Wall Street Unplugged - What's Really Moving These Markets

Earnings season kicks off next week… So I invited John Petrides of Point View Wealth Management back today to tell us what to expect. I love having John on the show because of his wealth of knowledge across many different sectors. He's one of the best analysts I know when it comes to breaking down earnings from macro and micro perspectives. And we're likely to see incredible volatility in many stocks during the season. Since last quarter, we've seen an uptick in energy prices and wages—two of the biggest costs for companies. The U.S. dollar has also run higher, which could cut into profits for companies that do business overseas. And increased tensions between the U.S. and China on trade could cause further inflationary headwinds. These risks create a huge layer of uncertainty for management teams… which could lead to less-than-optimistic forecasts when they report earnings results over the next few weeks. And earnings forecasts (guidance) are what drives stock prices. Today, John shares a list of stocks every investor should pay close attention to during earnings season. These companies will give you a great perspective on the global markets and how to position your portfolio. He also highlights some of his favorite names heading into earnings season… including two you should purchase right now. In my educational segment [52:38], I explain a strategy that's helped me buy industry-leading companies at an incredible discount to the market… and generate huge profits over my 25-year career. This low-risk/high reward strategy can be used by anyone… but it requires discipline and courage… which is why most investors will never try it.

I've got a very special guest for you today. It's his first appearance on this podcast, and I'm truly honored to have him on. Over the past 30 years, he's made a small fortune financing, creating, and selling junior mining companies. His name is Dennis Higgs. And he's a legend in the resource sector. If you've never heard of him, I'm not surprised. He avoids the media and rarely does interviews at all. He'd rather let his record speak for him. But today, Dennis breaks his silence to talk about the gold industry… where prices are headed… and the catalysts that will push it to those levels over the next six to 12 months. More importantly, Dennis shares his new venture with us. It's a junior mining company that's using new technology to find high-grade gold deposits in the world's biggest gold district. He's chairman and director of this company—where he and other insiders own a huge 36% stake. Then, in my educational segment [41:24] I break down the latest news on Tesla. I'm not going to tell you where the stock is headed—since there are literally hundreds of places to get opinions on this volatile company… But I will talk about why Tesla soared this week… And how you can apply this indicator to other stocks for incredible short-term gains.

On today's podcast, I welcome back hedge fund veteran Mike Alkin to talk about this incredible bull market... some concerns that could derail it... and why Tesla could pull back considerably over the next three to six months. You may know Mike as editor of Moneyflow Trader here at Curzio Research and host of the fantastic Monday podcast, Talking Stocks Over a Beer. But Mike's also a forensic accountant. His reasons for shorting Tesla go beyond what you'll read in mainstream media… making this interview a must-listen. In my educational segment [1:00:35], I talk about a country that's on my radar for the first time in over 10 years. It's dirt cheap and starting to see huge growth—evident in an important economic indicator, which I'll explain today—along with how to make money from it. Note: What's going on between the U.S. and China is one of the most important stories in the world right now—especially for investors. Next week, you're invited to take part in a free event covering the ins and outs of what's going on… the effects it will likely have on the markets… and exactly how you should be positioning yourself to reap the rewards. On today's show, I mentioned a special report I put together to get you started. It sets the story straight on tariffs… and gives you a leg up on everyone else. To claim your free copy, go to our homepage and sign up for my free Trade War Event.

Today I welcome back Kim Iskyan, editor of International Capitalist and one of the best international stock analysts in the world. To find the best investment opportunities, Kim's traveled to more than 80 countries over his 25-year-plus career. Kim travels to China often—and speaks directly to local business folks and large institutions. He starts our show by breaking down the latest drama on tariffs… And why the situation between China and the U.S. is different from what you'll see in the media. Later in the interview, Kim shares some details from his latest trip—to a dirt-cheap country most people would never think of investing in… filled with huge growth potential. Kim also reveals some of his favorite investment ideas. This includes three international stock picks U.S. investors can add to their portfolio today. (These names were even new to me!) Then in my educational segment [52:27], I break down the one "Trump Card" China holds that could crush the U.S. when it comes to tariffs. If China takes this initiative… one small sector will surge in value, creating life-changing returns for investors. Trust me, you'll want to pay close attention. Note: I've put together a free report exposing the real story behind Trump's tariffs… and how investors can take advantage of the new policies. Click here to get your free copy. And start reading about the tremendous money-making opportunities coming our way...

First and foremost… Hurricane Florence is expected to make landfall in the Carolinas on Friday. Our thoughts and prayers go out to all the families that will be impacted by this terrible event. Please be safe! Today I welcome back Chris Versace, co-founder and chief investment officer of Tematica Research. He's an amazing stock analyst with over 20 years of experience. Chris is also a good friend. We worked together at The Street over 10 years ago. He has an incredible track record for finding great stock ideas ahead of Wall Street. In this interview, Chris explains the easiest way for individual investors to find those ideas. He also shares several of his favorite picks… so be sure to have a pen and paper handy. Then, in my educational segment [48:26], I break down a sector most believe is dying a slow death. But fears have been blown out of proportion… giving you a great opportunity to buy these stocks at an incredibly cheap price. Note: I suggest paying close attention to Chris Versace's stock recommendations. The last time I interviewed a member from his team was in late June. She mentioned a stock idea that's up about 60% in just over two months. This is just one of the expert picks we're tracking in the Wall Street Unplugged All-Star Portfolio. To learn more about this incredible group of stock-pickers—and how to easily access their favorite ideas—click here.

Summer is officially over… which means football season is here. And to kick off the new season, I start the podcast with a great big rant. Today I also welcome back one of my favorite guests, Andrew Horowitz. Andrew is host of The Disciplined Investor podcast and president of financial planning firm Horowitz and Company. As you might expect, we cover a number of topics—from China and the tariff headlines to Andrew's take on emerging markets… and whether that pullback is a buying opportunity or a flashing caution sign. Andrew also shares the U.S. economic indicators he's watching… and why the market is positioned for a pullback over the next few months. And of course he gives us a lot of great investing ideas. Note: My guests and I often discuss 5 to 10 stocks in a single episode… And that's just while we're on-air. When we're chatting off-air, more often than not another stock or two is mentioned. And sometimes these are the juiciest picks of all… The very best of those stocks make it into my WSU All-Star Portfolio… And right now, you can access them for only $1.

On today's podcast I welcome back a great friend and rare coin expert, Van Simmons. Van is internationally known and respected… and he's been investing in rare coins since the 1970s. He helped create The Professional Coin Grading Service (PCGS), which is credited with bringing accountability to this "alternative investment class." Van gives us an insider perspective on everything from rare coins to sports memorabilia. If you've never had an interest in collectibles… trust me, you will after hearing this incredible interview. In my educational segment [106:47], I explain why now is a good time to look at diversifying your portfolio… And I share some great tips for doing so. Note: As I mentioned on today's show, some of the most incredible stock ideas I've heard from my guests come out in conversations "off-air." So I created this to get you in the room while the mics are off. It's a simple way to share behind-the-scenes intel from my network of insiders. And right now, you can try it out for only $1.

If you want to increase your overall return on investment, today's show is a must-listen. But you have to be willing to venture where other investors fear to go… and try unconventional ideas. My guest is Chris Mayer, editor of Bonner Private Portfolio, an investment research service from Bonner & Partners. Chris is an incredible stock analyst with over 20 years' experience. He always provides unique investment insight during our interviews. And, based on your feedback, he's one of my most popular guests. Chris shares two of his favorite sectors to invest in… which are completely off Wall Street's radar… and highlights several names within these sectors you should be buying right now. He also explains why you need to "mix it up" when it comes to investment philosophy. He provides a great example of a unique strategy he used to generate exceptional returns on an industry-leading stock—even though sales and earnings were declining. Then in my educational segment [57:00], I break down a strategy that will sound absolutely crazy—it flies in the face of almost every investment book you'll ever read. But it's one of my favorite ways to make incredible returns in one of the most volatile sectors in the world...

Today I welcome back a 40-year market veteran... and one of my favorite bears: Rich Suttmeier. Rich is an incredible analyst. He's also founder and CEO of Global Market Consultants, with great insight on a variety of topics. He breaks down Turkey's financial crisis… why it's significant to individual investors… and how it could be the catalyst that pops a $270 trillion debt bubble. While Rich tends to land on the bearish side, he's been bullish on FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google) for quite some time. He explains why he's now changing his tune on these tech giants. We also cover the banking sector. Rich highlights several measures banks are using right now to stick it to Main Street. He and I have passionate debates about this sector… so you're in for some fantastic entertainment and a solid education. Then I break down earnings season in my educational segment [42:35]. On the surface, earnings and sales growth may look positive… but there are significant risks most investors and analysts are overlooking—risks that could push stocks significantly lower over the next six months. As always, I share all the details and numbers to back up this claim… and explain the steps you can take to protect yourself.

The last couple of years since I started Curzio Research have been a fantastic experience. And I have all of you to thank. It's because of you that I'm able to continue growing this business. In fact, I'm about to hire more junior analysts. So in this week's episode, I bring on my junior analyst, Daniel Creech, to give you a peek behind the curtain... We talk about a typical day at Curzio Research and the process behind each issue we write. Daniel also shares some of the biggest lessons he's learned in his first year on the job… and why it's critical to check your emotions at the door when analyzing investments. If you're interested in becoming a stock analyst for Curzio Research, you can't afford to miss this interview. For all other listeners, I believe you'll appreciate the details and hard work that go into our newsletters. As earnings season comes to an end for S&P 500 companies, small-cap stocks are now in the limelight. For my educational segment, I explain a simple strategy everyone can use to help generate huge profits in the volatile small stock sector right now. Just about everyone has access to this free information… but most never use it. This strategy has created huge winners for my subscribers and me…

Today I welcome a good friend and regular guest to the show, Marc Lichtenfeld. Marc is chief income strategist at financial newsletter publisher The Oxford Club. He's also one of the smartest biotech analysts, covering the industry for over 15 years. In this interview, Marc talks about the latest change he's seeing in investor sentiment. This includes tons of investors who are worried about the market crashing over the next six months. Marc breaks down the current short-term risk he sees in the market… and what sectors to buy if the market pulls back. He also discusses why investors with a long-term investment horizon shouldn't be concerned with predicting major moves in the stock market. As always, Marc gives us a couple of his favorite ideas to consider right now. This includes two names with revolutionary technology that isn't being talked about much in the media. Then in my educational segment, I break down a great strategy I use to make money in one of the most volatile sectors. It's responsible for some of my biggest winners over the past decade. I explain what causes these incredible opportunities… And how you can use them to make life-changing gains in your own portfolio.

If you believe the markets will pull back over the next 18 months… after eight straight years of moving higher… then this podcast is an absolute must-listen. My guest today is Mike Alkin, editor of Moneyflow Trader here at Curzio Research. This unique newsletter teaches individual investors how to conservatively bet against stocks. Mike already gave listeners numerous winners on past Wall Street Unplugged episodes… including Dean Foods, Newell Brands, and Goodyear Tire. He explained why these companies would fall in value. If you shorted them, you'd have made more than 30% on average. But if you used Mike's simple strategy—where your risk is limited but your upside is limitless—you'd have made more than 3x returns on each of these picks. In this episode, Mike talks more about this amazing strategy. He explains why picking stocks that'll move lower over the next 12 months is like shooting fish in a barrel right now. And he shares two more picks that are likely to get crushed over the next few months… which could lead to big returns for investors. Mike also breaks down the one market he loves right now. It's a super-depressed sector that has nowhere to go but up. Listen… and find out exactly how to play it.

Today's show is packed full of great information… You'll want to get a pen ready before listening. I welcome back good friend—and Wall Street Unplugged regular—John Petrides. John is managing director and portfolio manager at Point View Wealth Management. He's got a phenomenal pulse on the market. Listen as John reveals three critical things to pay attention to during earnings season, which is now underway. And, as always, John gives us a lot of fantastic investing ideas. He highlights the sectors he expects to report blowout earnings… details his prediction of a rotation from asset-light businesses to asset-heavy businesses... and breaks down a "worst-case" scenario you absolutely must keep on your radar. I'm having a great time at the Sprott Natural Resource Symposium. You can expect an incredible update next week on this year's conference.

There are a lot of doom-and-gloomers out there warning about an impending credit crisis… And I know many of you are worried. Today, I explain why you can stop losing sleep over your portfolios. I speak directly to anyone over the age of 55. But don't worry if you're not in that demographic yet… everyone will benefit from this segment. I also welcome back Chris MacIntosh, founder and editor of Capitalist Exploits. Chris is one of my most popular guests for a reason. His breadth of knowledge on stocks, bonds, commodities, and world events is incredible. Instead of specializing in one asset class, Chris specializes in finding price anomalies… and predicting where the big money is moving. Right now, Chris believes we have the opportunity to make a small fortune from one hated sector—one that will boom as European countries build up their militaries in preparation for war… Trust me… you won't want to miss this episode. Note: Right now, Chris is offering Curzio Research investors an exclusive opportunity to invest alongside him in the resource sector. This will include "private placement" deals all over the world. However, you must be an accredited investor to participate… and this exclusive offer ends Sunday. To learn more about his new venture, click here.

Happy 4th of July! This is a special holiday for me. It brings back great childhood memories of our summer house in upstate New York. That's where my late dad put on a firework display that would put most professional displays to shame. I hope all of you enjoy time with your family. Drink a few beers, tell some great stories, and enjoy the barbecue. When you're done, you'll love my interview this week. I welcome back Hugh Agro, a superstar in the mining industry. Hugh is President and CEO of Revival Gold, a company I introduced you to six months ago on this podcast. The company just reported blockbuster drilling results at its flagship project, Beartrack. It's a game changer—which is why the stock is one of the best-performing junior mining companies over the past 12 months. Hugh talks about these drilling results… and highlights why he's buying more shares of his company right now. He also explains why gold prices are close to a bottom—and are likely to move much higher over the next 24 months. It's an interview you don't want to miss. Finally, in my educational segment… I break down a controversial investing strategy that's almost guaranteed to make you money. It's also likely to make a lot of listeners angry... since this secret is known to destroy people's lives.

Pullbacks in the markets can be disconcerting… but recent activity is perfectly normal. As I'll explain, it's actually healthy when stocks pull back gradually… and based on the current fundamental and economic landscape, I suggest using this pullback as a buying opportunity. I also welcome Lenore Hawkins, 20-year market veteran and chief macro strategist at Tematica Research. Lenore breaks down the biggest market risks for investors... including rising interest rates and the looming potential for trade wars. Plus, she shares her favorite tech trend... and how investors can still make money on it. Finally, I break down the recent ruling by the Supreme Court to allow states to legalize gambling, creating a lucrative new $44 billion market. Following this landmark decision, I highlight stocks that will be the biggest winners―and losers―in that sector.

Financials are down almost 20% on the year… close to bear market territory. But the Fed releases stress test results tomorrow. The banks that pass will be allowed to significantly raise their dividend and launch huge buyback programs… On today's show, I'll tell you about about the huge short-term catalysts ahead for this dirt-cheap sector. I also talk to Nate Flanders, cryptocurrency expert and founder of crypto trading exchange Mandala. He and I recently traveled to New York to meet with potential cryptocurrency investors. And we share some exciting details from our trip... Nate also discusses how coming industry regulations will lead to hundreds of millions of institutional dollars pouring into this sector. Trust me, you'll want to hear this.

The wait is over... It's been a long time coming, but the AT&T-Time Warner merger is happening. This is one of the largest deals in history, and I'll break it all down for you on today's show… I'll also tell you why this is such an amazing opportunity for AT&T investors. And, this week, I welcome back my good friend―and host of The Disciplined Investor―Andrew Horowitz. Andrew and I have a spirited discussion on everything from the Fed to commodities to tariffs to ―of course―cryptocurrencies... Andrew also shares some of his favorite investing ideas―both on the long and short side. Trust me… you'll want to listen to this interview more than once... so let's get started. Note: In case you didn't see my email earlier... I decided to reopen the best deal we'll ever offer on our new Crypto Intelligence service until Friday. After Friday, no one will ever see this offer again… go here to get the charter deal.

The countdown is on... Today, I'll give you the scoop on Crypto Intelligence, Curzio Research's brand new crypto newsletter. As you'll see, this newsletter is unlike anything else in our industry, giving subscribers a unique entry to this incredible growth sector... The editor of this product is a hedge fund veteran with over 25 years of private equity experience. His system reduces risk… while giving subscribers the opportunity to generate life-changing gains. Subscribers will gain access to ICOs (initial coin offerings) and STOs (security token offerings), where tokens represent equity and give shareholders rights―similar to investing in a private placement. Crypto Intelligence also includes real model-based analysis on cryptocurrencies. Plus, all subscriptions include access to our invaluable training videos. These step-by-step guides show you how to: Open a cryptocurrency trading account Fund the account Create a Bitcoin and Ethereum wallet Invest in just about any cryptocurrency Later on, I interview Frank Holmes, chairman of HIVE Blockchain Technologies. HIVE was one of the first crypto data mining companies to trade on a public exchange. On this week's show, Holmes talks about the next growth phase in cryptocurrencies and the benefits of new regulation… which will likely result in tens of millions of institutional dollars flowing into this market. He also shares some interesting stats… including how crypto exchanges are doing more volume than firms like Charles Schwab… and why this volume is not expected to slow any time soon. Finally, Holmes shares his thoughts on Ethereum... and why this cryptocurrency is about to surge. P.S. If you haven't already signed up for Barry Cohen's (ep. 618 guest) FREE educational series, The Future of Cryptocurrencies: Why What Comes Next Promises Even Bigger Gains Than 2017, this is your last chance—it goes offline tomorrow. Click here so you don't miss out.

No... it's not just you. Geopolitical change is on all our minds. Right now, everyone's talking about the turmoil in Italy… but the truth is, this'll have a minimal impact on the U.S. market. I'll tell you why on today's show. But first, I welcome back Steve Koomar, publisher and editor of Vigilante Investor. Steve believes stocks are positioned to show great returns over the next decade. He also highlights his favorite trend in tech… one that's much bigger than AI, IoT, Big Data, and the cloud… and the stocks he believes will benefit most from this remarkable trend. Later, in my educational segment, I break down the oil sector… including why Russia and OPEC would be crazy to increase production. But there are risks that could push crude lower over the next few months.

I hope you have a pen and notepad ready for today's show... My good friend Marin Katusa returns to tell us why gold could go a lot lower over the next few months. He suggests buying a popular commodity instead… which he largely avoided for the past decade. Marin is one of the best resource investors I know. And although he's bearish on gold in the short-term, we discuss why that's a positive for us as investors. Marin also explains what to look for when evaluating a resource investment (it takes more than just a great discovery...) and how to scale into the best names over time. This is an incredible interview with a lot of great information. Trust me, you'll want to listen more than once...

There's been a lot of pressure on mining stocks, and I know a lot of you are wondering if the bottom is in and it's time to buy. Jeff Phillips, President of Global Market Development, joins me this week to share what will be a boost to these companies… what he looks for in a resource investment… and where to find value. You'll also hear Jeff's favorite ideas in gold and uranium today...

Today I welcome back Kim Iskyan, editor of International Capitalist. Kim shares his methodology for finding little-known opportunities in emerging markets… including how to travel safely where others fear to tread. Plus, he gives us a preview of the opportunities that could arise if the North Korean market is opened by peace talks. I know from experience how difficult it is not to let personal feelings impact your investing… but we'll discuss why it's critical that you don't. And in our education segment, I show you what's hiding deep inside the numbers from Apple's recent earnings call.

Welcome back to Wall Street Unplugged. Today, everyone is talking about the 10-year Treasury yield—namely, how it just broke 3% for the first time in years. Here's the truth: this isn't a big deal—no matter what the media say. This number is still well below historical norms… However, it does present us with a buying opportunity… which I'll tell you about in today's show. But before I get to that, I welcome as my guest this week Danielle DiMartino Booth. Danielle is a former adviser at the Federal Reserve Bank of Dallas and editor of the Money Strong newsletter. Today, she breaks down the impact higher yields will have on individual investors… the fundamental landscape of today's housing market… and why millennials will be a huge drag on the economy much quicker than most economists are forecasting. I also give you a play-by-play of how I find my best stock ideas. This simple strategy will help you invest in the best stocks before Wall Street finds out about them… and before they're mentioned in the media.

Ignore the crazy headlines… In this episode, we talk about how to use the media's "agenda" to pocket huge gains in stocks. Most headlines are exaggerated. They include phrases like "market crash" and "trade wars." It doesn't matter. The market is flat this year and America is not in a trade war with any nation… The media exaggerates these headlines to get page views. That's how they make money. Yet these headlines (including tweets from our president) can temporarily influence stocks, causing disconnects between a company's fundamentals and stock price. Smart investors can use these disconnects to invest in some of the world's greatest companies – like Amazon or Facebook – at incredible discounts. Also in this episode, we breakdown the best banking stock to own right now (it's not JP Morgan)… and why one major airline will see its stock price rise much higher from here. SHOWNOTES: 0:42 - Long time listener Joe thanks me for my insight on the oil market and asked if he should invest in small or large caps. 5:22 - When you should jump into the oil market... and who is carrying the market. 13:23 - Listener Derrick: Since when is there a maintenance fee on your Curzio Research Advisory Lifetime membership? 13:58 - How the Lifetime membership subscription works. 24:15 - Listener Dave: How much attention should investors give to employee engagements and potential unionization attempts? 35:03 - Ten-year listener Doug asks whether he should keep his money in a current stock pick I recommended a while back. 40:35 - I'll be launching a product that's new to the industry… It will include a weekly new pick. 41:20 Be sure to like our Facebook page. I'm posting live videos and will soon be posting live interviews.

Welcome back to Wall Street Unplugged. My guest this week is Corby Marshall, CEO of Hilltop Cybersecurity. (Full disclosure: I'm an early investor in this company.) Corby joins me from the RSA cybersecurity conference to discuss what we should all be thinking about it when it comes to protecting our data. You'll also be fascinated to hear what led him to into this space... Later, we'll talk about how important it is to look beyond the headlines when it comes to evaluating a stock. Read the story no one else is telling—because news stories aren't often digging into the fundamentals. I also take a few moments to vent about the media's obsession with the Mark Zuckerberg Facebook hearings and the James Comey publicity book tour. 0:33 – Why did we make such a big deal about the Mark Zuckerberg hearings on CNBC? 4:20 - Can we trust the biggest companies in a space to regulate their own industry? 6:35 - I watched James Comey's latest PR blitz for his book trashing the President. 9:18 - Democrats need to stop lingering on this Russia collusion nonsense. 10:33 - Netflix reported good numbers, but of course, someone always goes on TV and says they're worried about the company's expenses… I'm not. 14:24 - So excited that we are into earnings season. 16:25 - Seeing a lot of potential in cybersecurity, so I'm also excited to be chatting with Corby Marshall, CEO of Hilltop cybersecurity. 19:20 - Corby's background and why he got into cybersecurity. 21:42 - What are the latest trends in cybersecurity he's seeing at the RSA conference? 24:02 - How vulnerable are normal people online? 27:04 - The formation of Hilltop and how it strives to be better than the competition. 30:35 - What scares Corby the most. 33:19 - How important is it to have a great team. 37:18 - Hilltop's involvement in the cryptocurrency space and protecting its customers. 40:45 - Connecting with Corby at the Hilltop website 45:24 - Cancel newsletters where their editors aren't allowed to buy stocks. 46:55 - It's not whether or not a stock is expensive, it's about its growth potential. 48:45 - Find the story that no one else is talking about. 50:44 - For example, how I looked at the defense sector during sequester talks back in 2012. 52:34 - Another example, big pharma and the patent cliff that people were worried about.

Welcome back to Frankly Speaking. I can't stress this enough: I care about and what happens to your portfolio. The reason you listen to me, subscribe to the newsletters, and read our research is so you can focus on your life and take advantage of our "stock brains" here at Curzio Research. On this episode, we talk about what it means to have a stock brain. And we touch on other programs offering financial advice. If you follow other podcasts and tv personalities that give stock recs, make sure they care about what happens to you. There are plenty of people who give out financial advice... but many don't think about how those calls will impact real people like you. SHOWNOTES: 0:57 – Listener Shawn asks all of you in the Curzio Research community to keep the Humble Broncos hockey team in your thoughts and prayers following the tragic bus crash in Canada. 4:19 - Listener feedback from Chris regarding my recent commentary on hedge funds and what can happen to your money in poor-performing funds. 6:55 - I notice that the hedge fund managers that go on TV have had declining performance. 13:09 - Listener question from John: Should we be listening to and following the folks on CNBC's FastMoney? 15:20 - You have to follow the people that actually care about you and your money. 23:08 - Listener question from Chris: I think I have a stock brain. Is that normal? 27:35 - I take you through my stock brain when I read a headline, listen to a conference call, or analyze a company. 30:45 - Check out Thursday's Wall Street Unplugged on why I don't believe stocks will crash. 34:54 - Make sure you like our Facebook page for more live videos we're producing.

Welcome back to Wall Street Unplugged. This week, my guest is Mike Alkin, editor of Moneyflow Trader and host of the Talking Stocks Over a Beer podcast. Even though Mike writes his newsletter for Curzio Research, he and I often have differing views on the markets. (Mike is bearish and I'm more of a bull.) Even so, we generally find common ground. I have a lot of respect for his knowledge and opinions. Today, Mike reviews how he analyzes stock news and what helps him decide whether a company is going to have success in the future. Then in my educational segment [50:15], I talk market risk factors. The media is hyping three main risks right now: rising inflation, rising interest rates, and a potential trade war. All of these things have investors running for the hills. But the truth is, they're not the negative market forces the headlines are making them out to be. Listen to find out why... SHOWNOTES: 0:33 – I share my broken water heater horror story 9:20 - Michael Alkin, editor of Moneyflow Trader and host of the Talking Stocks Over a Beer podcast, is my guest this week 12:56 - Mike talks about how much fun he's having doing the new podcast 14:27 - Mike and I debate our views on the market; Michael is bearish and I am more bullish 20:17 - What Mike observed about the market at the 2009 bottom 23:10 - Impact on stocks now that the Federal Reserve is backing off its quantitative easing programs 27:02 - Stocks are dropping for companies even after positive earnings 32:30 - Concerns Mike is seeing within the consumer staples sector 36:59 - Some of Mike's stock picks 45:33 - There are always pockets of stocks that buck market trends 50:57 - My thesis on the markets and the three major risks I'm seeing 52:49 - Why China blinked during trade talks 59:56 - Rising inflation is not that detrimental to the market because it's not unexpected 1:00:22 - Why the the Federal Reserve is raising interest rates and what that means for the markets and economy 1:03:46 - What does this all mean? 1:07:16 - If you look carefully, you can find plenty of stocks that are undervalued and have potential for growth 1:10:38 - Still not convinced that there are opportunities in the market? Look at all of the mergers and acquisitions taking place

Welcome back to Frankly Speaking. There are a lot of myths surrounding hedge funds, particularly how much yield they create vs. how much it costs you to invest in them. Today I debunk some of those myths, and remind you of the risks vs. rewards of hedge funds. Remember, the better they do, the more risk they take with your money. I also discuss some big changes coming to Curzio Research. We're getting ready to unveil some exciting new products… and share some special offers with our subscribers. On today's episode, I also stress the importance of ignoring the market noise. Brexit... tariffs... it doesn't matter. You can always ride these waves with proper portfolio management. SHOWNOTES: 0:51 – Listener question from Max: Are we seeing a fundamental shift in the hedge fund industry? 4:26 - Hedge fund pricing 9:10 - Hedge funds are encouraged to take more risk with your money. 19:09 - Listener questions from Kurt: Is Briefing.com a substitute for those who can't afford Capital IQ? Will Curzio Research bundle products? 27:20 - Listener feedback from Jack: I stopped out of one of our Curzio stocks. Should I keep it on the radar for a future position? 30:24 - Ignoring market noise 31:25 - Portfolio management 35:43 - Listener question from Bruce: If returns on REITs are so high, why isn't everyone flocking to them? What's the catch?

I'm so excited to bring on analyst Barry Cohen to talk all things cryptocurrency and blockchain. Barry explains how these technologies work, how you can secure cryptocurrencies safely and easily, how the regulatory landscape is going to change, and more. All of this comes ahead of the cryptocurrency newsletter we're launching in May. Make sure you subscribe to our free email list now to be the first to know about this product when it's launched. I get a little heated over negative news about Amazon and complaints that it's ruined businesses across the country—especially when the complaint comes from a company that did its own share of putting others out of business: Walmart. Meanwhile, other folks are complaining that Amazon has an unfair advantage due to its relationship with the United States Postal Service. Today, I explain why the USPS needs Amazon, despite arguments that the postal service is getting the losing end of the deal. I know some of you might be panicking about the scary trade wars talk and how it's impacted the market. I'll tell you why we won't have a trade war... and why tariffs on goods coming into the United States are actually a good thing. While stocks have declined on those fears, there a few great investing opportunities I'll tell you about today... Stocks Mentioned Amazon Walmart T-Mobile Whole Foods Goldman Sachs Microsoft Apple Facebook Under Armour Tesla SHOWNOTES 0:33 – I'm so annoyed when I see someone who has the same opinion as the president rail against him because of partisan politics. 1:25 - Lina Khan of the Open Markets Institute. 6:45 - Trump's tweets against Amazon are a complete joke; Amazon is saving USPS. 10:07 - Walmart has no business complaining about Amazon. 14:24 - Don't worry about tariffs pushing the markets down; we're not getting into a trade war. 16:52 - Excited for our guest today, Barry Cohen. 19:30 - Correlation between the cryptomarket and Wall Street. 22:38 - Will cryptocurrencies always move in the same direction? 27:26 - Why Barry is excited about cryptocurrencies. 30:51 - Why regulation is needed for cryptocurrencies. 36:00 - How does someone go about buying cryptocurrencies? 38:44 - Kraken and Coinbase. 42:13 - The different types of cryptocurrency exchanges. 45:33 - How ICOs (Initial Coin Offerings) work. 50:02 - What subscribers can expect from the crypto newsletter we're getting ready to launch in May. 58:06 - Mike Alkin product (reopening to new subscribers soon). 1:00:48 - Education segment: The markets are getting hit hard because of exaggerated concerns over the supposed trade war. 1:06:58 - Opportunities in the market right now. 1:17:40 - Thank you again for all of your love and support for my daughter. 1:18:15 - New videos on the Curzio Research Facebook page.

Description This week, I want to take some to stress how important it is to take certain things into consideration when making changes to your portfolio. Specifically, I recap how to think about market moves when corporate earnings are announced. And I'll tell you how I strategically position my portfolio among long and short-term stocks. We'll also take a long look at Tesla's woes... and how to trade on news for this company and other momentum stocks. Lastly, we'll talk about how to measure the current value of a stock... when everyone else is focused on market moves. Stocks Mentioned Walmart UnderArmour Nike AT&T Time Warner Google Facebook DirectTV Verizon Sprint Tesla Apple Amazon Netflix Visa Goldman Sachs Morgan Stanley SHOWNOTES 0:51 – Listener feedback from Mike: A sweet and supportive note from a fellow dad concerning the health of my daughter 3:01 - Listener question from Alberto: What percentage of my portfolio is long term vs. short-term stock holdings? 13:48 - Facebook page for Live Videos 14:22 - Listener question: Thoughts on Tesla after its downward move and the recent recall? 26:12 - Netflix momentum concerns over debt 27:39 - Response to question from bearish listener Mel: Here are my positive thoughts on the markets 39:49 - Reminder about podcast schedule change

Andrew Horowitz of Horowitz & Company and host of The Disciplined Investor podcast (the second best investing podcast) breaks down the technicals of the market action we've been seeing lately... and what that means for your portfolio. If you've been wondering how to navigate this volatile market, Andrew will help you keep your sanity. He advises us about the right time to panic, versus the right time to take advantage of everyone else's panic. Andrew also reviews some recent positions he's taken on--individual names and what impact the administration and Federal Reserve could have on the markets in the near-term. I also want to thank you all for the love and good wishes you've been sending to me and my family as we battle a few health issues. Your support has been overwhelming... and it feels like the Curzios are turning a positive corner. I also take a moment to recap what's been going on in this crazy March Madness tournament this year. We've seen a lot of upsets and some big surprises as we head into the Final Four. And stay tuned till the end… I'll announce some schedule changes for the release of Wall Street Unplugged and Frankly Speaking. These changes should provide you with a more consistent listening experience moving forward. Stocks Mentioned AMZN NFLX TSLA FB M X CRSP CS SHOWNOTES 0:33 – My family and some health issues we're battling. 3:10 - How insurance companies handle medical coverage and the costs. Jeff Bezos and Jamie Dimon are looking to disrupt this industry. 6:10 - Why I do what I do––to help you take care of your finances so you can take care of yourself and your family. 7:07 - Mike Alkin and his family's health issues, which makes him want to help you with your money as well. 9:01 - If you have knowledge/experience with Crohn's disease, I'd appreciate any insight and wisdom your willing to share. Please email me at [email protected]. 10:02 - Excited to bring on Andrew Horowitz, Horowitz & Company, host of The Disciplined Investor podcast, to discuss the technical shifts we've been seeing in the market. 12:05 - Andrew's last appearance on the podcast. 12:49 - What is Andrew seeing in the markets as a technical analyst. 14:14 - The announced tariffs and what impact they could actually have on the U.S. 15:03 - How rising interest risks could affect stocks and company earnings. 16:45 - The Federal government could target certain companies. For example, Trump's obsession with Amazon. 17:33 - A look at the technical levels of stocks and how to trade on them right now. 22:48 - Stock leaders are getting hurt. 26:06 - Historical data on the S&P 500 and how that compares to where market levels are today 29:09 - Is the market volatility we're seeing right now normal? 30:24 - How high-frequency trading algorithms are impacting market action. 33:00 - Andrew tells us about Envestology, the advisor-crafted, technology-enhanced investing platform. 34:44 - Some of the investing strategies Andrew is currently pursuing in this market environment. 36:36 - Individual names Andrew likes or is shorting: 36:57 - Shorting strategy on Macy's 37:22 - Opportunities in U.S. Steel 38:20 - CRISPR has some upside potential 38:35 - Kara Therapeutics has some interesting products in the pipeline 38:58 - Credit Suisse's potential amid the concerns for European banks 41:40 - Don't be a hero... it's going to take a lot to spook people from this market. 45:09 - March Madness recap 47:46 - Podcast schedule changes WSU will now come out Thursday mornings Frankly Speaking will now come out Monday mornings

In this edition of Frankly Speaking, I take on some lingering concerns for both Amazon and Facebook. Despite some short term pressures, I think the upside potential for both is strong. Then, I'll reveal my favorite dividend-paying stocks… and give you a word of warning: Even if you think you're diversified, you may be holding the same stock across the board... Stocks Mentioned: AMZN FB MCD WMT AAPL XOM INTC GE

Welcome back to Wall Street Unplugged. I have an incredible show for you today... I don't read many newsletters, but I always make a make a point to read Vigilante Investor, edited by today's guest Steve Koomar. Unlike many newsletter writers, Steve always backs up his thesis with hard facts, and I learn something new from every issue. Steve and I discuss all the negative headlines about Trump's new tariffs—propelling fears of a trade war that could ultimately hurt the U.S. Like myself, Steve believes these news stories have it wrong. On today's episode, we break down why. And you won't believe Steve's expectations for stock market returns over the next several years... He explains how the recent tax cuts, combined with deregulation, will lead to the kind of economic expansion we haven't seen since the New Deal. And one of the best bull markets in a generation. Later on, in my educational segment [52:00], you'll learn how the NCAA men's basketball tournament can help you improve your investing game. It doesn't matter if you're not a sports fan; today's segment will make anyone a better investor. Good investing, Frank Curzio

March Madness is upon us! As many of you know, college basketball is my favorite sport. Today, I kick off the show by breaking down the brackets and sharing my predictions for who will make the Final Four. But even if you're not a sports fan, you'll want to stay tuned, because later on, I interview the brilliant Marin Katusa, founder of Katusa Research. Marin is a good friend of mine and a regular guest of the podcast. He also happens to be one of the best analyst in the resource sector. Today, Marin shares his thoughts on the current environment for gold, and how long he thinks it'll be until institutional investors start putting their money back into gold stocks. We also discuss a bull market in a commodity that almost nobody is noticing. Marin explains the catalyst behind this bull market, and he shares what he believes could be a takeover target. Then, in my educational segment (48:30), I tell you everything you need to know about the new steel and aluminum tariffs. It's time to put your "political hat" aside because just about everyone has it wrong when it comes to tariffs. I explain why in today's episode. Good investing Frank Curzio

Today, we're going to tackle some of the biggest issues on every investor's mind: inflation and a potential trade war. First, we'll consult with John Petrides of Point View Wealth Management. I try to have John on the show at least once a quarter, because he's incredibly knowledgeable on all areas of the market. John tells us how inflation (specifically, rising wages) could affect stock prices—and why he isn't worried about an impending "trade war." He also shares the sectors he likes today... and a few of his favorite stock ideas. Next, I welcome my good friend and 40-year stock market veteran Richard Suttmeier [41:00]. Rich is the best analyst I know when it comes to the federal budget. He explains how the Fed is trying to "unwind" its balance sheet… how its actions could hurt Main Street… and what to expect over the next 12 months. Rich also reveals which assets he currently likes and which he doesn't––including one "safe" asset that could soon roll over. Click here to listen. Good investing, Frank Curzio

Today a good friend returns to us––Marc Lichtenfeld. Marc is Chief Income Strategist at the Oxford Club… Senior Editor of the Oxford Income Letter… an expert on the biotech sector… and an all-around amazing analyst. Marc and I chat about his new book, You Don't Have to Drive an Uber in Retirement. The book shares money-making ideas for retirement that don't require working a job you hate. Marc recently attended the JP Morgan Healthcare conference (the Who's Who of Healthcare conferences). Listen closely as Marc shares some of his favorite picks from the conference… and tells us what to look for before investing in a biotech stock. You'll also hear some of Mark's favorite income stock ideas. Then, in my educational segment [42:42], I share two of my favorite tools for finding little-known investment ideas. The best part is... anyone can use them. Good investing, Frank Curzio

Welcome back to another episode of Frankly Speaking!

Today I welcome first-time guest Chris Dunn, self-taught investment guru and entrepreneur. Back in high school, when most kids barely knew what a stock was, Chris was trading futures. Recently, he shifted his focus from the equity markets to cryptocurrencies… what he claims is "probably the best decision I ever made." For the first time, Chris says, we have true currency competition… It's an exciting moment in history. You'll learn why Chris thinks everyone should have money allocated to cryptocurrencies... his "Five Phase Cycle" for investing in cryptos… and the safest way to store them. Over the next couple of weeks, big retailers report earnings. In my educational segment [42:40], I'll give you a game plan for how to invest in this sector. We'll also discuss why Wal-Mart dropped 10%... and why you should have seen this pullback coming... Good investing, Frank Curzio

On this episode, I welcome first-time guest Nathan Flanders. Nate is an entrepreneur, professional cryptocurrency trader, and leads a crypto-trading Facebook page with 80,000 active monthly members. Nate and I discuss crypto volatility… and why trading cryptocurrencies is more about technical analysis than fundamental analysis. You'll also hear about the new project Nathan is working on… and his passion to educate new crypto investors. But most importantly... Nathan shares what we should be focused on when trading cryptos (hint: it's not just what cryptocurrency to buy...). And be sure to stick around for my educational segment (39:00). I explain why—despite what you're hearing from most talking heads—the market is not expensive… and where you'll find amazing research you can use for free. Good investing, Frank Curzio

Join Mike Alkin for the maiden voyage of The Mike Alkin Show--Talking Stocks Over a Beer! In this episode, you'll hear about an industry where the risk/reward ratio is one of the best available anywhere. As Mike interviews Jordan Trimble, CEO of Skyharbour Resources, you'll discover the state of the uranium market today… The trigger that set off a major bear market in uranium... And why the market is about to move much higher very quickly. You'll learn… How uranium exploration companies have survived a major bear market… Why global demand is increasing… the nations that are driving demand… and why there is tremendous upward price elasticity that could send prices soaring. Jordan exposes the false narrative about uranium demand and shares the truth (it's the opposite of what you hear through the rumor mill)... Where the richest uranium deposits in the world are located... The forces that have created a uranium deficit—even with secondary uranium supplies— which will take uranium prices to new heights... How major uranium miners are forcing prices higher... A major IPO that is also pushing prices up... How changes to public commodities markets are adding momentum to upward price action... Why a $50 spot price is a very realistic expectation—and how that will create parabolic growth for equity investors... Why "grade is king" when it comes to uranium—and where you find the highest grade uranium in the world… How Skyharbour is using drones to improve the ability to discover new uranium deposits… and a unique new mining technique that will drive extraction costs down… ease permitting requirements… and minimize environmental impact… And how that could drive improved returns for equity investors. Skyharbour's growth plans for the next 6 months, including its specific financial situation and exit strategy... Plus, how it plans to take advantage of the macroeconomic shifts occurring today… And what investors might expect from the company as a result. Finally, Mike wraps up with an educational segment in which he shares a surprising nugget of wisdom: Why "mom & pop investors" have a big advantage over professional investors… and exactly what actions you should take to win against the pros. There's a ton of wisdom packed into today's episode—so be sure to listen closely!

The Eagles are world champions! As many of you know, I'm a diehard Philadelphia Eagles fan. I had an amazing time at the Super Bowl this year – it was a once-in-a-lifetime experience. To see a few video highlights from the event, check out our Facebook page here. But I'm back with two great interviews for you today… On this episode, I explain why prudent investors love corrections. The market has seen an intra-year correction (10% pullback from its highs) for 37 straight years. Over 75% of the time, the market ended the year higher. You'll also hear from two amazing guests: First up… Mike Alkin, Editor of Moneyflow Trader. Mike tells us what he's seeing in the markets (hint: we have different opinions!)... and explains how to profit from a further pullback in stocks. We also get a sneak peak into Mike's new podcast… (details below). Then I chat with first-time guest, Gianni Kovacevic – author of My Electrician Drives A Porsche. Gianni is one of the leading authorities on electricity analysis. He drove a Tesla across the U.S. to prove the "technology of the future" is here now. You'll learn why electricity demand is about to skyrocket all over the globe… and Gianni's favorite way to profit from this global trend… Tune in to listen to these all-star analysts. Good investing, Frank Curzio P.S. Our own Mike Alkin is going to be hosting his own podcast, the "Mike Alkin Show: Talking Stocks Over a Beer." We'll be rolling it out soon, but Mike had something urgent to say… so he couldn't sit on it until then. Stay tuned for his timely pre-episode tomorrow.

Welcome back to another episode of Wall Street Unplugged. This week I sit down with a mining rockstar… Hugh Argo, CEO of Revival Gold. Hugh has an incredible track record. And a unique combination of skills… He had a successful career in investment banking before he became a mining engineer. Before joining Revival Gold, Hugh helped transform a $1.7 billion gold company to a $17 billion company. Today, Hugh and I discuss a key catalyst for higher gold prices: Gold producers are running out of deposits to mine. And we'll tell you how to profit from the shortage... Hugh also shares his unique vision for a mine that returns cash to shareholders... explains his company's flagship project... and why his management team is everything an investor could want. You'll also hear about my favorite indicator for rising gold prices... And what it's telling us today. Good investing, Frank Curzio