Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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Apr 20, 2016 • 1h 16min

Ep 405: The Secret To Why Stocks Are Running Higher

Andrew Horowitz, founder & president of Horowitz & Co, explains why stocks continue to go higher despite reporting weak earnings and an overall slowdown in growth.  However, he highlights the huge risks in the market and how stocks could fall sharply from these levels over the next few months.   Andrew also talks about two of his favorite sectors including steel and oil.  Several stocks within these industries surged over the past few months.  And he will share which names are still buys and which ones investors should avoid. Finally, Andrew will share his top 5 ideas (both on the short and long side) that make for great trades over the next few months.  This includes Amazon.com, Shake Shack, GoPro and Twitter.
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Apr 15, 2016 • 35min

Ep 404 Frankly Speaking: Kobe, FF.V, Oil vs. Nat Gas, KMI, BRI.V, DNN and STLD

We start today with a question from Jessie who wants to know if Frank has any new info on First Mining Finance (FF.V) The next is a question from Jim who would like to know more about Frank being bearish on oil yet bullish on natural gas. Why? Evan writes in and asks Frank about one of his biggest flaws. Todd writes in to ask Frank about Brazil Resources (BRI.V) and Dennison Mines Corp. (DNN). And our last question comes from a Chris who wants to know more about Steel Dynamics (STLD) If like to know about Frank’s special discount offers just . And don’t forget send in your questions
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Apr 13, 2016 • 58min

Ep 403: The New Age of Hoarding Cash

Joe Brusuelas, chief economist at consulting firm RSM US LLP, breaks down the "good and bad" of negative interest rates and what it means for individual investors.  He highlights the huge risks - including banks storing cash and a possible collapse in money market mutual funds - if the Federal Reserve follows Europe and Japan's negative interest rate policy.  Joe then talks about the SALT conference which is being held in Las Vegas next month.  He will be speaking alongside some of the greatest hedge fund managers, political figures, CEO's and creative thinkers including Mark Mobius, Kenneth Griffin, John Boehner, Lawrence Summers and Sam Zell.
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Apr 6, 2016 • 58min

Ep 402: The Future of Virtual Reality

John Petrides, Managing Director and Portfolio Manager at Point View Wealth Management, talks about virtual reality and the huge opportunities it presents for investors.  He shares his favorite ways to invest in this massive growth trend which includes software and several chip names.    John then explains why investors need to pay close attention to the U.S. Dollar since it's the driver of several industries and individual stocks that you likely have in your portfolio.  He also highlights why Apple could be getting ahead of itself following the recent run-up in the stock and shares his favorite stock to buy right now.  This company is trading at just 6 times earnings and pays a safe 5% yield.
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Apr 3, 2016 • 32min

Ep 401 Frankly Speaking: AUY, Insider Selling, AVXS, Greenlight Capital and Third Point LLC

We start today with a question from Bill who would like to know for investors, would a democratic or a republican president be best. The next is a question from Eric who would like to know more about Yamana Gold (AUY). Steve writes in and asks Frank about insider sales. Rene writes in to ask Frank about the future of AveXis And our last question comes from a Peter who wants to know Greenlight Capital and Third Point LLC. If like to know about Frank’s special discount offers just . And don’t forget send in your questions
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Mar 30, 2016 • 56min

Ep: 400 Why I'm Buying Bitcoin Right Now

Chris Macintosh, co-founder of global private network Seraph and private equity expert, talks about the huge risks investors face as countries around the world devalue their currency.  His favorite way to make money from a potential global credit crisis is to buy digital currency Bitcoin.    Chris then talks about investing in private stocks.   He continues to see huge opportunity in private companies but also highlights the huge risks of investing in this illiquid market.   Finally, Chris shares of few of his favorite "unconventional" trades that are usually reserved for his high net-worth private network. And if you're interested in learning more about Chris' conference
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Mar 26, 2016 • 40min

Ep 399 Frankly Speaking: Taxes, NKE, PF, Spreadsheets, 401(k) and Day-Trading

We start today with a question from Jamison asking Frank when he’s going to write a book. The next is a question from Scott who would like to know which Presidential candidate would be the best for Wall Street. Dan writes in and asks Frank about purchasing stock of a company right after a CEO announces they’re leaving. Jim writes in to ask Frank about discounted cash flow models. And our last question comes from a Stephen who wants to know Whether it makes sense to  start day trading his retirement savings If like to know about Frank’s special discount offers just . And don’t forget send in your questions
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Mar 23, 2016 • 60min

Ep 398:Searching for Chris Mayer

Chris Mayer, former banking analyst and newsletter guru, talks about his new position at Bonner & Partners.  This includes launching a new service tied directly to Agora founder Bill Bonner's personal holdings.  He then discusses the risks ahead for banking stocks, the positives of using leverage to grow a business, why the Federal Reserve will keep interest rates low for much longer than expected, and how to play the recent surge in gold and oil stocks.  Chris also shares his two favorite small-cap stocks that have huge upside potential.  These are under-the-radar names you likely won't find on stock screens - or in any Wall Street research reports.
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Mar 21, 2016 • 35min

Ep 397 Frankly Speaking: VRX, Stock Splits and Buy Backs, T, MET, Water and Frank’s Final Four Pick

We start today with a question from Brent about Valeant Pharmaceuticals (VRX). The next is a comment from Dave who would like to know if Frank is still part of Stansberry Research. Steve writes in and asks Frank about why a company would do a stock split and then buy back its shares. Farris writes in to thank Frank for his ATT (T) recommendation and would like Frank’s opinion on MetLife Inc. (MET) Frank takes a question from Julia who wants to know who someone could invest in water And our last question comes from a bunch of listens who want to know Frank’s Final Four If like to know about Frank’s special discount offers just . And don’t forget send in your questions
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Mar 16, 2016 • 1h 2min

Ep. 396: Retail Expert Shares Her Favorite 10 Stock Picks

Kristin Bentz, retail expert and founder of The Talented Blonde, talks about the death of department stores, the impact higher gasoline prices will have on retailers, why Target will continue to outperform Wal-Mart, and how strong housing data will lead to further gains in Home Depot.   Kristen also highlights several more of her favorite retail stocks to buy and sell.  Names she discusses include TJX Companies, Macy's, JC Penney, Lowe's and several luxury brands that are now catering to the millennial generation.

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