Best Curzio podcasts we could find (Updated March 2019)
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Listen to hedge fund veteran and one of the best short-sellers in the world, Mike Alkin from Curzio Research, as he talks to CEOs, Corporate Managers, and Hedge Fund Managers to expose price imbalances and money-making opportunities “hidden in plain sight.” (720693)
 
Investment Disciplines and Timely Advice.
 
The Best Stocks To Buy is a brand of Conner Management Group, LLC, an SEC registered managed account money manager. We use our own proprietary algorithms, not available anywhere else, to review, analyze and rank over 6,000 stocks every week for the benefit of our clients and online subscribers. We use the principles of value investing. Our goal is to help our clients grow their IRA and retirement assets faster using a concentrated portfolio of stocks. Our Youtube channel and podcast is a com ...
 
The Best Stocks To Buy is a brand of Conner Management Group, LLC, an SEC registered money manager. We use our own proprietary algorithms, not available anywhere else, to review, analyze and rank over 6,000 stocks every week for the benefit of our clients and subscribers. We use the principles of growth and value investing. Our goal is to help our clients grow their investments assets. Our podcast is a complement and alternative to shows and publications such as Jim Cramer's Mad Money, NPR P ...
 
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show series
 
I’ve talked before about the role geopolitics should play in your investing framework. It’s absolutely critical that we pay attention to the world around us. For example… Right now, investors should have their eye on the high stakes poker game between Russia and Venezuela. Is the U.S. prepared to ante up? My guest today is Tim Rotolo, founder a ...…
 
Our guest this episode, Ross Gerber helps us understand about the intricacies of markets and his current outlook. We discuss Tesla and Elon Musk’s Tweeting habit as well as his take on social media. Plus – is the recent Fed move a good or bad sign? Ross Gerber is the Co-Founder, President and CEO of […]…
 
Elon Musk is the much ballyhooed would-be-savior of the planet. He’s created a cult-like following through his efforts to bring electric vehicles to the masses. These Teslemmings would walk to the ends of the earth for him… Good thing the Earth isn’t flat. If it were, they’d be heading right over a cliff. Today, professional investor Ed McCabe ...…
 
Markets are moving and there is some question about the sustainability. Perplexing questions from listeners are considered and we spend some time looking at the outlook for Facebook (FB). A look back at last week’s markets and economics – and what is coming for next week for earnings and economic reports. Plus – A look […]…
 
This is the best risk/reward setup I’ve ever seen in my investing career… And nothing is a close second. Technical factors involving geopolitics and an ETF rebalancing have masked dramatically improved fundamentals in the uranium and nuclear power industries… And the market is asleep at the switch. That means you can still get up to speed and p ...…
 
David Morgan talks about a potentially viable, but not well known energy source. We also get into storage and availability of crude and other commodities. There is a specific report that is telling us the the Pull-Forward Effect is now confirmed – listen in to the discussion. Plus – Why does Mario Draghi look so […]…
 
My guest today is former chief audit executive, Brent Brickman. Brent takes us on a behind-the-scenes risk management journey… Companies put out financial statements... and investors take them as gospel. If it were only that simple... Those pages are made up of the moving parts of a company. A proper reporting of them requires sound internal co ...…
 
Just as art imitates life… football imitates leadership and investing. Even if you’ve never played the game… even if you’re not a fan… there are valuable lessons to be learned. Today’s guest is Angus Reid, 13-year Canadian Football League (CFL) pro and two-time Grey Cup champion [21:33]. He’s also the author of Thank You Coach, which details th ...…
 
Using Market Profile to analyze markets. Finding the footprints in price and volume that show the level of conviction for traders. A look back at last week’s markets and economics – and what is coming for next week. Plus – Listener Questions… Follow @andrewhorowitz More information on the TDI Managed Growth Strategy – HERE Stocks […]…
 
Management teams tell the story they want you to know… not the one you need to know. Sometimes they’re one and the same. Other times… not so much. It can be tricky to know what stories to believe… and which ones don’t add up. After all, they all sound good. Wall Street is chock full of rosy projections and eternal optimists, but my guest today ...…
 
The rally is no nothing 9 weeks. We look at the structure and point out the triple-tops that may come into play. Even the most respected investors are now turning into corporate illusionists. We take a look at where we have seen this before. Plus – next week’s earnings, economics and a look at the […]…
 
Nuclear power has had a bad rap for 50 years… Talk about believing myth over reality. My guest today is world renowned nuclear advocate Michael Shellenberger [10:46]. For years Michael campaigned against nuclear power, espousing the virtues of renewables like wind and solar… But then—after much study and a hard look at the facts—he changed his ...…
 
A quick update on markets, triple tops and what an overbought condition actually means. Plus – Why are some FinPros trying so hard to be different (and genuinely do think that they’re being different), by rejecting anything they deem to be too popular? Simply ridiculous and we get into it. Follow @andrewhorowitz More information on […]…
 
I’ve got a special treat for you this Valentine’s Day… In the uranium and nuclear power world, all eyes are on the outcome of Section 232. The recommendation to the president by the U.S. Department of Commerce is expected by mid-April… and could have broad implications for the industry. Today I’m talking with Jeff Klenda, CEO of UR-Energy—one o ...…
 
In the late 19th century, accountants wore green eye shades. Their attention to detail was so acute… and the shades lessened eye strain against candles and early incandescent lights. But today’s government bean counters shouldn’t trouble themselves with details while reviewing a copy of the Green New Deal, the proposed environmental legislation ...…
 
Five key items that have been at the heart of the recent market move – we dig in to each and look at potential outcomes. In this episode we also take a look at the technical and fundamental reasons that are driving sentiment and question whether this is the eye of the storm – awaiting […]
 
We review a stock in the Tobacco Industry named Altria Group (Ticker: MO).
 
I’m a fundamental analyst. Numbers speak to me. But that’s just one way to invest. Sometimes the numbers don’t tell the whole story… That’s when pictures help. My guest today is David Keller, former chief technical strategist for Fidelity Investments and founder of Sierra Alpha Research. David has charted the price movements of thousands of sto ...…
 
Dr. Daniel Crosby helps us understand several types of risk and how it impacts our trading and investment outcomes. From ego risk to confirmation bias, we look into what make traders/investors tick and how they can better understand ways to make better decisions. In this episode, we dig deep into the four primary types of […]…
 
Geopolitics aren’t just for news junkies or history buffs. Investors must take a global view. Russia is less oil-dependent… China is returning to its long-term strategic thinking… and the Brits are struggling with Brexit… In a vacuum—and without the proper mental framework—none of this might seem to matter for your portfolio. But I want to shar ...…
 
Is there such a thing as the rights of taxpayers? You will be surprised to learn what our guest, Daniel Pilla has to say about that. We discuss what to do if you are audited, a few best practices and more. Of course we start this episode with some of the latest market and economic […]
 
I’ve just left the Vancouver Resource Investment Conference (VRIC) and am making my way back home. On today’s podcast I give a recap of the event and share my reactions to the speakers… I also break down how to protect yourself from the inevitable noise that comes any time a group of “experts” get together. But forgive me if I sound a bit crank ...…
 
We review a company in the Automotive Parts industry named BorgWarner (Ticker: BWA).
 
Frank Curzio is back from the Consumer Electronics Show (CES) and has some great stories to share. We discuss some of the winners and losers from CES as well as some of the newest and coolest tech trends. Plus – insights on the economy, markets and more. Frank Curzio can be reached by email at […]
 
Uranium fundamentals have been improving dramatically for over a year… kind of like my New York Islanders. The Islanders have improved markedly—their defense has gone from the bottom of the league to near the top. And with uranium, we’re about to witness a quantum leap that will make investors finally take note. Last month, fellow uranium fund ...…
 
With all of the recent volatility – it is time to discuss some hedging strategies that can help with downside risk. Strategies for stocks and overall portfolio risk mitigation are explored in for times when the dominoes start to fall. A look back on the end of 2018 and a look ahead – What we […]
 
Happy New Year! Before we took a break for the holidays, I interviewed my buddy Arthur Hyde, a uranium hedge fund manager at Segra Capital, and promised that it was part one of a two-part series. You can listen to the first episode here, where he and I begin our deep dive into the world of uranium and the fundamental drivers behind the market. ...…
 
The Best – the very best of 2018. There was some many great guest and fantastic discussions. We went back and took a look at some of our favorites and put them together for this show. Plenty more in store for 2019. A bug thanks to you – the listeners – for making this show […]
 
Markets are reacting to a barrage of news and investor sentiment has soured. We are witnessing a negative feedback loop that is feeding on itself. Some techniques and exercises to help keep you thinking before acting. A few short-term signals are reaching levels that appear to support a bounce – especially with the end of […]…
 
Rarely do you see a decoupling of industry fundamentals from stock prices—but we're seeing it in the world of uranium right now. Massive supply deficits will require a significant rise in the price of the underlying commodity to incentivize new production required to meet growing nuclear power demand… But the aftereffects of a seven-year-long b ...…
 
In this episode we take a look at some of the software, research and news that I use on a regular basis. In addition, reflections on what we have accomplished with the show this year and some thoughts our commitment to continue producing great content. When is the time to start thinking about entering back […]…
 
The show must go on… Unless you fall off a 10-foot ladder while hanging Christmas lights. And then get the flu. Yep, I had the double whammy last week. But a good thing about being laid up in bed is I had plenty of quiet time to think. (See… I’m not always a contrarian!) Market volatility is high—and it’s coming from many different fronts: slow ...…
 
So much for seasonality…. DJIA gives back all of last week’s cheer. There are frantic yield inversion worries And Listener Questions… Plus, a look at some of the reasons that markets continue to be in sell-the-rip mode. Link to Passive vs. Active Investing Report Follow @andrewhorowitz Stocks mentioned in this episode: (AAPL), (SPY), (IWM), (QQQ)…
 
Our guest, Arthur Herman shares some incredible stories of success that evolved through a quasi public/private partnership – before and during WW2. Business leaders across all sectors came together with one mind, one goal – win the war. Which business leaders today could be in line to help provide that kind of participate in the […]…
 
Investing in out-of-favor stocks can give you a big rebel thrill… and you don’t even have to hop on a Harley… Blown up… left for dead… on the trash pile… you name it… Abandoned stocks are worth a look. If you can find asymmetry in the risk/reward, the wait can be well worth it. But making a contrarian trade just for the sake of doing so can be ...…
 
There are several indications that last week’s market action was rather disorderly. A bit of panic selling seen on the opens and that may lead to some interesting opportunities. A look at the TRIN and Put/Call Ratio indicators – and what they are telling us. Plenty of listener questions and a book giveaway. Link to […]…
 
We review a company in the Advertising Industry named Omnicom Group (Ticker: OMC).
 
My guest today has been in the nuclear power industry for 30 years. She’s forgotten more about nuclear than most people will ever know. Andrea Jennetta is publisher of Fuel Cycle Week. Over the last couple of years our views on the uranium cycle have diverged. But we finally had a chance to meet face to face at the Nuclear Energy Institute conf ...…
 
Frank Curzio explains that there is a special phrase that analysts use that should send investors running for to the doors. We discuss the the troubles facing big-box retail and the outlook for the economy. Plus we take up the topic again of how tariffs can impact companies, both domestic and international . Frank Curzio […]…
 
Jacob leegard went from professional poker player to full-time deep-value contrarian investor. It’s not such a stretch… The contrarian approach requires a great deal of patience and risk/reward assessment… And when you’re buying what everyone else is ignoring, you can only play your best hand… That means knowing how to spot the greatest opportu ...…
 
In this episode, we take a look at some of the internals that make up the technical levels for markets. Inflation is heating up, the Fed is staying the course – investors are getting worried. Stocks to watch, the outlook for 2018/2019 and listener questions. Follow @andrewhorowitz Stocks mentioned in this episode: (SPY), (IWM), (PCE), […]…
 
Everyone loves a good story… but the problem with buying a story is the facts sometimes get in the way. Today I talk about why numbers matter… and the ones to pay attention to. U.S. midterm elections are tomorrow. The results could lead to market fireworks —or not… If you weren’t prepared for last month’s market bloodbath, it’s time to start le ...…
 
A big rebound – many want to know if this is for real. Apple (AAPL) tanks, trade talks gone wild and a look at “GooBad” news. This week’s guest, Danielle DiMartino Booth tells us why she is no longer on the Fed’s holiday card list. Danielle DiMartino Booth is CEO and Director of Intelligence for […]
 
We review a stock in the Electric Equipment industry named Acuity Brands (Ticker: AYI).
 
I’m coming to you from the Nuclear Energy Institute's Fuel Conference (NEI) in Boston. Today I’ll share a sample of my presentation, The Uranium Cycle Has Turned While Hiding in Plain Sight. And you know, it’s a funny thing about the market—it doesn’t care what you’ve done… only what you’re going to do. GDP growth is strong… third-quarter earni ...…
 
Trillions lost and key market indices are now in the red for the year. Earnings have been mixed but still decent growth overall. However, investors are focused on the outlook that is not as bright as was hoped for. Plus, we take a take a look at some interesting statistical rarities within the markets and […]…
 
Asymmetry in stocks exists where most aren’t looking… And the value one finds on the trash heap can be quite exceptional. No one subscribes to this view more than my guest today, Chris MacIntosh, founder and editor of Capitalist Exploits… It’s exactly how I think, too. Chris scours the market’s discard pile looking for deep value—and he shares ...…
 
There was mixed news for markets this week. Economic reports are still generally positive, but sentiment appears to have soured. In this episode we take a look at the current market structure compared to a historical analog that may be a pattern to watch. Here is the simple truth: there are no magical shortcuts – […]…
 
We’re now in earnings season, which always brings its share of surprises… If that weren’t enough, it’s a hairy geopolitical landscape out there… There’s the U.S. tiff with China—and I’m not talking about tariffs. There’s also the drama unfolding in Saudi Arabia. These and other world events can have big implications for your portfolio. So on to ...…
 
Markets hit a sinkhole. We discuss the ramifications and what investors should be considering. There are many facts being presented on the subject and so many more opinions – we try to sift through these to make heads or tails of it all. Also, we take some time to discuss the political divide that has […]…
 
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