The last Frankly Speaking? (Ep. 61)
Frankly Speaking
Learn how to manage your portfolio after a big winner... and position yourself for the trade war. This is the last episode of Frankly Speaking that will be available to the public. Listen to learn how you can still access it.
info_outline
My biggest investing mistake (Ep. 60)
Frankly Speaking
I’ve got a fantastic podcast for you today with the story of my biggest #investing mistake Plus: one of my biggest winners… an epic rant… a major announcement… and a lesson you must never forget.
info_outline
Don’t buy junior gold miners—until you listen to this (Ep. 59)
Frankly Speaking
I was in Vancouver last week, and you won’t believe what I saw… Here are three junior gold miner ideas with great management teams and huge upside potential. Plus my pick to win the #NBAChampionship.
info_outline
Here’s what you need to know about Google’s shocking Q1 miss (Ep. 58)
Frankly Speaking
This week, Google reported weak first quarter earnings… I won’t lie, the miss took me by surprise. I break down all the details of the company’s quarter—and explain why next quarter is critical for the search giant [21:41]. But before I get to that… A longtime listener asks if now’s the time to add to positions in uranium junior mining stocks. I explain why you need exposure to this sector… and why you need to be careful before you go all-in [8:35]. I’m meeting with the management team of junior miner Northern Dynasty (NAK) very soon… and expect to have an analysis for you in...
info_outline
How Facebook beat the odds for a blowout Q1 (Ep. 57)
Frankly Speaking
I’ve never seen a company achieve what Facebook did in six months… Today I break down its blowout first quarter earnings. Plus: a strategy for maintaining your portfolio… and what to do if you’re interested in tokenizing your business.
info_outline
How to capture the biggest gains from a company takeover (Ep. 56)
Frankly Speaking
I explain why I’m bullish on IBM… how I decide when to sell after a takeover is announced… and share some amazing personal news.
info_outline
Get ready for volatility in Q2 (Ep. 55)
Frankly Speaking
I break down why we’re going to see a lot of volatility this upcoming #earnings season… Plus how #digitalsecurities will soon be an incredible opportunity for everyone—not just accredited investors.
info_outline
Are you ready for a Curzio Research conference?
Frankly Speaking
I share my plans for a Curzio Research conference… plus some incredible opportunities I see for the future of AT&T.
info_outline
There’s huge opportunity in equity research (Ep. 53)
Frankly Speaking
I discuss the huge opportunity I see in the field of #equity research… and what #Apple’s big announcements mean for us as investors. Also, if there’s a guest you’d like to see on the podcast… I’m listening.
info_outline
Ignore economists… Watch the NCAA tournament instead (Ep. 52)
Frankly Speaking
I share a simple strategy for selling out of investments… Plus why you shouldn’t pay much attention to forecasts beyond two years… and why you should ignore economists altogether. (Rock chalk, Jayhawk!)
info_outlineFirst off, I want to wish you all a happy and safe holiday season.
In this week’s podcast, I answer questions on tariffs and 401ks. I also talk about how to handle the current downturn in the equity markets… which will likely continue following the Federal Reserve’s decision this week to continue raising rates next year.
But there are reasons to be optimistic during this brutal downturn… where even industry leaders like Apple, Caterpillar, Goldman Sachs, Schlumberger, Wynn Resorts, Kraft-Heinz, FedEx, AIG, General Mills, Celgene, and Nvidia are down more than 30% year to date.
I break down some of these positives… and highlight one out-of-favor sector that you should be going “all in” on right now. Not only is this sector dirt cheap compared to the rest of the market… but it has an incredible catalyst that will help grow earnings regardless of market conditions.