The Mike Alkin Show: Talking Stocks Over a Beer

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 …

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. …

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 …

Last week in London, the World Nuclear Association (WNA) released its 2019 Nuclear Fuel Report, which forecasts nuclear power generation growth. 

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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 …

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 …

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 …

With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. Primary supply cuts are taking hold… secondary …

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 …

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 …

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, …

Good chess players are always planning many moves ahead…  

In investing, we call that second-level thinking. 

Today’s guest is retired petroleum …

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 …

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 …

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 …

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 probably haven’t built a power plant…

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 …

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.

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 …

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 …

I’ve talked before about the role geopolitics should play in your investing framework. It’s absolutely critical that we pay attention to the world …

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 …

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 …

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

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 …

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 has had a bad rap for 50 years…

I’ve got a special treat for you this Valentine’s Day…

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …

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

…

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 …

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…

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 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.

…

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 …

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 …

The show must go on…

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

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 …

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

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 …

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 …

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

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

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 bears love him…

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

When markets are opaque and underfollowed… misinformation occurs.

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

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

Geopolitics… and country-specific attitudes and policies… …

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 …

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.

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 had been gaining traction again… finally…

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 …

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 …

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 …

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.

…

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.

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 …

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 …

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 …

“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 …

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 …

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 …

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 …

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