Mike Alkin Adam Rodman

Erik Townsend welcomes Mike Alkin & Adam Rodman to MacroVoices. Erik and guests discuss:

  • The Uranium Fuel Cycle
  • The perceived dangers of Uranium production are misunderstood
  • Built on-site vs. modular ‘’factory’’ reactors
  • The Uranium enrichment process
  • Investing in Uranium: Opportunities and Risks
  • The Effect of Fukushima on the Uranium industry and where the industry stands today
  • The East as leaders of global Uranium production & enrichment and its effects on geopolitics and the energy crisis.


Download the podcast transcript: [Click Here]

Click here to register or login for access to supporting materials.

Mike Alkin

Mike Alkin is the Chief Investment Officer and Founder of Sachem Cove Partners, LLC*. At Sachem Cove, he leads the entirety of the investment process. He has nearly 25 years of hedge fund experience with extensive short selling experience across many industries. Prior to founding Sachem Cove, among his positions he was an analyst and partner for 7 years at multi-billion dollar hedge fund Knott Partners. Before Knott, he worked at Walker Smith Capital, Zweig-DiMenna and Windsor Partners.

Adam Rodman

Adam Rodman founded Segra Capital in 2013 believing that the institutionalization of the hedge fund industry was leading most firms to focus on too narrow of an opportunity set. Outsized (and uncorrelated) returns are found where others aren’t looking. The market crowding caused by benchmarking, volatility and liquidity constraints and shortened investment timelines, creates enormous opportunity for capital that is not bound by those parameters. Segra Capital aims to be that source of capital in unique investments globally.

Before founding Segra Capital, Rodman was a partner and senior analyst at Corriente Advisors, a Fort Worth, TX based manager of hedge funds founded by Mark L. Hart III. At Corriente, Rodman specialized in emerging market and commodity-related cross-asset investments. Rodman started his career at Bank of America in the Global Corporate and Investment Banking Division after graduating from Amherst College with a B.A. in Political Science, cum laude.