn’t easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that.

The keyword here is “most.”

Because if you know what to …

Stop looking at your stock screens for great ideas… do this instead (Ep. 60)

May 13th, 2019

59:53

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.

You miss 100% of the shots you never take (Ep. 58)

April 29th, 2019

1:15:12

Have you seen the viral video where the cute 4-year-old is mic’d up for his hockey practice? His dad wondered what he might be saying out there on …

Contrarian investor shares how to get the most bang for your buck (Ep. 57)

April 16th, 2019

1:49:30

Chris MacIntosh is founder and author of Capitalist Exploits. He’s about as contrarian as you can get… always calling it like it is, without any B.S.

What you really need to be a good investor (Ep. 56)

April 8th, 2019

1:06:59

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 don’t have to be an MBA or CFA to be a good investor! You just need …

An investing world without borders (Ep. 55)

April 1st, 2019

1:11:34

You may not think what’s going on in the rest of the world matters to your portfolio… but it does.

And insular thinking is an Achilles heel for many …

Diving deep into Tesla… It’s not pretty (Ep. 53)

March 19th, 2019

1:33:56

Elon Musk is the much ballyhooed would-be-savior of the planet. He’s created a cult-like following through his efforts to bring electric vehicles to …

A master class in uranium... and the best risk/reward setup I’ve ever seen (Ep. 52)

March 12th, 2019

1:56:47

This is the best risk/reward setup I’ve ever seen in my investing career…  And nothing is a close second.

Technical factors involving geopolitics and …

The key to good corporate risk management (Ep. 51)

March 8th, 2019

1:09:26

My guest today is former chief audit executive, Brent Brickman. Brent takes us on a behind-the-scenes risk management journey…

What football can teach us about leadership... and investing (Ep. 50)

March 4th, 2019

1:36:24

Just as art imitates life… football imitates leadership and investing.

Even if you’ve never played the game… even if you’re not a fan… there are valuable lessons to be learned.

Today’s guest is Angus Reid, 13-year …

How to tell a rosy Wall Street prediction from the truth (Ep. 49)

February 25th, 2019

1:36:57

Management teams tell the story they want you to know… not the one you need to know.

Sometimes they’re one and the same. Other times… not so much.

It can be tricky to know what stories to believe… and which ones don’t …

Nuclear power… truth be told (Ep. 48)

February 19th, 2019

1:23:56

Nuclear power has had a bad rap for 50 years…

This Green New Deal has got me seeing red… plus another deal actually worth listening to (Ep. 46)

February 11th, 2019

1:31:20

In the late 19th century, accountants wore green eye shades. Their attention to detail was so acute… and the shades lessened eye strain against candles and early incandescent lights.

But today’s government bean counters …

How to use stock charts to predict the future (Ep. 45)

February 4th, 2019

1:35:47

I’m a fundamental analyst. Numbers speak to me.

But that’s just one way to invest.

Sometimes the numbers don’t tell the whole story… That’s when …

If you’re a resource investor (or want to be)… listen to this before you buy (Ep. 44)

January 28th, 2019

1:51:47

Geopolitics aren’t just for news junkies or history buffs. Investors must take a global view.

Russia is less oil-dependent… China is returning to its …

Ep. 10: How to Find the Market’s Hidden Gems

January 23rd, 2019

1:42:14

The markets are moving wildly. Some days, the volatility spikes are breathtaking.

On this episode, we’ll talk about a way to avoid being whipsawed by …

Ep. 9: A Portfolio Strategy That's Much More Profitable Than "Hope'

January 23rd, 2019

1:47:37

The markets are gyrating wildly...

Prices are being whipsawed by scary headlines ranging from trade wars to rising interest rates. It’s tough sledding out there.

Nearly everyone is focused on that noise and hoping their …

Ep. 8: The Mike Alkin Show | The Best Risk/Reward Setup I’ve Ever Seen

January 23rd, 2019

1:39:32

Welcome back to Talking Stocks Over a Beer.

Rarely do you get the kind of market insights today’s guest delivers...

30-year uranium industry veteran Scott Melbye joins me for a deep-dive into the industry to discuss the …

Ep. 6: Why “Boots-on-the-Ground” Research Matters

January 22nd, 2019

1:38:09

If you follow my investment advice, then you probably know how important I think it is to get out into the field—to learn about businesses firsthand, …

Ep. 5: Why the Fed Is Bad for America

January 22nd, 2019

1:04:40

On today’s episode, I start off with my educational segment, where I discuss everything from last week’s stock market rally to the new steel tariffs to North Korea. I also answer one of the major questions I get from my …

Episode 4: How to Construct a Balanced Portfolio

January 22nd, 2019

1:24:28

On this episode, I welcome Alex Oxenham, co-portfolio manager of the Hilton Tactical Income Fund.

Alex is one of the smartest investors I know. And …

Ep. 3: A Beginner’s Cryptocurrency Course… And Three Gold Stocks Poised to Soar

January 22nd, 2019

1:31:04

Today, we’ll talk to Frank Curzio, CEO of Curzio Research, about a topic everyone from grandmothers to school children is asking about...

Ep. 02: A Roadmap for Investing in Healthcare

January 22nd, 2019

1:04:31

Welcome back to The Mike Alkin Show...

On today's episode, Mike sits down with James Kumpel, CIO of the Atlas Health Fund.

Jim spent 20 years as a sell-side analyst – specializing in the healthcare sector – for a major …

The inside scoop on the Vancouver Resource Investment Conference (Ep. 43)

January 22nd, 2019

1:12:26

I’ve just left the Vancouver Resource Investment Conference (VRIC) and am making my way back home. On today’s podcast I give a recap of the event and share my reactions to the speakers…

Ep. 01: Is This the End of the Uranium Bear Market?

January 22nd, 2019

1:20:19

Join Mike Alkin for the maiden voyage of The Mike Alkin Show--Talking Stocks Over a Beer!   In this episode, you’ll hear about an industry where the risk/reward ratio is one of the best available anywhere.   As Mike …

Uranium on the cusp of a major breakthrough (Ep. 42)

January 14th, 2019

1:21:35

Uranium fundamentals have been improving dramatically for over a year… kind of like my New York Islanders.

 

The Islanders have improved markedly—their defense has gone from the bottom of the league to near the top.

 

Geopolitics: The world is more interconnected than you may think (Ep. 41)

January 7th, 2019

1:12:34

Happy New Year! Before we took a break for the holidays, I interviewed my buddy Arthur Hyde, a uranium hedge fund manager at Segra Capital, and …

There are mispricings… And then there are mispricings… (Ep. 40)

December 18th, 2018

1:08:44

Rarely do you see a decoupling of industry fundamentals from stock prices—but we're seeing it in the world of uranium right now.

Massive supply deficits will require a significant rise in the price of the underlying …

Take a walk on the wild side (Ep. 38)

November 26th, 2018

56:01

Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley…

A nuclear meeting of the minds (Ep. 37)

November 19th, 2018

1:24:51

My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know.

Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our …

Get paid to be a masochist (Ep. 36)

November 12th, 2018

1:05:17

Jacob leegard went from professional poker player to full-time deep-value contrarian investor. It’s not such a stretch…

Stories sell… but it’s the math that matters (Ep. 35)

November 5th, 2018

57:50

Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to.

U.S. midterm elections are tomorrow. The …

Why the market is getting smoked (Ep. 34)

October 29th, 2018

1:02:13

I’m coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston.

Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.

And you know, it’s a funny …

How to find value in the discard pile (Ep. 33)

October 22nd, 2018

1:29:52

Asymmetry in stocks exists where most aren’t looking…  

And the value one finds on the trash heap can be quite exceptional.

No one subscribes to this view more than my guest today, Chris MacIntosh, founder and editor of

Navigating the market’s hidden dangers (Ep. 32)

October 15th, 2018

33:45

We’re now in earnings season, which always brings its share of surprises…

Talking uranium Down Under (Ep. 31)

October 8th, 2018

1:20:39

The subject of nuclear power can stir up quite a bit of emotion... and the same goes for its feedstock, uranium.

Some investors love it.

Some …

The market’s misunderstood, lucrative underbelly

September 24th, 2018

1:11:58

In the world of distressed investing, blood in the streets often spells opportunity…

A perfect setup for higher uranium prices (Ep. 28)

September 17th, 2018

1:03:50

When markets are opaque and underfollowed… misinformation occurs.

When those same markets have been in a bear market for years… any changes that …

The geopolitical events shaping your portfolio right now (Ep. 27)

August 28th, 2018

1:07:15

The markets move around based on a lot more than what’s happening in our own backyard.

Geopolitics… and country-specific attitudes and policies… …

Critical strategies for a potential downturn (Ep. 26)

August 20th, 2018

58:16

Subtlety matters a lot in investing. Knowing what to look for—and learning how to spot it—can help you strategically position your portfolio for …

The Central Bank Experiment… And How It Ends (Ep. 25)

August 6th, 2018

48:34

My guest today is Bill Fleckenstein, founder of Fleckenstein Capital.

Bill closed his short fund in 2009… near the bottom of the roaring bull market.

This Left-for-Dead Sector Is Poised for an Exciting Recovery (Ep. 24)

July 31st, 2018

1:15:47

My guest today is Amir Adnani, founder and CEO of Uranium Energy Corp.

The price of uranium has been in the doghouse for the past seven years, falling from a high of $137 per pound in 2007 to around $25 today. 

Supply …

Commodities Are Cheap… Will They Stay That Way? (Ep. 23)

July 24th, 2018

49:24

Commodities had been gaining traction again… finally…

The Smart Money Goes Where Others Fear to Tread (Ep.22)

July 17th, 2018

1:22:16

On Talking Stocks Over a Beer, we love to talk about the most hated stocks and sectors on the planet.

Anyone can make much ado about industries that are doing well. But what's the point? The market knows all about …

Have the Tesla Bulls Lost Their Minds? (Ep. 21)

July 10th, 2018

1:33:40

Some things seem to make so much sense… until you take a closer look under the hood... And then they make no sense at all.

Take Tesla, the electric vehicle (EV) car company, for example.

Tesla’s outspoken CEO Elon Musk …

The Tide is About to Turn for Uranium Investors (Ep. 20)

June 26th, 2018

43:48

I can’t help myself...

When something offers such an attractive risk/reward setup, I’m compelled to keep discussing it.

It’s taken seven long years for the glut of uranium to correct itself...

And sentiment in this …

How to Avoid Falling Prey to the Next Debt Crisis... (Ep.19)

June 19th, 2018

1:18:48

A new debt bubble has quietly formed over the last decade.

And just like the last one... when it pops, investors will be taken by complete surprise.

Crypto Speculation, Value Creation, and the Newest New Thing (Ep. 18)

June 11th, 2018

1:43:35

I’m OK with being an old-time value investor and short-seller.

And I know I can’t expect to stay on top of all the latest game-changing technologies.

Where to Put Your Money Now (Ep.17)

June 5th, 2018

1:25:26

Sometimes you talk to someone who makes so much sense it’s scary.

Today’s guest, Mark Yusko, is one of those people. Mark is Chief Investment Officer at Morgan Creek Capital Management. He shares invaluable insights on …

For Investors, This Should Be a Four-Letter Word (Ep. 16)

May 29th, 2018

1:29:20

In the world of investing, “complacency” should be a four letter word...

But it’s all too common. And it can sow seeds of contagion that reverberate …

Announcing the “Hedge Fund Corner”: Ideas That Move the Needle (Ep. 15)

May 22nd, 2018

1:21:12

Finding good stocks to own—or short—isn’t easy.

It’s especially difficult if you rely on financial headlines or 30-second soundbites from the talking …

A Playbook for Weathering the Market's Punches (Ep. 14)

May 15th, 2018

1:22:21

Everybody has a plan, until they get punched in the face.” –Mike Tyson

Tyson’s words ring true in the world of boxing. But in the world of …

Ep. 13: These Left-For-Dead Sectors Are About to Make a Major Comeback

May 8th, 2018

1:29:59

First quarter earnings continue to be impressive... except, it seems, to the throngs of investors demanding even more.

Despite a year over year earnings per share increase of 24%, stock prices are barely budging.

On …

Ep. 12: The Truth Behind This “Incredible” Earnings Season

May 1st, 2018

2:18:33

Welcome back to Talking Stocks Over a Beer.

This earnings season is proving to be quite spectacular. The S&P 500 is growing earnings at a …

Ep. 11: The Money Is in the Details

April 24th, 2018

1:10:41

Welcome back to Talking Stocks Over a Beer.

First-quarter earnings results are upon us. Soon, the airwaves will be filled with noise about company …

Ep. 7: An Insider's Perspective on Where the Markets are Headed

March 26th, 2018

1:00:17

Over the course of my career, I’ve learned that going against conventional wisdom often leads to the largest returns on investment…

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