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.

Mike Alkin, a uranium market specialist, joins to unpack the complexities of this vital sector. He discusses the challenges posed by the absence of liquid futures contracts and the complacency of utility buyers amid rising global uranium supply concerns. Alkin dives into procurement processes for unrefined uranium, geopolitical influences, and the ramifications of recent price hikes. He also reveals how Kazatomprom's actions affect market dynamics and warns against the risks of complacency, especially in light of ongoing geopolitical tensions.

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