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

NYC… CPI… AI… Oh my!

I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John's basketball game. I couldn't be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Another ...

Mar 13, 202440 minSeason 1Ep. 1122

AI is still in the very early stages of growth

After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto's surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple's stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Presidenti...

Mar 06, 202452 minSeason 1Ep. 1120

AI will lead to an earnings explosion

I start today's podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You're going to hear me say this often… There's no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going vi...

Feb 28, 202449 minSeason 1Ep. 1118

AI… bubble or disruptor?

A couple of weeks ago I mentioned my daughter's passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificia...

Feb 21, 202441 minSeason 1Ep. 1116

The Bitcoin bull market is just getting started

Happy Valentine's Day. I hope your day is smoother than mine—I'm running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we're still in the early stages of this bull market. Last week, during Part 2 of my Crypto 2024 series, I explained why the next Bitcoin halving event will ignite several major crypto catalysts… and how to position yourself for windfall profits. If you missed it, don't worry—you can watch the replay and schedule a o...

Feb 14, 202439 minSeason 1Ep. 1114

Buy this 'Mag 7' stock right now

I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn't trade experiences like these for anything… but they do remind me how old and fragile I'm getting. We're facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks. We'...

Feb 07, 202440 minSeason 1Ep. 1112

This tech giant is a screaming buy

Big Tech companies—including Microsoft (MSFT), Alphabet (GOOG), and AMD (AMD)—are the latest to report their fourth quarter (Q4) earnings. And despite all three names posting relatively strong results, all three stocks are down. I dig into the numbers… and highlight which stock is a buy on the pullback—and which one will get crushed going forward. On tomorrow's episode of WSU Premium, Daniel and I will break down several more earnings reports, and reveal our latest Dollar Stock Club pick. Don't ...

Jan 31, 202444 minSeason 1Ep. 1110

Why NFLX is in a league of its own

Netflix (NFLX) jumped over 10% today after reporting blowout quarterly results. That's great news for our WSU Premium members—since I just recommended NFLX last week. If you're not getting my weekly trade recommendations, you're missing out. Join us for tomorrow's new pick. Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240124_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libs...

Jan 24, 202434 minSeason 1Ep. 1108

The good, the bad, and the sexy from CES 2024

I'm back in the office after attending the annual Consumer Electronics Show (CES 2024). I break down the various technologies that were on display—both the good and the bad—from wireless TVs and language processors… to autos and ESG… to the latest (surprising) sex tech. I also share my favorite hands-on experience from the show, which included a combination of augmented and virtual reality. Unsurprisingly, the theme that dominated the show was artificial intelligence (AI). I highlight how AI wil...

Jan 17, 202437 minSeason 1Ep. 1106

Frank Holmes: Bitcoin and gold are both set to soar

I'm currently in Las Vegas attending the annual Consumer Electronics Show (CES 2024). Make sure to follow me on X @FrankCurzio for live updates on the biggest tech trends of the year! I have a special episode for you today. I sat down with fan-favorite guest Frank Holmes—CEO and chief investment officer of U.S. Global Investors—for a wide-ranging interview. He starts by explaining why 2024 should be a bullish year… why he expects gold to nearly double from current levels… and which gold stocks h...

Jan 10, 20241 hr 8 minSeason 1Ep. 1104

Apple is flashing major warning signs

Happy New Year! I kick off today's show with a fun gambling tip I received while attending a college football game… and how it highlights some glaring issues with the college football playoffs. The stock market started 2024 on a down note, with the Nasdaq dropping 1.5% yesterday. I put the move into perspective… and explain why the "Magnificent 7" won't lead the market this year. The market remains incredibly dangerous. I highlight some of the major risks I'm seeing across sectors, from housing ...

Jan 03, 202432 minSeason 1Ep. 1102

How crypto changed my life

Thank you to everyone who attended last night's special live event: Crypto 2024. For anyone who missed it, I start today's show with a recap of the biggest highlights, including: the paradigm shift taking place across the crypto space right now… the major catalysts that will send Bitcoin shooting higher… the REAL reason politicians want to ban digital assets (spoiler: it's all about control)... and why crypto offers investors an opportunity unlike anything I've seen in my 30-year career. I also ...

Dec 20, 202359 minSeason 1Ep. 1100

Debunking Elizabeth Warren's crypto lies

I start today's show with my take on the conflict unfolding across our nation's universities… from the recent congressional hearing on antisemitism (and Bill Ackman's fight to shake up Harvard's leadership)… to issues of free speech and the politics behind climate change. Next, I have a bone to pick with Ukraine President Volodymyr Zelenskyy about a recent photo he appeared in (and who he's with) as he tries to secure more military funding from the U.S. By the time you listen to this podcast, Fe...

Dec 13, 202347 minSeason 1Ep. 1098

2024 will be a banner year for crypto

I'm turning into the parent who yells at soccer games. I want your opinion: Am I the problem… or am I just supporting the kids' best interests? Crypto's recent rally has been incredible—especially as it comes out of a terrible bear market. I break down the catalysts driving crypto higher… why this bull market is far from temporary… one company's brilliant Bitcoin strategy… and how crypto gives investors the chance at 10,000% gains. In fact, I think there is so much opportunity in crypto that I'm...

Dec 06, 202348 minSeason 1Ep. 1096

You'd be crazy to count on a rate cut

My family and I are back from our Thanksgiving vacation in the Dominican Republic. We had a fantastic time—except for the travel. Prepare for a rant on budget airlines… why I'll never fly Spirit again… and a tangent about how the Department of Justice fights every merger (including the Spirit/JetBlue deal). The markets are on a four-week winning streak as economic data shows inflation is easing and investors are looking ahead to interest rate cuts next year. I explain why it's crazy to expect a ...

Nov 29, 202351 minSeason 1Ep. 1094

Why this uranium bull market is unlike any other in history

In this special episode of WSU Premium, Amir Adnani, co-founder and CEO of Uranium Energy Corp. (UEC), joins me for a wide-ranging interview on the developing uranium bull market. We start by looking at uranium prices, which have surged nearly 50% in 2023 after a two-decade bear market. Amir breaks down the catalysts setting the stage for a bull market unlike any other in history—including the government's new push to triple nuclear power by 2050… and the Russia-Ukraine war. Amir also shares how...

Nov 21, 202357 minSeason 1Ep. 1093

Inflation is slowing… But don't get too bullish yet

What a difference a few days makes. The mainstream media has turned from bearish to ultra-bullish—and stocks have surged—as the latest data shows inflation slowing. And, as I explained in last week's WSU Premium, several stocks could soar to new highs by year-end as money managers try to catch up to their benchmarks. But while markets will likely continue to rise, don't get too bullish yet… The economy is still facing major headwinds in 2024. I explain why this rally will be short-lived. Target ...

Nov 15, 202343 minSeason 1Ep. 1091

These stocks will surge through year-end

Both of my daughters participate in organized sports… And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now… but why I wouldn't change a minute of it. Stocks are in rally mode. The S&P 500 is up 6% over the last seven trading sessions… while the Nasdaq is up 8% over eight trading sessions. I break down what's behind the surge… and why it's a little crazy given the environment and the Fed's current agenda. Speaking of the Fed,...

Nov 08, 202329 minSeason 1Ep. 1089

This $16 trillion opportunity is just getting started

I start today's show by recapping my family's awesome Halloween. By the time you get this episode, we'll know the results of the Fed's latest monetary policy meeting. I share my expectations about future rate hikes… and explain why the market is finally starting to believe the Fed. Quarterly earnings results are rolling in… and so far, they've been terrible. I highlight several companies getting crushed by higher interest rates… and a handful of names that have more upside as rates stay higher f...

Nov 01, 202348 minSeason 1Ep. 1087

Prep for a recession with these assets

For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it's packed—but not this year. I highlight the terrible experience… and what it says about the economy. Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation… and why we must prepare for a recession. We'll see earnings growth from two sectors… but it will mean even more pain to the economy (and consumers). But don't let the negative news scare you out of the ...

Oct 25, 202339 minSeason 1Ep. 1085

The biggest trend of my lifetime

I'm back in the office after attending a major industry conference for the financial newsletter business. I start today's show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why the buzz is building around this trend… why it's a win-win for investors and businesses alike… and why it's set to be the biggest trend of my lifetime. (And behemoth asset manager BlackRock agrees.) Plus, I explain the advice I gave my colleagues about podcasting—an...

Oct 18, 202338 minSeason 1Ep. 1083

The perfect recipe for higher energy prices

Frank is on the road for business for the week, so I, Daniel, am leading the show today. I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I'm not being sarcastic.) Stocks are rallying even as war is breaking out in the Middle East. It's a great example of how markets and reality can be vastly different. I explain why this bounce could continue through the end of the year. As expected, oil prices popped in respons...

Oct 11, 202329 minSeason 1Ep. 1081

McCarthy's ousting will draw out the selloff

I just returned from a business trip to Miami… and start today's show with a rant about how consumers are getting "fee'd" to death. Stocks are selling off as investors digest higher-for-longer interest rates and lingering inflation. And I see way more downside ahead… I share some data on the impact of student loan payments, which have resumed after a three-year pause. I also highlight the biggest headwind for the economy (hint: it's a rising cost that none of us can escape). I've been pounding t...

Oct 04, 202344 minSeason 1Ep. 1079

Politics are to blame for Target's store closures

Frank is out of the office on a research trip… leaving me, Daniel, behind the mic. Target's (TGT) shares are near 52-week lows after it announced it will be closing nine stores due to rampant theft. It's a troubling sign that will have a big impact on local economies. I highlight how it's the latest example of the problems that happen when politicians enact stupid policies… why long-term investors should be excited by the declines… and a few other retail stocks that belong on every investor's wa...

Sep 27, 202327 minSeason 1Ep. 1077

This sector will thrive thanks to crazy government policies

I start today's show by explaining why I won't be retiring anytime soon… By the time you listen to this, the Fed will have decided whether to hike interest rates… or keep them at current levels. I break down what I expect to happen… and why investors should be concerned about the latest inflation data. Global debt has hit record levels… and higher rates will add trillions more in interest payments. I rant about how insane government spending is to blame… and how the Inflation Reduction Act (IRA)...

Sep 20, 202331 minSeason 1Ep. 1075

These scientists believe climate change is NOT a threat

Frank is out of the office, so I (Daniel) am taking the reins on today's show. The latest Consumer Price Index (CPI) data is in—and the sharp rise in energy prices is dominating the report. I break down what's behind the surge… and why the situation creates a big problem for the Fed. Speaking of energy, the International Energy Agency (IEA) expects oil demand to peak before 2030 as clean energy replaces fossil fuels. I explain why I don't believe this will happen… and why you'd be wise to have e...

Sep 13, 202331 minSeason 1Ep. 1073

Will the U.S. dollar lose its world reserve currency status?

AeroVironment (AVAV) reported incredible earnings yesterday, sending the stock up more than 20%. I start today's show with a breakdown of the results… and why the massive demand for AVAV's products won't slow down anytime soon (hint: it's an unfortunate side effect of global politics). I'm dedicating this podcast to an important—and polarizing—topic: de-dollarization. Some folks believe the dollar is about to lose its status as the world reserve currency… while others insist it could never happe...

Sep 06, 202341 minSeason 1Ep. 1071

The greatest risk/reward opportunity I've ever seen

It's crazy here in Florida as Hurricane Idalia just made landfall—and it seems like some people are preparing for the apocalypse. Stay safe out there, my fellow Floridians. Bitcoin rallied over 5% on Tuesday following a win in court for asset manager Grayscale Investments vs. the SEC. The SEC had tried to deny Graysale's application to convert its Bitcoin trust into a Bitcoin ETF… but the judge ruled the SEC's decision was "unlawful." I break down the ruling… why it's super bullish for crypto… a...

Aug 30, 202334 minSeason 1Ep. 1069

The Fed is done hiking rates

This episode is brought to you by Masterworks, a one-of-a-kind platform that lets you invest in multimillion-dollar art from the likes of Picasso, Banksy, and more. By the time you listen to this episode, Nvidia (NVDA) will have reported its latest earnings… Right now, the market is holding its breath ahead of the results. I break down Nvidia's insanely high valuation… whether I expect it to meet the market's huge expectations… and some obstacles it will face in the coming quarters. Plus, I high...

Aug 23, 202340 minSeason 1Ep. 1067

China's problems are only beginning

I'm back in the saddle again after a successful hip replacement. Thanks to everyone who sent me well wishes. During my downtime, I've been researching a topic that hasn't been getting the attention it deserves: the disaster unfolding in China. In case you haven't heard, real estate developer Country Garden is in default… the yuan is selling off hard… and the country's recent economic data shows no signs of improving anytime soon. Daniel and I break down the latest data points out of China—includ...

Aug 16, 202339 minSeason 1Ep. 1065
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