Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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May 28, 2014 • 55min

Ep. 237 Meb Faber Unplugged

This week, Mebane Faber, portfolio manager at Cambria Investment Management and one of the smartest quantitative analysts, joins S&A Investor Radio to break down the markets.You'll hear Meb talk about diversification and how high yielding stocks almost always outperform the market.People tend to invest in what they know and what they are comfortable with... does that mean they are missing out on this top-down investment strategy?Meb breaks down exactly what you need to know about tactical global asset allocation.And you won't want to miss Meb and Frank's friendly debate regarding the Shiller P/E ratio ... Meb believes it is one of the best tools to value stocks. Find out why Frank strongly disagrees... And in Frank's educational segment, he shows you a safe back door way to play the shale boom in the U.S.
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May 21, 2014 • 57min

Ep. 236 Stephanie Link: Still Huge Buying Opportunities

This week, one of Frank's favorite guests, Stephanie Link, Director of Research at TheStreet, joins S&A Investor Radio.Stephanie discusses the economy, emerging markets, and why Europe and China could see a rebound in the short-term. More importantly, she shares at least 15 of her favorite stocks to buy right now and the methodology she uses for choosing them.Frank asks Stephanie, "How much does comparative analysis factor into your research when you put a stock into Action Alert Plus?"It's a major part of the process and she breaks down her method piece by piece for our listeners.And, where is the market headed?Bond yields are falling every single day... does this mean that the economy isn't growing as much as we expected?Stephanie says that as long as interest rates are decreasing, people are not going to gravitate toward high-multiple stocks.Plus, find out which emerging market Stephanie is intrigued by and which one she wouldn't touch with a ten-foot pole... Then, after the interview, in Frank's educational segment, he talks about one of his favorite sectors: Uranium.It's a great show that you won't want to miss.Enjoy!
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May 14, 2014 • 1h

Ep. 235 Andrew Horowitz: Why You Need To Stop Listening To Idiots

This week, Frank sits down with Andrew Horowitz, host of the Disciplined Investor Podcast to talk about the truth of today's economy.In this no-holds-barred, unedited podcast, they point out exactly what's wrong with today's stock market. They also call out some of the best-known analysts in the media. These are the "experts" who are making a fortune – despite having been 100% wrong on their market predictions during the past 5 years. And…one major technology CEO is promising growth but is that the truth?Frank and Andrew talk about the company's recent earnings report and how it is experiencing its lowest growth rate in the past decade.You'll get to hear Andrews's favorite picks right now... And Frank gives his take on the AT&T-DirecTV deal, as well as the Apple-Beats deal.It's another fantastic show... Enjoy!
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May 7, 2014 • 28min

Ep. 234 Rahul Saraogi: It's Time to Look At India

This week, Rahul Saraogi, a managing director at Atyant Capital, joins S&A Investor Radio.If you manage a hedge fund or a money-management firm, Rahul is the guy you seek out to get the best ideas and the inside scoop to what is going on in India.Frank asks Rahul to talk about some of the fundamentals that he sees in Indian companies.They talk about the many small caps and even mid-caps that people just don't know about that are trading cheap and growing... If you talk to any successful analyst or fund manager, they'll tell you that good management is what to look for... Find out what Rahul has on his checklist when buying a company... And... if you want to learn more about what he has to say about issues of corporate governance and capital allocation, check out his new book, Investing in India.
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Apr 30, 2014 • 1h 3min

Ep. 233 Rick Rule's Top 3 Resource Picks

This week, Rick Rule, founder of Sprott Global Resource Investments, Ltd., joins S&A Investor Radio and shares his favorite junior mining stocks to buy right now.You'll hear Rick go through what he looks for when choosing commodity stocks and explain why prices for a few commodities have to move much higher over the next few years...And... find out why Rick says he is tip toeing into the Russian market...Then, Frank goes through the "sell in May and go away" mentality, the biggest topic right now on CNBC...Plus, he reveals why a particular sector will be headed much higher in the months and years ahead even though now it is trading at a 52-week high...
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Apr 23, 2014 • 39min

Ep. 232 Matt Badiali: Natural Gas Prices Are Set To Crash

This week's guest is our own natural-resource expert and editor of The S&A Resource Report, Matt Badiali.Frank starts the show by asking Matt to comment on natural gas prices. Find out why Matt says  he is bearish right now... He predicts natural gas prices could fall 20% from current levels. They talk about new technology that is making the oil business boom, and the drawbacks that the U.S is seeing because of its inability to export oil.We are embarking on an energy revolution and Matt gives us the inside scoop.And don't miss out on this... Matt shares several of his TOP recommendations for this month!He says it’s time to buy select junior mining stocks and shares his favorite gold and uranium stocks to buy right now. As an investor you need to lower your risk and know when it is time to just walk away... Matt tells listeners exactly what to look for.
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Apr 16, 2014 • 1h 1min

Ep. 231 The Frackers Gregory Zuckerman Unplugged

This week, Greg Zuckerman, author of The Frackers, joins S&A Investor Radio.We start the show with Greg as he highlights how the U.S. will become the largest oil producer in the world inside of three years.He talks about his interviews from his book where he got exclusive access with some of the top shale oil CEO's in the world. People like Aubrey McClendon, the CEO of Chesapeake Energy, Harold Hamm, one of the richest men in America and CEO of Continental Resources, Mike Papa of EOG Resources, and Charif Souki, the CEO of Cheniere Energy ... you won't want to miss this!Greg also mentions the environmental concerns facing the industry and why companies like ExxonMobil and Chevron missed the boat on this game-changing trend.And... Some HUGE news has come out that has basically been swept under the table...Frank uncovers what that BIG news is that could generate massive amounts of returns for investors.
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Apr 9, 2014 • 31min

Ep. 230 Richard Suttmeier: Thoughts from One of the Biggest Bears on Wall Street

This week, Richard Suttmeier, Chief Market Strategist at ValueEngine.com, joins S&A Investor Radio and share his market updates.Rich says stocks are incredibly overvalued. He predicts a 40% pullback in the S&P 500. Low-interest environment is not helping Main Street. It's not helping the consumer, and therefore you're not going to have much of a recovery.If the Fed continues to keep pumping the printing press, Richard sees a market crash ahead.Richard says we are in a market driven by speculative trading... Manufacturers are building inventory with their fingers crossed, home builders are starting to build on spec, and the banks are starting to lower their standards on mortgages.Rich does see value in two asset classes. He shares these vehicles in this week's show. And... should we be worried about a financial collapse in the future?Frank and Rich talk about the recent stress test with Citibank.It's another fantastic interview with one of your favorite guests... Enjoy!
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Apr 2, 2014 • 1h 3min

Ep. 229 Debra Borchardt: Why High Frequency Trading Should Be Outlawed

This week, Debra Borchardt, market analyst for The Street and former Vice President at Bear Stearns joins S&A Investor Radio to break down the markets.Find out why Debra says High Frequency Trading (HFT) is just like front-running – and the SEC has done nothing to stop it.Despite what the media headlines say, Debra says the economy is not in too bad shape... you won't want to miss her insight.She also talks about why legal marijuana shops are being forced to close down and why a recent mobile entertainment company’s IPO failed. Later in the show Frank talks about Janet Yellen and her comments that pushed stocks to another all-time high.Plus, find out what he says is the next HUGE buying opportunity.It's another fantastic show, enjoy!
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Mar 26, 2014 • 1h 2min

Ep. 228 Dr. David Eifrig Shares His Trading Secrets

This week, Dr. David Eifrig, editor of Retirement Millionaire, Income Intelligence, and Retirement Trader, joins S&A Investor Radio.At one point,  Doc picked 136 winning trades in a row... Now he reveals his top trading secrets.Plus, Doc is hosting a webinar on Thursday night for investors interested in generating more income for their retirement portfolios. Frank tells listeners how to sign-up for free during this special interview. Click here to learn more.Frank answers a bunch of listener e-mails.Plus, don't miss his educational segment. Frank tells you what he predicts to be the best-performing sector for 2014... You should be loading up on these stocks within this sector before they make this special announcement... Enjoy.

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