Wall Street Unplugged - What's Really Moving These Markets

Today I welcome first-time guest and cryptocurrency expert, Barry Cohen. Barry is a former portfolio manager with over 20 years of experience in the hedge fund industry… More importantly, I'm honored to announce that Barry is the newest Editor and Senior Analyst here at Curzio Research. On today's episode, we get to learn what our newest analyst is all about… Barry talks about the changing regulatory state of cryptocurrencies… explaining why the latest government crackdowns are actually a good thing for the industry. He then breaks down the alarming differences between an IPO and an Initial Coin Offering (ICO). Barry explains why only a handful of new coins out of the thousands will survive and flourish... And it's something every crypto investor needs to know. Good Investing, Frank Curzio

Today's guest is long-time friend and resource expert, Marin Katusa. He's the founder and CEO of Katusa Research. And co-producer of the annual Vancouver Resource Investment Conference. This event is just around the corner… and it's where I find the BEST investment ideas in the sector year after year. In this episode, Marin maps out this year's event… and explains what it's like to be in the same room as industry legends like Rick Rule, Frank Holmes, and Ross Beaty. Marin also updates us on the gold and junior mining markets… While some analysts tout Bitcoin and other cryptocurrencies as substitutes for gold, Marin reminds listeners why precious metals remain relevant.

Welcome back to another episode of Wall Street Unplugged. With the Consumer Electronics Show underway, today I've reached out to Marc Lichtenfeld to get a preview of the annual JPMorgan Healthcare Conference. Marc is Chief Income Strategist at the Oxford Club and has covered the biotech field for over a decade. He is my no. 1 analyst when it comes to this industry. With over 400 biotech companies present at the conference, tune in as Marc reveals two companies he's excited to meet with that have untapped potential... Marc also explains why 2018 is an "inflection point" for the entire sector. Good Investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged! To kickoff the new year, I'm joined by John Petrides – Managing Director and Portfolio Manager at Point View Wealth Management. Today John looks back at the biggest headlines from 2017… and makes his predictions for the new year ahead. Topics covered include: Equity vs. bond and cash markets The return of volatility 3 under-the-radar investor headwinds for 2018 The great FAANG stock rotation As always, before John signs off he reveals his favorite ideas going forward. Tune in as John offers up his top 3 sectors of 2018... along with a few stocks picks of his own. Good investing, Frank Curzio PS – For this week's Educational Segment [53:31], I break down the markets most important stats and figures. This is the same data that has lead me to reallocate my entire portfolio for the next 6 to 12 months. I strongly suggest you listen to this segment right away.

This week we have a special holiday treat... A short compilation of our most talked-about Wall Street Unplugged podcasts this year. Some of these episodes generated more listener feedback than others... And some were chock full of can't-miss investor education and ideas we haven't heard anywhere else... It was tough to narrow down the list, but the clear 2017 "winner" covered the hottest topics of the year: Bitcoin and Blockchain. If you're still unclear about the value of cryptocurrencies and what they mean for our future, Chris MacIntosh unfolds one of the best arguments I've heard yet. And based on the feedback, listeners thought so too… But without further ado… Here are the top episodes from 2017:

Mining legend and CEO of Northern Dynasty, Ron Thiessen, joins the show for the first time this week... If you've been listening to my podcasts over the past several months – you'll already know how excited I am about this. Ron and I first met in June 2016 when Marin Katusa, Doug Casey, and I booked a trip to Alaska to tour Northern Dynasty's world-famous Pebble project – the largest undeveloped gold and copper mine on the planet. As most junior resource investors know, there's been a lot of buzz around this project. But it's been a wild ride for shareholders… Ron and his team have been faced with strong headwinds over the past year, thanks to the EPA... And after a long and overdue settlement, Ron has finally decided to break his silence… On today's episode, Ron talks about the history of the popular Pebble mine… how his company managed to overcome the EPA dispute… and reveals an exciting new partnership… Good investing, Frank Curzio

Welcome back to another episode of Frankly Speaking!

"Don't confuse a brand you know for a company you should own..." - Mike Alkin Welcome back to another episode of Wall Street Unplugged. This week's guest is Mike Alkin – Curzio Research's newest Senior Analyst and Editor of—I can finally say it—Moneyflow Trader. On today's show, you asked — we answer. Mike and I go over the questions you posted we didn't get to answer on this week's video training series… while giving you a hefty sneak peek at what's ahead for Moneyflow Trader. Topics and questions covered on the show include: Mike's bearish and bullish sectors of 2018 A mini masterclass on how to think about risk… both from a macro perspective, and for each individual position you hold. The art of the exit, and the age-old question of when to sell And the very personal reasons Mike left the hedge fund world to start a newsletter for "little guy" investors like us... As we approach a tipping point in today's eight-year bull market, don't miss out on what this hedge-fund vet has to say about the so-called S&P 500 and 401k "safe" plays. You heard it here first. Good investing, Frank Curzio

Uranium investors are celebrating AGAIN this week… On Monday, the world's largest uranium producer - Kazakhstan's state-owned Kazatomprom - announced they are slashing production by 20% over the next three years. This news, on top of Cameco's (CCJ) production cuts last month, has created the setup we've all been waiting for… As massive supply continues to come off the market - I've invited uranium expert and CEO of Uranium Energy (UEC) Amir Adnani to fill us in on all the details… Amir breaks down the fundamentals, his supply and demand expectations going forward, and explains why this is just the beginning of uranium's upward price pressure. Good Investing, Frank Curzio

Uranium bets… A friendly feud at this years Silver & Gold Summit… My thoughts on AMD… And will Airbnb ever impact hotel stocks?

Welcome back to another episode of Wall Street Unplugged. Today's guest is Chris MacIntosh – Co-Manager of the Asymmetric Opportunities Fund and founder & owner of one of my favorite financial publications, Capitalist Exploits. As bitcoin's meteoric rise continues, one thing is certainly clear: People are confused. Tune in this week as Chris – who told us to buy Bitcoin at $400 – explains why this market is widely misunderstood. Good Investing, Frank Curzio

This week – instead of doing our normal Q&A routine, discussing your top questions about the markets, economy, even sports – I'll be doing something a little different… I just came back from the 2017 Cambridge International Silver and Gold Summit in San Francisco. I spoke on stage three different times, attended several meetings, and caught up with some my favorite guys within the industry… It's always a special occasion when guys like Marin Katusa, Doug Casey, Jim Rickards, Teeka Tiwari, Rick Rule, and Frank Holmes ALL come together under the same roof… And it's certainly an occasion worth it's own recap… On this week's holiday-edition of Frankly Speaking, I break down some of the interesting developments and conversations I witnessed at this year's conference. The main topic of conversation this year may come as a surprise… Good Investing, Frank Curzio

First and foremost, Happy Thanksgiving! If you're one of the millions of Americans traveling, stuck in traffic, or simply need some time away from the relatives this week - this episode is my gift to you. Today's guest is Steve Koomar – former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.

My top online research tools, and why I use them…The rebalancing of GE & their recent dividend cut… My favorite funds & names to follow… a quick 13F analysis in real-time Questions & Comments: "What are some of your favorite places to research stocks and find new ideas?" • Paul [00:57] "Hey Frank, you may finally be right about GE. There's "blood in the streets" and nobody, ANYwhere, will say a single good thing about the company." • Matt [16:15] "Frank, you always talk about 13F's and how they're a great source to find stocks. But this information is dated - showing only positions fund managers purchased over the past 3 months. They may not even be in these stocks anymore. Maybe it's NOT a good idea to follow these fund managers. Thoughts?" • Chad [26:49] As always, thanks to everyone who participated! Ask me anything by filling out this form. You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

For uranium investors, the long wait for a rebound may finally be over… Welcome back to another episode of Wall Street Unplugged. Since Japan's Fukushima disaster in 2011, uranium producers have battled one of the worst bear markets in the commodity's history. Amid tough market conditions, uranium has been the only commodity where not a single mine can turn a significant profit. But in a major development announced just last week, producers have finally responded in a BIG way – pushing prices higher for the first time in years. On today's episode, uranium expert and CEO of Skyharbour Resources, Jordan Trimble, breaks down the magnitude of this announcement – and what it means for the entire uranium market going forward… He also catches listeners up to date on Skyharbour Resources – one of the few remaining uranium exploration companies in the world. If you're sitting on uranium stocks… or interested in what could be an enormous opportunity for gains in this sector… I suggest listening to this episode right away. Good Investing, Frank Curzio

One of the most manipulative yet completely legal occurrences on Wall Street… A little hate mail… How to play volatile earnings… A merger arbitrage opportunity in Alterra? Questions & Comments: "Nice rant on wednesday. Seems like every week one of my stocks is getting trashed by these short reports. I'm not sure which firms are legit and which ones are the short scammers… hard to know which short sellers to trust when everything seems so manipulated. I'd like to know if you're in my corner." • Wade [00:50] "Frank, I decided that listening to your podcast was a waste of time given the amount of time you spend ranting about sports (bashing baseball mostly). I have stopped listening and have turned my attention elsewhere." • Grant [08:30] "I've never seen a more wild earnings season for individual stocks than we're having over the past few months. A handful of stocks on my watchlist are up or down more than 20% just today! Plus, at an index level - it's the lowest volatility on record. Something has got to give?" • Erold [13:27] "My question is on Alterra Power (AXY). I've been a shareholder since before the reverse split. Now that it's known it's going to sell for $8.25 per share (because they're getting bought out), and it's currently $7.70 per share - Would it make sense to buy under the sell price before the sell date?" • Jonathan [24:33]

Chris Mayer, former banking analyst and editor of two popular investment newsletters – Bonner Private Portfolio and Focus – joins us on this week's Wall Street Unplugged. Chris is one of my all-time favorites… A continual world traveler, I often call Chris the "Anthony Bourdain of finance." His boots-on-the-ground research uncovers frontier investment ideas you'll hear nowhere else. Last time Chris was on the show (April, 2017), he revealed five stock ideas. And today, ALL five of those stocks are well into the green – three are up over 20%. Tune in this week to hear what other ideas Chris has in store for us… including a few tips and tricks to avoid the mainstream financial nonsense we're faced with everyday. Plus, get a sneak peek of his upcoming book, How Do You Know?, which highlights the misguided attitudes that can destroy a portfolio. Good Investing, Frank Curzio P.S. For this week's Educational Segment [51:58], I break down one of my newest bets in the semiconductor space. For the first time in at least 10 years, this large-cap name is finally ahead of the innovation curve… and it's still dirt-cheap.

Why Facebook is still a buy after earnings... My thoughts on baseball (post-playoffs)... GE's free-fall… A slice of Michael Alkin's newsletter… How to figure out your investment timeline Questions & Comments: 1) "I know you've been high on Facebook (FB) for a very long time. I bought the stock because of you at $90 and still own it today. They just reported solid earnings and raised guidance... Is it time to take my profits?" - Marty [00:46] 2) "Now that we've had one of the best playoffs in history, do you take back all of your negative comments about baseball?" - Joe [10:26] 3) "GE looks like a no-brainer to buy at these levels… but many analysts have warned about volatility and the overall risk of this extended bull market. Am I crazy to think that there can be more downside risk?" - Luke [15:57] 4) "How do we deal with opportunity costs when using your newsletter?" - Eddie [24:33] As always, thanks to everyone who participated! Ask me anything by filling out this form. You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

This week I sit down with legendary Texas wildcatter and CEO of Chisholm Exploration, Cactus Schroeder. Cactus is one of the smartest men you'll find in the oil business. For 40 years, he's drilled around the most prominent basins of North America. And he's consulted on or invested in over 1,000 drilling projects. Cactus was featured on Discovery Channel's Wildcatters – a television series that followed three people searching for oil and gas in areas other than oil fields. He's also credited with finding one of the largest oil-producing wells in the Eagle Ford – which he later sold to Norway's Statoil for north of $1 billion. If you own any oil stocks, or thinking of jumping back into oil any plays, be sure to tune into this interview first... Cactus tells us where he thinks oil prices are heading... and the risks to consider today when placing your bets in this space. More importantly, he updates listeners on the breakeven prices needed to drill in the Permian, the Bakken, and the Eagle Ford… and why these "strike zone" numbers are vital to oil producers and investors going forward. Good Investing, Frank Curzio P.S. On this week's Educational Segment we'll discuss a trade Marin Katusa recommended last week. If you took action, you'd be up 60% in just four trading sessions. It's another example why sometimes – especially during this volatile earnings season – you just have to stick to your guns.

In this and every episode of Frankly Speaking, we discuss your top questions about the markets, stocks, the economy – even sports. This week (10/27/2017): Earnings bonanza… Why growth is more important than value right now… My favorite lessons since starting my own business… And Eagles to the Super Bowl? Questions & Comments: "Thanks for the Curzio Research Advisory exclusive update!" - Derek [00:46] "How about em' Eagles?" - James [06:59] "All major tech companies are reporting blow-out earnings. With these stocks at incredibly expensive levels, should be we start looking to short? ...Or will these names continue to move higher (seemingly) forever?" - Brett [09:07] "I'm an entrepreneur like yourself. I just started a new business venture and I wanted to get any wisdom you're willing to offer on how to grow my business and generate sales..." - Todd [17:55]

The gold sector has been a free fall in 2017… No matter what CEO, drilling outcome, or project acquisition - just about every name in the industry has underperformed this year. But here's the good news: I have a great guest today that's here to clear up all of our concerns... He goes by the name of Marin Katusa - Founder and CEO of Katusa Research and one the the most respected deal-makers in the entire global resource sector. On today's show, not only does he break down the gold market - and where prices of the yellow metal are headed within the next 3 to 6 months… Marin's going to give us insight on two idea's he's personally going "all-in" on. Tune in to learn how to you can trade alongside my favorite analyst in this depressed sector.

Why GE is now the largest position in my portfolio… Reasons for shorting Netflix during earnings… Why one FANG company is in for a rude awakening… A sneak peek at Michael Alkin's upcoming newsletter Questions & Comments: "General Electric (GE) reported terrible earnings on Friday. What are your thoughts? Is the bottom finally here?" – Aaron [00:45] "The new Facebook Live videos are awesome!… Especially the one where you discussed shorting Netflix (NFLX) ahead of the quarter." – Jeff [09:55] "You mentioned on the last podcast that your dad was one of few to call the 1987 market crash… Would you mind posting his report?" – Nathan [17:45] (Download my father's September 1987"Crash" Newsletter) "What's the difference between Michael Alkin's (Curzio Research's newest editor and analyst) upcoming newsletter and yours?" – Paul [20:37] As always, thanks to everyone who participated!

Meet today's guest, Michael Alkin – Curzio Research's newest editor and senior analyst. Before joining Curzio Research, Michael spent over twenty years working in the hedge fund industry. He's considered a short-selling expert. On today's show, we get to know more about Michael… And how he went from mixing paint at Sherwin Williams in his mid-twenties to becoming the right-hand man of one of Wall Street's greatest hedge fund managers… A man Businessweek once referred to as "the best stock-picker no one has ever heard of." Michael also reveals some of Wall Street's hidden truths… And how he unearths the biggest mispricings in the market. Listeners get a hefty sneak-peek at Michael's methodical method of "going short"... how they can turn this system into big profits… And the market Michael's targeting next... Good Investing, Frank Curzio

Why I'm still long on General Electric (despite its recent slump)… Bruno Mars is NOT Michael Jackson… Eagles to the SuperBowl? On today's episode of Frankly Speaking, I mostly cover General Electric (GE). I've received tons of questions and emails after shares reached a new 52-week low last week. So I wanted to give my followers an update. A massive restructuring is currently underway and rumors are spurting in every direction. In addition, JPMorgan is now saying a dividend cut is "likely"… which could push prices even lower. This is a name I've been wrong on for the past six months… But, with my ego put aside, I still think GE is an incredible buy at these levels. Here's my take. As always, thanks to everyone who participated!

Welcome back to another episode of Wall Street Unplugged. Today I have an exclusive interview for you with Jeff Phillips, President of Global Market Development. If you haven't heard of Jeff, that's likely because he rarely gives interviews. But he's one of the most trusted names in the resource industry – like frequent guest and close friend, Marin Katusa. After financing over 100 different resource companies, Jeff has developed a unique approach to investing in this highly volatile sector. He's helped me and my listeners generate a ton of money over the years. And he could do the same for you today... In this 30 minute interview, Jeff reveals… Why today's resource bear market may finally coming off its bottoms. His current investment thesis for the gold, uranium, and rare-earth metal industries. And the names of four junior miners he believes are "buys" right now... Don't miss what he has to say. Good Investing, Frank Curzio

A breakdown of the Steel industry… How the Dodd Frank Act is now hurting the consumers… Reasons for today's "alarming" M&A numbers… The general scope of the Canadian marijuana market… Questions & Comments "Is this the perfect storm brewing for Steel Dynamics (STLD)?"... - John [00:47] "I finally get your rant about applying for a home loan… I'm currently purchasing a new home while trying to sell my current one and the amount of follow up documentation is a nightmare! Here's my story."… - John [05:58] "Recent financial crisis data has shown that mergers and acquisitions (M&A) activity is highest at business cycle peaks, resulting in bad investments. With today's M&A numbers returning to levels similar to 2000 and 2007, are you concerned?"… - Tommy [13:49] "Someone convinced my wife that Canadian marijuana stocks are worth a look (Canada is about to legalize marijuana on a federal level, unlike the situation in the U.S.). Can you share your thoughts on the Canadian marijuana industry in general, or anything about their popular cannabis stocks?"... - Tim [24:48] As always, thanks to everyone who participated!

On this week's show I'm joined by the biggest bear I know on Wall Street – Richard Suttmeier. Rich has been analyzing stocks for over 40 years. He's currently the founder and CEO of Global Market Consultants. He's also a weekly contributor to Forbes and TheStreet.com. Richard is an expert at analyzing what he calls "the balance sheet of the U.S. economy," otherwise known as the FDIC Banking Profile. Using this hard data, which most investors tend to overlook, Rich gives us his economic forecast… More specifically, he dives into the recently released U.S. home sales data… and why the housing market may be due for a correction within the next 6 to 12 months. For today's Educational Segment [46:45], get your pens ready... We're going to talk about what President Trump's tax reform means for you. And I'll be sharing the names and symbols of at least 30 stocks in this "winners and losers" discussion.

Disciplined entry strategies… The psychological myth of investing… NFL protests… One of my favorite IoT companies… An update on a list of junior miners I've talked about throughout the years... Questions & Comments: "How do you handle what some call FOMO (Fear of Missing Out) when it comes to investing? I often get a little too eager and consequently, I sometimes place my bets at too high of a price"... - Nick [05:44] "I just listened to your opening rant on the latest Wall Street Unplugged podcast (Ep. 555) about the current NFL protests… So far, how have your listeners responded?"... - David [11:34] "I'm a lifetime subscriber to both of your newsletters… Love them both. But Instead of going long on your picks, recently I'm doing something different: Options."… - Lawrence Here's how Lawrence is close to making $5,000 on just a $100 investment. [13:47] "Over the years you've recommended and interviewed the CEO's of MUX, GOLD.V, GSV, AUG.TO, NAK, and SAND… Which ones should I sell today?"... - Daniel [18:48] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

On today's show, Founder and CEO of Horowitz and Company - Andrew Horowitz, and I breakdown the recent sentiment shift surrounding the most popular momentum names in the market – Facebook, Apple, Amazon, Netflix, Google. Otherwise known as "FAANG." Andrew explains how the great "rotation" in these names – from growth to value – may foretell the market's tone for the remainder of the year… We then talk about how the recent rise in the U.S. dollar will impact the commodity and financial industries going forward. Finally, Andrew shares his favorite market ideas – giving us a few more names to place on our radar... Good Investing, Frank Curzio P.S. Small-cap stocks are experiencing more volatility than at almost any other time I've tracked them. We're talking over 20 years of research… And in this week's Educational Segment, I'm going to show you how to turn this volatility to your advantage. With this powerful investment approach, you can make massive short-term gains in the next earnings season.

What's ahead for Curzio Research… The employee/ wage debate… The biggest risk in today's market NOBODY is talking about… The one FAANG company I'd invest in right now (If I had to choose)... Why baseball stinks "Frank, are you ever going to do what other newsletters have done, and offer one big price for all of your services?" - Kurt [00:50] "I want to get your opinion on the highly contested inflation debate… Also, do you see the fed raising rates over the next six months?" - Maurizio [04:11] "Which is your favorite FAANG stock to buy right now?" - Jennifer [12:27] "I know you hate baseball, but do you think the latest upward trend in home-runs means the sport is making a comeback?" - Joe [16:38] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Today we welcome back Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. Under his 25-plus years of leadership, U.S. Global Investors has launched several funds, including the first-ever airliner ETF (JETS), and most recently, the U.S.Global Go Gold fund (GOAU). Since its June launch, GOAU has outperformed every major index within the gold industry. In this episode, Frank reveals his unique "moneyball" approach – explaining the quantitative tricks traditional funds are completely ignoring… And he shares the names of the three companies he considers the "safest and least volatile" in the entire mining industry. Then Frank and I talk cryptocurrencies... As Frank explains today, digital currencies and the blockchain aren't just a passing trend. They're a revolution. We're on the verge of a market disruption the likes of which we haven't seen since the launch of Amazon and Google. Tune in to learn the best way to catch this wave – while you still can...

A safe cyber-security play… The best way to buy stocks on the TSX (Toronto Stock Exchange)… Another small cap biotech steal "It's been over a week since the Equifax (EFX) data breach and the stock has beaten down by roughly 25%. Should we buy the dip? …Or is there still more pain to come?" – Anthony [00:46] "Can you quickly recommend a few online brokers that are capable of trading stocks directly on the TSX?" – John [12:11] "Is Advaxis (ADXS) dead? They have a premier drug in phase 3, with a couple others in early clinical stages, but the stock is in a free-fall as of late. What are Wall Street's expectations?" – Chad [16:39] "Are the Eagles for real this year?" – Dale [33:34] As always, thanks to everyone who participated! Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

"There are two certainties when it comes to resource investing…" On today's episode of Wall Street Unplugged, we unveil a junior miner that's molded its entire business model around these two certainties… and how to profit from them. The first certainty you probably know: The resource market is cyclical. When supply and demand imbalances occur, the resource sector is slow to react. This lengthy lag time creates massive price swings incomparable to other markets. The second certainty, on the other hand, is not so obvious... When bear markets occur, the majors significantly underinvest in new assets. As commodity prices fall into bear markets, the major players in the industry (the multi-billion dollar mining firms) fail to do what they're typically good at… Buying resources. Instead, these firms go into "protection mode." They stop investing in new projects... cut exploration costs… and primarily maintain their balance sheets. Some, depending on the bite of the bear, even brace for bankruptcy. This phenomena is one of the most overlooked certainties in the industry today. From my experience, only a handful of miners truly take advantage of these certainties… When a bear cycle hits, they pick up fantastic assets for pennies on the dollar. With the help of today's WSU guest and mining expert, Amir Adnani, I'll be breaking down one of these companies. As the price of gold slowly but surely begins to crawl back, insiders have picked up about 25% of the company with their own capital. More importantly, with roughly 19 million ounces of gold in the ground drilled at just $8/ounce, this particular miner is in a league of it's own. It's one of the most underappreciated gold miners today… And one of the best investment ideas I've ever given my listeners. Good Investing, Frank Curzio P.S. After Amir signs off, we're jumping into an Educational Segment. Outside of FAANG, the underlying market is becoming dangerously volatile – with numbers I haven't seen since the credit crisis. For short-term speculators, this segment will tell how to place your next bet… without catching a falling knife.

A list of hurricane trades for next season… How to avoid artificial selling… What's moving gold today… One of my favorite lessons from Jim Cramer… "I'm guilty of holding on to my losers for too long… and cutting my winners short. What's the best strategy on when to sell?" – James [00:48] "What's the easiest way for investors to get in early, ahead of everyone else, on short-term events like hurricanes?" – Joe [09:07] "If the brink of war with North Korea isn't moving gold or silver much… shouldn't we look elsewhere?" – Todd [17:59] "What's the best entrance strategy: Taking full positions immediately?… or scaling in?" – Jamison [22:56] As always, thanks to everyone who participated. Ask me anything by emailing me at Frank@CurzioResearch (with "Frankly Speaking" in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Today's guest is Managing Director at Point View Wealth Management and one of Wall Street Unplugged's finest, John Petrides. Wall Street benchmarks and sectors are shaking up amid recent fears of North Korea and our nation's ongoing hurricane misfortunes. And as these two major current events develop, John and I discuss where investors should be playing their cards… In other news, the Russell 1000 growth index (IWF) is up over 17% year to date... while the Russell 1000 value index (IWD) has gained 3% since January. Is it finally time to stop chasing growth? Tune in as John breaks down what it takes to be a true value investor. A stock could be down 30... even 50%, but forget it. As John explains, that doesn't matter. When it comes to value investing, there's only one question we must ask ourselves. John then talks Apple. He's one of the few analysts I know that has been dead-right on the stock in recent years. And his analysis couldn't come at a better time... Apple is set to launch the highly anticipated iPhone 8 in just a couple weeks. John's the type of guest that can bring the conversation in any direction. And today – from geopolitics, oil, and the consumer staples sector to M&A's and mutual funds – he it covers it all. These are conversations you don't want to miss. Good Investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged. For many investors, Amazon's Whole Foods acquisition was the death knell for brick and mortar retail… This week, Steve Koomar, former derivative trader at Goldman Sachs and editor of Vigilante Investor, breaks down the acquisition… but explains how retail's downward spiral has created one of the largest disconnects in the market today. This disconnect, Steve says, has opened the gates for private equity firms or companies like Amazon – companies desperately looking to improve earnings – to scoop up exceptional brick and mortars at rock-bottom valuations. He also shares a list of companies that could be the next takeover target… and fantastic opportunities for value investors… In addition, Steve explains why the iron and steel industry is poised for a sharp turnaround... and three "disruptive" tailwinds for U.S. producers going forward. But don't sign off once Steve leaves. For this week's Educational Segment [52:10], I'll give you an important oil sector update… and discuss one of the greatest arts of investing: Learning how to adapt. As always, thanks for listening and good investing! Frank Curzio

"Management teams only tell the best part of their story" -– Michael Alkin Welcome back to another episode of Wall Street Unplugged. This week, one of my favorite short sellers in the business, Michael Alkin, joins the show. While most short analysts will only study company reports (revenues, earnings, or recent guidance), Michael takes the extra step others ignore.... He talks with customers... former employees... suppliers... and distributors. Only then will he decide where the chips fall. And on today's show, Michael tells one of the best stories I've heard on Wall Street. It includes an incompetent company… a costume… and one ballsy analyst. Tune in to learn more about Michael's contrarian approach to short selling… along with two sectors he predicts are about to blow up. Good Investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged. Last week, the S&P dropped the furthest it has since May after Donald Trump's fiery comments about North Korea. Global markets sold off almost immediately, yet only to be met with something we should be all too familiar with… A quick recovery. Over today's eight-year bull market, there's been an interesting dynamic that's played out over and over again, and it has helped keep this rally afloat through some questionable times... But if it's not Trump that's pushing the market higher these days… what else is there? It's questions and times like these that call for a real expert: A guy I can ask anything, who can take a conversation in any direction. From dangerous "buy mode" algo's, earnings season, and the weakening of the US dollar... to the parabolic climb of bitcoin, and how to protect yourself from today's recent volatility… Today's guest and I discuss all four corners of the market.

"Investing is a matter of probabilities... Not how things should be" Welcome back to another episode of Wall Street Unplugged. Today I'm joined by the one-of-a-kind, Chris MacIntosh - Co-Manager of the Asymmetric Opportunities Fund and founder & owner of the popular financial publication, Capitalist Exploits. Chris has a track-record unlike anyone I've met. Whether it's speculating on events like Brexit and Trump's victory, to predicting Bitcoin's uprising or the collapse of the South African Rand - Chris has never been afraid to ask the questions people don't want to. He focuses on macroeconomic trends that contribute to massive market disconnects. He calls it: Exploiting asymmetry in the markets... Tune in as Chris unfolds his theses on the topics of bitcoin, blockchain, private-equity, European bond markets, and one hated energy sector that will be the darling of the next decade. In a world riddled with dangerous thoughts and unsound monetary shenanigans, you've come to the right place. Just click here to listen... Good Investing, Frank Curzio

Welcome back to another episode of Frankly Speaking!