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 Mike to discuss the possible implications.

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 anything back. You really don’t want to miss this interview.

In this hedge fund manager’s search for stupid-cheap stocks, no destination is too far flung.   Rather than get caught up in the same noise of the same market as everyone else, Harris “Kuppy” Kupperman sets his sights on companies and industries the world over—looking for the unloved… the ignored…...

Finding hidden value in the equity markets isn’t easy. Most sectors are fairly valued… most of the markets are efficient… and most stock prices reflect that. The keyword here is “most.” Because if you know what to look for (and where)… you’d be amazed at what you can find. You...