EP. 611: It’s a Stock Picker’s Market… If You’re Smart

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

🗓️ 12 April 2018

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to Wall Street Unplugged. This week, my guest is Mike Alkin, editor of Moneyflow Trader and host of the . Even though Mike writes his newsletter for Curzio Research, he and I often have differing views on the markets. (Mike is bearish and I’m more of a bull.) Even so, we generally find common ground. I have a lot of respect for his knowledge and opinions. Today, Mike reviews how he analyzes stock news and what helps him decide whether a company is going to have success in the future. Then in my educational segment [50:15], I talk market risk factors. The media is hyping three main risks right now: rising inflation, rising interest rates, and a potential trade war. All of these things have investors running for the hills. But the truth is, they’re not the negative market forces the headlines are making them out to be. Listen to find out why... SHOWNOTES: 0:33 – I share my broken water heater horror story 9:20 - Michael Alkin, editor of Moneyflow Trader and host of the , is my guest this week 12:56 - Mike talks about how much fun he’s having doing the new podcast 14:27 - Mike and I debate our views on the market; Michael is bearish and I am more bullish 20:17 - What Mike observed about the market at the 2009 bottom 23:10 - Impact on stocks now that the Federal Reserve is backing off its quantitative easing programs 27:02 - Stocks are dropping for companies even after positive earnings 32:30 - Concerns Mike is seeing within the consumer staples sector 36:59 - Some of Mike’s stock picks 45:33 - There are always pockets of stocks that buck market trends 50:57 - My thesis on the markets and the three major risks I’m seeing 52:49 - Why China blinked during trade talks 59:56 - Rising inflation is not that detrimental to the market because it’s not unexpected 1:00:22 - Why the the Federal Reserve is raising interest rates and what that means for the markets and economy 1:03:46 - What does this all mean? 1:07:16 - If you look carefully, you can find plenty of stocks that are undervalued and have potential for growth 1:10:38 - Still not convinced that there are opportunities in the market? Look at all of the mergers and acquisitions taking place

Transcript

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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 Thursday 8tho 12th.
0:19.0	I'm Frank Gerzey hosted the Wall Street Unplugged pockets, why I break down the headlines.
0:23.0	End.
0:26.0	Tell you what's really moving these markets.
0:30.0	So I water heater in my house broke a few days ago.
0:34.0	I had no hot water.
0:37.0	The tank started leaking water into my garage.
0:39.0	And like most lakes, it got worse with each passing hour.
0:45.0	It was my first experience at water heaters, so I did a normal thing.
0:48.0	I called the number on the water heater that said,
0:51.0	have problems with this water heater call this number.
0:54.0	And look you may think I'm smart when it comes to analyzing stocks and things like that
0:58.0	doesn't mean I know everything right I'm just like a normal guy.
1:02.0	So I call the number and it's Sears.
1:07.0	That's the first red flag.
1:09.0	Since this is a water heater purchased by the previous owner of my house,
1:12.0	so it's over 8 years old, and since then there
1:16.2	are barely any Sears stores around anymore. So again, Red Flag Number 1. So Lady gets on the phone
1:21.6	with me. I give it a product number which is on the tank, she says
	...

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