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

Inflation is blowing up the bullish thesis

Happy Valentine's Day! First, I take a victory lap for another successful Super Bowl prediction… sort of: I told you not to listen to me, and I was right! I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves. Turning to the markets… The latest Consumer Price Index (CPI) data came out this morning. I break down why the numbers cripple the bullish thesis…...

Feb 14, 202338 minSeason 1Ep. 1007

How to make a fortune betting on the Super Bowl

I'm taking a break from discussing the markets—and devoting today's show to Sunday's Super Bowl matchup between the Kansas City Chiefs and my beloved Philadelphia Eagles. Long-time listeners know I've been analyzing the big game for over a decade… And if you want to make a fortune betting on the Super Bowl, DON'T follow my advice. I'm obviously rooting for the Eagles… but I'll try to keep my predictions unbiased… I start with a quick look at how fantasy football has exploded over the years. I al...

Feb 09, 202331 minSeason 1Ep. 1006

How Trump would've handled the Chinese 'spy' balloon

A Chinese "spy" balloon was shot down in South Carolina over the weekend. Daniel and I joke about how Trump would have handled the situation. But on a more serious note, I'm concerned about the narrative around China—and how it gets a "free pass" thanks to its global trade influence. The stock market rallied following Fed Chair Jerome Powell's dovish comments at the Economic Club of Washington yesterday. Daniel shares why the meeting's vibe didn't sit right with him… and I explain why the market...

Feb 08, 202338 minSeason 1Ep. 1005

Current market conditions are a recipe for disaster

I start things off this week with some advice to you all: Don't ever build a house! I share a light-hearted rant about my family's current struggles… and why they're good problems to have. Earnings season is about 75% over… and honestly, it's been terrible. I break down some numbers that show why the headlines about "beating earnings" aren't nearly as positive as they sound… why the next few quarters are going to be ugly… and why Wall Street's expectations are ridiculously high. Put simply, the ...

Feb 07, 202327 minSeason 1Ep. 1004

How to get access to the world's biggest celebrities

To start today's bonus episode, I have an announcement about a new product I've been working on called WSU Premium. For this special interview, I welcome Chris Champion, founder of the Crypto Dinner Club. I met Chris at the Consumer Electronic Show (CES) in Las Vegas last month. He's one of the most connected people in crypto—with an impressive network of celebrities and business contacts… and access to some of the best deals in the space. Chris talks about his upbringing in Chicago—including hi...

Feb 03, 202355 minSeason 1Ep. 1003

How Main Street investors can start building a fine art portfolio

Scott Lynn, founder and CEO of Masterworks, returns to the podcast to discuss the incredible growth in blue chip art tokenization. Scott explains what led him to create Masterworks… its incredible growth in assets under management… and why it's the perfect platform for Main Street investors looking to break into the art world. He also highlights how fine art outperformed most "traditional" asset classes last year. Next, we break down the simple process of opening a Masterworks account… how token...

Feb 02, 202332 minSeason 1Ep. 1002

Why Cathie Wood deserves your respect

Today's episode of Wall Street Unplugged is brought to you by Masterwork. Fine art is delivering some incredible returns right now… and Masterworks opens up this elite asset class to Main Street investors. Their art offerings sell out quickly… but as a Curzio reader, you can skip the waitlist. Find out what's currently available here. Description We start today's show with some breaking news from the sports world: Tom Brady has (once again) announced his retirement. I share some wild stats that ...

Feb 01, 202339 minSeason 1Ep. 1001

2 stocks that should be in everyone's portfolio

Today's episode of Wall Street Unplugged is sponsored by Masterworks. This unicorn investment platform allows everyday people to invest in shares of multimillion-dollar art by names like Banksy and Picasso. Get in on what The Wall Street Journal calls one of "the hottest markets on Earth" here. Description: Congratulations to my beloved Eagles on winning the NFC Championship. On Thursday, I'll do a deep dive into their Super Bowl matchup… along with some predictions for anyone looking to bet on ...

Jan 31, 202333 minSeason 1Ep. 1000

The uranium bull market is just getting started

Amir Adnani—CEO, president, and co-founder of Uranium Energy Corp. (UEC)—joins me today to discuss the latest developments in the uranium space. We go over the biggest stories for nuclear power/uranium, including why it was such a popular topic at the World Economic Forum in Davos last week… how Japan is causing a paradigm shift in the uranium market… and how the Russia-Ukraine war will have a massive, long-term impact on the global supply of this valuable resource. Amir also shares some details...

Jan 26, 20231 hr 2 minSeason 1Ep. 999

Sell Microsoft… and buy this industry leader instead

We start today's show with a discussion about the Doomsday Clock—an indicator that shows how close we are to a global apocalypse—which is sitting at its most extreme reading ever: 90 seconds to midnight. On a lighter note, in honor of National Florida Day, Daniel shares a few fun facts about our home state. Turning to the markets… Daniel and I deep-dive into the latest earnings from Microsoft (MSFT) and AT&T (T)... whether Microsoft deserves its premium valuation... AT&T's fantastic sale...

Jan 25, 202338 minSeason 1Ep. 998

Inflation is surging again

We had a wild start to the trading day, as a glitch caused some big-name stocks—including McDonald's (MCD), ExxonMobil (XOM), and Wells Fargo (WFC)—to drop double digits in seconds… Before diving into the markets… I give a shoutout to my beloved Philadelphia Eagles, who are heading to the NFC Championship game against the San Francisco 49ers. Stocks are rallying as more investors are anticipating a soft landing for the economy. But the truth is that the market is incredibly dangerous right now. ...

Jan 24, 202334 minSeason 1Ep. 997

Porter Stansberry: Prepare for global chaos

One of the best in the newsletter business—my old boss (and friend), Porter Stansberry—joins me to reminisce about old times… and discuss what's changed (for better or worse) in the newsletter industry. We go over the incredible highs and lows of his career, including the Netflix documentary that painted him as a murderer. He explains how two men are destroying America… why he's cautious about investing in China… why he sees a debt crisis coming down the pipeline… and why investors should prepar...

Jan 19, 20231 hr 1 minSeason 1Ep. 996

How sex workers are benefiting from inflation

The World Economic Forum is meeting in Davos, Switzerland this week… giving us an up-close look at the so-called "global elites." Daniel and I discuss why these world leaders are hypocrites. We also highlight the industry that benefits the most from this meeting: high-end sex workers… and how inflation is hitting escort prices. Markets are rising after the latest Producer Price Index data came in lower than expected. I hate to pour cold water on this rally… but a little-known indicator says we'r...

Jan 18, 202335 minSeason 1Ep. 995

Bank earnings are flashing a warning sign

I kick things off with some observations from my shopping trip over the weekend. The first has to do with the empty shelves at nearly every store… and the second involves the growing number of homeless people asking for money around Jacksonville. Are you seeing the same issues in your area? (Email me your story here.) Turning to the market, I dig into the latest results from two Wall Street banks… and why the entire banking sector is in for a rude awakening in 2023. Crypto is surging to start th...

Jan 17, 202339 minSeason 1Ep. 994

Nelson Peltz won't save Disney

Daniel joins me to discuss today's biggest headlines, including the latest Consumer Price Index (CPI) data and activist investor Nelson Peltz's fight with Disney (DIS). Today's inflation numbers came in as expected, with inflation at 6.5%. But the bigger story is still the Fed. I explain why the market is misinterpreting a pause in rate hikes with rate cuts… and how investors can not only protect themselves, but make a fortune as markets move lower from here. Next, Daniel highlights a few inflat...

Jan 12, 202334 minSeason 1Ep. 993

How to give Wall Street the middle finger

It's Wednesday, which means Daniel Creech and I are discussing the latest market-moving headlines. While this year's Consumer Electronics Show (CES) lacked the usual "fun factor," I highlight two trends that generated the most buzz. Next, I break down the current crypto environment, including why Bitcoin and Ethereum prices are holding up even as investors flee… why the SEC needs to regulate the industry ASAP… and why crypto investors should brace for more pain. Tomorrow is a big day for the mar...

Jan 11, 202337 minSeason 1Ep. 992

Why CES 2023 sucked

I'm back from the Consumer Electronics Show (CES). Long-time listeners know I look forward to attending this event every year… playing with the latest gadgets… and talking to thousands of companies about what's shaping the tech landscape. But this year's show was a total letdown. I share the handful of issues that left me disappointed with this year's event… along with a few highlights worth mentioning… For one, 3D printing is making progress going mainstream. I tried out a great new app that le...

Jan 10, 202342 minSeason 1Ep. 991

Justin Bieber, Napster, and the metaverse in your living room

Yesterday, I caught up with Frank about his first 24 hours at CES 2023… Things got off to a hot start: Virtual concert platform Wave announced superstar Justin Bieber will be headlining an upcoming event… Controversial music streamer Napster is jumping into the metaverse… And 3D application platform Oorbit is partnering with LG to bring the metaverse to your living room. Frank returns next week, so be sure to check back for all the details from the event. And you can follow his trip on YouTube a...

Jan 05, 202319 minSeason 1Ep. 990

How Coinbase's $50 million fine clears the way for crypto growth

Frank is in Las Vegas attending the Consumer Electronics Show (CES)... So I, Daniel, am filling in today and tomorrow. Frank will be checking out the latest tech gadgets from thousands of companies… So be sure to follow his trip on YouTube and TikTok. I recap the market's rough 2022… and highlight the critical choice investors need to make as we start 2023: Are you betting on a hawkish Federal Reserve… or on Wall Street's optimistic expectations? I also explain why we'll see a weird market for t...

Jan 04, 202327 minSeason 1Ep. 989

One of the most important events ever for tech companies

Happy New Year! I'm kicking off 2023 with my annual trip to Las Vegas for the Consumer Electronics Show (CES). I'll be checking out the latest technology from thousands of companies at one of the largest conferences in the world. And for the first time in CES history, the metaverse will have a presence. One thing I'll be keeping my eye on during the event: The latest electric vehicle (EV) products from major automakers. I'm not sold on EVs for a couple of reasons… but we'll see if CES changes my...

Jan 03, 202316 minSeason 1Ep. 988

How to make a windfall while most investors get wrecked in 2023

I start today's show with a look at hedge fund manager David Tepper, who's like Warren Buffett to me. I explain why I have a lot of respect for him… how he helped change my investment process back in 2011… and why I agree with him that most investors will get wrecked in 2023. That's why I've discounted our Moneyflow Trader newsletter by 90%: to give everyone the chance to make a fortune as markets move lower. Next, Daniel and I discuss Sam Bankman-Fried's extradition to the U.S… and how two of h...

Dec 22, 202235 minSeason 1Ep. 987

Is our government lying about the jobs data?

Nike (NKE) popped more than 10% this morning after reporting better-than-expected earnings yesterday—which I anticipated on yesterday's show. I break down the results… and explain why the apparel giant is setting up a great short trade. Last week, the Federal Reserve Bank of Philadelphia revised jobs data from March–June 2022… from 1.1 million jobs created to just 10,500. We discuss how this alarming data—along with a major adjustment in rental calculations—could cause the Fed to change course o...

Dec 21, 202243 minSeason 1Ep. 986

Why Nike's earnings are critical for growth investors

Apparel giant Nike (NKE) will report its latest earnings this afternoon. I explain why these results will give us a critical look at how consumers are holding up heading into 2023… and provide an updated glimpse at the company's biggest growth drivers: China and the metaverse. I also highlight how Nike's results could set up a solid trading opportunity. Banking titan Wells Fargo just agreed to pay $3.7 billion in fines for screwing over 16 million customers. This is a prime example of why everyo...

Dec 20, 202235 minSeason 1Ep. 985

Powell is lying about the Fed's inflation target

Frank is out of the office on a personal matter, leaving me—Daniel—behind the mic. Yesterday, the Fed hiked interest rates by 0.5%. During his followup Q&A, Fed Chair Jerome Powell said there are no plans to raise the inflation target from the current 2%. I explain why the markets sold off during his speech… why a surge in unemployment is inevitable… and why I believe Powell is outright lying (and will be forced to eat his words) about the Fed's inflation target. In other news, the U.S. Sena...

Dec 15, 202224 minSeason 1Ep. 984

Prepare for market chaos in 2023

I've been getting some incredible emails from happy subscribers who are making 200–300% gains in a matter of days… And it's all thanks to our best-performing product, Moneyflow Trader. While the market is foundering, editor Genia Turanova is averaging a winning trade every 26 days. I want everyone to have the chance to benefit from Genia's work… which is why, for a limited time, I'm offering this incredible product for 90% off the retail price. Turning to the markets… Daniel and I break down wha...

Dec 14, 202238 minSeason 1Ep. 983

Sam Bankman-Fried's arrest is a huge moment for crypto

Frank is attending his daughter's Christmas play (yes, midday on a Tuesday), leaving me, Daniel, behind the mic. Stocks are in rally mode following this morning's lower-than-expected Consumer Price Index (CPI) data. I share the factors behind the market's optimism (but why investors shouldn't count their chickens just yet)… how to take advantage of the rally… and what to expect from tomorrow's Fed meeting. Cryptos are also rallying—with Bitcoin nearing the $18,000 mark—following the arrest of fo...

Dec 13, 202224 minSeason 1Ep. 982

Why Big Oil loves Joe Biden

ExxonMobil just released some incredible projections about its wage increases, capital expenditures, and future free cash flows. Daniel and I explain how government policies have given Big Oil the ability to print money… And why oil stocks are rising, even as oil prices are falling. In other energy news, oil shipping companies are drastically increasing their rates—in part due to the uncertainty surrounding Russian sanctions. Daniel shares a handful of names that will benefit from the situation....

Dec 08, 202237 minSeason 1Ep. 981

The market's absurd expectations for 2023 earnings

The Fed is keeping quiet ahead of next week's meeting… But its silence isn't necessarily good news… On today's show, Daniel and I discuss why the bear market rally is coming to an end… and how investor sentiment has changed from "buy the dips" to "sell the rips." I explain why the market's price-to-earnings ratio is worthless right now… why there's zero chance next year's earnings will meet current expectations… and why estimates need to come down at least 20% from here. As a reminder, you can t...

Dec 07, 202239 minSeason 1Ep. 980

Get ready for a real estate collapse

There's a massive story playing out in real estate right now… And if you're 100% long stocks, this story should scare the s*** out of you… Real estate giant Blackstone (BX) is halting redemptions in its $70 billion Blackstone Real Estate Income Trust (BREIT). In other words, it's putting a limit on how much money investors can pull out of the fund. It's also selling some of its best properties. I look under the hood and explain how Blackstone—and private equity in general—is misleading investors...

Dec 06, 202242 minSeason 1Ep. 979

The 3 biggest headwinds for the market

John Petrides, portfolio manager at Tocqueville Asset Management and fan-favorite guest, is back on the podcast to discuss what's moving these markets. He explains why the Fed is nearly done with its fast-paced interest rate hikes… why it wants mortgage rates to be around 7% next year… and when we should expect it to start lowering rates. We discuss why a soft housing sector and rising unemployment will be good for the stock market, especially later in 2023… and the three major headwinds investo...

Dec 01, 202242 minSeason 1Ep. 978
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