The Mike Alkin Show: Talking Stocks Over a Beer

Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to.

U.S. midterm elections are tomorrow. The results could lead to market fireworks —or not…

If you weren't prepared for last month's market bloodbath, it's time to start learning what to look for... and how to position yourself going forward. Preparation matters—a lot.

I also get into nuclear power and break down some figures for you…

And the Islanders are in first place! Who cares if the season just started?

I'm coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston.

Today I'll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight.

And you know, it's a funny thing about the market—it doesn't care what you've done… only what you're going to do.

GDP growth is strong… third-quarter earnings are coming in +22%... but the market is getting smoked.

It's pricing in the potential negative implications from Chinese tariffs, rising interest rates, rising input costs, difficulty raising prices, and a strong dollar…

So how are professional allocators thinking about the market uncertainty? My guest, former NFL linebacker-turned-businessman Chad Cascadden, talks to them regularly… and shares his take.

Asymmetry in stocks exists where most aren't looking…

And the value one finds on the trash heap can be quite exceptional.

No one subscribes to this view more than my guest today, Chris MacIntosh, founder and editor of Capitalist Exploits…

It's exactly how I think, too.

Chris scours the market's discard pile looking for deep value—and he shares some insight for those of you who'd like to try it yourselves.

It's a hard job… Most of what's in the pile actually belongs there.

But oh, man, when you find a buried treasure… the returns can be spectacular.

We're now in earnings season, which always brings its share of surprises…

If that weren't enough, it's a hairy geopolitical landscape out there…

There's the U.S. tiff with China—and I'm not talking about tariffs.

There's also the drama unfolding in Saudi Arabia.

These and other world events can have big implications for your portfolio.

So on today's show, we'll talk about why it's critical to look beyond the obvious… and how to position your investments for hidden dangers.

Topics discussed:

• The Jets: could winning football be back in NY?
• Drew Brees (the real GOAT)
• China… there's a lot more than a trade war going on
• Saudi Arabia: problems brewing in the Kingdom over missing journalist
• Earnings… what I'm paying attention to this week

The subject of nuclear power can stir up quite a bit of emotion... and the same goes for its feedstock, uranium.

Some investors love it.

Some investors hate it.

But Australian uranium developer Vimy Resources fully intends to play a role in the future of nuclear power…

My guest today is Vimy CEO Mike Young. Join us for an on-point discussion about what's in store for the macro uranium market.

Topics discussed:

• Complications in the uranium market
• Understanding spot pricing
• Supply and demand dynamics
• Mulga Rock (Vimy's project in Australia)

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?

In the world of distressed investing, blood in the streets often spells opportunity…

This is a potentially lucrative—though often misunderstood—corner of the markets.

My guest today is Neil Weiner, founder and chief investment officer of Foxhill Capital Management. Neil manages a hedge fund focused on sniffing out opportunities in the world of bonds, credit, and equities that most investors ignore.

He gets his cues away from the noise of Main Street…

Join me to learn how he does it.

When markets are opaque and underfollowed… misinformation occurs.

When those same markets have been in a bear market for years… any changes that might be brewing beneath the surface often get overlooked—if not completely ignored.

This is what's happening in the uranium market right now.

My guest is Rob Chang, board member of UR Energy & Fission Uranium—two high profile uranium companies.

Today we dig into the fundamentals that could lead to rising uranium prices… and big gains in uranium miner equities.

It's a perfect setup for this necessary and ridiculously cheap commodity.

Note: After working as a uranium analyst for 13 years, Rob recently took the role of CFO at Riot Blockchain. Today he and I briefly discuss blockchain and why he's so impressed with distributed ledger technology. If you're interested in blockchain, cryptocurrencies, and the best assets to buy now… click here to learn more about Crypto Intelligence—a new service here at Curzio Research.

The markets move around based on a lot more than what's happening in our own backyard.

Geopolitics… and country-specific attitudes and policies… shape what happens in the investing world. Specifically, these factors shape what's in your portfolio.

And no one knows that better than today's guest, former proprietary trader and hedge fund manager Steve Koomar.

Steve is publisher and editor of Vigilante Investor… He's also a geo-political junkie.

Join us today for a deep discussion outlining some key geopolitical items you should be thinking about right now.

Subtlety matters a lot in investing. Knowing what to look for—and learning how to spot it—can help you strategically position your portfolio for market changes.

Frank Curzio, CEO of Curzio Research, joins me today to talk about the changes he's seeing in the market… changes that are leading him to take a more cautious investment stance.

And let me tell you... it's been a while since he's felt this way.

Frank shares the cues he's taking from the most recent earnings season… and he highlights what this could mean for your portfolio.

Topics discussed

• The latest earnings season and what the numbers indicate

• A strong dollar's impact on companies' bottom lines

• Inflation… finally!

• Portfolio positioning for a potential downturn

• How to navigate the frontier market of cryptocurrencies