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Mike Alkin

Sachem Cove Capital co-founder and hedge fund manager, expert in uranium market analysis.

Top 5 podcasts with Mike Alkin

Ranked by the Snipd community
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42 snips
Apr 3, 2025 • 1h 30min

MacroVoices #474 Mike Alkin: Uranium Supply Is In Structural Deficit And The Fuel Buyers Don’t “Get It”!

Mike Alkin, co-founder of Sachem Cove Capital and uranium market expert, dives into the surprising negativity in investor sentiment despite strong nuclear energy news. He discusses the structural supply deficit in the uranium market, revealing crucial insights on how geopolitical factors and utility company dynamics shape pricing. Alkin sheds light on the complexities of uranium contracts and the potential for a short squeeze. The dialogue highlights the need for strategic investment approaches in an evolving landscape and navigates the balance of short-term volatility versus long-term potential.
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42 snips
Jun 16, 2023 • 1h 31min

Mike Alkin: The Ultimate Uranium Crash Course

Hey guys! I'm stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fund. Mike is known as the "Uranium Guy" on Twitter and this week he provides the Ultimate Uranium Crash Course. It's everything you need to get up to speed on the Uranium Bull Thesis. We discuss supply/demand drivers, how to build demand and supply models, forecasting potential uranium prices, and how to structure a trade based on the underlying macro/fundamental thesis. I know you'll love this episode. If you enjoy it, check out Mike on Twitter @Footnotesfirst. Check out the time-stamp here: [0:00] Who is Mike Alking? [2:00] The Uranium Industry [20:00] The supply and Demand Model [30:00] Decorbanization [43:00] The best risk reward in the Uranium Value Chain [1:00:00] Input Cost Inflation [1:15:00] The Uranium Bear Case [1:26:00] More from Mike Alkin and Closing Questions Finally, a big thanks to the following sponsors for making the podcast a reality. Mitimco This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created emergingmanagers.org, a website for emerging manager stockpickers. For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more! Tegus Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best. I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to tegus.co/valuehive for a free trial to see for yourself. TIKR TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at TIKR.com/hive.
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40 snips
Sep 5, 2024 • 1h 21min

MacroVoices #444 Mike Alkin: Uranium Fundamentals Couldn’t Be Better

Join Mike Alkin, CIO of Sachem Cove Partners and expert in uranium market analysis, as he dives into the intricacies of the uranium market. He discusses the unique challenges utility companies face, the complacency in supply signals, and the impact of geopolitical events on pricing. Alkin reveals how production cuts by major players like Kazatomprom are reshaping global dynamics. With insights on long-term versus spot trading vulnerabilities, this conversation uncovers why understanding the uranium sector is more crucial now than ever.
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6 snips
Sep 22, 2022 • 1h 42min

MacroVoices #342 Mike Alkin & Adam Rodman: Can a Nuclear Renaissance Solve the Energy Crisis?

In this interview-only episode, MacroVoices Erik Townsend welcomes Mike Alkin (Sachem Cove Partners) and Adam Rodman (Segra Capital) to the show to expand on the energy crisis discussion and whether a nuclear renaissance could solve our global energy problem. https://bit.ly/3R5zAdz   Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials    
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Sep 26, 2024 • 1h 25min

Mike Alkin - Talking Uranium

In a compelling discussion, Mike Alkin, a seasoned expert in uranium investment and founder of Sachem Cove Partners, unravels the complexities of the uranium market. He highlights the recent resurgence of nuclear power and its potential amid global energy demands. Listeners gain insights into the unique aspects of uranium investing, including price dynamics and geopolitical risks. Mike also emphasizes the significance of contrarian investing and provides valuable advice for emerging analysts in the field.