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

“There are two certainties when it comes to resource investing…”   On today’s episode of Wall Street Unplugged, we unveil a junior miner that's molded its entire business model around these two certainties… and how to profit from them.   The first certainty you probably know:   The resource market is cyclical.   When supply and demand imbalances occur, the resource sector is slow to react. This lengthy lag time creates massive price swings incomparable to other markets.   The second certainty, on the other hand, is not so obvious...   When bear markets occur, the majors significantly underinvest in new assets.   As commodity prices fall into bear markets, the major players in the industry (the multi-billion dollar mining firms) fail to do what they’re typically good at…   Buying resources.   Instead, these firms go into "protection mode." They stop investing in new projects... cut exploration costs… and primarily maintain their balance sheets. Some, depending on the bite of the bear, even brace for bankruptcy

A list of hurricane trades for next season… How to avoid artificial selling… What’s moving gold today… One of my favorite lessons from Jim Cramer…   “I’m guilty of holding on to my losers for too long… and cutting my winners short. What’s the best strategy on when to sell?” – James [00:48]  “What’s the easiest way for investors to get in early, ahead of everyone else, on short-term events like hurricanes?” – Joe [09:07]  “If the brink of war with North Korea isn’t moving gold or silver much… shouldn’t we look elsewhere?” – Todd [17:59]  “What’s the best entrance strategy: Taking full positions immediately?… or scaling in?” – Jamison [22:56] As always, thanks to everyone who participated. Ask me anything by emailing me at  (with “Frankly Speaking” in the subject line). You never know, your question may be the one I read on the next podcast! Good Investing, Frank Curzio

Today's guest is Managing Director at Point View Wealth Management and one of Wall Street Unplugged’s finest, John Petrides. Wall Street benchmarks and sectors are shaking up amid recent fears of North Korea and our nation's ongoing hurricane misfortunes. And as these two major current events develop, John and I discuss where investors should be playing their cards… In other news, the Russell 1000 growth index (IWF) is up over 17% year to date... while the Russell 1000 value index (IWD) has gained 3% since January. Is it finally time to stop chasing growth? Tune in as John breaks down what it takes to be a true value investor. A stock could be down 30... even 50%, but forget it. As John explains, that doesn’t matter. When it comes to value investing, there’s  only one question we must ask ourselves. John then talks Apple. He's one of the few analysts I know that has been dead-right on the stock in recent years. And his analysis couldn’t come at a better time... Apple is set to launch the highly anticipated iP

Welcome back to another episode of Wall Street Unplugged.   For many investors, Amazon's Whole Foods acquisition was the death knell for brick and mortar retail…   This week, Steve Koomar, former derivative trader at Goldman Sachs and editor of Vigilante Investor, breaks down the acquisition…  but explains how retail's downward spiral has created one of the largest disconnects in the market today.   This disconnect, Steve says, has opened the gates for private equity firms or companies like Amazon – companies desperately looking to improve earnings – to scoop up exceptional brick and mortars at rock-bottom valuations.   He also shares a list of companies that could be the next takeover target… and fantastic opportunities for value investors…   In addition, Steve explains why the iron and steel industry is poised for a sharp turnaround... and three "disruptive" tailwinds for U.S. producers going forward.   But don’t sign off once Steve leaves. For this week’s Educational Segment [52:10], I'll give you an impor

“Management teams only tell the best part of their story” -– Michael Alkin Welcome back to another episode of Wall Street Unplugged. This week, one of my favorite short sellers in the business, Michael Alkin, joins the show. While most short analysts will only study company reports (revenues, earnings, or recent guidance), Michael takes the extra step others ignore.... He talks with customers... former employees... suppliers... and distributors. Only then will he decide where the chips fall. And on today's show, Michael tells one of the best stories I've heard on Wall Street. It includes an incompetent company… a costume… and one ballsy analyst. Tune in to learn more about Michael's contrarian approach to short selling… along with two sectors he predicts are about to blow up. Good Investing, Frank Curzio

Welcome back to another episode of Wall Street Unplugged. Last week, the S&P dropped the furthest it has since May after Donald Trump's fiery comments about North Korea. Global markets sold off almost immediately, yet only to be met with something we should be all too familiar with… A quick recovery. Over today’s eight-year bull market, there’s been an interesting dynamic that’s played out over and over again, and it has helped keep this rally afloat through some questionable times... But if it’s not Trump that’s pushing the market higher these days… what else is there? It’s questions and times like these that call for a real expert: A guy I can ask anything, who can take a conversation in any direction. From dangerous “buy mode” algo’s, earnings season, and the weakening of the US dollar... to the parabolic climb of bitcoin, and how to protect yourself from today’s recent volatility… Today’s guest and I discuss all four corners of the market.

"Investing is a matter of probabilities... Not how things should be"   Welcome back to another episode of Wall Street Unplugged.   Today I’m joined by the one-of-a-kind, Chris MacIntosh - Co-Manager of the Asymmetric Opportunities Fund and founder & owner of the popular financial publication, Capitalist Exploits.   Chris has a track-record unlike anyone I’ve met.   Whether it’s speculating on events like Brexit and Trump’s victory, to predicting Bitcoin’s uprising or the collapse of the South African Rand - Chris has never been afraid to ask the questions people don’t want to.   He focuses on macroeconomic trends that contribute to massive market disconnects.   He calls it: Exploiting asymmetry in the markets...   Tune in as Chris unfolds his theses on the topics of bitcoin, blockchain, private-equity, European bond markets, and one hated energy sector that will be the darling of the next decade.   In a world riddled with dangerous thoughts and unsound monetary shenanigans, you’ve come to the right place.

Welcome back to another episode of Frankly Speaking!

Welcome back to another episode of Wall Street Unplugged!   I just returned home from the 2017 Sprott Natural Resource Symposium in Vancouver… my go-to conference each year.   It’s where the most successful junior mining investors and executives gather from around the globe… where I've learned about companies like McEwen Mining, Sandstorm Gold, and Northern Dynasty... and where I get to sit in exclusive closed-door sessions with company insiders.   On this week's show, I'm honored to re-introduce the Executive Chairman of, by far, the most promising company of this year’s Symposium.   His name is Ivan Bebek.   His company is about to embark on one of the largest drilling programs in the junior resource space today. And if they hit… investors could see a 50%-plus pop in shares almost immediately.   It’s the type of risk/reward setup that’s too favorable to ignore.   That’s the good news…   Some of what I witnessed in Vancouver was cringeworthy… the same pump and dump scams I’ve seen too many times.   It remind

Welcome back to another episode of Frankly Speaking!

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 be

Welcome back to another episode of Frankly Speaking!

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 inv

Welcome back to another episode of Frankly Speaking!

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,   Fra