Ep.607: Don’t Be a Hero and Buy on the First Dip

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

🗓️ 29 March 2018

⏱️ 135 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz of and host of podcast (the second best investing podcast) breaks down the technicals of the market action we’ve been seeing lately... and what that means for your portfolio. If you’ve been wondering how to navigate this volatile market, Andrew will help you keep your sanity. He advises us about the right time to panic, versus the right time to take advantage of everyone else’s panic. Andrew also reviews some recent positions he’s taken on--individual names and what impact the administration and Federal Reserve could have on the markets in the near-term. I also want to thank you all for the love and good wishes you’ve been sending to me and my family as we battle a few health issues. Your support has been overwhelming... and it feels like the Curzios are turning a positive corner. I also take a moment to recap what’s been going on in this crazy March Madness tournament this year. We’ve seen a lot of upsets and some big surprises as we head into the Final Four. And stay tuned till the end… I’ll announce some schedule changes for the release of Wall Street Unplugged and Frankly Speaking. These changes should provide you with a more consistent listening experience moving forward. Stocks Mentioned AMZN NFLX TSLA FB M X CRSP CS 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 . 10:02 - Excited to bring on Andrew Horowitz, , host of 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 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 today 29:09 - Is the market volatility we’re seeing right now normal? 30:24 - How high-frequency trading algorithms are impacting market action. 33:00 - Andrew tells us about , the advisor-crafted, technology-enhanced investing platform. 34:44 - Some of the investing strategies Andrew is currently pursuing in 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 banks 41:40 - Don’t be a hero... it’s going to take a lot to spook people from this market. 45:09 - March Madness recap 47:46 - Podcast schedule changes WSU will now come out Thursday mornings Frankly Speaking will now come out Monday mornings

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:14.0	There's going out there, it's March 28th.
0:18.0	I'm Frank Curzier, I'm on Wall Street on
0:20.0	on what podcast, where I break down the headlines.
0:22.0	End. Street on a plug podcast where I break down the headlines and tell you it's really moving these markets.
0:27.0	I tell you it's been a tough year for me thus far. Family wise.
0:35.8	Tell you what happened to my wife, they found a lump in her breast. She's a breast cancer survivor.
0:41.0	Told you guys say some prayers you did and it worked.
0:43.4	It turned out to be nothing.
0:45.4	But the past four or five days have been difficult because we found that our youngest daughter
0:48.6	had bad stomach problems.
0:50.4	We brought it to the emergency room.
0:51.9	And she's seven.
0:53.5	And they just set their back and say,
0:57.3	oh yeah, it's not probably nothing.
0:58.9	I mean, she was excruciating pain every time she went to the bathroom.
1:02.0	And we said, okay, let's wait a couple of days.
1:04.5	And I was actually out about four or five hour
1:06.5	drive away for like four days.
1:08.5	And it just got progressively worse.
	...

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