OwlTail

Cover image of Mike Alkin

Mike Alkin

11 Podcast Episodes

Latest 11 Sep 2021 | Updated Daily

Weekly hand curated podcast episodes for learning

Episode artwork

134|The Bullish Case for Uranium ft. Mike Alkin/Tim Chilleri with Srivatsan Prakash

Market Champions

Mike is the CIO at Sachem Cove Partners, and Tim is an analyst at the same. Here, they discuss the bullish case for uranium, talk about where the cycle is headed, how the cycle works and what makes it so asymmetric! An absolutely wonderful interview!

38mins

17 Jan 2021

Episode artwork

MacroVoices #241 Mike Alkin & Guy Keller: Uranium Special

Macro Voices

MacroVoices Erik Townsend and guest co-host Kevin Muir welcome Mike Alkin & Guy Keller to the show to talk about the future of nuclear power industry, how Uranium market works and the investment opportunities in the Uranium market & more. Link: https://bit.ly/3k5i35H

1hr 28mins

15 Oct 2020

Similar People

Episode artwork

Discussion with Mike Alkin

SmithWeekly Discussions

2hr 4mins

30 Jun 2020

Episode artwork

QUARANTINED EP12 - Talking Uranium with Mike Alkin & Tim Chilleri

Resource Insider Podcast

www.resource-insider.com EPISODE 12 Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head in the sand. They also discuss the ongoing Coronavirus epidemic and its impact on the broader economy. Follow Resource Insider Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ RI QUARANTINED A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

26mins

26 Mar 2020

Most Popular

Episode artwork

QUARANTINED EP12 - Talking Uranium with Mike Alkin & Tim Chilleri

Resource Insider Podcast

www.resource-insider.com EPISODE 12 Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head in the sand. They also discuss the ongoing Coronavirus epidemic and its impact on the broader economy. Follow Resource Insider Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ RI QUARANTINED A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

26mins

26 Mar 2020

Episode artwork

Podcast #22: Mike Alkin - Uranium

L2 Capital

In today's episode, Marcelo López spoke with Mike Alkin, co-founder of Sachem Cove Partners and manager of an American uranium-focused hedge fund. Mike has been following this market for over 4 years as an investor and was a speaker at the International Uranium Fuel Seminar hosted by the Nuclear Energy Institute (NEI) in Nashville, USA, in the last week of October. Alkin, who also attended the World Nuclear Association (WNA) Symposium in London, commented on the biennial report released by the organizers and on the differences between the two events, highlighting the significant attendance of uranium buyers at the NEI-hosted seminar in the USA. Mike spoke about his presentation at the conference, which focused on the uranium price discovery, i.e., the process of pricing the U3O8 market from a macro and historical perspective. He drew attention to the fact that this industry is scarcely covered by sell-side analysts, and that the consensus adopted by the uranium buyers lacks important and easily refuted fallacious aspects. In addition to highlighting factors that are hindering the industry, such as the Section 232 petition and the Trump administration's creation of the Nuclear Fuel Working Group, Mike talked about the functioning of the spot market, its peculiarities and the movements it has observed in terms of player participation and trading volumes in contrast to other times and circumstances. Finally, Alkin discussed a major issue for investors in the industry, which is the inactivity of buyers in the face of low and unsustainable prices in an attempt to anticipate a price hike and secure low-priced material. Mike explains how the activities of buyers' professionals are structured, the incentives they have and the way they have acted historically.

39mins

6 Nov 2019

Episode artwork

92. Uranium Investing Made Simple by Mike Alkin, Sachem Cove. Don't Get Distracted by The Small Stuff

CruxCasts

Interview with Mike Alkin of Sachem Cove Partners. Uranium investors are a very passionate crowd but sometimes focus too much on outcomes and not fundamentals. The Uranium price needs to go to $70. Can Uranium go higher? Sure. Does it need to? No.Something here for new investors to uranium as Mike explains the back story to Uranium. But also for uranium investors who have been in this story for the last two years, Mike explains why and where the fundamentals have got better. If you hold uranium stocks this is a very comforting conversation.We also discuss whether Energy Fuels and UR Energy should have submitted the Section 232 Petition. Would 'price discovery' have occurred? Where would the uranium market be now without it? He tells us about his discussions with the US Department of Commerce. We ask him where he sits on the issue of subsidies for US nuclear reactors. Will there be relief? What is going to happen with the Presidential 90 Day Working Group? Are the utilities conflicted and are there too many issues to resolve in such a short space of time?Investment hacks - You need to buy a 'Bullshit-ometer'. Desperate companies need to survive. They play the pound in the ground game. And that sometimes make the numbers change. How important is the jurisdiction? And you have to ask how this uranium cycle plays out. How important is the US? How much of your portfolio would you bet on one company?We discuss:Section 232 decision90 Day Working Group and their RemitCameco's Conference CallSupply and Demand Gap Investment HacksMake smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and LinkedIn:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

1hr 11mins

5 Aug 2019

Episode artwork

44. Uranium Market explained by Mike Alkin, Uranium Fund Manager

CruxCasts

Collusion, national security, Russia, crack cocaine, Nuclear power games, geopolitics, pollution, Section 232, Uncovered demand, the uranium thesis, 700lbs gorillas, the US Navy, investing strategies, spot prices, fundamentals, .... NO, not a Tom Clancy novel, just a chat with one of the world's leading Uranium experts and gurus, Mike Alkin. Clever man.There is something for all levels of investor, as we take a walk around the world of Uranium. Breathtakingly simple when you listen to the guy who cracked the code....Company page: https://www.sachemcovepartners.comMake smarter investment decisions, subscribe here: https://www.cruxinvestor.comFor FREE unbiased investment information, follow us on Twitter and Linkedin:https://twitter.com/cruxinvestorhttps://www.linkedin.com/company/crux-investor/Take advantage, hear it here first: https://www.youtube.com/CRUXinvestor

1hr 42mins

17 May 2019

Episode artwork

Discussion with Mike Alkin

SmithWeekly Discussions

2hr 7mins

22 Jan 2019

Episode artwork

Introducing: The Mike Alkin Show: Talking Stocks Over A Beer

Wall Street Unplugged - Your Best Source for Finance, Investing & Economics

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 interviews Jordan Trimble, CEO of Skyharbour Resources, you‘ll discover the state of the uranium market today… The trigger that set off a major bear market in uranium... And why the market is about to move much higher very quickly. You’ll learn… How uranium exploration companies have survived a major bear market… Why global demand is increasing… the nations that are driving demand… and why there is tremendous upward price elasticity that could send prices soaring. Jordan exposes the false narrative about uranium demand and shares the truth (it’s the opposite of what you hear through the rumor mill)... Where the richest uranium deposits in the world are located... The forces that have created a uranium deficit—even with secondary uranium supplies— which will take uranium prices to new heights... How major uranium miners are forcing prices higher... A major IPO that is also pushing prices up... How changes to public commodities markets are adding momentum to upward price action... Why a $50 spot price is a very realistic expectation—and how that will create parabolic growth for equity investors... Why ”grade is king” when it comes to uranium—and where you find the highest grade uranium in the world… How Skyharbour is using drones to improve the ability to discover new uranium deposits… and a unique new mining technique that will drive extraction costs down… ease permitting requirements… and minimize environmental impact… And how that could drive improved returns for equity investors. Skyharbour’s growth plans for the next 6 months, including its specific financial situation and exit strategy... Plus, how it plans to take advantage of the macroeconomic shifts occurring today… And what investors might expect from the company as a result. Finally, Mike wraps up with an educational segment in which he shares a surprising nugget of wisdom: Why “mom & pop investors” have a big advantage over professional investors… and exactly what actions you should take to win against the pros. There’s a ton of wisdom packed into today’s episode—so be sure to listen closely!

1hr 20mins

9 Feb 2018

Loading