There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral. But the Center for Industrial Progress has a different point of view… Listen as Don Watkins, the center’s director of education, makes the moral…

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, you can’t afford to be passive…

Last week in London, the World Nuclear Association (WNA) raised its long-term global growth outlook for nuclear power generation for the first time in eight years. But demand is just one side of the equation... Today Tim Chilleri, analyst at…

Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors. Harris “Kuppy” Kupperman joins me today to discuss the subsets he’s currently focused on in the sector… and why he believes the industry…

With so many uncertain markets, what’s an investor to do? You could waste your time chasing after the market’s tail… Or you could focus your time and energy on finding the markets that aren’t pricing those factors in. Join Mike…

Chris MacIntosh of Capitalist Exploits and Harris “Kuppy” Kupperman of Praetorian Capital join Mike to kick around some of the best risk/reward opportunities in the market. These are under-the-radar investment themes that most others have no interest in—yet.

With the Section 232 decision on uranium behind us… the uranium market’s fundamentals look strong. So why aren’t equity prices reflecting that? Adam Rodman, chief investment officer of Segra Capital, sifts through the noise to uncover what’s really going on…

If there’s a sector that requires due diligence and a skeptical eye, mining is it. Today’s guest, Jamie Keech, co-founder of Resource Insider and mining engineer, shares what he looks for in resource companies, as well as interesting opportunities he…

After 18 long months, President Trump has rejected the Section 232 petition to impose quotas on uranium imports. Going against the advice of the Commerce Department, he did something else instead… Arthur Hyde of Segra Resource Partners uranium fund joins…

Geopolitics is a driving force of the energy sector—determining how and why the industry functions. Understanding its role is critical for investors… and may help uncover investments hiding in plain sight.

Retired petroleum industry engineer and avid chess player Dale Haessel shares why he likes to avoid the "investing crowd"... as well as the next-level opportunities he sees in the natural resource sector.

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…