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)

1:38:09

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

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, to ask questions, and get answers in person.

On today’s episode of Talking Stocks Over a Beer, I go in-depth about this important component of my research.

I start out by recapping my recent travels—everywhere from London to Florida—and my observations from those trips (observations that sometimes fly in the face of conventional wisdom).

Then later, I welcome a good friend of mine, Greg Rice, as a guest on the show.

Greg has served as a senior executive at a major investment bank, as well as partner at a multi-billion-dollar hedge fund. He’s currently investing in farmland.

Today, Greg gives us some amazing insight on how investment banks work on the inside… the difference between “buy-side” and “sell-side” research… and how it all impacts us as individual investors.

We share some great stories of our field research trips—and why these trips are crucial to our investment strategies.

This podcast is about helping the individual investor—and that’s you, so make sure to listen.

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