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_outlineThis is it...
As I mentioned last week, this is the last episode of Frankly Speaking that will be available to the public. Moving forward, it will only be available to Curzio Research members. If that's like the end of Game of Thrones, don't worry. I tell you how you can still access this podcast—and a lot more amazing research.
How do you rebalance your portfolio with a huge winner? A listener asks about this great problem to have. I break down the art of portfolio management... and explain why sometimes the best move is to do nothing [0:50].
I also answer a timely question about trade war investing. Is it time to take cover or look for opportunities? I tell you what you can learn from the recent earnings season... and what companies will outperform the market when a trade deal is reached [11:43].
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P.S. To become a Curzio member and never miss a Frankly Speaking, go to curzioresearchoffer.com. You’ll learn about a potential 10-bagger you don't want to miss… and the incredible deal I'm offering to give you access.
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Frankly Speaking podcast is available at:
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Website: https://www.curzioresearch.com/category/podcast/frankly-speaking/