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    Business

    The Mike Alkin Show: Talking Stocks Over a Beer

    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.”

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    Latest Episodes:
    How to uncover investment ideas hiding in plain sight (Ep. 65) Jul 09, 2019
    Show notes

    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 you uncover investment ideas hiding in plain sight.

    --------------

    Editor's note: If you don't have exposure to the energy sector… Mike 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.

    If you're a Moneyflow Trader Lifetime Member, mark your calendars for the next Partners' Call on Thursday, July 18.

    --------------

    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


    Next-level investing opportunities in the natural resource sector (Ep. 64) Jun 24, 2019
    Show notes

    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 second-level thinker.

    -----------------------

    Editor's note: When it comes to investing, Mike's the ultimate chess player… staying several steps ahead of where the market is moving. By the time everyone else catches on, his Moneyflow Trader subscribers are ready to pocket the bulk of the gains. To learn more about Moneyflow Trader and Mike's unique strategy, click here.

    -----------------------

    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


    What to expect from the Section 232 decision (Ep. 63) Jun 17, 2019
    Show notes

    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: 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


    Global investor reveals how to take advantage of oft-missed opportunities (Ep. 62) Jun 03, 2019
    Show notes

    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 global investor's got his value teeth into now—and how he manages his portfolio to take advantage of these oft-missed opportunities [14:52].

    And if the interview leaves you wanting more, you can read all about Kuppy's exploits on his free blog, Adventures in Capitalism.

    ---------------------

    Editor's note: Once you learn to shut out the noise… and look for real deep value investments… you'll never go back to what Mike calls "first order thinking." For a much deeper dive into the market's underbelly, check out his monthly newsletter Moneyflow Trader.

    -------------------------

    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


    How to find hidden value in an efficient market (Ep. 61) May 20, 2019
    Show notes

    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 guest on today's episode is Jason Gould, portfolio manager at Lifetime Wealth Management. Jason loves to scour to market's underbelly to find asymmetrical risk/reward setups and stupid cheap stocks [9:50].

    And today he shows us how he does it.

    -----------------------

    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


    Stop looking at your stock screens for great ideas… do this instead (Ep. 60) May 13, 2019
    Show notes

    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.

    ---------

    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


    Self-taught investor says don't miss these mispriced industries (Ep. 59) May 09, 2019
    Show notes

    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 translated into a knack for identifying out-of-favor, mispriced industries—like uranium, for example.

    Listen and learn how John educated himself on energy investing, the folks he followed on his journey, and the industries he thinks offer great value [26:52].

    --------------

    P.S. People are asking how I'm handling the NY Islanders' traumatic exit from the NHL playoffs. Sigh… I'm ready to talk about it now.

    --------------

    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


    You miss 100% of the shots you never take (Ep. 58) Apr 29, 2019
    Show notes

    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 mind of a young entrepreneur who took hockey to a different level, turning his lifelong passion for a sport into a rapidly growing business of educating players of all ages. You're in for a treat with this interview [27:34].

    Hockey and business/investing are naturally linked in my mind… If you're a regular listener, you may have heard me quote Wayne Gretzky: Skate to where the puck is going—not where it is.

    I try to use that approach in investing. The obvious details about a company or industry are priced into where the stock is trading at any given time… That's where the puck is.

    Where it's going is second level type thinking… That's the information that'll be priced into the stock in the future—when the market figures it out.

    -------------------------------------

    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

    -------------------------------------

    Links mentioned in this episode:

    Cute 4-year-old is mic'd up for his hockey practice

    How to Hockey


    Contrarian investor shares how to get the most bang for your buck (Ep. 57) Apr 16, 2019
    Show notes

    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…


    What you really need to be a good investor (Ep. 56) Apr 08, 2019
    Show notes

    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 investing books to inspire you and point you in the right direction…

    And you don't want to miss my Big Salad experience in the opening sequence.


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