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