Frank Curzio
By Frank CurzioDecember 14, 2017

Mike Alkin: The Big Announcement (and exclusive Q&A)

Mike Alkin
“Don’t confuse a brand you know for a company you should own…”        – Mike Alkin
Download TranscriptWelcome back to another episode of Wall Street Unplugged.This week’s guest is Mike Alkin – Curzio Research’s newest Senior Analyst and Editor of—I can finally say it—Moneyflow Trader.On today’s show, you asked — we answer.Mike and I go over the questions you posted we didn’t get to answer on this week’s video training series… while giving you a hefty sneak peek at what’s ahead for Moneyflow Trader.Topics and questions covered on the show include:
  • Mike’s bearish and bullish sectors of 2018
  • A mini masterclass on how to think about risk… both from a macro perspective, and for each individual position you hold.
  • The art of the exit, and the age-old question of when to sell
  • And the very personal reasons Mike left the hedge fund world to start a newsletter for “little guy” investors like us…
As we approach a tipping point in today’s eight-year bull market, don’t miss out on what this hedge-fund vet has to say about the so-called S&P 500 and 401k “safe” plays.You heard it here first.Good investing,Frank Curzio

Links & Resources

 
Read the signs. Beat the market.
The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
More about Podcast

Should you buy Cerebras on this pullback?

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

Is SpaceX a buy on its pullback?

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.

View all →
More from Frank Curzio
Artificial intelligence

Are smarter AI models creating a cyber threat?

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).

Is IBM a buy after its worst day in decades?

IBM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.

How much longer can this bull market last?

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.

View all →
Latest episodes
Ep. 1382

Should you buy Cerebras on this pullback?

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.

WATCH NOW
Ep. 1381

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

WATCH NOW
Ep. 1380

This tiny copper explorer just unlocked a multibillion-dollar opportunity

Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what investors can expect over the next 18 months… and the stock's enormous upside potential.

WATCH NOW
Ep. 1379

Japan’s currency crisis is more dangerous than you might realize

How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more.

WATCH NOW

Most Popular