This is How the Uranium Market Really Works, Industry "Experts" are Wrong: Mike Alkin

Chief Investment Officer of Sachem Cove Partners Mike Alkin believes that even bullish uranium industry forecasters are dramatically underestimating the supply deficit and how high prices need to go to incentivize production. Mike gives a masterclass on the inner workings of the uranium market and explains how investors should be thinking about the sector. Follow me on Twitter:   / jessebday   00:00 Introduction 00:29 Mike Alkin Origin Story 10:53 Current Tailwinds for Uranium 23:56 Misconceptions About Previous Bull Run 39:56 Bear Case for Uranium 47:45 Investor Sentiment 50:28 New Physical Uranium Funds 58:09 How Does Sachem Cove Invest in Uranium? #uranium #uraniumstocks #nuclearpower