After a few weeks off we finally pick our Top 10 movies of the past decade!Bởi Over a Beer

Bởi Over a Beer

Bởi Over a Beer

Despite the nonsense that pervades the mainstream media… renewable energy isn’t saving the planet anytime soon. If you believe it will, I have a bridge to sell you in Brooklyn. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet. --------------------------- The Mike Alkin Show is a…

There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral due to the impact on the environment. But the Center for Industrial Progress doesn’t write off fossil fuels as inherently bad. Don Watkins, director of education, explains his organization’s views… ----------------------- The Mike Alkin Show is available at: -…

Two things are on my mind today: energy security and passive investing. We’ll explore why they’re linked… and the inflection point that’s been quietly building in the markets. Now more than ever, you can’t afford to be passive… ------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-al…

Last week in London, the World Nuclear Association (WNA) released its 2019 Nuclear Fuel Report, which forecasts nuclear power generation growth. And for the first time in the Fukushima disaster in 2011, the WNA raised its long-term global growth outlook. But demand is just one side of the equation... For nearly a decade, the world has been awash in…

Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors. Harris “Kuppy” Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets he’s currently focused on in the shipping sector… and why he believes there’s massive upside potential in this beautifully ugly indu…

The dollar is ripping. Emerging markets are teetering. The yield curve is inverted… Holy crap, what’s an investor to do? Well, you could waste your time chasing after the market’s tail… Or you could focus your time and energy on finding the markets that aren’t pricing those factors in. Join me for a walk around today’s financial markets… Plus, hear…

Nothing is linear… especially stocks. And price doesn’t necessarily equate to value… This understanding is critical to finding good investment opportunities where others aren’t looking. Quite often, the very best values will make your stomach churn early on in the investment. Join me and two grizzly, seasoned, deep-value investors: Chris MacIntosh …

With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. Primary supply cuts are taking hold… secondary supplies are receding… and commercial utility inventories are within normal levels. So why aren’t equity prices reflecting these fundamentals? Where’s the disconnect? Adam Rodman, chief investment officer…

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 engi…

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… Bu…

Energy isn’t merely an ingredient in economic growth—it’s the ingredient that makes growth possible. And at the center of the energy sector, geopolitics is a driving force—determining how and why the industry functions. Today, I explain why it’s critical for investors in the energy sector to understand the role of geopolitics... and how it can help…

Good chess players are always planning many moves ahead… In investing, we call that second-level thinking. Today’s guest is retired petroleum industry engineer and avid chess player, Dale Haessel. He shares why he likes to avoid the “investing crowd”... as well as the opportunities he sees in the natural resource sector—all through the lens of a se…

As the Section 232 uranium decision deadline looms… Jeff Klenda, CEO of Ur-Energy, returns to the podcast to give his take on how it’ll all play out—and why. As usual, Jeff tells it like he sees it… and doesn’t hold anything back. You really don’t want to miss this interview [13:48]. ---------------- The Mike Alkin Show is available at: --iTunes: h…

In this hedge fund manager’s search for stupid-cheap stocks, no destination is too far flung. Rather than get caught up in the same noise of the same market as everyone else, Harris “Kuppy” Kupperman sets his sights on companies and industries the world over—looking for the unloved… the ignored… and the misunderstood. Learn where and what this glob…

Finding hidden value in the equity markets isn’t easy. Most sectors are fairly valued... most of the markets are efficient... and most stock prices reflect that. The keyword here is “most.” Because if you know what to look for (and where)... you’d be amazed at what you can find. You just need a sound process for evaluating companies and sectors. My…

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 me…

You probably haven’t built a power plant… But our guest has! John Polomny has an abiding passion for all things energy related. And while being part of a team that builds power plants doesn’t automatically make one an expert in the business of investing in the sector… he’s done the requisite work. John’s knowledge of the energy sector has translate…

Have you seen the viral video where the cute 4-year-old is mic’d up for his hockey practice? His dad wondered what he might be saying out there on the ice… and it’s gotten over nine million views in three months. That dad is Jeremy Rupke, founder of How to Hockey. Hailing from a small Canadian farming town, Jeremy’s story offers a peek into the min…

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……

I often talk about the art and science of investing. After all, a lot goes into analyzing companies, industries, and the markets. The good news is you don’t have to be an MBA or CFA to be a good investor! You just need to be curious… put in the time… and have a strong grasp of fourth grade math. But where do you begin? I share some of my favorite i…

You may not think what’s going on in the rest of the world matters to your portfolio… but it does. And insular thinking is an Achilles heel for many investors… My guest today is Angel Martin Oro, editor of Spanish investing website inBestia.com [10:13]. Pull up a stool as Angel shares his knowledge of the Spanish economy, the professional investor …

I’ve talked before about the role geopolitics should play in your investing framework. It’s absolutely critical that we pay attention to the world around us. For example… Right now, investors should have their eye on the high stakes poker game between Russia and Venezuela. Is the U.S. prepared to ante up? My guest today is Tim Rotolo, founder and C…

Elon Musk is the much ballyhooed would-be-savior of the planet. He’s created a cult-like following through his efforts to bring electric vehicles to the masses. These Teslemmings would walk to the ends of the earth for him… Good thing the Earth isn’t flat. If it were, they’d be heading right over a cliff. Today, professional investor Ed McCabe join…

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 prepa…

My guest today is former chief audit executive, Brent Brickman. Brent takes us on a behind-the-scenes risk management journey… Companies put out financial statements... and investors take them as gospel. If it were only that simple... Those pages are made up of the moving parts of a company. A proper reporting of them requires sound internal contro…

Just as art imitates life… football imitates leadership and investing. Even if you’ve never played the game… even if you’re not a fan… there are valuable lessons to be learned. Today’s guest is Angus Reid, 13-year Canadian Football League (CFL) pro and two-time Grey Cup champion [21:33]. He’s also the author of Thank You Coach, which details the le…

Management teams tell the story they want you to know… not the one you need to know. Sometimes they’re one and the same. Other times… not so much. It can be tricky to know what stories to believe… and which ones don’t add up. After all, they all sound good. Wall Street is chock full of rosy projections and eternal optimists, but my guest today is a…

Nuclear power has had a bad rap for 50 years… Talk about believing myth over reality. My guest today is world renowned nuclear advocate Michael Shellenberger [10:46]. For years Michael campaigned against nuclear power, espousing the virtues of renewables like wind and solar… But then—after much study and a hard look at the facts—he changed his mind…

I’ve got a special treat for you this Valentine’s Day… In the uranium and nuclear power world, all eyes are on the outcome of Section 232. The recommendation to the president by the U.S. Department of Commerce is expected by mid-April… and could have broad implications for the industry. Today I’m talking with Jeff Klenda, CEO of UR-Energy—one of th…

In the late 19th century, accountants wore green eye shades. Their attention to detail was so acute… and the shades lessened eye strain against candles and early incandescent lights. But today’s government bean counters shouldn’t trouble themselves with details while reviewing a copy of the Green New Deal, the proposed environmental legislation co-…

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 …

Geopolitics aren’t just for news junkies or history buffs. Investors must take a global view. Russia is less oil-dependent… China is returning to its long-term strategic thinking… and the Brits are struggling with Brexit… In a vacuum—and without the proper mental framework—none of this might seem to matter for your portfolio. But I want to share so…

I’ve just left the Vancouver Resource Investment Conference (VRIC) and am making my way back home. On today’s podcast I give a recap of the event and share my reactions to the speakers… I also break down how to protect yourself from the inevitable noise that comes any time a group of “experts” get together. But forgive me if I sound a bit cranky… Y…

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 mana…

Happy New Year! Before we took a break for the holidays, I interviewed my buddy Arthur Hyde, a uranium hedge fund manager at Segra Capital, and promised that it was part one of a two-part series. You can listen to the first episode here, where he and I begin our deep dive into the world of uranium and the fundamental drivers behind the market. Unfo…

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 …

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 …

Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley… Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can be well worth it. But making a contrarian trade just for the sake of doing so can be abou…

My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know. Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged. But we finally had a chance to meet face to face at the Nuclear Energy Institute conferen…

Jacob leegard went from professional poker player to full-time deep-value contrarian investor. It’s not such a stretch… The contrarian approach requires a great deal of patience and risk/reward assessment… And when you’re buying what everyone else is ignoring, you can only play your best hand… That means knowing how to spot the greatest opportuniti…

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 learni…

I’m coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston. Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight. And you know, it’s a funny thing about the market—it doesn’t care what you’ve done… only what you’re going to do. GDP growth is strong… third-quarter earnings …

Asymmetry in stocks exists where most aren’t looking… And the value one finds on the trash heap can be quite exceptional. No one subscribes to this view more than my guest today, Chris MacIntosh, founder and editor of Capitalist Exploits… It’s exactly how I think, too. Chris scours the market’s discard pile looking for deep value—and he shares some…

We’re now in earnings season, which always brings its share of surprises… If that weren’t enough, it’s a hairy geopolitical landscape out there… There’s the U.S. tiff with China—and I’m not talking about tariffs. There’s also the drama unfolding in Saudi Arabia. These and other world events can have big implications for your portfolio. So on today’…

The subject of nuclear power can stir up quite a bit of emotion... and the same goes for its feedstock, uranium. Some investors love it. Some investors hate it. But Australian uranium developer Vimy Resources fully intends to play a role in the future of nuclear power… My guest today is Vimy CEO Mike Young. Join us for an on-point discussion about …

The bears love him… The bulls can’t stand him… But regardless of what side you’re on… it’s always worth listening to Mark Spiegel’s latest views on Tesla. Mark is the founder of Stanphyl Capital hedge fund—known for his exhaustive analyses on both the long and short side. And he’s an outspoken critic of Tesla. Today, Mark shares his views on Elon M…

In the world of distressed investing, blood in the streets often spells opportunity… This is a potentially lucrative—though often misunderstood—corner of the markets. My guest today is Neil Weiner, founder and chief investment officer of Foxhill Capital Management. Neil manages a hedge fund focused on sniffing out opportunities in the world of bond…