Curzio Research is no longer publishing The Mike Alkin Show. Please enjoy the archives below.
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.