Ep. 545: Michael Alkin: Your new favorite short strategy...

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 23 August 2017

⏱️ 85 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

“Management teams only tell the best part of their story” -– Michael Alkin Welcome 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 predicts are about to blow up. Good Investing, Frank Curzio

Transcript

Click on a timestamp to play from that location

0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.0	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.7	right to you on Main Street.
0:16.0	How's it going out there? It's Wednesday, August 23rd.
0:19.0	I'm Frank Gerze, a host of the Wall Street Unplugged Podcast, where I break down the headlines.
0:23.0	End.
0:27.0	Tell you what's really moving these markets.
0:30.0	They're a very special interview coming up.
0:34.0	With an analyst I met up with last week on Long Island.
0:39.0	They also met up with a few of his close buddies, including one interesting guy from my old neighborhood
0:46.6	in Queens, New York.
0:50.0	We started talking about the old times. We used to wear Sergio Ticinis, we used to wear decks, and some of you
0:57.1	millennials don't know what that is, which is a good thing, because maybe you might
1:01.0	not listen to this podcast anymore.
1:03.0	I think breakdancing on cardboard boxes.
1:07.0	Yes, chubby kids like me, how to know how to break dance,
1:09.0	or you really couldn't hang out with the cool crowds?
1:12.0	We used to listen to everything. T. K. A. Johnny O. Cynthia,
1:17.0	Stevie B. George Amand while wearing my herringbone chain.
1:25.6	I was right before I started getting to wrap. Listen to guys like Ice Tea.
1:27.3	Yes, Ice Tea used to wrap.
1:30.6	Again for millennials, it is the same guy that's on law and or special victims unit
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Frank Curzio, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Frank Curzio and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.