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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!
Episodi
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Ep. 554: Frankly Speaking: The biggest risk in today’s market NOBODY is talking about
22/09/2017 Durata: 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 Durata: 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 Durata: 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 Durata: 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 Durata: 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 Durata: 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 Durata: 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 Durata: 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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Ep. 543: Andrew Horowitz: Interpreting Today's Volatility
16/08/2017 Durata: 01h09minWelcome 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.
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Ep. 541: Chris MacIntosh: World Out of Whack
09/08/2017 Durata: 01h22min"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.
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Ep. 540: Frankly Speaking
04/08/2017 Durata: 29minWelcome back to another episode of Frankly Speaking!
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Ep. 539: Sprott's Natural Resource Symposium: The good news... and the bad
02/08/2017 Durata: 01h04minWelcome back to another episode of Wall Street Unplugged! I just returned home from the 2017 Sprott Natural Resource Symposium in Vancouver… my go-to conference each year. It’s where the most successful junior mining investors and executives gather from around the globe… where I've learned about companies like McEwen Mining, Sandstorm Gold, and Northern Dynasty... and where I get to sit in exclusive closed-door sessions with company insiders. On this week's show, I'm honored to re-introduce the Executive Chairman of, by far, the most promising company of this year’s Symposium. His name is Ivan Bebek. His company is about to embark on one of the largest drilling programs in the junior resource space today. And if they hit… investors could see a 50%-plus pop in shares almost immediately. It’s the type of risk/reward setup that’s too favorable to ignore. That’s the good news… Some of what I witnessed in Vancouver was cringeworthy… the same pump and dump scams I’ve seen too many times. It remind
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Ep. 538: Frankly Speaking
28/07/2017 Durata: 25minWelcome back to another episode of Frankly Speaking!
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Ep. 537: Where the World's Wealthiest Invest
26/07/2017 Durata: 51minImagine walking into a room chock-full of entrepreneurs, major company executives, and visionaries from around the globe… You know them like family. Each individual is a close friend. Every time you get together, personal experiences are shared, lessons are learned, and stories are told. You all have one thing in common: You’re super-rich. Welcome back to another episode of Wall Street Unplugged. Today I welcome first-time guest and Founder and Chairman of the exclusive Tiger 21 investment club -- Michael Sonnenfeldt. Tiger 21 is a peer-to-peer learning network for high net worth individuals. I'm talking about entrepreneurs, executives, and visionaries from around the world with over $10 million in investable assets. Every month, these guys get together to share insider information, talk investments, and create partnerships or joint ventures that can last lifetimes. And on this special episode of Wall Street Unplugged, you're right in the room with them... Michael exposes what’s actually being talked about be
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Ep. 536: Frankly Speaking
21/07/2017 Durata: 36minWelcome back to another episode of Frankly Speaking!
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Ep. 535: Chris Versace: 3 Reasons a Major Pullback is Approaching
19/07/2017 Durata: 01h08minWelcome back to another episode of Wall Street Unplugged. Today I introduce first-time guest, Chief Investment Officer, and Co-Founder of Tematica Research - Chris Versace. Chris is a weekly contributor for Business Insider, Forbes, and The Street.com. He's also the host of his own financial podcast, Cocktail Investing. Simply put, and like myself, the guy’s a stock market junkie. But his “thematic” approach is something totally different. He call’s it “the death of sector investing…” And it might even be ahead of it’s time. Theme by theme, Chris breaks down the market as a whole… discussing recently released economic data, what he calls the "Trump Slump," and how investors should prepare for the upcoming Q2 earnings season. Chris also unveils two “dividend dynamos”... and two small-cap companies listeners MUST add to their watchlist… Good Investing, Frank Curzio P.S. After Chris leaves us, keep listening for this week’s Educational Segment [], where I explain how to avoid “value traps" that even the best inv