Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:
- Understanding The Uranium Market Structure
- Uranium Fuel Cycle & Market Dynamics
- Challenges in The Uranium Market
- Kazatomprom’s Production Challenges
- Geopolitical Risks & Market Complacency
Download the podcast transcript: [Click Here]
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Michael Alkin is Chief Investment Officer and Founder of Sachem Cove Partners, LLC. He leads the entirety of the investment process. Mike has over 20 years of hedge fund experience on long and short side with extensive short selling experience across many industries.
Prior to founding Sachem Cove, he was an analyst and partner for seven years at Knott Partners. Before Knott, among his positions he worked at Walker Smith Capital, Zweig-DiMenna and Windsor Partners.
