There’s still hope for Gen Z investors

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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

4.6 • 1.1K Ratings

🗓️ 29 September 2021

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

My nephew, Joe Davide, is back on the show to discuss investing from the Gen Z perspective. If you’ve never heard Joe before, you’re in for a treat... Listeners love his authenticity and transparency. [0:38] Today, he gives an update on how his portfolio has fared over the last six months. [3:45] In a great teachable moment, we discuss how to manage winners and losers... and what led Joe to have a change of heart and sell several positions. [6:30] He explains where he’s finding his ideas... and how he conducts research before pulling the trigger on stocks. [9:37] Next, Joe shares why he only holds one position right now—a SPAC—and explains why he’s planning to hold for the long term. I share my opinion on this name… point out a few things to pay attention to when looking at the fundamentals… and explain why SPACs could have a lot of pain ahead. [11:25] Finally, we discuss the most important investing lesson… why you must focus on portfolio management... and staying in the investing game over the long term. [23:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media
0:06.9	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on mainstream.
0:16.0	Let's go out there. It's September 29th.
0:19.2	I'm Frank Curzio. It's the Wall Street Unplug podcast where I break that headlines and
0:26.5	tell you what's really moving these markets.
0:30.4	There's format. Just do an interview, great interview, set up coming up today.
0:36.1	We have someone very special going to join us.
0:38.8	And it is Joe Davide who is my nephew. Now if you knew this podcast,
0:44.5	Joe is a Jen Zier, right, we should see an explosion in this demographic when it comes to
0:49.8	investing, like through Robin Hood, crypto coin base, the Reddit crowd, GameStop, AMC,
0:55.1	I had Joe on twice. And the last time was about six months ago. And we're tracking his
1:00.1	trades going over his portfolio. And here's just some of the mistakes, some of the questions he
1:05.1	asked, and we had so much positive feedback. It was just some of the things that he was doing.
1:09.8	Other investors were doing. We had a lot of young investors in LA and they were doing like,
1:13.1	I love that interview. And Joe did a fantastic job of checking his ego out the door and just saying,
1:18.2	how do I get better and stuff? And I wanted him to come back. And this way we could track
1:22.4	sales portfolio is doing a lot of crazy stocks and stuff like that. But let's bring in Joe.
1:28.0	Joe, thanks so much for coming on. It means a lot. And it means a lot to the audience.
1:31.0	Because again, they loved those segments, which surprised me. And I said, okay,
1:35.6	let's see if we can just break this down, go into your portfolio, see what we can do to make
1:39.9	it better. And it turned out to be a hugely watch segment because we have this on our YouTube.
	...

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