Episodes
Mike Alkin @FootnotesFirst on why #RenewableEnergy is overhyped… and #NuclearPower is the answer to saving the planet.
Published 10/07/19
Are #fossilfuels inherently bad? The Center for Industrial Progress @GoIndustrial doesn’t think so. @Dwatkins3, director of education, makes the moral case for fossil fuels.
Published 10/02/19
Mike talks energy security and passive investing… how they’re linked… and the inflection point that’s been quietly building in the markets…
Published 09/16/19
@WorldNuclear raised long-term #nuclear growth outlook for the first time in 8 years. Mike Alkin and @timothychilleri break down the nuclear fuel cycle...
Published 09/09/19
The shipping sector is dirt cheap—and creating a lot of opportunities for investors. Harris Kupperman @HKuppy explains why this industry has massive upside potential.
Published 08/29/19
With so many uncertain markets, what’s an investor to do? Mike Alkin @FootnotesFirst walks listeners through which markets to focus on today…
Published 08/19/19
Chris MacIntosh of @capitalistexp and Harris “Kuppy” Kupperman @kuppy join Mike to kick around some of the best risk/reward opportunities in the market.
Published 08/06/19
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 of Segra Capital explains what’s really going on in the #uranium market...
Published 07/29/19
If there’s a sector that requires due diligence and a skeptical eye, mining is it. @JamieKeech, co-founder of #ResourceInsider, shares what he looks for in resource companies, as well as interesting opportunities he sees right now.
Published 07/22/19
President Trump rejected the #Section232 petition to impose quotas on uranium imports—choosing to conduct a review of the nuclear cycle instead. Mike and Arthur Hyde of Segra Resource Partners @SegraU3O8 discuss the implications.
Published 07/15/19
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.
Published 07/09/19
Retired petroleum industry engineer and avid chess player, Dale Haessel @dhaessel0, shares why he likes to avoid the “investing crowd”... as well as the next-level opportunities he sees in the natural resource sector.
Published 06/24/19
As the Section 232 uranium decision deadline looms… Jeff Klenda, CEO of Ur-Energy, joins Mike to give his take on how it’ll all play out—and why. Jeff tells it like he sees it… and doesn’t hold anything back. This is a must-listen.
Published 06/17/19
For Harris “Kuppy” Kupperman @hkuppy of @AdvInCap, no destination is too far flung in the search for stupid-cheap #stocks. Kuppy joins Mike to share what (and where) he’s got his value teeth into now…
Published 06/03/19
Finding hidden value in an efficient market can be tricky. Mike Alkin and Jason Gould of Lifetime Wealth Management explain how to go bargain hunting in today’s stock market.
Published 05/20/19
Mike Alkin explains why it can be difficult for individual investors to find diamonds in the rough… and why you need to look where no else is to find a great investment...
Published 05/13/19
John Polomny @JohnPolomny translates his knowledge of the energy sector into a knack for identifying out-of-favor, mispriced industries—like uranium. He talks to Mike about some industries he thinks offer great value.
Published 05/09/19
Mike’s guest is Jeremy Rupke, founder of How to Hockey. He’s a small town entrepreneur who turned his lifelong passion for hockey into a rapidly growing business. And you’ve probably seen the viral video of his 4-year-old son…
Published 04/29/19
Chris MacIntosh of Capitalist Exploits @capitalistexp is about as contrarian as you can get… always calling it like it is, without any B.S. He shares what you should be buying—and avoiding—to make asymmetrical returns.
Published 04/16/19
A lot goes into analyzing companies, industries, and the markets. Mike shares some of his favorite resources to inspire you and point you in the right direction.
Published 04/08/19
Angel Martin Oro @a_martinoro is editor of @inBestia. He joins Mike to talk about the Spanish economy, the professional investor landscape, and his views on investing opportunities within Spain… and beyond.
Published 04/01/19
Tim Rotolo @timrotolo of Lloyd Harbor Capital Mgmt joins Mike to share what institutional capital allocators look for in an investment. Plus: Russia is playing a game of high stakes poker in Venezuela… Is the U.S. prepared to ante up?
Published 03/26/19
Portfolio manager Ed McCabe joins Mike in dissecting some of the challenges facing Elon Musk and #Tesla right now. Supply… Demand… Financial… Legal… It isn’t pretty.
Published 03/19/19
Join Mike @FootnotesFirst along with @BannermanRes CEO @brandon_munro & 50-year #nuclearengineering veteran Malcolm Rawlingson @GlobalFire123 as they dissect #nuclearpower demand… China & Russia… &more.
Published 03/12/19