Wall Street Unplugged - Your Best Source For Finance, Investing & Economics

Welcome back to another episode of Wall Street Unplugged. My guest this week is Chris Mayer, 20-year plus market veteran and editor of the Bonner Private Portfolio & Focus newsletter. Chris is constantly traveling the world to find unique investment opportunities. He’s like the Anthony Bourdain of finance. Every time Chris is on the podcast, he provides listeners with ideas that are completely off-the-radar. These are stocks most investors have never heard of... in markets most investors steer away from. Join me as he breaks down his hidden stock ideas, the banking sector, and his favorite emerging market to invest in right now - India. Since the election of Prime Minister Narendra Modi in 2014, the country has experienced a significant economic shift. Modi has set about cutting taxes, reducing regulation, addressing banking issues… all while controlling inflation. Chris is calling him “Reagan 2.0.” And the way Chris tells it, plenty of investment opportunities are slowly opening up. Chris then shares his

Welcome back to another episode of Frankly Speaking!   Today I talk about something my subscribers will get very familiar with... Stop-loss orders. This is an investment strategy I will use and strongly recommend for every stock pick in the portfolio. But as you might notice, my recommended stop-loss percentages often vary. Depending on the size of the stock and other technicals, the formula switches.  And this is extremely important for protection purposes. Today I explain why. Moving on... I then talk about a stock that I've been getting tons of emails on - Northern Dynasty (NAK). Just last week the state of Alaska came out with game-changing news surrounding NAK's land-permit. The stock rose 34.1% in one trading day. This is a huge slap in the face for the infamous short-seller Kerrisdale Capital. And I'll explain why. But we cannot forget... Northern Dynasty still has their biggest hurdle ahead. Join me this week as I break-down the recent news, what it means for the company, and how I think investors sho

Welcome back to another episode of Wall Street Unplugged! After a crazy week and the successful launch of my brand-new newsletter, Curzio Research Advisory… it’s time to get back to business. On this week’s show I’m jumping right back into my favorite sector, junior mining. Today I welcome back a guest that has made listeners a lot of money over the years… He is the co-founder & CEO of Gold Standard Ventures (NYSE: GSV), Jonathan Awde. The first time Jonathan was on the show, his exploration company, Gold Standard Ventures, was under 40 cents. Today, the company is over $2.00 per share. To start off the interview, Jonathan catches listeners up to date… breaking down their recent game-changing acquisitions. Including a 21,000 acre acquisition which increases their holdings at the south end of Nevada’s Carlin Trend by 66%.  Gold Standard Ventures now holds the second largest contiguous land package on Nevada’s Carlin Trend. It’s known as one of the most “prolific” gold producing areas in the world. But this

Welcome back to another episode of Frankly Speaking! After news of recent Syria attacks, defense stocks have seen a bit of a spark. We've seen Raytheon (RTN) surge 3%, Lockheed Martin (LMT) rise 1.2%, and Northrop Grumman (NOC) add .9%. Is it time to place our bets? ...Or is it too late? Tune in as I take the defense sector under the microscope. Also, as many of you have heard, my newsletter Curzio Research Advisory is finally live. If you are having any trouble getting the offer, or have had any technical issues... this is the podcast to listen to. Special thanks to Joe, Sid, and Allen. Keep the questions coming! Good Investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged! This week’s show is a special one… It’s the moment we’ve all been waiting for. My brand-new flagship newsletter, Curzio Research Advisory, is finally live. That’s right, it’s official. And before my guest signs on, I’ve prepared a special segment to tell you all about it. These are specific instructions, tips, and details on how listeners can make the best out of this limited-time opportunity. I’m then joined by Managing Director & Portfolio Manager at Point View Wealth Management - John Petrides. Today, John and I break down a number of topics - politics, emerging markets, economics, you name it… John knows it all. But to start off the interview, John brings up something that’s rarely addressed… It’s a period of time he calls the “Beartrap.” And we’re in the middle of it. It’s the time in between earnings seasons and, as John explains, when investors must be alert. This is when there’s a ton of headline risks... and when individual investors overl

Welcome back to another episode of Frankly Speaking! First and foremost… I want to thank everybody for their patience. My flagship newsletter, Curzio Research Advisory is just a few days away from launch. And today, without saying too much, I wanted to cover some last minute details. This will include some hints on what to expect, prices, my lifetime offer, and the special reports attached. And please, if you have any questions or concerns about receiving the offer… Email me directly at Frank@CurzioResearch.com. I want to make sure all of my followers have immediate access.  My next question comes from Chadwick. He brings up a mining stock located in a region I rarely cover - South Africa. As far as mining stocks go, is South Africa’s jurisdiction worth exploring? I then break down one of the most important factors to look for before any investment. This is something I check before I dive into any numbers or technicals. It's insider trading. Insider information is extremely valuable to us (individual investor

Welcome back to another episode of Wall Street Unplugged! This week I’m joined by longtime friend, Andrew Horowitz. Andrew is the host of the financial podcast – The Disciplined Investor. He is also the CEO and Founder of Horowitz & Company. To start off the interview, Andrew and I talk about the #1 catalyst in the markets right now… We’re talking politics. As Andrew says, “everything the governments talk about, the markets hang their hats on.” And he couldn’t be more spot on. The stock market just had it’s worst week since the election after Donald Trump failed to rally support for his healthcare plan. And with markets already trading at a premium, investor sentiment is beginning to pull back. As we all know, the markets have reached new heights solely on anticipation of Trump’s pro-growth policies. But will they actually be carried out? Tune in as Andrew explains today’s overarching issue… And why paying close attention to the guys upstairs (the government) is now more important than ever before. Then,

Welcome back to another episode of Frankly Speaking! Keep the questions coming at Frank@CurzioResearch.com Good Investing, Frank Curzio  

Welcome back to another episode of Wall Street Unplugged!  On today’s show I bring back the rockstar of CEO’s – Keith Neumeyer. Keith is a pioneer in the resource industry. He has successfully built three publicly traded mining companies And today, he catches us up to date on two of them - First Mining Finance (FF.V), and First Majestic Silver (AG). I first invited Keith on the show directly after the launch of his first gold venture, First Mining Finance. At the time, the stock was at just at $.30. Today, the stock price rests right around $1. Keith has a knack for buying assets at the right time. In other words, he’s an expert at timing the market. As you’ll hear on the show, “what you pay for assets is how you create value” is his motto. When he launched First Mining Finance, gold prices were sitting at record-level lows. And when commodity prices finally rebounded last year, his company took off – reaching gains well over 300%. Today Keith gives us his outlook for the company going forward, along with the

Welcome back to another episode of Frankly Speaking!   Think you got what it takes to work with Jim Cramer?   My first question of the day comes from Jim himself. He’s looking for some help. And I promised him I would reach out to you - my listeners.   If you didn’t know, I worked under Jim for 5 years at TheStreet.com as an Senior Analys... And I have never had a better learning experience outside of that 5 year span.   It was a job of a lifetime. And I wouldn’t be here today without it. If interested in the opportunity, be sure to tune in for the specific instructions. I’ll see what I can do.   Moving on, and after some March Madness talk (sorry, I just had to mention my Jayhawks), we get back on track [14:40]. This is when I take a closer look at the gold stock, Timmins Gold Corp (TGD).   Tune in as I take listeners, start to finish, throughout my entire analysis process. These are my 6 never-skip qualifications before I make any mining investment.   This is the stuff that has saved me a fortune.   Special

Welcome back to another episode of Wall Street Unplugged! On today’s show, I introduce listeners to Panna Sharma. Panna is the CEO and President of a small-cap, clinical and diagnostics company - Cancer Genetics (CGIX). Panna brings together everything you need to know about the company. It’s core focus? Precision medicine. And the drug industry is betting big on it… To start off the interview, Panna and I talk about how treatments and innovations in the industry are rapidly changing… In the past, companies were betting on single drugs and routine treatments to cure all. But considering the complex, biological diversity of something like cancer, there has never been and never will be “one answer.” Panna explains how the industry and his company in particular are making huge strides in the right direction. Recently, we’ve seen a transfer from trial-and-error medicines to evidence-based medicine. And instead of dividing patients into groups based on thousands of outcomes, today you can now treat patients baseds

Welcome back to another episode of Frankly Speaking! My new newsletter, Curzio Research Advisory is just a couple weeks away... And to start off today's episode, I need to clear up some confusion. Listeners will hear all about my special offer, how to sign up, and a general description of what the newsletters entails. And as you'll hear, there's more to it than just stock picks... Moving on, today's main segment covers one of the most hated stocks on Wall Street - Target (TGT). All the analyst are negative... the price is sitting at multi-year lows... and the retail sector is spiraling downwards. I always advise my listeners to "never catch a falling knife" but for Target, this isn't the case anymore. Tune in as I explain why the risk/reward looks favorable. There are 3 major catalysts that I believe will finally drive this depressed stock higher. Thanks for listening and good investing! Frank Curzio

Hello and welcome back to another episode of Wall Street Unplugged! On this week's show I'm joined by market veteran - Richard Suttmeier. Rich has been analyzing stocks for over 40 years and is a weekly contributor for Forbes and TheStreet.com. He is the founder and CEO of Global Market Consultants. There's one thing about Richard that sets himself apart from any other guest I have on the show… He is the ultimate bear. But I don't blame him either… Rich is one of the few analysts I know that dives into data he calls “the balance sheet of the US economy.” Otherwise known as the FDIC Banking Profile. And on today’s episode, he takes us under the hood of the fourth quarter results - suggesting that some stocks have rallied too far, too fast. Rich brings the "overbought" argument back to the table. And highlights the several risks stocks are still exposed to… despite deregulation and other pro-business administrative efforts. He explains why investors need to play it safe and book their profits now, before it’s t

Welcome back to another episode of Frankly Speaking. Before we dive into any questions today… I have an important announcement. In just a few more weeks will be the launch of my new newsletter - Curzio Research Advisory. As we're approaching episode 500 of my Wall Street Unplugged podcast, this is something that has been a long-time in the making. And today, I wanted to share with you (my subscribers) a few more details. Moving on to today’s main segment… Although my expertise is in the markets, investing, and stocks… every now and then I get a question that covers personal finance. This relates to everyone… and especially if you’re new to investing. Whether it’s student loan debt, car loans, or mortgage payments… I present listeners my #1 word of advice. It’s simpler than you think, and more importantly, it’s never too late. Other topics covered today include: An update on Northern Dynasty and their EPA concerns, stop-loss orders, and more advice on how to use 13F’s to your full advantage...

Welcome back to another episode of Wall Street Unplugged! On today’s show I bring back Jordan Trimble - President and CEO of Skyharbour Resources (SYH.V). Skyharbour stands today as one of the most overlooked Uranium explorers. It's located in the heart of what's now known as the #1 mining jurisdiction is the world - Canada's Saskatchewan. Since Jordan was last on the show in November, we've seen a massive shift in the sector. Today, Jordan catches listeners up to date. Aside from Uranium prices finally coming off their lows... Skyharbour Resources alone has jumped nearly 150% in just 3 months. From .28 to .69, the stock still rests under $1 but as Jordan explains, this won’t be the case much longer… Skyharbour just released news on their most recent drilling program. And the results are game-changing. But as investors, lets not forget - junior miners don’t generate any revenue… cash concerns are critical, and at times, over-drilling can be detrimental... even in favorable economic conditions. As the company

Hello and welcome back to another episode of Frankly Speaking! For the most part, today’s show is not too different from others. Well, aside from one thing... I’ve got a headache. And although there’s a lot to cover… today I take a moment to step away from the market-talk. No “shots fired” or anything, but there’s just a few things I need to clear up. And every once in awhile it’s a bit more fun hosting a show - without any filter. I use this occasion to talk about the last newsletter I worked for… one of the biggest insurance scams in the world… and my apparent faulty claims on Boeing’s automation front. As for the markets… Last week, I touched base on one of the largest bubbles on planet - Chinese real-estate. Time to short? ...Not so fast. On today’s show, I dig a little deeper. And by looking at the big picture, this is a situation that almost makes too much sense. Tune in as I explain why investors need to pump their brakes on this particular trade… Then, for today’s main segment, I talk about about the

Welcome back to another episode of Wall Street Unplugged! To begin the show, and before my guest signs on... I share one of the most underutilized tools in the world of financial research and analysis. They’re called 13F's. Every quarter, all hedge funds and institutional investment managers with over $100 million in qualifying assets are required to report something called a SEC 13F filing. Simply put, these 13F reports disclose what the largest investors in the world are buying and dumping… allowing regular people like you and me to see exactly where the "smart money" is moving. This is the easiest way investors can trade with famous traders like George Soros, Warren Buffett, or John Paulson. And they are publicly available every quarter… in full detail. Breaking down these reports can lead to the market's most interesting trends. And, with nothing to hide, this is where I find a lot of my new investment ideas. Today I share a few examples… Then for this week’s interview, I’m joined by John Petrides – Manag

Welcome back to another episode of Frankly Speaking! Keep the questions coming! Last week, the Consumer Price Index (CPI), otherwise known as the inflation rate, posted its largest gain in nearly four years - crushing expectations. And as Fed Chairman, Janet Yellen, has already promised, an interest rate hike is just around the corner. Investors everywhere are ramping up for this massive macroeconomic change. But what does this mean for gold? With mild inflationary trends and expected growth in the dollar… almost everyone is expecting the price of the yellow metal to drop. But I can’t say I agree… Then, taking my focus overseas, I talk about China’s massive real estate bubble. And highlight the best ways for investors to position themselves around the crisis. Get your pens ready as I give listeners a list of ETF’s to pay close attention to. Today’s show also covers one of the biggest topics addressed in this past election (republican or democrat) - American Infrastructure. As you’ll hear, the infrastructure t

Welcome back to another episode of Wall Street Unplugged! Today's guest is Frank Holmes, CEO and Chief Investment Officer of U.S. Global Investors. If there’s anyone that knows the global economy, it's Frank. To begin the episode, Frank talks about the reality of deregulation. As we all know, the Trump administration has promised massive tax reforms. But Frank argues that these reforms are going to take much longer than what has been initially anticipated. As Frank says, it’s time investors realize Trumps pro-business reforms will “take twice as long… cost twice as much… and will make everyone half as happy.” In addition, Frank explains his bullish stance on the mining, materials, and energy sectors. According to Frank, the recent cutbacks in supply for several commodities will soon lead to large increases in price. Changing topics, Frank then gives his outlook for the airline industry. Two years ago Frank’s company, US Global Investors, launched what’s now known as the #1 airlines ETF in the world (JETS). An

Welcome back to another episode of Frankly Speaking!   Today's first question covers a stock I recommended over a year ago - Universal Corp (UVV).    This is a type of stock that is the complete opposite of any mining company I've ever mentioned. It's what I like to call an "elite dividend payer."   Most "elite dividend payers" are companies you'll never hear about. These are companies that have plenty of cash flow... they're not exiciting... and they don't plan on raising cash anytime soon.   Wall Street loves to rave on and on about a stocks capital gains but never the other crucial part of the formula - the dividend yield.   Over time, as these companies continue to raise their dividend, investors can make a fortune.   Then, there are some stocks you should never ever short or bet against. And believe it or not.. Tesla (TSLA) is one of them.    The company has a lot of work to do to live up to their valuations... and although the fundamentals scream its a sure short... Investors need to be very careful her