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)

1:08:44

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

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 commodity to incentivize new production required to meet growing nuclear power demand…

But the aftereffects of a seven-year-long bear market in uranium are lingering as the overall equity markets get hit.

And although positive newsflow for the uranium industry keeps coming…

Stock prices haven’t caught up.

My guest today is fellow uranium hedge fund manager—and my buddy—Arthur Hyde of Segra Capital Management.

Grab your beverage of choice and join Art and me for part one of a two-part interview—as we dive deep into the world of uranium and the fundamental drivers behind the market.

And bring a pen… You’ll want to take lots of notes.



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