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)


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

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 wide latitude on his ruling… He could have chosen the Department of Commerce’s recommendations, come up with his own solution, or opted to do nothing at all. 

The petitioners were hoping for a 25% quota… But the commander in chief rejected the petition—against the recommendation of Commerce Secretary Wilbur Ross.

As is often the case, the headlines don’t depict the whole story. 

Rather than imposing restrictive quotas, the president commissioned a working group to conduct a thorough review of the whole nuclear fuel cycle… 

The group’s findings could have many implications for the uranium market. 

Arthur Hyde, a partner at Segra Resource Partners uranium fund, joins me today to discuss the implications of the Section 232 ruling and our thoughts on the working group [10:57].


Editor’s note: If you don’t have exposure to the energy sector… Mike recently recommended two of his favorite plays in his signature newsletter Moneyflow Trader. Sign up now to get in on these names... while they’re still in “buy” range.


The Mike Alkin Show is available at:


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