Ep. 613: Why Great Investors Ignore the Headlines

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

🗓️ 19 April 2018

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome back to Wall Street Unplugged. My guest this week is Corby Marshall, CEO of Hilltop Cybersecurity. (Full disclosure: I’m an early investor in this company.) Corby joins me from the RSA cybersecurity conference to discuss what we should all be thinking about it when it comes to protecting our data. You’ll also be fascinated to hear what led him to into this space... Later, we’ll talk about how important it is to look beyond the headlines when it comes to evaluating a stock. Read the story no one else is telling—because news stories aren’t often digging into the fundamentals. I also take a few moments to vent about the media’s obsession with the Mark Zuckerberg Facebook hearings and the James Comey publicity book tour. 0:33 – Why did we make such a big deal about the Mark Zuckerberg hearings on CNBC? 4:20 - Can we trust the biggest companies in a space to regulate their own industry? 6:35 - I watched James Comey’s latest PR blitz for his book trashing the President. 9:18 - Democrats need to stop lingering on this Russia collusion nonsense. 10:33 - Netflix reported good numbers, but of course, someone always goes on TV and says they’re worried about the company’s expenses… I’m not. 14:24 - So excited that we are into earnings season. 16:25 - Seeing a lot of potential in cybersecurity, so I’m also excited to be chatting with Corby Marshall, CEO of Hilltop cybersecurity. 19:20 - Corby’s background and why he got into cybersecurity. 21:42 - What are the latest trends in cybersecurity he’s seeing at the RSA conference? 24:02 - How vulnerable are normal people online? 27:04 - The formation of Hilltop and how it strives to be better than the competition. 30:35 - What scares Corby the most. 33:19 - How important is it to have a great team. 37:18 - Hilltop’s involvement in the cryptocurrency space and protecting its customers. 40:45 - Connecting with Corby at 45:24 - Cancel newsletters where their editors aren’t allowed to buy stocks. 46:55 - It’s not whether or not a stock is expensive, it’s about its growth potential. 48:45 - Find the story that no one else is talking about. 50:44 - For example, how I looked at the defense sector during sequester talks back in 2012. 52:34 - Another example, big pharma and the patent cliff that people were worried about.

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.
0:14.0	How's it going out there?
0:17.0	It's Thursday, April 19th.
0:19.0	And I'm Frank Curranzier hosting the Wall Street Unplugged Podcast. Why break down the headlines.
0:23.0	End.
0:24.0	Tell you what's really moving these markets.
0:28.0	Yeah, I'm so glad it's earning season.
0:35.0	The news flow over the past couple of weeks.
0:38.0	It's been horrible.
0:40.0	It's so bad that theBC actually put a countdown clock to Zuckerberg's testimony.
0:47.0	I mean they get the countdown clocks for the kick off to maybe the Suubole.
0:52.0	Gonna launch, everybody's excited,
0:54.0	maybe the countdown for the Federal Reserve
0:57.0	is about to raise rates which influences
0:59.0	trillions of dollars around the world.
1:01.0	I can even see HBO putting up a countdown clock on all of their
1:05.6	channels highlighting the new season a game of Thrones about the start you know I
1:09.7	get those those are cool they're exciting but a countdown clock to Zuckerberg's testimony
1:16.7	If you look at you forced to watch this since it was broadcast on every news channel
1:21.1	streamed everywhere highlight on every single news blog in the world
	...

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.