Michael Alkin: Your new favorite short selling strategy…
“Management teams only tell the best part of their story” -– Michael AlkinWelcome back to another episode of Wall Street Unplugged.This week, one of my favorite short sellers in the business, Michael Alkin, joins the show.While most short analysts will only study company reports (revenues, earnings, or recent guidance), Michael takes the extra step others ignore….He talks with customers… former employees… suppliers… and distributors. Only then will he decide where the chips fall.And on today’s show, Michael tells one of the best stories I’ve heard on Wall Street. It includes an incompetent company… a costume… and one ballsy analyst.Tune in to learn more about Michael’s contrarian approach to short selling… along with two sectors he thinks are about to blow up.Good Investing,Frank Curzio
What’s really moving these markets?
Get free daily updates
More Wall Street Unplugged
Will falling oil prices drive the Fed to cut rates?
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha.
Rick Rule’s favorite resources for 2026
Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.
Brace for a market pullback
A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.
A generational opportunity in offshore oil
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.
AI changed my Bitcoin thesis
$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.
The big winners of the AI power crisis
Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!
Latest episodes
