Wall Street Unplugged - What's Really Moving These Markets

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Ep.607: Don't Be a Hero and Buy on the First Dip Mar 29, 2018

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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 Frank@curzioresearch.com. 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

Ep. 606: Frankly Speaking Mar 23, 2018

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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

Ep. 605: America May Be Entering Its Fourth Economic Revolution Mar 21, 2018

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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

Ep. 604: Frankly Speaking Mar 16, 2018

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Ep. 603: A Commodity Bull Market Nobody Is Talking About Mar 14, 2018

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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

Ep. 602: Frankly Speaking Mar 09, 2018

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Ep. 601: Where the Risk Really Lies in Today's Market Mar 07, 2018

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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

Ep. 600: Frankly Speaking Mar 02, 2018

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Ep. 599: How I Uncover Great Stock Ideas… Before Everyone Else Feb 28, 2018

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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

Ep. 598: Frankly Speaking Feb 23, 2018

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Welcome back to another episode of Frankly Speaking!

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