The Mike Alkin Show: Talking Stocks Over a Beer

Latest Episodes:

The Central Bank Experiment… And How It Ends (Ep. 25) Aug 06, 2018

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My guest today is Bill Fleckenstein, founder of Fleckenstein Capital.

Bill closed his short fund in 2009… near the bottom of the roaring bull market.

He seemed to be following the market wisdom of one of my former bosses, the legendary Marty Zweig. Marty famously said, "Don't fight the Fed," in reference to the Federal Reserve's stance on the direction of short-term interest rates…

But this bear hasn't been in hibernation.

Since 2009, Bill has been following closely—and opining daily on—the meteoric rise of central bank-fueled asset prices…

And he thinks the market is due for a correction.

This Left-for-Dead Sector Is Poised for an Exciting Recovery (Ep. 24) Jul 31, 2018

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My guest today is Amir Adnani, founder and CEO of Uranium Energy Corp.

The price of uranium has been in the doghouse for the past seven years, falling from a high of $137 per pound in 2007 to around $25 today.

Supply cuts by uranium miners are beginning to take hold… starving the market of the uranium it will need to fuel nuclear reactors…

And market participants are just waking up to the possibility of a looming supply deficit.

Not only are supply cuts beginning to have an impact―it could take years for any significant new mine production needed to fill the gap to come online. Some could be seven years or longer...

It's an excellent time to start exploring the sector.

Commodities Are Cheap… Will They Stay That Way? (Ep. 23) Jul 24, 2018

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Commodities had been gaining traction again… finally…

But just when it looked like it was safe to dip your toes back into the commodity complex… world events and trade war tensions have sent prices sliding.

My guest today is commodity watcher Peter Sainsbury at Materials-Risk.com, where you can find commodity market insights across the supply chain.

Trust me, you'll want to hear what Peter has to say about commodities and managing risk right now.

The Smart Money Goes Where Others Fear to Tread (Ep.22) Jul 17, 2018

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On Talking Stocks Over a Beer, we love to talk about the most hated stocks and sectors on the planet.

Anyone can make much ado about industries that are doing well. But what's the point? The market knows all about them... and the stock prices reflect the market's optimism.

Real opportunities exist in the market's underbelly—the place where few care to look. The industries that have been left for dead. It's where changes are occurring beneath the surface—the kind of seismic shifts that can set you up for massive returns.

Today, that opportunity is uranium. There's no commodity more hated. And for patient investors, it's the best risk/reward setup I've ever seen.

Joining me today is Jeff Klenda, CEO of UR Energy. Jeff is a uranium industry veteran and one of the two CEOs behind the Section 232 petition asking for a reduction in the amount of uranium imported to the U.S. (among other things).

If you're one of the rare investors who doesn't need immediate gratification (a quality many of the world's great investors share), we'll explain why the uranium sector is where you should look...

We'll discuss:

Uranium market supply/demand dynamics
Inventories
How much uranium really costs
What's going on with the Kazakhs
All the moving parts behind Section 232
UR Energy

Have the Tesla Bulls Lost Their Minds? (Ep. 21) Jul 10, 2018

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Some things seem to make so much sense… until you take a closer look under the hood... And then they make no sense at all.

Take Tesla, the electric vehicle (EV) car company, for example.

Tesla's outspoken CEO Elon Musk has mesmerized throngs of followers… and scores of shareholders… with his vision for the car of the future.

After all, Tesla was years ahead of any real competition―and on a path to dominate the EV market.

But Musk's plan was to build the Tesla brand with sales of high-end luxury EVs... and use those profits to build a "holy grail" mass-market EV.

Now—after countless delays—that mass-market vehicle has finally arrived. Tesla is ramping up production... and bulls are foaming at the mouth to prove the wait was well worth it.

My guest today is Stanphyl Capital Founder Mark B. Spiegel… a hedge fund manager known for his exhaustive analyses on both the long and short side.

Listen to find out why Mark thinks the Tesla bulls have lost their minds.

The Tide is About to Turn for Uranium Investors (Ep. 20) Jun 26, 2018

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I can't help myself...

When something offers such an attractive risk/reward setup, I'm compelled to keep discussing it.

It's taken seven long years for the glut of uranium to correct itself...

And sentiment in this sector is now changing―for the better.

Today, I welcome back industry veteran Scott Melbye. He's the executive vice president at Uranium Energy Corp., and we share our takeaways from the National Fuel Marketing Association meeting a couple of weeks ago.

Melbye and I cover several critical topics, including the truth about uranium inventories… Kazakhstan's production targets and costs… and what Section 232 tariffs mean for U.S. miners.

As the uranium market heats up, the returns could be extraordinary. This is a segment uranium investors won't want to miss...

How to Avoid Falling Prey to the Next Debt Crisis... (Ep.19) Jun 19, 2018

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A new debt bubble has quietly formed over the last decade.

And just like the last one... when it pops, investors will be taken by complete surprise.

But they shouldn't be. The facts have been hiding in plain sight. You just need to know where to look.

Instead of getting blown up and left holding the bag along with other stock owners, turn your attention to the cheapest asset class on the planet: commodities.

Today, I walk you through the treacherous world of corporate debt and bond ETFs. Then, Jamie Keech, a veteran mining engineer and the co-writer of the Resource Insider newsletter, joins me to discuss the screaming values he sees across the commodity complex.

A new debt crisis is looming… Learn today how to avoid becoming its victim.

Crypto Speculation, Value Creation, and the Newest New Thing (Ep. 18) Jun 11, 2018

Show notes

I'm OK with being an old-time value investor and short-seller. And I know I can't expect to stay on top of all the latest game-changing technologies.

So there comes a point where I'm forced to address my shortcomings without shame. Such is the case with blockchain and cryptocurrencies. Today I welcome back Barry Cohen, a former hedge fund partner of mine and editor of the newly launched Curzio's Crypto Intelligence.

For folks like me, Barry lifts the fog on what we need to know in this dynamic new asset class and evolving technology...

He's the expert we need in these exciting times.

I'll talk to Barry about:

Hedge fund basics
Cryptocurrency speculation versus value creation
Potential landmines to avoid
ICOs: the good, the bad, and the ugly
Utility tokens
And the new new thing: security tokens

Let's demystify the crypto landscape together.

Note: By now, you've likely heard about Curzio's first-ever cryptocurrency service: Crypto Intelligence. Until midnight tomorrow, charter members will receive a free bonus gift—a Trezor cold storage wallet. This incredibly valuable piece of equipment makes trading and making money from cryptos much, much simpler. To learn more about Crypto Intelligence and claim your free Trezor wallet, click here.

Where to Put Your Money Now (Ep.17) Jun 05, 2018

Show notes

Sometimes you talk to someone who makes so much sense it's scary.

Today's guest, Mark Yusko, is one of those people. Mark is Chief Investment Officer at Morgan Creek Capital Management. He shares invaluable insights on how to think about asset classes... and how you should be positioned for the next several years.

He also dives into the most exciting investment opportunity he's ever seen in his long and storied career… cryptocurrencies and the blockchain.

P.S. Last week, newest Curzio analyst and crypto guru Barry Cohen launched a FREE crypto training course. And it's not too late to catch up on what you've missed. To access the course—and learn how to invest in one of the biggest opportunities of our lifetime—go here.

For Investors, This Should Be a Four-Letter Word (Ep. 16) May 29, 2018

Show notes

In the world of investing, "complacency" should be a four letter word...

But it's all too common. And it can sow seeds of contagion that reverberate throughout global markets.

This is no time for a false sense of security.

A growing Italian faction wants out of the EU. This would wreak havoc upon their banking system… with a global domino effect.

Today, I'm joined by former hedge fund financial services analyst and Curzio Research newsletter editor, Barry Cohen, to discuss how the political turmoil and rise of populism in Italy could have far-reaching implications for the financial sector.

We also examine the recent loosening of Dodd-Frank—and how this will impact the markets.

Lastly, Barry offers tips on cryptocurrencies... and what you need to know before you even think about investing in this controversial sector.

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