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b'In episode 154 we welcome Frank Curzio.\\nFrank begins with his origin story, learning to conduct financial research from his dad, working for Jim Cramer and the incredible industry and company access he had, and eventually launching Curzio Research.\\nMeb jumps right into markets by asking Frank what opportunities he\\u2019s seeing right now. Frank mentions he\\u2019s not seeing a lot of opportunity but likes seeing the separation in company reporting right now, some stocks reporting poorly, some reporting well. Overall, with a decent economy, not much crazy bullishness, and with valuations where they are, he thinks a downturn of 10-15% might create a lot of opportunities.\\nFrank then gets into tech. He discusses the idea that the leaders can continue to grind higher, and his thesis on why IBM\\u2019s Red Hat deal will be a gamechanger. He transitions into biotech and discusses his thoughts as well as some of the difficulties of investing successfully in the industry.\\nNext, the conversation transitions into energy. Frank talks about natural resources, and some of the \\u201con the ground\\u201d research he\\u2019s done, and the difference it makes in his understanding of the investments he\\u2019s making, as well as some specifics on energy, mining, and resources.\\nThe two then shift to talk about tokenization, and how Frank is tapping this innovative idea to raise capital for Curzio Research.\\nAll this and more in episode 154.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'