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

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 3 April 2025

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Alkin. They’ll begin by exploring how it’s even possible that investor sentiment remains so negative, despite what has arguably been the most bullish year ever for nuclear energy news. From there, they’ll dive into a range of topics currently shaping the uranium market. https://bit.ly/42fV8fs 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3E86j1F ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4cMmu0d 🔴 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 Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

Click on a timestamp to play from that location

0:00.0	This is Macro Voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family offices, and other sophisticated investors.
0:18.9	Macrovoices is all about the brightest minds in the world of finance
0:22.6	and macroeconomics telling it like it is, bullish or bearish, no holds barred. Now, here are
0:29.0	your hosts, Eric Townsend and Patrick Suresna. Macrovoices episode 474 was produced on April 3, 2025.
0:39.6	I'm Eric Townsend.
0:41.3	Sechum Cove Capital co-founder and hedge fund manager Mike Alkin returns as this week's
0:46.1	feature interview guest, and the topic de jure will be what the hell is going on in the uranium market.
0:51.7	I'll start by asking Mike to explain how it's even possible that we're
0:55.5	experiencing horrific investor sentiment, despite what's arguably been the best year ever for bullish
1:02.8	nuclear energy news flow. Then we'll dive into a variety of topics affecting the uranium market.
1:08.9	Our feature interview was recorded on Monday afternoon before President Trump's
1:13.4	tariff tsunami hit the market on Wednesday afternoon.
1:16.9	And we recorded the rest of this podcast before markets opened on Thursday morning.
1:21.8	So unfortunately, we won't be able to comment this week on the market's reactions to the
1:27.1	president's tariff
1:27.9	announcements.
1:29.6	And I'm Patrick Seresna with the macro scoreboard week over week as of the close of Wednesday,
1:34.2	April 2, 2025.
1:36.4	The S&P 500 indexed down 72 basis points trading at 5671.
1:41.6	The SMP 500 selling continues as this is clearly developing into a deeper market correction.
1:48.6	We'll take a closer look at that chart and the key technical levels to watch in the postgame segment.
1:54.0	That U.S. dollar indexed down 93 basis points trading at 103.69, a material breakdown on the tariff announcements.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Hedge Fund Manager Erik Townsend, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Hedge Fund Manager Erik Townsend and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.