Wall Street Unplugged - What's Really Moving These Markets - podcast cover

Wall Street Unplugged - What's Really Moving These Markets

Curzio Researchwww.curzioresearch.com
30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what's really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.
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Episodes

A market pullback is coming

Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround. In this episode: Skydiving for my birthday [0:28] The New York Knicks' incredible comeback [2:45] Why investors must prepare for a pullback [6:36] A sector to buy—and one to avoid—amid rising inflation [12:58] Nvidia's earnings tonight: Here's what I ...

May 20, 202659 minSeason 1Ep. 1352

Trump's trip to China: These stocks will benefit

How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass? In this episode: The New York Knicks are on fire! [0:44] Spencer Pratt's insane bid for LA mayor [2:58] CPI takeaways: AI is powering the market… How long can it last? [7:46] Data centers just caught Wall Street off guard in a big way [18:33] DigiPower X is up over 400%—an...

May 13, 20261 hrSeason 1Ep. 1350

This tiny offshore driller is ahead of the majors in the global energy race

BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadership, and TotalEnergies (TTE) partnership… And catalysts for the stock over the next 12 months. In this episode: Why Big Oil is rushing into West Africa right now [1:10] CEO Craig Steinke on BluEnergies' (BLUGF) "multibillion-barrel" opportunity [4:47] The key to BlueEnergies' success: A major early-mover advantage [8:08] A game-changing partnership w...

May 06, 202631 minSeason 1Ep. 1348

The beginning of the end for OPEC

The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's exit is the beginning of the end for OPEC [21:11] Big Tech is reporting—and this stock's results mat...

Apr 29, 202659 minSeason 1Ep. 1346

This tiny power company could surge 10x from current levels

Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI… 3 key factors that drive Vivo's success… and the single biggest value driver for the stock in 2026. In this episode: Welcome, Kevin Chin, executive chairman of VivoPower (VIVO) [5:00] A generational opportunity: Why power is the new oil [11:55] VivoPower's strategy to dominate AI [19:15] 3 key factors that drive Vivo's success [24:57] The art of st...

Apr 22, 20261 hr 1 minSeason 1Ep. 1344

This tiny company is using AI and robotics to transform biotech

Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned management team and Big Pharma partnerships… and why 2026 will be a game changer for Telescope. In this episode: Welcome, Jason Hein, founder of Telescope Innovations (TELIF) [5:16] Telescope's robotic labs are revolutionizing biotech [8:27] Leveraging AI to reduce costs and improve patent timelines [14:02] Partnerships with the biggest names in Big P...

Apr 21, 202642 minSeason 1Ep. 1343

Andrew Horowitz: How to play the Iran conflict

Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)? In this episode: Welcome back, Andrew Horowitz of The Disciplined Investor [0:15] Andrew breaks down the market's non-reaction to the Iran conflict [1:40] How the Strait of Hormuz is driving inflation across the board [8:44] Why this earnings...

Apr 15, 20261 hr 5 minSeason 1Ep. 1341

Oil is plunging—are stocks in the clear?

Oil's drop: What's driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss' (LEVI) major warning for big box stores… And Tesla's (TSLA) risk/reward setup. In this episode: My pick for Masters week! [3:21] Oil's plunge: What's driving it and what it means for stocks [7:45] Key expectations for earnings season [14:56] Don't go bottom fishing in this sector [20:26] Proof the market isn't expensive at current levels [23:59] Microso...

Apr 08, 20261 hrSeason 1Ep. 1339

Is it finally time to buy Nike?

Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge. In this episode: Tiger Woods is stepping away from golf [0:15] What drove yesterday's historic market move? [4:30] The Strait of Hormuz remains key to the market's health [8:55] Carnival has a credibility problem [14:52] Forget oil—this commodity is about to skyrocket [17:51] This recent report o...

Apr 01, 20261 hrSeason 1Ep. 1337

Is a ceasefire with Iran on the horizon?

U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership. In this episode: How's your NCAA bracket? [0:49] U.S./Iran ceasefire talks are pushing the market higher [7:04] Why Trump NEEDS a resolution in Iran [14:42] How the Clarity Act drove Circle's plunge [27:18] Agentic AI is coming for big banks [34:51] Disney just blew its OpenAI partnership [43:24]...

Mar 25, 202659 minSeason 1Ep. 1335

What the hot PPI means for the market

The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs. In this episode: Happy late St. Patrick's Day! (And my Irish car bomb story) [0:15] The PPI came in hot: What it means for interest rates [5:30] Why the market NEEDS a rate cut [7:57] Key takeaways from Nvidia's GTC conference [22:02] Is NVDA a buy at current levels? [24:47] Is AI to blam...

Mar 18, 20261 hr 2 minSeason 1Ep. 1333

I just bought more DGXX—here's why

Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the next few weeks will be a game-changer for the company. In this episode: Breaking down the DigiPower X (DGXX) drama [0:20] Welcome back, Michel Amar, CEO of DGXX [5:13] Why USDC is great for DGXX shareholders [7:21] Power demand continues to outpace supply [23:56] Major news at the North Carolina and Alabama sites [28:30] Why the next few weeks will ...

Mar 17, 202658 minSeason 1Ep. 1332

Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%. Inside this Episode Did anyone catch this incredible NBA performance? Hedge funds are ramping up oil volatility Should you buy stocks during the Iran War? Did Oracle finally find its bottom? The AI power crisis is 10X bigger than people realize The spots in our latest p...

Mar 11, 20261 hr 21 minSeason 1Ep. 1330

How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade. In this episode: War with Iran: Why all eyes are on the Strait of Hormuz [1:27] U.S. producers will benefit from the Iran War [5:55] Should you buy stocks during a war? [17:07] Is AI to blame for Block's big layoff? [19:11] Private equity is crashing—is it time to buy? [32:0...

Mar 04, 202656 minSeason 1Ep. 1328

An under-the-radar lithium play with a big AI tailwind

Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company. In this episode: Welcome, Chris Doornbos, President and CEO of E3 Lithium [2:12] AI is driving massive demand for lithium batteries [7:07] E3's early-mover advantage [11:22] Why government support is key for junior resource companies [17:32] An oil &am...

Mar 02, 202653 minSeason 1Ep. 1327

Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge. In this episode: Shots to celebrate Daniel's 40th! [0:25] Congrats to the USA men's and women's hockey teams [3:04] Key takeaways from Trump's State of the Union [6:38] Trump Accounts are a game-changer [12:58] Why I expect Nvidia to fall after r...

Feb 25, 20261 hr 1 minSeason 1Ep. 1325

This megacap is a steal at current prices

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller. In this episode: The Olympic curling cheating scandal [1:46] This megacap stock could surge 50% this year [7:41] The Palo Alto Networks CEO is dead wrong on AI [14:53] Why software stocks are getting rerated [17:35] The latest moves from ServiceNow insiders...

Feb 18, 20261 hr 5 minSeason 1Ep. 1323

My 3 favorite small caps for 2026

3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more. In this episode: Wall Street Unplugged Premium LIVE on X! [0:12] Which was better: the Super Bowl or the commercials? [1:30] The No. 1 factor that could crash markets in 2026 [10:32] Truflation vs. government data: Who can you trust? [16:31] Proof the AI trend is alive and well—and how to play it [...

Feb 11, 20261 hr 23 minSeason 1Ep. 1321

Crypto expert Lark Davis: Signs we're close to a crypto bottom

Crypto expert Lark Davis breaks down the signs we're near a crypto bottom… why tokenization will bring trillions into the crypto industry… two digital asset treasuries to watch… advice to entrepreneurs… and 3 cryptos to buy on the dip. In this episode: Welcome, crypto expert Lark Davis [0:02] Signs we're near a crypto bottom [4:13] Tokenization will bring trillions into the crypto industry [13:09] Two digital asset treasuries to watch [22:12] Lark's advice to entrepreneurs [26:03] 3 cryptos to b...

Feb 09, 202645 minSeason 1Ep. 1320

The G.O.A.T. of the resource sector is all in on this $3 stock

Morgan Lekstrom of Streamex (STEX) breaks down how the company is bringing commodities to the blockchain… how it got the Warren Buffett of the resource sector on board… its visionary gold-backed token, GLDY… and its multitrillion-dollar total addressable market. In this episode: Streamex (STEX) is the 'Uber of tokenization' [0:16] Welcome, Morgan Lekstrom, cofounder and chairman [6:15] How STEX is bringing commodities to the blockchain [14:25] The Warren Buffett of the resource sector is all in ...

Feb 04, 20261 hrSeason 1Ep. 1318

This uranium leader could be Trump's next investment

Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside. In this episode: Recapping my trip to VRIC [0:56] This commodities bull market is unlike any other [4:16] What Trump's USA Rare Earth stake means for commodities [12:02] This uranium leader could be Trump's next investment [18:11] Today's Fed meeting could...

Jan 28, 20261 hrSeason 1Ep. 1316

Davos takeaways: How to invest as the global system breaks down

World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail. In this episode: Congrats to Indiana University, college football champs! [0:27] The market jumped after Trump's latest Greenland remarks [4:58] Canada is picking a losing fight with the U.S. [9:32] How investors should react to a political Davos [15:15] France j...

Jan 21, 202654 minSeason 1Ep. 1314

Netflix is dead

Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment? In this episode: The NFL season is over for me [0:19] Small caps are starting 2026 off strong [3:45] Why you shouldn't worry about high valuations [7:12] Trump's Powell investigation is a bad move [9:15] Don't buy the "independent Fed" narrative...

Jan 14, 202656 minSeason 1Ep. 1312

Frank's No. 1 stock pick for 2026

This stock has been a black eye for years—but it's about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI. In this episode: Happy New Year! [0:16] The Venezuela situation will change the global oil market [7:56] This is the best market ever for big banks [19:20] Why you shouldn't trust the CPI [22:14] This "crappy" sector will benefit massively from AI [30:37] Will Trump tar...

Jan 07, 20261 hr 1 minSeason 1Ep. 1310

The U.S. and China are in a data center arms race

Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:11] Why the gold-vs.-Bitcoin debate is absurd [25:37] The key ingredient to finding value in the mark...

Dec 31, 202544 minSeason 1Ep. 1309

This tiny disruptor is giving Airbnb and Vrbo a run for their money

Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision. In this episode: One-on-one with hospitality pioneer, Savvy CEO Eric Goldreyer [00:15] Eric's remarkable track record (including 8- and 9-figure exits) [04:15] A brilliant model disrupting Airbnb and Vrbo [12:10] How Savvy plans to make money without charging trave...

Dec 23, 202540 minSeason 1Ep. 1308

Are we in an "AI-or-bust" market?

Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more. In this episode: A sitdown with one of the best technical analysts on Wall Street [0:21] Welcome, Katie Stockton, founder of Fairlead Strategies [1:38] How to navigate the market as government policies shift [4:57] Are we in an "AI-or-bust" market? [8:08] Katie's definitio...

Dec 17, 202544 minSeason 1Ep. 1306

3 sectors set to surge in 2026

Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war. In this episode: A rant on college football playoffs [2:24] Interest rates are going down—regardless of the Fed [7:56] 3 sectors set to profit as bond yields steepen [11:28] These 2 housing stocks are buys [14:45] The real winner in Trump's China chip deal [21:03] Why Paramou...

Dec 10, 202555 minSeason 1Ep. 1304

Why DGXX could surge over 500%

Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B. In this episode: Welcome back Michel Amar, CEO of DigiPower X [2:45] DGXX's incredible six-month rise: What's driving the upside? [3:12] How the Supermicro partnership will spur massive growth [7:13] Why DGXX's market cap could soar from $250M to over $2B [9:53] Investors ...

Dec 03, 202557 minSeason 1Ep. 1302

Google's new chips: Is Nvidia in trouble?

Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026. In this episode: Daniel's new "magic" strategy for picking stocks [0:37] Campbell's PR nightmare—and some math on chickens [3:23] Will Google dethrone Nvidia with its new chips? [9:13] Dell's earnings prove the AI trend is alive and well [18:48] The best ...

Nov 26, 202558 minSeason 1Ep. 1301
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