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)

1:39:32

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

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 drivers for the next uranium bull market.

We’ll also discuss my contrarian investment strategy, and the importance of identifying what I call “5-minute grits,” or sectors where the investors are too clever by half.

Listen to today’s episode with an open mind... and learn how to position yourself for the best risk/reward investment I’ve ever seen...

Send your questions or comments to me here: podcast@curzioresearch.com. Be sure to put “The Mike Alkin Show” in the subject line.

Topics covered:

  • Uranium macro drivers
  • The carry trade impact
  • The devaluation of the Kazakh Tenge
  • The state of the U.S. uranium mining industry
  • Kazatomprom’s new marketing arm
  • Utility demand
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