The bears love him… The bulls can’t stand him… But regardless of what side you’re on… it’s always worth listening to Mark Spiegel’s latest views on Tesla. Mark is the founder of Stanphyl Capital hedge fund—known for his exhaustive analyses on both the long and short side. And he’s an outspoken critic of Tesla.  Today, Mark shares his views on Elon Musk’s SEC settlement, Tesla’s just-announced third-quarter production and delivery numbers, and what’s not included in the release. Topics discussed:  Musk settles… So what? Production numbers—It’s the demand, stupid An onslaught of competition The bull case… is there one? 

A vocal Tesla critic on why it’s only going to get worse... (Ep. 30)

Listen to hedge fund veteran and one of the best short-sellers in the world, Mike Alkin from Curzio Research, as he talks to CEOs, Corporate Managers, and Hedge Fund Managers to expose price imbalances and money-making opportunities “hidden in plain sight.”

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Despite the nonsense that pervades the mainstream media… renewable energy isn’t saving the planet anytime soon.  If you believe it will, I have a bridge to sell you in Brooklyn. Today I break down why renewables are overhyped… and why nuclear power is the answer when it comes to saving the planet. --------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/  Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

Want to save the planet? Use nuclear power (Ep. 75)

There’s a lot of debate surrounding the use of fossil fuels, with many calling it immoral due to the impact on the environment. But the Center for Industrial Progress doesn’t write off fossil fuels as inherently bad. Don Watkins, director of education, explains his organization’s views…  ----------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/   Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

The moral case for fossil fuels (Ep. 74)

Two things are on my mind today:  energy security and passive investing.  We’ll explore why they’re linked… and the inflection point that’s been quietly building in the markets.  Now more than ever, you can’t afford to be passive… ------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/ Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

Don’t be passive at an inflection point like this (Ep. 73)

Last week in London, the World Nuclear Association (WNA) released its 2019 Nuclear Fuel Report, which forecasts  nuclear power generation growth.  And for the first time in the Fukushima disaster in 2011, the WNA raised its long-term global growth outlook.  But demand is just one side of the equation... For nearly a decade, the world has been awash in uranium supplies.  Today, Tim Chilleri, analyst at Sachem Cove Partners, joins me on the podcast. We just returned from the 2019 WNA Symposium in London. Find out what we learned from our travels... ------------------ Editor’s note: Mike Alkin is a very cautious investor. He goes to great lengths to educate his subscribers on dealing with today’s turbulent markets... and protecting their portfolios from downside. If you want to capture profits while hedging against the market,  check out Mike’s monthly signature newsletter Moneyflow Trader today! ------------------ The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/  Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com

Nuclear growth outlook is up for the first time since Fukushima (Ep. 72)

Despite improving fundamentals… the shipping sector is still dirt cheap—and creating a lot of opportunities for investors.  Harris “Kuppy” Kupperman, manager of Praetorian Capital, joins me today to discuss the subsets he’s currently focused on in the shipping sector… and why he believes there’s massive upside potential in this beautifully ugly industry. ---------------------------- Editor’s note: For exposure to an exciting name in transportation, check out Curzio Research Advisory, where Frank Curzio recommended a company set to dominate a $600 billion trucking market... forever.  Learn  how to access to this name—while it’s still in buy range—right here. -------------------------- The Mike Alkin Show is available at: --iTunes: https://podcasts.apple.com/us/podcast/the-mike-alkin-show-talking-stocks-over-a-beer/id1350956784?mt=2 --Stitcher : https://www.stitcher.com/podcast/curzio-research/the-mike-alkin-show --Website : https://www.curzioresearch.com/category/podcast/mike-alkin-show/   Twitter: https://twitter.com/footnotesfirst Facebook: https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/michael-alkin-43b67324/ Website: https://www.curzioresearch.com  

A vocal Tesla critic on why it’s only going to get worse... (Ep. 30)

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