Wall Street Unplugged - Your Best Source For Finance, Investing & Economics

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 c

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

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 inte

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… 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

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.

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 l

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 noti

Welcome back to Wall Street Unplugged. This week, my guest is Mike Alkin, editor of Moneyflow Trader and host of the . 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 , is my guest this week 12:5

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 p

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

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 - 14:22 - Listener question: T