Subtlety matters a lot in investing. Knowing what to look for—and learning how to spot it—can help you strategically position your portfolio for market changes.

Frank Curzio, CEO of Curzio Research, joins me today to talk about the changes he’s seeing in the market… changes that are leading him to take a more cautious investment stance.

And let me tell you... it’s been a while since he’s felt this way.

Frank shares the cues he’s taking from the most recent earnings season… and he highlights what this could mean for your portfolio.

Topics discussed

• The latest earnings season and what the numbers indicate

• A strong dollar’s impact on companies’ bottom lines

• Inflation… finally!

• Portfolio positioning for a potential downturn

• How to navigate the frontier market of cryptocurrencies