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 Sachem Cove Partners, and I break down the nuclear fuel cycle...

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 has massive upside potential.

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 Alkin for a walk around today’s financial markets.

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 in the uranium market...