Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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Jul 26, 2017 • 52min

Ep. 537: Where the World's Wealthiest Invest

Imagine 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 behind these closed doors… giving us insight into what some of the wealthiest investors on the planet are forecasting for the remainder of 2017. The conversation ranges from venture capital projects to real estate to public and private equities. More specifically, we learn about Tiger 21’s holistic approach to assessing risks... the hidden bubble behind every hedge fund… and the average investor's biggest risk going forward (and it has nothing to do with geopolitics, Trump, or a market at all-time highs). As I always say – there’s nothing more powerful than real-time, trustworthy information. And here it is, first-hand, from the top 1% of today’s global investors…
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Jul 21, 2017 • 36min

Ep. 536: Frankly Speaking

Welcome back to another episode of Frankly Speaking!
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Jul 19, 2017 • 1h 8min

Ep. 535: Chris Versace: 3 Reasons a Major Pullback is Approaching

Welcome 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 investors fall into -- when companies look cheap, but in reality, they’re far from it.
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Jul 14, 2017 • 34min

Ep. 534: Frankly Speaking

Welcome back to another episode of Frankly Speaking!
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Jul 12, 2017 • 54min

Ep. 533: Jonathan Awde: Gold at an Inflection Point

Welcome back to another episode of Wall Street Unplugged!   This week, Jonathan Awde joins me on the show. Jonathan, CEO and President of Gold Standard Ventures (NYSE:GSV), gives us an inside look at what’s exactly taking place in today’s dispirited gold sector.   Whether its inflation, geopolitical risks, or weakness in the dollar... As of recent, investors are having a difficult time finding gold’s next growth catalyst…   Jonathan, nonetheless, sheds lights on a much clearer picture.   In part to recently released economic data, he explains why the sector may finally be reaching the tipping point we’ve all been patiently waiting for.   Jonathan then talks about Gold Standard Ventures.   Despite flatlining prices, the company is in the midst of its “largest drilling project” to date.   Tune in as Jonathan catches listeners up to speed… breaking down the company’s recent acquisitions, drilling results, and how the company is quietly positioning itself for gold’s inevitable bounce-back.   Good Investing,   Frank Curzio   PS - Don’t leave when Jonathan signs-off. On this week’s Educational Segment, I talk about a strategy I use to get my biggest, yet safest returns… a methodology, no matter how many times I mention it, no one ever uses.   Here we go again…
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Jul 7, 2017 • 35min

Ep. 532: Frankly Speaking

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Jul 5, 2017 • 52min

Ep. 531: John Petrides: The Next Retail Takeover

Welcome to another episode of Wall Street Unplugged. He's back… Managing Director at Point View Wealth Management and Wall Street Unplugged all-time favorite, John Petrides, joins the show once again. And apart from our quarterly routine, jumping from one sector to another, today we're turning all of our focus on one. Just last week, a surprisingly big acquisition took place in the retail sector; Private equity firm Sycamore bought out Staples for $10.25 per share… in a deal valued close to $7 billion. Shares of Staples, which have been on a steady decline for the past decade, finally found some life - after shares surged more than 8% in late session trading. All of which, has got John thinking... Helped along by today’s low interest rate environment, on top of a severely depressed, cheap, and hated retail sector… John’s prediction is that we’re still in the early innings of these takeover deals. On today’s show, we each give away our best guesses at which retailer is next. Including one big-box that just might be Jeff Bezos’s next lunch. You heard it here first. Good Investing, Frank Curzio
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Jun 30, 2017 • 36min

Ep. 530: Frankly Speaking

Welcome back to another episode of Frankly Speaking!
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Jun 28, 2017 • 1h 3min

Ep. 529: Michael Alkin: The Art of Short Selling

Welcome back to another episode of Wall Street Unplugged. It may look like you can't miss by going short now… Most stocks are at all-time highs… we’re seeing new records almost every week... and at this point, even perma-bulls are stuttering. The inevitable is just around the corner, right? For the past eight months short-sellers have had it increasingly rough. Just take a look at the charts. It’s obvious. Minor market pullbacks have been met with even bigger buying opportunities. And earnings along with valuations today continue to surge. Expectations… well, they’re still bullish. Simply put, if you want to short in today’s game, investors have to be more methodical than ever before. Which leads me to today’s guest - short-selling expert, Michael Alkin. Michael is a former hedge fund analyst, portfolio manager and is currently the Editor & Founder of The Stock Catalyst Report. As Michael points out, even in today’s market, some expectations are far from reality. With all the day-to-day noise we hear surrounding Wall Street, Michael breaks down some alarming, yet subtle changes particular companies are making that are going completely unnoticed… Leaving short-sellers, for those that are still alive, with a surprisingly exciting opportunity. The only hard part is -- where do you look? Tune in as Michael unveils his favorite short-selling methodology… showing listeners exactly where to find these opportunities and the all the risks that come with it. On the flip side, Michael brings up a sector he’s going “all-in” on. Frequent Wall Street Unplugged listeners have heard the same thesis over and over again from some of the smartest people in the industry. However, to end the episode, Michael brings up two catalysts listeners have yet to hear. “In my 20-plus years of my career, this is the best risk/reward ratio on the long-side I’ve ever seen.” Good Investing, Frank Curzio
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Jun 23, 2017 • 32min

Ep. 528: Frankly Speaking: Q&A with Resource Legend - Rick Rule

Welcome back to another episode of Frankly Speaking.

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