The Mike Alkin Show: Talking Stocks Over a Beer

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**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.”

Latest Episodes:

How to use stock charts to predict the future (Ep. 45) Feb 04, 2019

Show notes

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.

If you're a resource investor (or want to be)… listen to this before you buy (Ep. 44) Jan 28, 2019

Show notes

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 some insights with you today that may change your perspective.

Speaking of frameworks…

Natural resource investing can be incredibly profitable… or an unmitigated disaster. Today I welcome back mining engineer and venture capitalist Jamie Keech of Resource Insider, who walks us through his insightful approach to resource investing.

A framework for analyzing these stocks is critical… And today's show is a must-listen for any resource investor.

The inside scoop on the Vancouver Resource Investment Conference (Ep. 43) Jan 22, 2019

Show notes

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…

You see, every year the terrific hosts invite me to speak at their fantastic conference… on Championship Sunday.

Four NFL teams, two epic games to determine this year's Super Bowl matchup, and I missed every second of it.

Not to sound ungrateful… but would the Canadians schedule a conference during Game 7 of the Stanley Cup?

Uranium on the cusp of a major breakthrough (Ep. 42) Jan 14, 2019

Show notes

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.

Geopolitics: The world is more interconnected than you may think (Ep. 41) Jan 07, 2019

Show notes

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. Unfortunately, Art is down with the flu today… but I'll have part two for you next week. In the meantime, I revisited some lessons I've learned in my first year as a podcast host. (If you're a regular listener… and especially if you subscribe to my Moneyflow Trader investment advisory… you know I always take learnings and try to improve upon them.) On today's show I talk about the importance of having an investing framework… what mine is… and the critical role geopolitics play in it. Don't think I let you off the monologue hook… I share my predictions on the upcoming NFL playoffs—as well as tonight's national championship college football battle between Clemson and Alabama (Roll Tide!). And the Islanders are on fire...

There are mispricings… And then there are mispricings… (Ep. 40) Dec 18, 2018

Show notes

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.

To manage market jitters… know what you own and why (Ep. 39) Dec 10, 2018

Show notes

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.

Take a walk on the wild side (Ep. 38) Nov 26, 2018

Show notes

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 about as hazardous as a fast bike…

Doing so when you have math—and patience—on your side can be a quite lucrative adventure.

My guest today is Andrew Weekly, senior analyst and editor of SmithWeekly International. Join us to learn some of his favorite ideas… and his methodology to find value.

(Leather jacket optional.)

A nuclear meeting of the minds (Ep. 37) Nov 19, 2018

Show notes

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 conference in Boston earlier this month…

Today we pick up on that conversation. And discover just how much you can learn from two different approaches to a market...

Get paid to be a masochist (Ep. 36) Nov 12, 2018

Show notes

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 opportunities for high profits with limited downside.

Join us today as we talk about the market's trash pile—and the joys of scavenging through it.

By the way… I'm throwing in the towel on my NY Jets. I'm not that much of a masochist.

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