This 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 wh...
May 24, 2019•25 min
I talk about my successes on the podcast… but I also share my #fails. Not just for the sake of transparency, but for the sake of learning. A listener wants to know one of my biggest winners and my biggest investing mistake. I break down one sector that offers huge opportunities for investors, if you know how to navigate it… and tell the story of the globetrotting boot-on-the-ground research mission that wound up teaching me an incredible lesson. I also revisit an old portfolio holding—a “politic...
May 17, 2019•31 min
If you’re thinking about investing in junior gold miners, it’s a good thing you’re listening to this podcast first [9:50]. I was in Vancouver last week… and you won’t believe what I saw out there. I also share three names with great management teams and huge upside potential. A new subscriber asks if I ever revisit old investments we’ve stopped out of in our portfolios [1:24]. Here’s what I need to see before recommending a company again… And for all you NBA fans, there’s major news involving on...
May 10, 2019•14 min
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...
May 03, 2019•32 min
I’ve never seen a company make a major change to its business model like Facebook did… and recover within six months. Today I break down its first quarter (Q1) earnings and why it’s still an incredible growth company. A longtime subscriber has some suggestions on portfolio updates and buy-up-to prices. I explain our strategy... and what I’ve learned from my 25 years in this industry about balancing time between current holdings and looking for new opportunities. Since we launched the Curzio Equi...
Apr 26, 2019•27 min
IBM has been a whipping boy for the mainstream media for several years… But regular listeners know I’ve been bullish on it for months now. Today I break down its recent quarter... and explain how this incredible company has morphed into a growth stock. It’s one of the best feelings in investing—when one of your portfolio companies is bought out by a competitor for a premium. If you owned shares of Anadarko Petroleum, you made 37% overnight as Chevron announced a takeover. Here’s how I decide whe...
Apr 19, 2019•25 min
I’ve been pounding the table for a long time about digital securities. They’re one of the greatest opportunities I’ve ever seen… But if you’re not an accredited investor, you can't participate— yet . Over the next year… this sector will open up to everyone. Also, I’m amazed at the positive feedback I’ve gotten from listeners and guests after I mentioned a potential Curzio Research conference . Stayed tuned for further updates… A listener asks my thoughts on the markets from a macro level. Here a...
Apr 12, 2019•29 min
A long-time listener asks if I’d consider having my own conference. Now let’s face it… Most conferences are boring. But I always love getting the chance to meet and talk with subscribers, so a Curzio Research conference is something I’ve been excited about for a long time. I share my plans today. You may have come across Fidelity National Information Services (FIS) in crypto news. This payment processor is investing in blockchain technology… and recently made a major acquisition. I answer a ques...
Apr 05, 2019•28 min
A listener asks my advice on the future of—and job prospects in—equity research. I break down the huge opportunity I see in the field… if you’re willing to put in the time and work . Apple’s latest event announced everything from a subscription news service to original TV shows to a credit card. This may be exciting for consumers, but I explain what it really means for investors… My podcast listeners are the best. Because of you, we continue to grow our brand and our reach. If there’s someone yo...
Mar 29, 2019•18 min
March Madness is upon us… I hope you take time to watch the amazing NCAA tournament. Many listeners know I’m a diehard Jayhawks fan, and today I answer a question on how far I think they can go. Trying to predict the future can be exhausting when making investments. I explain why—in most cases—you shouldn’t pay much attention to forecasts beyond two years… and why you should ignore economists altogether. One of the most difficult decisions investors face is when—and what—to sell. Don’t make it t...
Mar 22, 2019•27 min
After two awful crashes in a handful of months, Boeing’s most popular airplane is grounded. This is a story I know well, having personally toured the amazing Boeing facility in Seattle just a couple years ago. Today I talk about why there’s too much risk surrounding the stock right now. But if you want to invest in the space… I tell you what to buy instead. A listener sets me up for a rant by asking about the college admissions scandal. While I do go on a bit of a rant, “Operation Varsity Blues”...
Mar 15, 2019•21 min
I’ve met some amazing people in 20 years of doing something I love. A longtime listener asks how I keep such a powerful network of contacts. The key is something you may not expect... I’ve been talking about growing my company, and this has led some folks to worry that we’ll take on too many subscribers… that it might become difficult to get into our recommendations. I explain why that will never be a problem. And there’s no such thing as a perfect exit strategy, but you’ve got to have an exit p...
Mar 08, 2019•28 min
Options trading is a great way to limit risk while juicing your returns… if you know how to time it right. I kick off today’s episode by discussing the pros and cons of this investment strategy. (By the way, Mike Alkin’s amazing Moneyflow Trader service puts these theories into practice.) Cryptocurrencies remain in a bear market... But today I explain why I’m optimistic about the price of Bitcoin over the next year. As first quarter earnings season comes to an end, one listener wonders whether t...
Mar 01, 2019•39 min
When you turn on any financial news program, you’re likely to see some interview or opinion from a hedge fund manager. Some are more public than others when it comes to talking about their ideas... Today I answer a question on who my top five hedge fund managers are... and why I respect them as investors. I’ve been pounding the table lately on why I believe digital securities are going to give investors tremendous opportunity over the next several years. Listen as I answer a question about Overs...
Feb 22, 2019•37 min
If you had the opportunity to spend $3 billion and get back $25 billion over time… Would you do it? Turns out, there are a select few New Yorkers who think it’s a terrible idea. Today I discuss the news that Amazon will no longer build its HQ2 in New York… and what this says about our current political scene. In 2017, J.P. Morgan Chase CEO Jamie Dimon said Bitcoin was a fraud… But this week, J.P. Morgan announced it’s creating its very own cryptocurrency. This is just another example of how bloc...
Feb 15, 2019•26 min
There’s always volatility during earnings season. One sector in particular is grabbing my attention… Oil. On today’s episode, I explain what investors need to watch for as the oil industry faces headwinds. My contrarian streak for Super Bowl predictions continues to impress… I’ve gotten it wrong nine out of the last 10 years. On today’s podcast you can find out what I really think about the most boring Super Bowl ever. And more importantly… I explain how understanding the Patriots’ head coach ca...
Feb 08, 2019•38 min
On today’s show, I tackle an old nemesis. Yes, I was wrong about this company in a past recommendation. But after its first solid quarter in two years, I’m ready to talk about this name… why I think the stock has bottomed… and its latest bold move to shake things up. Speaking of “shaking things up”... I believe digital securities will have a revolutionary impact just like the internet. And we’re launching our own digital security Curzio Equity Owners (CEO) in less than two weeks. I explain how a...
Feb 01, 2019•52 min
I just got back from the Consumer Electronics Show (CES) in Las Vegas. It was another great display of tech trends as over 4,500 companies presented the newest gadgets and technologies launching in 2019. I break down everything I saw at this year’s show… And while I came back with plenty of new ideas, there are three trends—and several companies—I’d definitely stay clear of. Netflix reported earnings yesterday, giving awful guidance going forward. Earlier in the day I tweeted about why I wouldn’...
Jan 18, 2019•38 min
In recent weeks, I’ve been giving you in-depth coverage of digital securities —a market that’s creating a huge paradigm shift in finance. Regular listeners know we’re getting ready to launch our own digital security, the Curzio Equity Owners (CEO) token. On today’s show I answer questions about the structure of our deal and why this is a great opportunity for my company and for accredited investors. (To learn more about the offering, sign up here .) Throughout this year—and into 2020—you’ll see ...
Jan 11, 2019•45 min
The market volatility of 2018 has carried over into 2019. I know it’s frustrating to see prices come down… and to get stopped out of several positions. But on today’s show I explain why I believe we’re close to a bottom in this market… and why now is the time to be searching for great ideas. I also share some new details on our security token offering (STO), which will launch in just a couple of weeks… including how much money we’re aiming to raise and the price our security token—the Curzio Equ...
Jan 04, 2019•53 min
First 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, ...
Dec 21, 2018•35 min
The market continues to be volatile... and some of the most popular stocks are leading the way down. I’ve been warning you about one market darling—Apple—for the last couple of months. With shares down over 25%, we’re getting close to a buying opportunity... but one key metric must change before buying shares. It’s my job to provide you with as many great ideas as I can. If you subscribe to several of my newsletters, today I tell you how to best allocate your portfolio to profit from those ideas...
Dec 14, 2018•43 min
It’s one of the most volatile times in stock market history. But volatility is the new normal. So instead of worrying about it, today I show you how to make money from it. The Dow Jones index saw 500-point-plus moves almost every day this week. I explain why we’re seeing these huge price swings… and who’s to blame for it. You know how bullish I am on digital securities and security token offerings (STOs). I share the one market STOs will replace starting next year… (Hint: It’s bigger than the S&...
Dec 07, 2018•38 min
I just returned from an incredible trip to New York. After meeting with lawyers and some of my top contacts, I’m more excited than ever about the future of cryptocurrencies… and Curzio Research. The cryptocurrency market has been getting destroyed lately. I know it has a lot of you worried. But the crash in utility tokens—the most common type of crypto—was inevitable. I warned you about it months ago. Utility tokens don’t provide investors with ownership (equity). Most of these companies have ye...
Nov 30, 2018•36 min
I hope you had an awesome Thanksgiving. For the holiday, I’ve put together a special Frankly Speaking for you. Instead of answering questions on stocks and the markets, I explain the future of Curzio Research... and the many new benefits we’ll have to offer. They include… Our upcoming security token offering (STO)… An unparalleled investor educational platform where you’ll be able to access original content from some of the best analysts in my network… And new newsletters tailored to your needs—...
Nov 23, 2018•51 min
Apple is down close to 20% from its highs… and one listener wants to know if it’s time to jump back into the tech giant… So I discuss an industry leader that will let you know exactly when to get back into Apple. It’s also the reason I’ve been cautious on Apple for the last two quarters… I’ve been talking about how security token offerings (STOs) are going to be one of the biggest growth opportunities in our lifetime… and I highlight numerous institutions that are building platforms and exchange...
Nov 16, 2018•35 min
There are numerous platforms being used to help “Mom and Pop” invest in startup companies. This includes crowdfunding sites, initial coin offerings (ICOs), and security token offerings (STOs). While some of the startups are promising… these deal structures are a complete joke… and it’s the individual investor who gets screwed… Today I tell you what to pay attention to if you want to avoid investing in a BS deal. Are you interested in a newsletter based on macro views? Or one based on Dow Jones s...
Nov 09, 2018•43 min
5G isn’t here yet... But it’s going to be one of the world’s biggest growth trends over the next couple years. 5G is the fifth and next generation of cellular mobile technology, replacing current 4G systems. This new technology promises to put an end to dropped calls and slow downloading speeds, as well as provide a huge tailwind to the Internet of Things (IoT). Today I explain how the infrastructure will be built out for this incredible technology... And share the companies with exposure to thi...
Nov 02, 2018•35 min
The markets continue to be volatile. But after the recent selloff, I’m seeing an incredible buying opportunity in many industry-leading names... Including one large-cap tech stock that just reported blockbuster earnings. Today I break down this company and explain why now is a great time to buy. It’s great to get questions from Millennials. It’s humbling to know this podcast reaches a wide range of investors... it keeps me on my toes. One of our young listeners asks a great question about warran...
Oct 26, 2018•33 min
It doesn’t matter how old or young you are... you need some speculative positions in your portfolio. Today I explain how to think about risk as you get older… and why you want to pay attention to risk-adjusted returns. While the trade talks between the U.S. and China have stalled… I answer a great listener question: Should we be worried about China eventually shutting out foreign investors? There are a lot of great buys out there after the market’s recent pullback… But after doing a deep-dive in...
Oct 19, 2018•32 min
