Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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Feb 11, 2015 • 1h 8min

Ep 284 Cactus Says Get ready For $100 Oil Prices

Cactus Schroeder, oil expert and 40-year veteran of the industry, predicts oil prices are heading back over $100 a barrel.  He gives us a history lesson comparing this downturn - with the oil crashes that took place during the mid 1980's and the 2008 credit crisis. Cactus also highlights how the costs to drill wells continue to fall each passing quarter.  He talks about one particular industry (within the oil sector) that investors should continue to avoid. Then, Cactus shares his two favorite stocks he's buying right now.   Visit me at  to ask me questions for learn more about my newsletters
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Feb 6, 2015 • 23min

Ep 283 Frankly Speaking: Questions From the Audience plus My New Website and Newsletter have Launched

My brand new website is live at .  Plus, my new newsletter Disrupters and Dominators has launched. to learn more about it. Today’s first question comes from Josh who wants to know about creating and running a weekly podcast…It’s a ton of work but extremely rewarding. Julie asks about Twitter. Short answer, it’s got huge potential and my be worth looking at to add slowly to your portfolio. The last question came from JC and he asks about the mechanics of using trailing stops.  Definitely use them but don’t ever put your stops “in the market”.   Be sure to send in your questions to me
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Feb 4, 2015 • 1h 10min

Ep 282 Andrew Horowitz Unplugged

Andrew Horowitz, founder of Horowitz & Company and The Disciplined Investor, talks about the negative implications of bailing out Greece, why taxing offshore assets will never happen, and why it's time to buy select oil stocks.  Andrew also shares his favorite stocks to buy and one popular company he's looking to short.    Frank then shows you how to buy stocks like Netflix, Apple and Celgene early in their growth phase.  These stocks traded at expensive valuations 10-years ago. That's why most value investors ignored them.  Today, these companies are industry leaders.  They also provided early investors with life-changing returns.    In this classic educational segment, Frank will show you how identify the next industry leaders.  These methods include ignoring classic valuation metrics like price-to-sales, book value and price-to-earnings.
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Jan 30, 2015 • 31min

Ep 281 - Frankly Speaking: My Brand New Website and Newsletter (Plus Questions From the Audience)

Frank’s brand new website is live at . Please take a look and tell us what you think. Plus, his new newsletter has launched. You can to learn more about it. Today’s first question comes from Paul.  He asks, “Frank I want to start a financial newsletter. Where do I begin?” Then, Todd asks Frank to comment on an article about $200 barrel oil. Frank answers his question and expands with his take where the future stock price of oil companies is headed. Lastly, Sid asks Frank to comment on the economy; recession, depression and the recovery.   If you have a question, be sure to send all of your questions to Frank
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Jan 28, 2015 • 1h 17min

Ep 280 Interviews With Two Of My Favorite Analysts

Marc Lichtenfeld, biotech analyst and editor of several newsletters at the Oxford Club, talks about the JP Morgan Healthcare conference he attended in San Francisco.  He calls the conference the "Woodstock of Biotech" - since every important person in the biotech industry is usually in attendance.      Marc has attended this conference for the past 7 years.  He will give us the inside scoop on this year's biggest themes in the industry, the important studies you need to know about, and what names should be on your watch list.  He also shares his favorite biotech stocks to buy right now.     Kristin Bentz, executive director of PMG Group and expert retail analyst, gives us a post-holiday update on retailers Wal-Mart, Coach, Gap, JC Penney and Lululemon.  Kristin is a "boots on the ground" analyst who visits these stores and talks to executives in the industry on a monthly basis.     Kristin talks about which retail companies will benefit the most from lower oil prices. She also talks about the huge impact mobile phones are having on certain sales trends. Then, Kristin shares her favorite retailer stocks to buy heading into earnings season.
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Jan 23, 2015 • 25min

Ep 279 Frankly Speaking – FCU.TO, IBM

Frank dives right in to the marijuana stocks and as he says… Beware! Most are down big and it’s not the time to short any of them.  McKenzie asks about the resource sector and Frank recommends you go back and listen to his podcast with (Episode 262).   Tom asks what Frank thinks about the uranium sector... He’s bullish. And he covers a question from Jack on IBM. Frank’s not a fan and he’ll tell you why. All that and a lot more. Be sure to send in your questions to
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Jan 21, 2015 • 1h 9min

EP 278 These Technologies Could Make Investors A Fortune

Jared Palmer, tech expert and co-founder of , talks about 10 of the most innovative trends at the Consumer Electronic Show.  He breaks down which new tech trends people should be investing in right now - and which ones investors should stay clear of.  Jared and Frank also mention more than 20 stock opportunities throughout this Podcast. So be sure to keep your pens handy since there are new tech trends, new innovations, and new gadgets you likely haven't heard about yet - that they will breakdown during this 30-minute interview.     Frank then talks about why he is now bearish on the markets.  He suggests investors take money off the table right away.  He also teaches investors how to look beyond the fundamentals when researching stocks.  This includes how to find the next Facebook, Tesla or NetFlix - that could offer you life-changing returns.   Please email Frank at with any comments and questions
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Jan 16, 2015 • 26min

Ep 277 Frankly Speaking – REGN, STLD

When your stocks are taking off and running much higher quickly what should you do? Should you sell it and bank the gains? Or maybe sell 50%, 60% or 70% and let the rest ride? The potential for some stocks, especially the pharmaceutical companies can be tremendous. Frank offers up a few ideas. Plus, Frank covers Vladimir’s question about whether you can you make a living day trading? And he covers a question from Michael about Steel Dynamics stock price bouncing all over the place. All that and more.   Be sure to send in your questions to
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Jan 14, 2015 • 1h 5min

Ep 276 Live From The CES In Las Vegas

Frank talks about the biggest technology trends he saw at the Consumer Electronics Show (CES) in Las Vegas.  He breaks down what stocks will be huge beneficiaries of the Internet of Everything, Virtual Reality, Wearables, Connectivity, Smart Homes and 3D Printing. Frank then interviews media and technology expert Greg Kahn.  Greg has worked with some of the largest advertising and content companies in the world including Disney, Omnicom, BBC America, L'Oreal and T-Mobile. He was also Frank's executive tour guide at the CES.  Greg breaks down the most popular gadgets at the CES and tells listeners which trends are game-changers - and which ones could fall flat on their face.     This week's Wall Street Unplugged Podcast will include dozens of stock ideas and give you a front row seat to the biggest technology trends that will shape our world over the next decade.  We advise taking notes since there is a ton of information to digest.  And if you have any questions or comments - be sure to send them directly to Frank at .
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Jan 9, 2015 • 32min

Ep 275 Frankly Speaking – Just Ask

Frank gives his predictions for 2015. Plus, a listener wrote in asking Frank if it’s unpatriotic to short stocks.  Frank tackles that question as he focuses in on the oil and oil service company stocks.   And, Kim wrote in and asked Frank if there are any plays in the LNG space that he likes right now and Joe asked Frank about his 2015 outlook.

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