The Mike Alkin Show: Talking Stocks Over a Beer

Latest Episodes:

An investing world without borders (Ep. 55) Apr 01, 2019

Show notes

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 landscape, and his views on investing opportunities within his own country—and beyond.

Expand your horizons to inform your investments (Ep. 54) Mar 26, 2019

Show notes

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 CEO of Lloyd Harbor Capital Management [29:24]. Tim sheds light on what institutional capital allocators look for in an investment—and how these money flows drive markets.

And… the yield curve inverted last week. If you don't know what that means for your portfolio… I'll tell you.

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Editor's note: You might've heard Mike mention his Moneyflow Trader investment advisory on the show. These aren't first-level, obvious ideas... Mike dives deep and zooms in on what the "experts" are missing… giving members fantastic risk/reward setups.

To learn more about Moneyflow Trader—and how to gain access to Mike's latest picks—click here.

Diving deep into Tesla… It's not pretty (Ep. 53) Mar 19, 2019

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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 joins me in dissecting some of the challenges Tesla and Musk face right now.

Supply…

Demand…

Financial…

Legal…

It isn't pretty.

A master class in uranium... and the best risk/reward setup I've ever seen (Ep. 52) Mar 12, 2019

Show notes

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.

The key to good corporate risk management (Ep. 51) Mar 08, 2019

Show notes

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 controls.

Enter the internal auditor.

If you haven't given much consideration to the role of an internal auditor before, today you'll learn just how critical they are for a company to run well—and their role in helping create reliable financial statements.

Brent explains what a company needs to efficiently and legally run its business—and the damage improper or weak controls can do to stakeholders.

What football can teach us about leadership... and investing (Ep. 50) Mar 04, 2019

Show notes

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 lessons he learned playing for mentor and coach, Dan Dorazio.

Checklists… preparation… learning in reverse… staying calm under pressure…

These are just a few of the topics we explore to help you become a better leader... and investor.

How to tell a rosy Wall Street prediction from the truth (Ep. 49) Feb 25, 2019

Show notes

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 professional skeptic: Robert MacArthur of Alternative Research [30:50].

Rob is also a professional short seller with three decades of experience.

Pull up a stool as he shares some insights on sorting the winners from the losers.

Nuclear power… truth be told (Ep. 48) Feb 19, 2019

Show notes

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.

And the rest is history.

Listen and learn from the world's foremost speaker on nuclear power.

Click below to listen.

Special Edition | Uranium mining… Section 232… and matters of national security (Ep.47) Feb 14, 2019

Show notes

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 the two petitioning uranium mining companies. Jeff is his usual refreshing and unfiltered self as he shares an insider's overview and perspective of 232.

This Green New Deal has got me seeing red… plus another deal actually worth listening to (Ep. 46) Feb 11, 2019

Show notes

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-authored by NY congresswoman Alexandria Ocasio-Cortez.

I mean, why let details like how to pay for it get in the way? The socialist left doesn't seem to.

On today's show I tell you exactly what this plan calls for—and exactly what I think of it.

Oh, how the Democratic Party has changed since I was a kid.

Speaking of change, today's guest is none other than Frank Curzio himself [25:19]. Frank is looking to change the newsletter business. Today he shares why this industry needs fixing... what he's doing about it… and how you can invest in it.

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