The Mike Alkin Show: Talking Stocks Over a Beer Podcast
1) Want to save the planet? Use nuclear power (Ep. 75)
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...Show More
2) The moral case for fossil fuels (Ep. 74)
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...Show More
3) Don’t be passive at an inflection point like this (Ep. 73)
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, y...Show More
4) Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)
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 2...Show More
5) This beautifully ugly industry has massive upside potential (Ep. 71)
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 d...Show More
6) In an uncertain market… focus here instead (Ep. 70)
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 ...Show More
7) If you want to invest with the big boys… start here (Ep. 69)
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, ...Show More
8) Making sense of the great uranium disconnect (Ep. 68)
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 inventor...Show More
9) Buyer beware in the natural resource sector (Ep. 67)
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 wa...Show More
10) 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...Show More