Wall Street Unplugged - What's Really Moving These Markets

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

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

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

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

Welcome back to another episode of Frankly Speaking!

Today I welcome first-time guest Chris Dunn, self-taught investment guru and entrepreneur. Back in high school, when most kids barely knew what a stock was, Chris was trading futures. Recently, he shifted his focus from the equity markets to cryptocurrencies… what he claims is “probably the best decision I ever made.” For the first time, Chris says, we have true currency competition… It’s an exciting moment in history. You’ll learn why Chris thinks everyone should have money allocated to cryptocurrencies... his “Five Phase Cycle” for investing in cryptos… and the safest way to store them. Over the next couple of weeks, big retailers report earnings. In my educational segment [42:40], I’ll give you a game plan for how to invest in this sector. We’ll also discuss why Wal-Mart dropped 10%... and why you should have seen this pullback coming... Good investing, Frank Curzio