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

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 5 September 2024

⏱️ 81 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Mike Alkin. They'll cover all aspects of the uranium market, from its structure and the absence of a liquid futures contract, to how utility buyers are compensated and why they tend to remain complacent despite increasing concerns over global uranium supply. https://bit.ly/47eqEfK ⚫ Follow Sachem Cove Partners on X: https://www.x.com/SachemCove🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/4eehoKL ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/3WbYmgH 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Visit OptionFinity: www.optionfinity.com ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth
0:14.2	individuals, family offices, and other sophisticated investors.
0:18.0	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.6	bullish or bearish, no holds barred.
0:28.3	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.9	Macro Voices episode 444 was produced on September 5th, 2024. I'm Eric Townsend.
0:42.8	Seachem Cove Capital CIO and Fund Manager Mike Alken returns as this week's
0:47.4	feature interview guest.
0:49.0	For a deep dive on uranium markets and why they've been so slow to respond to rapidly
0:54.8	improving bullish fundamentals. We'll discuss everything from market structure to
0:59.3	why there's no liquid futures contract to how the utility buyers are compensated and why
1:05.0	they're so complacent with respect to the numerous growing threats to global
1:10.1	uranium supply. I'll be in London at the World Nuclear Association
1:14.9	conference when this episode airs, so I'm going to leave the post-game
1:18.8	segment in Patrick and Nick's able hands. We'll be back to our regular show format next week when I'll also have a report on
1:26.1	what I learned at the WNA conference that I'm attending as this episode hits the podcast feeds.
1:31.6	And I'm Patrick Sorez with the macro scoreboard week over week as of the close of Wednesday, September 4,
1:38.0	2024.
1:40.0	The September S&P 500 futures down 143 basis points to 5530.
1:45.5	The Bull Advance stalled on a weak ISM number.
1:48.5	We'll take a close look at that chart and the key technical levels to watch in the post game segment
1:53.2	the US dollar index up 24 basis points trading at 10127
	...

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