Wall Street Unplugged - What's Really Moving These Markets

Summer is officially over… which means football season is here. And to kick off the new season, I start the podcast with a great big rant. Today I also welcome back one of my favorite guests, Andrew Horowitz. Andrew is host of podcast and president of financial planning firm Horowitz and Company. As you might expect, we cover a number of topics—from China and the tariff headlines to Andrew’s take on emerging markets… and whether that pullback is a buying opportunity or a flashing caution sign. Andrew also shares the U.S. economic indicators he’s watching… and why the market is positioned for a pullback over the next few months. And of course he gives us a lot of great investing ideas. Note:  My guests and I often discuss 5 to 10 stocks in a single episode… And that’s just while we’re on-air. When we’re chatting off-air, more often than not another stock or two is mentioned. And sometimes these are the of all… The very best of those stocks make it into my WSU All-Star Portfolio…  And right now, .

On today’s podcast I welcome back a great friend and rare coin expert, Van Simmons. Van is internationally known and respected… and he’s been investing in rare coins since the 1970s. He helped create (PCGS), which is credited with bringing accountability to this “alternative investment class.” Van gives us an insider perspective on everything from rare coins to sports memorabilia. If you’ve never had an interest in collectibles… trust me, you will after hearing this incredible interview.   In my educational segment [106:47], I explain why now is a good time to look at diversifying your portfolio… And I share some great tips for doing so. Note: As I mentioned on today’s show, some of the most incredible stock ideas I’ve heard from my guests come out in conversations “off-air.” So I created to get you in the room while the mics are off. It’s a simple way to share behind-the-scenes intel from my network of insiders. And right now, .

If you want to increase your overall return on investment, today’s show is a must-listen. But you have to be willing to venture where other investors fear to go… and try unconventional ideas. My guest is Chris Mayer, editor of Bonner Private Portfolio, an investment research service from Bonner & Partners. Chris is an incredible stock analyst with over 20 years’ experience. He always provides unique investment insight during our interviews. And, based on your feedback, he’s one of my most popular guests. Chris shares two of his favorite sectors to invest in… which are completely off Wall Street’s radar… and highlights several names within these sectors you should be buying right now. He also explains why you need to “mix it up” when it comes to investment philosophy. He provides a great example of a unique strategy he used to generate exceptional returns on an industry-leading stock—even though sales and earnings were declining. Then in my educational segment [57:00], I break down a strategy that will sound absolutely crazy—it flies in the face of almost every investment book you’ll ever read. But it’s one of my favorite ways to make incredible returns in one of the most volatile sectors in the world...

Today I welcome back a 40-year market veteran... and one of my favorite bears: Rich Suttmeier. Rich is an incredible analyst. He’s also founder and CEO of Global Market Consultants, with great insight on a variety of topics. He breaks down Turkey’s financial crisis… why it’s significant to individual investors… and how it could be the catalyst that pops a $270 trillion debt bubble. While Rich tends to land on the bearish side, he’s been bullish on FAANG stocks (Facebook, Apple, Amazon, Netflix, and Google) for quite some time. He explains why he’s now changing his tune on these tech giants. We also cover the banking sector. Rich highlights several measures banks are using right now to stick it to Main Street. He and I have passionate debates about this sector… so you’re in for some fantastic entertainment and a solid education. Then I break down earnings season in my educational segment [42:35]. On the surface, earnings and sales growth may look positive… but there are significant risks most investors and analysts are overlooking—risks that could push stocks significantly lower over the next six months. As always, I share all the details and numbers to back up this claim… and explain the steps you can take to protect yourself.

The last couple of years since I started Curzio Research have been a fantastic experience. And I have all of you to thank. It’s because of you that I’m able to continue growing this business. In fact, I’m about to hire more junior analysts. So in this week’s episode, I bring on my junior analyst, Daniel Creech, to give you a peek behind the curtain... We talk about a typical day at Curzio Research and the process behind each issue we write. Daniel also shares some of the biggest lessons he’s learned in his first year on the job… and why it’s critical to check your emotions at the door when analyzing investments. If you’re interested in becoming a stock analyst for Curzio Research, you can’t afford to miss this interview. For all other listeners, I believe you’ll appreciate the details and hard work that go into our newsletters. As earnings season comes to an end for S&P 500 companies, small-cap stocks are now in the limelight. For my educational segment, I explain a simple strategy everyone can use to help generate huge profits in the volatile small stock sector right now. Just about everyone has access to this free information… but most never use it. This strategy has created huge winners for my subscribers and me…

Today I welcome a good friend and regular guest to the show, Marc Lichtenfeld. Marc is chief income strategist at financial newsletter publisher The Oxford Club. He’s also one of the smartest biotech analysts, covering the industry for over 15 years. In this interview, Marc talks about the latest change he’s seeing in investor sentiment. This includes tons of investors who are worried about the market crashing over the next six months. Marc breaks down the current short-term risk he sees in the market… and what sectors to buy if the market pulls back. He also discusses why investors with a long-term investment horizon shouldn’t be concerned with predicting major moves in the stock market. As always, Marc gives us a couple of his favorite ideas to consider right now. This includes two names with revolutionary technology that isn’t being talked about much in the media. Then in my educational segment, I break down a great strategy I use to make money in one of the most volatile sectors. It’s responsible for some of my biggest winners over the past decade. I explain what causes these incredible opportunities… And how you can use them to make life-changing gains in your own portfolio.

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 could lead to big returns for investors. Mike also breaks down the one market he loves right now. It’s a super-depressed sector that has nowhere to go but up. Listen… and find out exactly how to play it.

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 alongside him in the resource sector. This will include “private placement” deals all over the world. However, you must be an accredited investor to participate… and this exclusive offer ends Sunday. To learn more about his new venture, .

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 interview you don’t want to miss. Finally, in my educational segment… I break down a controversial investing strategy that’s almost guaranteed to make you money. It’s also likely to make a lot of listeners angry... since this secret is known to destroy people’s lives.