Wall Street Unplugged - What's Really Moving These Markets

Uranium investors are celebrating AGAIN this week… On Monday, the world’s largest uranium producer - Kazakhstan’s state-owned Kazatomprom - announced they are slashing production by 20% over the next three years. This news, on top of Cameco’s (CCJ) production cuts last month, has created the setup we’ve all been waiting for… As massive supply continues to come off the market - I’ve invited uranium expert and CEO of Uranium Energy (UEC) Amir Adnani to fill us in on all the details… Amir breaks down the fundamentals, his supply and demand expectations going forward, and explains why this is just the beginning of uranium’s upward price pressure. Good Investing, Frank Curzio

Uranium bets… A friendly feud at this years Silver & Gold Summit… My thoughts on AMD… And will Airbnb ever impact hotel stocks?

Welcome back to another episode of Wall Street Unplugged. Today’s guest is Chris MacIntosh – Co-Manager of the Asymmetric Opportunities Fund and founder & owner of one of my favorite financial publications, Capitalist Exploits. As bitcoin’s meteoric rise continues, one thing is certainly clear: People are confused. Tune in this week as Chris – who told us to buy Bitcoin at $400 – explains why this market is widely misunderstood. Good Investing, Frank Curzio

This week – instead of doing our normal Q&A routine, discussing your top questions about the markets, economy, even sports – I’ll be doing something a little different… I just came back from the 2017 Cambridge International Silver and Gold Summit in San Francisco. I spoke on stage three different times, attended several meetings, and caught up with some my favorite guys within the industry… It’s always a special occasion when guys like Marin Katusa, Doug Casey, Jim Rickards, Teeka Tiwari, Rick Rule, and Frank Holmes ALL come together under the same roof… And it’s certainly an occasion worth it’s own recap… On this week’s holiday-edition of Frankly Speaking, I break down some of the interesting developments and conversations I witnessed at this year’s conference. The main topic of conversation this year may come as a surprise… Good Investing, Frank Curzio

First and foremost, Happy Thanksgiving! If you’re one of the millions of Americans traveling, stuck in traffic, or simply need some time away from the relatives this week - this episode is my gift to you. Today’s guest is Steve Koomar – former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.

My top online research tools, and why I use them…The rebalancing of GE & their recent dividend cut… My favorite funds & names to follow… a quick 13F analysis in real-time Questions & Comments: “What are some of your favorite places to research stocks and find new ideas?” • Paul [00:57] “Hey Frank, you may finally be right about GE. There’s “blood in the streets” and nobody, ANYwhere, will say a single good thing about the company.” • Matt [16:15]   “Frank, you always talk about 13F’s and how they’re a great source to find stocks. But this information is dated - showing only positions fund managers purchased over the past 3 months. They may not even be in these stocks anymore. Maybe it’s NOT a good idea to follow these fund managers. Thoughts?” • Chad [26:49]   As always, thanks to everyone who participated! . You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

For uranium investors, the long wait for a rebound may finally be over… Welcome back to another episode of Wall Street Unplugged. Since Japan’s Fukushima disaster in 2011, uranium producers have battled one of the worst bear markets in the commodity’s history. Amid tough market conditions, uranium has been the only commodity where not a single mine can turn a significant profit. But in a major development announced just last week, producers have finally responded in a BIG way – pushing prices higher for the first time in years. On today’s episode, uranium expert and CEO of Skyharbour Resources, Jordan Trimble, breaks down the magnitude of this announcement – and what it means for the entire uranium market going forward… He also catches listeners up to date on Skyharbour Resources – one of the few remaining uranium exploration companies in the world. If you’re sitting on uranium stocks… or interested in what could be an enormous opportunity for gains in this sector… I suggest listening to this episode right away. Good Investing, Frank Curzio

One of the most manipulative yet completely legal occurrences on Wall Street… A little hate mail… How to play volatile earnings… A merger arbitrage opportunity in Alterra? Questions & Comments: “Nice rant on wednesday. Seems like every week one of my stocks is getting trashed by these short reports. I’m not sure which firms are legit and which ones are the short scammers… hard to know which short sellers to trust when everything seems so manipulated. I’d like to know if you’re in my corner.” • Wade [00:50] “Frank, I decided that listening to your podcast was a waste of time given the amount of time you spend ranting about sports (bashing baseball mostly). I have stopped listening and have turned my attention elsewhere.” • Grant [08:30] “I’ve never seen a more wild earnings season for individual stocks than we’re having over the past few months. A handful of stocks on my watchlist are up or down more than 20% just today! Plus, at an index level - it’s the lowest volatility on record. Something has got to give?” • Erold [13:27] “My question is on Alterra Power (AXY). I’ve been a shareholder since before the reverse split. Now that it’s known it’s going to sell for $8.25 per share (because they’re getting bought out), and it’s currently $7.70 per share - Would it make sense to buy under the sell price before the sell date?” • Jonathan [24:33]

Chris Mayer, former banking analyst and editor of two popular investment newsletters – Bonner Private Portfolio and Focus – joins us on this week’s Wall Street Unplugged. Chris is one of my all-time favorites… A continual world traveler, I often call Chris the “Anthony Bourdain of finance.” His boots-on-the-ground research uncovers frontier investment ideas you’ll hear nowhere else. Last time Chris was on the show (April, 2017), he revealed five stock ideas. And today, ALL five of those stocks are well into the green – three are up over 20%. Tune in this week to hear what other ideas Chris has in store for us… including a few tips and tricks to avoid the mainstream financial nonsense we’re faced with everyday. Plus, get a sneak peek of his upcoming book, How Do You Know?, which highlights the misguided attitudes that can destroy a portfolio. Good Investing, Frank Curzio P.S. For this week’s Educational Segment [51:58], I break down one of my newest bets in the semiconductor space. For the first time in at least 10 years, this large-cap name is finally ahead of the innovation curve… and it’s still dirt-cheap.

Why Facebook is still a buy after earnings... My thoughts on baseball (post-playoffs)... GE’s free-fall… A slice of Michael Alkin’s newsletter… How to figure out your investment timeline Questions & Comments: 1) “I know you’ve been high on Facebook (FB) for a very long time. I bought the stock because of you at $90 and still own it today. They just reported solid earnings and raised guidance... Is it time to take my profits?” - Marty [00:46] 2) “Now that we’ve had one of the best playoffs in history, do you take back all of your negative comments about baseball?” - Joe [10:26] 3) “GE looks like a no-brainer to buy at these levels… but many analysts have warned about volatility and the overall risk of this extended bull market. Am I crazy to think that there can be more downside risk?” - Luke [15:57] 4) “How do we deal with opportunity costs when using your newsletter?” - Eddie [24:33]   As always, thanks to everyone who participated! . You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio