SHOWNOTES
0:33 – My family and some health issues we’re battling.3:10 – How insurance companies handle medical coverage and the costs. Jeff Bezos and Jamie Dimon are looking to disrupt this industry.6:10 – Why I do what I do––to help you take care of your finances so you can take care of yourself and your family.7:07 – Mike Alkin and his family’s health issues, which makes him want to help you with your money as well.9:01 – If you have knowledge/experience with Crohn’s disease, I’d appreciate any insight and wisdom your willing to share. Please email me at Frank@curzioresearch.com. 10:02 – Excited to bring on Andrew Horowitz, Horowitz & Company, host of The Disciplined Investor podcast, to discuss the technical shifts we’ve been seeing in the market.12:05 – Andrew’s last appearance on the podcast.12:49 – What is Andrew seeing in the markets as a technical analyst. 14:14 – The announced tariffs and what impact they could actually have on the U.S.15:03 – How rising interest risks could affect stocks and company earnings.16:45 – The Federal government could target certain companies. For example, Trump’s obsession with Amazon. 17:33 – A look at the technical levels of stocks and how to trade on them right now.22:48 – Stock leaders are getting hurt.26:06 – Historical data on the S&P 500 and how that compares to where market levels are today29:09 – Is the market volatility we’re seeing right now normal?30:24 – How investment algorithms are impacting market action.33:00 – Andrew tells us about Envestology, the advisor-crafted, technology-enhanced investing platform.34:44 – Some of the investing strategies Andrew recommends for this market environment.36:36 – Individual names Andrew likes or is shorting: 36:57 – Shorting strategy on Macy’s 37:22 – Opportunities in U.S. Steel 38:20 – CRISPR has some upside potential 38:35 – Kara Therapeutics has some interesting products in the pipeline 38:58 – Credit Suisse’s potential amid the concerns for European banks41:40 – Don’t be a hero… it’s going to take a lot to spook people from this market.45:09 – March Madness recap47:46 – Podcast schedule changes WSU will now come out Thursday mornings Frankly Speaking will now come out Monday morningsCurzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
