The Best Risk/Reward Setup I’ve Ever Seen

Welcome back to Talking Stocks Over a Beer.

Rarely do you get the kind of market insights today’s guest delivers…

Thirty-year uranium industry veteran Scott Melbye joins me for a deep-dive into the industry to discuss the drivers for the next uranium bull market.

We’ll also discuss my contrarian investment strategy, and the importance of identifying what I call “five minute grits,” or sectors where the investors are too clever by half.

Listen to today’s episode with an open mind… and learn how to position yourself for the best risk/reward investment I’ve ever seen…

Please send your questions or comments to me here: podcast@curzioresearch.com. Be sure to put “The Mike Alkin Show” in the subject line.

Download Transcript
Follow mIKE on Twitter: @footnotesfirst

Topics Covered:

  • Uranium macro drivers
  • The carry trade impact
  • The devaluation of the Kazakh Tenge
  • The state of the U.S. uranium mining industry
  • Kazatomprom’s new marketing arm
  • Utility demand

RECENT EPISODES

renewable energy

Want to save the planet? Use nuclear power

Ignore the mainstream media—renewable energy isn’t saving the planet anytime soon. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet.
Listen Now
fossil fuel

The moral case for fossil fuels

There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral. But the Center for Industrial Progress has a different point of view… Listen as Don Watkins, the center’s director of education, makes the moral case for fossil fuels.
Listen Now