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Erik Townsend and Patrick Ceresna welcome Mike Alkin to MacroVoices. Erik and Mike discuss:

  • Nuclear Industry’s Bullish Outlook
  • Bullish Factors & Market Dynamics
  • Geopolitical Impacts
  • Supply Deficits & Market Forecasts 
  • Long-Term Market Outlook

 

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.