Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head in the sand. They also discuss the ongoing Coronavirus epidemic and its impact on the broader economy.
A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.