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The Mike Alkin Show: Talking Stocks Over a Beer

Updated 4 days ago

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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.”

Read more

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.”

iTunes Ratings

85 Ratings
Average Ratings
73
4
5
2
1

LoveThe show Mike!

By bwodarek - Jul 12 2019
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Never change! Thank you for the podcasts and info!!! LETS GO ISLES!!!

Quality content

By A.m.a 1476 - Sep 04 2018
Read more
This guy is underrated, hope more people listen to him.

iTunes Ratings

85 Ratings
Average Ratings
73
4
5
2
1

LoveThe show Mike!

By bwodarek - Jul 12 2019
Read more
Never change! Thank you for the podcasts and info!!! LETS GO ISLES!!!

Quality content

By A.m.a 1476 - Sep 04 2018
Read more
This guy is underrated, hope more people listen to him.

The Best Episodes of:

Cover image of The Mike Alkin Show: Talking Stocks Over a Beer

The Mike Alkin Show: Talking Stocks Over a Beer

Updated 4 days ago

Read more

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.”

Rank #1: A master class in uranium... and the best risk/reward setup I’ve ever seen (Ep. 52)

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This is the best risk/reward setup I’ve ever seen in my investing career…  And nothing is a close second.

Technical factors involving geopolitics and an ETF rebalancing have masked dramatically improved fundamentals in the uranium and nuclear power industries…

And the market is asleep at the switch.

That means you can still get up to speed and prepare for the uranium bull market.

My guests today are Bannerman Resources CEO Brandon Munro and 50-year nuclear engineering veteran Malcolm Rawlingson. Join us as we dissect nuclear power demand… primary and secondary supply… enrichment/underfeeding… and the role China and Russia play in the nuclear fuel cycle.

Mar 12 2019

1hr 56mins

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Rank #2: Ep. 12: The Truth Behind This “Incredible” Earnings Season

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Welcome back to Talking Stocks Over a Beer.

This earnings season is proving to be quite spectacular. The S&P 500 is growing earnings at a staggering 23% year-over-year—blowing away estimates of 17% earnings growth.

But there’s a problem: It seems Mr. Market might have anticipated this growth. Despite the monster earnings, stocks are down.

On today’s podcast, I’ll break down the math behind this season’s earnings—and more importantly, how you should be thinking about the impact to your portfolio.

I have two guests on today’s podcast. First, former NFL linebacker Chad Cascadden joins me to discuss the NFL draft. He also tells me how playing for legendary coach Bill Belichick helped him become a better investor.

Then, professional short seller Rob McArthur shares what he’s focusing on in today’s market environment, and how recent stock movement could be signaling trouble around the corner.

Be forewarned: this episode is lengthy. You might want to listen in two parts.

May 01 2018

2hr 18mins

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Rank #3: Ep. 13: These Left-For-Dead Sectors Are About to Make a Major Comeback

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First quarter earnings continue to be impressive... except, it seems, to the throngs of investors demanding even more.

Despite a year over year earnings per share increase of 24%, stock prices are barely budging.

On today’s podcast, I talk about why.

You’ll hear from two of the smartest commodity guys I know...

First, Daniel Major, CEO of Goviex Uranium and I deep-dive into the uranium sector—specifically the macro uranium environment and what’s happening at Goviex.

Next up, economist and commodity investor Peter Sainsbury walks us through investing in the complex commodity sector… and where he suggests putting your money today.

May 08 2018

1hr 29mins

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Rank #4: Uranium on the cusp of a major breakthrough (Ep. 42)

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Uranium fundamentals have been improving dramatically for over a year… kind of like my New York Islanders.

The Islanders have improved markedly—their defense has gone from the bottom of the league to near the top.

And with uranium, we’re about to witness a quantum leap that will make investors finally take note.

Last month, fellow uranium fund manager Arthur Hyde from Segra Capital and I talked about mispricings in the uranium industry.

Join us this week for part two of our talk about this potentially explosive market.

Jan 14 2019

1hr 21mins

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Rank #5: This Left-for-Dead Sector Is Poised for an Exciting Recovery (Ep. 24)

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My guest today is Amir Adnani, founder and CEO of Uranium Energy Corp.

The price of uranium has been in the doghouse for the past seven years, falling from a high of $137 per pound in 2007 to around $25 today. 

Supply cuts by uranium miners are beginning to take hold… starving the market of the uranium it will need to fuel nuclear reactors…

And market participants are just waking up to the possibility of a looming supply deficit.

Not only are supply cuts beginning to have an impact―it could take years for any significant new mine production needed to fill the gap to come online. Some could be seven years or longer...

It’s an excellent time to start exploring the sector.

Jul 31 2018

1hr 15mins

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Rank #6: Critical strategies for a potential downturn (Ep. 26)

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Subtlety matters a lot in investing. Knowing what to look for—and learning how to spot it—can help you strategically position your portfolio for market changes.

Frank Curzio, CEO of Curzio Research, joins me today to talk about the changes he’s seeing in the market… changes that are leading him to take a more cautious investment stance.

And let me tell you... it’s been a while since he’s felt this way.

Frank shares the cues he’s taking from the most recent earnings season… and he highlights what this could mean for your portfolio.

Topics discussed

  • The latest earnings season and what the numbers indicate
  • A strong dollar’s impact on companies’ bottom lines
  • Inflation… finally!
  • Portfolio positioning for a potential downturn
  • How to navigate the frontier market of cryptocurrencies

Aug 20 2018

58mins

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Rank #7: A perfect setup for higher uranium prices (Ep. 28)

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When markets are opaque and underfollowed… misinformation occurs.

When those same markets have been in a bear market for years… any changes that might be brewing beneath the surface often get overlooked—if not completely ignored.

This is what’s happening in the uranium market right now.

My guest is Rob Chang, board member of UR Energy & Fission Uranium—two high profile uranium companies.

Today we dig into the fundamentals that could lead to rising uranium prices… and big gains in uranium miner equities.

It’s a perfect setup for this necessary and ridiculously cheap commodity.

Note: After working as a uranium analyst for 13 years, Rob recently took the role of CFO at Riot Blockchain. Today he and I briefly discuss blockchain and why he’s so impressed with distributed ledger technology. If you’re interested in blockchain, cryptocurrencies, and the best assets to buy now… click here to learn more about Crypto Intelligence—a new service here at Curzio Research.

Sep 17 2018

1hr 3mins

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Rank #8: There are mispricings… And then there are mispricings… (Ep. 40)

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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.

Dec 18 2018

1hr 8mins

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Rank #9: Is there finally certainty for the uranium market? (Ep. 66)

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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].

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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.

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The Mike Alkin Show is available at:

--iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2

--Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show

--Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/

Twitter: https://twitter.com/footnotesfirst

Facebook: https://www.facebook.com/CurzioResearch/

Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/

Website: https://www.curzioresearch.com

Jul 15 2019

1hr 14mins

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Rank #10: Contrarian investor shares how to get the most bang for your buck (Ep. 57)

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Chris MacIntosh is founder and author of Capitalist Exploits. He’s about as contrarian as you can get… always calling it like it is, without any B.S.

He shares what you should be buying—and avoiding—to make asymmetrical returns [20:17].

Remember, what gets you the most bang for your buck isn’t always the popular pick

Apr 16 2019

1hr 49mins

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Rank #11: Buyer beware in the natural resource sector (Ep. 67)

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As a short seller, I always enjoy looking at the mining sector. It’s a great place to find some overhyped bullsh*t.

To hear some mining executives tell it, they have THE PROJECT that will pave the way to riches for investors… 

If there’s a sector that requires due diligence and a skeptical eye, mining is it.  

Today’s guest is Jamie Keech, mining engineer and co-founder of Resource Insider. Jamie shares what he looks for in resource companies, as well as interesting opportunities he sees right now [6:06]... He’s chock-full of fascinating tidbits.

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Editor’s note: If you’re looking to add exposure to the resource sector to your portfolio… check out All-Star Portfolio, where Frank Curzio taps into the best ideas from his Rolodex of industry insiders, covering a wide variety of sectors.

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The Mike Alkin Show is available at:

--iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2

--Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show

--Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/

Twitter: https://twitter.com/footnotesfirst

Facebook: https://www.facebook.com/CurzioResearch/

Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/

Website: https://www.curzioresearch.com

Jul 22 2019

49mins

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Rank #12: The Central Bank Experiment… And How It Ends (Ep. 25)

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My guest today is Bill Fleckenstein, founder of Fleckenstein Capital.

Bill closed his short fund in 2009… near the bottom of the roaring bull market.

He seemed to be following the market wisdom of one of my former bosses, the legendary Marty Zweig. Marty famously said, “Don’t fight the Fed,” in reference to the Federal Reserve’s stance on the direction of short-term interest rates…

But this bear hasn’t been in hibernation.

Since 2009, Bill has been following closely—and opining daily on—the meteoric rise of central bank-fueled asset prices…

And he thinks the market is due for a correction.

Aug 06 2018

48mins

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Rank #13: The Smart Money Goes Where Others Fear to Tread (Ep.22)

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On Talking Stocks Over a Beer, we love to talk about the most hated stocks and sectors on the planet.

Anyone can make much ado about industries that are doing well. But what's the point? The market knows all about them... and the stock prices reflect the market’s optimism.

Real opportunities exist in the market’s underbelly—the place where few care to look. The industries that have been left for dead. It’s where changes are occurring beneath the surface—the kind of seismic shifts that can set you up for massive returns.

Today, that opportunity is uranium. There's no commodity more hated. And for patient investors, it's the best risk/reward setup I’ve ever seen.

Joining me today is Jeff Klenda, CEO of UR Energy. Jeff is a uranium industry veteran and one of the two CEOs behind the Section 232 petition asking for a reduction in the amount of uranium imported to the U.S. (among other things).

If you're one of the rare investors who doesn't need immediate gratification (a quality many of the world's great investors share), we'll explain why the uranium sector is where you should look...

We'll discuss:

  • Uranium market supply/demand dynamics
  • Inventories
  • How much uranium really costs
  • What’s going on with the Kazakhs
  • All the moving parts behind Section 232
  • UR Energy

Jul 17 2018

1hr 22mins

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Rank #14: Where to Put Your Money Now (Ep.17)

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Sometimes you talk to someone who makes so much sense it’s scary.

Today’s guest, Mark Yusko, is one of those people. Mark is Chief Investment Officer at Morgan Creek Capital Management. He shares invaluable insights on how to think about asset classes... and how you should be positioned for the next several years.  

He also dives into the most exciting investment opportunity he’s ever seen in his long and storied career… cryptocurrencies and the blockchain.

P.S. Last week, newest Curzio analyst and crypto guru Barry Cohen launched a FREE crypto training course.  And it’s not too late to catch up on what you’ve missed. To access the course—and learn how to invest in one of the biggest opportunities of our lifetime—go here.

Jun 05 2018

1hr 25mins

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Rank #15: Have the Tesla Bulls Lost Their Minds? (Ep. 21)

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Some things seem to make so much sense… until you take a closer look under the hood... And then they make no sense at all.

Take Tesla, the electric vehicle (EV) car company, for example.

Tesla’s outspoken CEO Elon Musk has mesmerized throngs of followers… and scores of shareholders… with his vision for the car of the future.

After all, Tesla was years ahead of any real competition―and on a path to dominate the EV market.

But Musk’s plan was to build the Tesla brand with sales of high-end luxury EVs... and use those profits to build a “holy grail” mass-market EV.

Now—after countless delays—that mass-market vehicle has finally arrived. Tesla is ramping up production... and bulls are foaming at the mouth to prove the wait was well worth it.

My guest today is Stanphyl Capital Founder Mark B. Spiegel… a hedge fund manager known for his exhaustive analyses on both the long and short side.

Listen to find out why Mark thinks the Tesla bulls have lost their minds.

Jul 10 2018

1hr 33mins

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Rank #16: The geopolitical events shaping your portfolio right now (Ep. 27)

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The markets move around based on a lot more than what’s happening in our own backyard.

Geopolitics… and country-specific attitudes and policies… shape what happens in the investing world. Specifically, these factors shape what’s in your portfolio.

And no one knows that better than today’s guest, former proprietary trader and hedge fund manager Steve Koomar.

Steve is publisher and editor of Vigilante Investor… He’s also a geo-political junkie.

Join us today for a deep discussion outlining some key geopolitical items you should be thinking about right now.

Aug 28 2018

1hr 7mins

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Rank #17: How to use stock charts to predict the future (Ep. 45)

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I’m a fundamental analyst. Numbers speak to me.

But that’s just one way to invest.

Sometimes the numbers don’t tell the whole story… That’s when pictures help.

My guest today is David Keller, former chief technical strategist for Fidelity Investments and founder of Sierra Alpha Research. David has charted the price movements of thousands of stocks over his career. 

For him, stock charts are a window into the behavior of the crowd. More than just an historical representation of where a stock has come from… a chart gives off signals about where a stock could be headed.

Join us [33:14] as we talk behavioral finance and how investor emotions work their way into stock prices.

Feb 04 2019

1hr 35mins

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Rank #18: Stop looking at your stock screens for great ideas… do this instead (Ep. 60)

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Right this minute, the 20,000 U.S. hedge and mutual funds are scouring through the 5,000 publicly listed U.S. companies… trying to find their prince.

Between all these analysts and portfolio managers, probably a few hundred thousand eyeballs have already combed through every line item of every report of every single one of these companies.

Which means your chances of finding a diamond in the rough are slim.

If you want to find a great investment… you need to go where no one else is looking. Listen in to this week’s episode as I apply this philosophy to the uranium sector.

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The Mike Alkin Show is available at:

--iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2

--Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show

--Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/

Twitter: https://twitter.com/footnotesfirst

Facebook: https://www.facebook.com/CurzioResearch/

Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/

Website: https://www.curzioresearch.com

May 13 2019

59mins

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Rank #19: To manage market jitters… know what you own and why (Ep. 39)

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The show must go on…

Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu.

Yep, I had the double whammy last week. But a good thing about being laid up in bed is I had plenty of quiet time to think. (See… I’m not always a contrarian!)

Market volatility is high—and it’s coming from many different fronts: slowing growth fears… trade wars… escalating Brexit uncertainty… growing unrest in France… just to name a few.

The first step to easing uncertainty in a volatile market is to become intimately familiar with your own portfolio...  

I also knew there must be something of value that’s being overlooked amid the chaos.

And sure enough, I found one sector that’s worthy of more investigation.

Dec 10 2018

1hr 3mins

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Rank #20: Stories sell… but it’s the math that matters (Ep. 35)

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Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to.

U.S. midterm elections are tomorrow. The results could lead to market fireworks —or not…  

If you weren’t prepared for last month’s market bloodbath, it’s time to start learning what to look for... and how to position yourself going forward. Preparation matters—a lot.

I also get into nuclear power and break down some figures for you…

And the Islanders are in first place! Who cares if the season just started?

Nov 05 2018

57mins

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