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