SCOUT· 59%1h 05m·2026-11-12·MoneyMacroVoices #558 Mike Alkin: Uranium at a Crossroads
MacroVoices Erik Townsend & Patrick Ceresna welcome Mike Alkin. They discuss how uranium’s structural supply deficit could drive prices higher even as mining shares are dragged down by fears of an AI capex slowdown, with Mike Alkin arguing that the bull case rests on reactor demand, rising production costs, and…
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What people are saying
“Mike has spent 10 years telling people he was right 10 years ago.”
“Great interview well worth a listen. Two pros discussing the Uranium Market, FEW know the commodity better.”
“Alkin can’t seem to do 5th grade math. Cause he is way off on available supply”
“Erik is a uranium perma ball. Meanwhile his $GLO investment has been taken to the cleaners”
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