Frank Curzio
By Frank CurzioMay 7, 2016

Ep. 410: Frankly Speaking: The Best Ideas From the Sohn Conference

Welcome back to another episode of Frankly Speaking.

We start today with some feedback from Todd about Facebook (FB).

Then get into a question from Joel who wants to know what the best ideas were from last week’s Sohn Conference.

[app_audio src=”http://traffic.libsyn.com/sainvestorradio/Frankly20Speaking20EP20413.mp3″]

Michael writes in asking about shorting utilities.

Howard writes in to ask about volatility and portfolio diversification.

And Mauricio wants to know more about how to interpret earnings reports.

As always thanks for listening and good investing.

What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More about Podcast

What the hot PPI means for the market

The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs.

I just bought more DGXX—here’s why

Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the next few weeks will be a game-changer for the company.

Iran War

Why Trump must end the Iran conflict ASAP

Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.

More from Frank Curzio

Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.

Iran War

How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.

This could cause the death of the stock market

Why algorithms could kill the stock market. Plus, why Nvidia (NVDA) fell after great results… Salesforce's (CRM) $50 billion buyback… Is IMAX (IMAX) a buy after earnings?... And a great entry point in an industry leader.

Netflix

Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge.