Wall Street Unplugged - Your Best Source For Finance, Investing & Economics
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 932:36:32
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Sinopse
Listen to renowned analyst Frank Curzio talk with leading economists and respected investment professionals. Frank also breaks down the news of the week so all listeners can make money in these markets!
Episódios
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Ep. 563: Trade alongside Marin Katusa with these two bets
25/10/2017 Duração: 01h10minThe 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.
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Ep. 562: Frankly Speaking: The Most Vulnerable FANG Stock
20/10/2017 Duração: 29minWhy 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] () “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!
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Ep. 561: Going short: A slice of reality from my favorite sell-side analyst
18/10/2017 Duração: 01h25minMeet 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
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Ep. 560: Frankly Speaking | Update: General Electric
13/10/2017 Duração: 31minWhy 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!
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Ep. 559: Junior Mining Expert Jeff Phillips Breaks His Silence
11/10/2017 Duração: 44minWelcome 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
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Ep. 558: Frankly Speaking |Canadian Marijuana Industry Debunked
06/10/2017 Duração: 33minA 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
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Ep. 557: Tax Reform's Winners and Losers
04/10/2017 Duração: 01h05minOn 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.
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Ep. 556: Frankly Speaking | Stocks and the Fear of Missing Out
29/09/2017 Duração: 27minDisciplined 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 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
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Ep. 555: Why FANG Stocks are Sinking
27/09/2017 Duração: 01h04minOn 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.
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Ep. 554: Frankly Speaking: The biggest risk in today’s market NOBODY is talking about
22/09/2017 Duração: 26minWhat’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
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Ep. 553: Frank Holmes: Why blockchain will be as disruptive as Amazon
20/09/2017 Duração: 59minToday 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...
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Ep. 552: Frankly Speaking: Buy This Small Cap Biotech “Steal” Right Now
15/09/2017 Duração: 37minA 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 () 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 () 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 (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
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Ep. 551: Amir Adnani: How to Win in Bear Markets
13/09/2017 Duração: 59min“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
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Ep. 550: Frankly Speaking: A List of Hurricane Trades For Next Season
08/09/2017 Duração: 29minA 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 (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
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Ep. 549: John Petrides: The Great Misconception of Value Investing
06/09/2017 Duração: 57minToday'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 iP
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Ep. 547: Steve Koomar: This could be Amazon’s next big acquisition
30/08/2017 Duração: 01h06minWelcome 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 impor
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Ep. 545: Michael Alkin: Your new favorite short strategy...
23/08/2017 Duração: 01h23min“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
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