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What goes up – sometimes comes down. Heading into the fat part of end of year seasonalit. An update on the Chili Cookoff. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. NEW! DOWNLOAD THE SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TSLA), (IWM), (AAPL), (FSLR), (PLTR), (AMZN), (META), (RDDT)
Surge and plunge – plunge and surge – new market realities. Risk up – but that is quickly undone. The Debate breathes life into a few sectors. Guest, Frank Curzio – Curzio Research - the outlook into the end of the year. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NVDA), (NFLX), (AAPL), (HD), (LOW), (JPM), (AMD), URA, (TAN), (XLU)
Check out this video from Frank's trip (https://x.com/FrankCurzio/status/1798029326300119264) [1:35] OPEC is cutting production—so why are oil prices falling? [2:16] Why you shouldn't worry about an imminent recession [10:20] The pullback in oil is a gift to investors [12:59] Pay close attention to rate cut expectations [14:01] Mark Cuban doesn't understand inflation [17:16] Should Roaring Kitty be investigated for insider trading? [21:19] A rare shoutout to Senator Elizabeth Warren [26:35] What Berkshire's “100% drop” tells us about AI [28:18] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
In this episode Should you be worried about the market pullback? [2:43] 2 market indicators are telling opposite stories—which one is true? [7:57] The markets are in unchartered waters [17:09] Musk's new AI startup [21:29] Why Zuckerberg is getting serious AI street cred [27:28] How to position your portfolio for the AI boom [36:13] This crypto lawyer should be shot… in the foot [40:03] Why we'll see consolidation in crypto miners [45:29] This stock popped after adding Bitcoin to its balance sheet [49:38] Why you NEED crypto exposure [54:10] Links Subscribe to Curzio AI: Subscribe to Crypto Intelligence: Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
In this episode Happy belated birthday, Frank! [0:56] What to expect from Nvidia after it reports earnings [4:57] Is Target a buy on this pullback? [12:29] Don't be fooled by Lowe's earnings beat [18:09] Avoid this dangerous cybersecurity stock [26:54] Is Autozone a buy on the pullback? [29:24] I take a victory lap on Ethereum [33:16] Will Biden follow through on his crypto bill veto? [36:12] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Don't trust the headlines about the CPI… Biden is a hypocrite about tariffs… Dimon's imminent warning… Don't believe these lies about gold… Bitcoin's next bull market? … Meme stocks are back… And these highly shorted stocks are poised to skyrocket. Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Market bonce continues and a few favorites breaking out… USD starts to roll – how long will that last? Guest, Frank Curzio – Curzio Research - he is naming names. Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (NFLX), (NCLH), (ABNB), (TSLA), (SHOP), (PENN), (DIS), (GOOGL), (AAPL)
Today's show starts with a deep dive into one of everyone's favorite topics: uranium… I explain why the uranium bull market is only just beginning… and how artificial intelligence (AI) is driving it. I also share one popular uranium stock you should avoid at all costs… and two no-brainer investments to play uranium's upside. Speaking of stocks to avoid, I also break down why one beloved AI stock is faltering… and what to buy instead. Disney reported better-than-expected results this week, but the stock is selling off following the news. I share the key question all Disney shareholders should be asking… and highlight another stock that's a much better bet than the House of Mouse. Thank you to all who attended our live event, Crypto 2024: After the Halving—where I dug into crypto's potential to create life-changing wealth for investors… and where I'm putting my money right now. If you missed it, make sure to watch the replay here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240508_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn In this episode A deep dive into the uranium bull market [3:33] How AI is driving uranium demand [6:26] This popular uranium stock is going to $0 [12:24] Why you should be leery of overseas mines [23:23] Avoid this AI stock; buy this one instead [28:15] A key question for DIS investors [30:02] Watch the replay of Crypto 2024: After the Halving [39:55] Make sure to watch the replay of my crypto event here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240508_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Thank you to everyone who joined our live event last night—Crypto 2024: After the Halving—where I shared how to position yourself for outsized returns in crypto over the next 18 months. If you missed it, you can check out the replay here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn We're about halfway through earnings season… and so far, the results have been disastrous. I highlight some dismal numbers and dreary guidance from several companies, including Starbucks (SBUX)... Paramount (PARA)... McDonald's (MCD)... Comcast (CMCSA)... CVS (CVS)... and more. But it's not all bad news… I go through some incredible results from Big Tech… and why Amazon's (AMZN) pullback is the best sign investors could ask for. As a final note, don't miss tomorrow's episode of WSU Premium, where I interview Andrew Horowitz, host of The Disciplined Investor, about the Fed's biggest mistake… where to be invested right now… how AI will impact the markets… and more. In this episode Check out the replay of Crypto 2024: After the Halving [0:52] Why earnings season is my favorite time of year [6:26] Breaking down SBUX's horrible quarter [8:13] The PARA situation is a complete joke [13:24] MCD's warning about consumers [16:32] AMZN's pullback is a gift to investors [21:20] This stock is not an AI play [25:23] CVS's dismal commentary [28:11] Don't miss tomorrow's interview with Andrew Horowitz [36:47] Catch the replay of Crypto 2024: After the Halving here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Tesla (TSLA) reported its latest earnings yesterday… and the results were terrible. So why is the stock soaring today? I start today's show by looking under the hood at the difficulties Tesla faces—from lower EV demand… to high costs… to Chinese competition… And I highlight the single most important factor that continues to buoy the stock and ultimately makes Tesla a winner—regardless of headwinds. Gold stocks have been on a rollercoaster recently—the yellow metal hit new all-time highs this month before pulling back. I explain what's behind the action… why gold bugs are dead wrong about their thesis, despite the rise in price… why I'd take profits in gold and gold stocks right now… and why Bitcoin is a much better bet. In fact, I believe crypto offers the best speculative opportunity for investors right now. Make sure to join us for part 3 of our Crypto 2024 LIVE series, After the Halving, on April 30 at 7 p.m. ET. I'll break down how to position your portfolio for life-changing gains in the crypto space… and answer all your crypto questions. . Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
The next Bitcoin halving is right around the corner… This event has historically been super bullish for crypto. Yet, Bitcoin is trading significantly off its all-time high of just two months ago. In fact, it's down 12% in the last week alone. The pullback has investors wondering what the hell is going on with crypto… I start today's show by explaining why the pullback isn't nearly as alarming as it seems… and why the halving will ultimately drive Bitcoin's price higher. I'm hosting my next Crypto 2024 LIVE event on April 30 at 7 p.m. ET—where I'll break down the current crypto environment… and how to position yourself to make life-changing gains in the space. I'll end the event with a Q&A, where I'll answer your most pressing questions about crypto. So make sure to register and send me your questions at https://secure.curzioresearch.com/crypto24-after-halving/?utm_source=Libsyn During her CNBC appearance yesterday, U.S. Representative Maxine Waters (D) said she believes big banks are at risk. (She also took some easy shots at Donald Trump.) I highlight why Waters' statement on banks is absolutely crazy. Plus, I give an overview of the criminal proceedings against Trump… and why he should still be permitted to campaign. J.B. Hunt (JBHT) just reported quarterly earnings… And the numbers paint an alarming picture of the economy. I break down why you should absolutely care about these results—even if you don't own the stock. I also explain why you should expect a ton of volatility this week as more companies report—and why I'm worried about the coming guidance. In this episode The upcoming Bitcoin halving [0:48] Why crypto is pulling back [3:34] Join our next Crypto 2024 LIVE [8:31] Rep. Maxine Waters said what about big banks? [20:43] What JBHT's earnings tell us about the economy [27:57] Why I'm worried about guidance this earnings season [33:33] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Today, we're breaking down the hottest topics shaking up the market, including Elon Musk's latest moves, the controversy surrounding OpenAI, and even insights from pop sensation Katy Perry! Plus, we'll discuss the impact of drones on geopolitical tensions, OPEC's power plays, and how it's all affecting oil prices. From the cash-driven housing boom to Gen Z's tax troubles, we've got the inside scoop you need to stay ahead of the curve! Don't miss our pro-trading tips and the latest on AI controversies that are making waves.
The Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today's show, I look under the hood at the alarming numbers… why the Fed is in an impossible position when it comes to interest rates… the serious implications for our economy… and how to position your portfolio to profit from the turmoil. Since my live event a few weeks ago—The AI Story No One's Telling—listeners have been lighting up my inbox with questions about artificial intelligence (AI). Guys, I can't overstate just how much of a game-changer AI is going to be. In the last week alone, we've seen several major AI-related headlines… involving everyone from Apple to Google to Elon Musk. I just launched my brand-new advisory—Curzio AI—to help you make once-in-a-lifetime gains off this groundbreaking trend. If you haven't signed up for Curzio AI yet, now's the time to act—our charter offer closes Friday. Go here to take advantage of my charter offer: https://secure.curzioresearch.com/checkout/cai-launch-charter.php?utm_source=Libsyn&utm_medium=240410_cai_launch_gy_wsu&utm_campaign=2403-CAI-Launch-GY&utm_term=Libsyn&utm_content=podcast I'm also hosting a live Q&A tomorrow, April 11, at 7 p.m. EST to answer all your AI questions… or any other questions you have about the economy or the market (bear in mind, I can't offer any specific investment advice). Sign up and submit your questions here: https://secure.curzioresearch.com/curzio-ai/q&a-opt.php?utm_source=Libsyn&utm_medium=240410_cai_launch_gy_wsu&utm_campaign=2403-CAI-Launch-GY&utm_term=inline&utm_content=podcast In this episode: The latest CPI data should scare the s*** out of you [0:51] The economy is more fragile than the media is saying [9:17] Try not to puke when you see these numbers [10:36] The Fed is in “hope-and-pray” mode [20:39] Get exposure to these sectors NOW [22:57] The latest breaking news in AI [29:49] Ask me anything—and tune in for my answers [38:22] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
I start today's show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected. Yet, stocks are selling off. Why? I break down what's behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dangerous right now. Disney's (DIS) annual meeting is today—and shareholders will vote on whether billionaire and major shareholder Nelson Peltz will get two seats on the board. I explain why CEO Bob Iger doesn't want Peltz anywhere near the board… how Disney has resorted to downright illegal actions to try to keep it from happening… and why the SEC will most likely look the other way. Apple (AAPL) just released its new AI model, ReALM… and it's already outperforming ChatGPT. I highlight why Apple is set to dominate the AI game… and how it'll breathe life back into another mega-trend you might have thought was dead… It's important to understand that AI is still in its infancy. Last week, I hosted a special live event—The AI Story No One's Telling—where I dug into the massive long-term potential of this growth trend… and how AI will be a game-changer for every single industry. We here at Curzio Research are already implementing AI into our own processes… and it's a big part of our growth plans going forward. If you missed the event, don't worry—you can still watch the replay here: www.curzioai.com. In this episode Why stocks are pulling back [0:48] The Fed is in a tough spot [10:01] Disney's illegal tactics vs. Peltz [14:22] Apple will dominate AI [26:19] AI is still in its infancy [33:20] The AI Story No One's Telling [39:12] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today's show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I'm most looking forward to in the coming weeks. We saw an incredible turnout for our special event last night, “The AI Story No One's Telling.” Our live Q&A lasted almost two hours—covering everything from the current state of AI… to where we're headed with artificial general intelligence (AGI). Thank you to everyone who attended. But if you missed it, don't worry—you can watch the replay at www.curzioai.com. Trust me, it's worth your time. Tomorrow, FTX founder Sam Bankman-Fried will be sentenced for illegally leveraging customers' assets, which caused the collapse of the company. He faces up to 100 years. I share the irony behind this debacle… why I think SBF will get slapped with a major sentence… and why he'll likely walk free within the next few years. The tragic collapse of the Francis Scott Key Bridge in Baltimore shines a light on the critical role of our country's infrastructure. I break down the bridge's importance to U.S. trade… and the massive ripple effect its collapse will send throughout the economy. The latest Consumer Price Index (CPI) and Producer Price Index (PPI) numbers show inflation at its highest level since October. I highlight why the Fed might have no choice but to hike rates again this year. In this episode A slice of humble pie with my NCAA bracket [1:21] Don't miss “The AI Story No One's Telling”—Go to www.curzioai.com [7:51] How long will SBF be in prison? [23:24] The tragedy in Baltimore will wreak havoc on the economy [32:05] Will we see more rate hikes this year? [43:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
I kick things off with some thoughts on NVIDIA's (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn't even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector. I'm so excited about the investment opportunities in AI that I've created a new service – Curzio AI – that focuses on the technology. Join me on Tuesday, March 26 at 7 p.m. for a FREE presentation and LIVE Q&A session. Sign up for free at wwwcurzioai.com. I'll share how individual investors can make a fortune as small cap companies who are using AI right now, become market leaders. In fact, my latest recommendation is a small biotech company who is aiming to disrupt one of the longest and costliest processes in biotech. And the stock could rocket 20x from current levels. Plus, March Madness – the most exciting event in sports starts tomorrow… Check out my special podcast on YouTube where I breakdown this year's NCAA Men's Basketball Tournament. I bet you will be shocked at my final four picks. Submit your questions for the Curzio AI event on Tuesday, March 26 at 7 p.m. at www.curzioai.com. In this episode A tech conference for the ages [1:00] NVDA is on an island by itself [5:10] Bubble? AI isn't even out of the 1st inning [8:57] AI will turn small-caps into market dominators [19:10] A potential 20x opportunity [24:28] Sign up for our FREE AI event here [40:31] Don't miss my NCAA final four picks [41:04] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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 trend getting mainstream attention is the massive amount of layoffs at big tech companies, despite record profits and record-high stock prices. The reason is simple… and I've been telling you it was coming since January… AI is taking jobs. I break down the ultimate winner in AI right now and why this is just the beginning of this life changing trend. Every company in every industry will leverage AI because it's the holy grail for businesses. I'm so excited about the opportunity ahead in AI that I'm holding a live event to show you how to make life-changing gains from this incredible technology. Join me for free at www.curzioai.com. In this episode Visiting the Big Apple [0:59] CPI coming in hot [5:45] When you should sell stocks [9:04] People are losing their jobs [13:52] This is the key to AI [23:24] Don't miss our live AI event [33:51] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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 Presidential election could have on the U.S. and China trade wars… and why you shouldn't get overly bearish on Apple. Hint: A Trump presidency would be bullish for both Apple and China. Turning to AI (artificial intelligence). ChatGPT is an amazing product, and introduced millions of consumers to AI. But as I share today, a new and better AI product is already stealing all the thunder. I continue to pound the table on why ALL investors must have exposure to AI. And if you are worried you missed the opportunity in stocks like NVIDIA, you're wrong. In fact, we're still in the early innings of AI. That may be hard to believe but I share a lot of data with you and explain why all industries can benefit from, or be disrupted by, this incredible technology. The opportunity in AI is incredible. That's why I'm launching a newsletter focused on this secular growth trend. I'm calling it Curzio AI. I share all the details around our new product and how you can get a special offer when we launch in just a couple of weeks, visit www.curzioai.com for all the details. In this episode: Bitcoin hits new all-time high [0:58] Ignore the short term volatility in cryptos [3:00] How to outperform bitcoin over the next year [12:24] Everyone is bearish on Apple [14:48] Why a Trump Presidency could save Apple [22:27] ChatGPT introduced millions to AI [27:31] Claude is eating ChatGPT's lunch [30:07] Introducing Curzio AI [44:06] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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 viral for all the wrong reasons. AI will disrupt all kinds of industries… It's a chance for individual investors to make massive gains – think the early stages of the dot com era. In fact, I'm creating an AI newsletter – Curzio AI – to show investors how they can make a fortune on this life changing technology. My primary focus is on small cap and under the radar companies that are implementing AI to become more efficient… minimize costs… and increase profitability. Bitcoin is on fire as it crosses the $60,000 level for the first time since 2021. MicroStrategy (MSTR) recently bought another 3,000 Bitcoin. Speaking of showing investors how to make a fortune… MicroStrategy (MSTR) was our pick in last week's Dollar Stock Club issue, and it's already up over 30%. Click here to sign up for the WSU Premium podcast and never miss one of our picks: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240228_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=desc&utm_content=Libsyn Crypto is clearly in a bull market as all news is viewed as good news. I comment on the recent FTX debacle, and joke about how the crypto exchange going under may have saved investors a ton of money. And finally, I have an epic rant on gold and ask a simple question… Why would anyone own the yellow metal? In this episode Sing me a song… [1:01] Only the beginning for AI [5:21] Gemini gets punched in the face [6:51] How AI is already disrupting major sectors [11:47] New AI at Curzio [24:38] Dollar Stock Club pick up over 30% in a week [33:52] Did the FTX debacle save investors money? [36:24] Our 5 crypto picks up an avg of 35% in less than a month [38:15] Why does anyone own gold? [39:14] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450
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 (artificial intelligence)... give my take on the valuation… why it's pulling back before earnings… and if I would be a buyer on any pullback following the report. Speaking of AI, some analysts think the hype is too much and demand is slowing. I highlight some strong statistics on businesses who are integrating AI – both now and in the future – and let you decide if this bull market is being overhyped. Tomorrow on WSU Premium, I'll dive into detail on why we're in the very early stages of AI, why it will be disruptive to just about every industry and even threaten a lot of jobs. I can't stress enough how huge this market can be and why all investors should learn about this amazing trend in all things AI. As earnings season winds down, we're seeing some wild volatility in stocks even if they post solid earnings results. I breakdown Palo Alto Networks (PANW), Teladoc Health (TDOC), and SolarEdge Technologies (SEDG) and what it says about the current market. Bottom line, this market is one of the most dangerous I've ever seen. In this episode A major accomplishment for my daughter [1:14] NVDA reports [8:08] Is there an AI bubble? [16:03] Earnings season proves this is a very dangerous market [32:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 one-on-one chat with me here: https://secure.curzioresearch.com/crypto24-bitcoin/event.php?utm_source=Curzio&utm_medium=240214_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn. The markets went into panic mode after yesterday's Consumer Price Index (CPI) data showed inflation is back. But some economists are already shrugging off the news. I go over some of the biggest risks investors are currently facing… and how to find winners in this volatile market. Ridesharing company Lyft (LYFT) surged over 60% after reporting earnings yesterday… before crashing back to Earth mere minutes later. I break down what caused the insane market movement… and question how the SEC allowed it to happen. Finally, I take a victory lap on my Super Bowl prediction. I hope you made my guaranteed bet. In this episode Happy Valentine's Day [1:11] Check out the replay of Crypto 2024 [2:17] Why are economists shrugging off the CPI? [14:05] Lyft's crazy post-earnings market action [27:58] My winning Super Bowl strategy [34:34] Watch the Crypto 2024 replay: https://secure.curzioresearch.com/crypto24-bitcoin/event.php?utm_source=Curzio&utm_medium=240214_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
A banking crisis brewing? Say it aint so Fed's trying to talk down rate cuts – Powell on 60 Minutes Looking like a pullback could be in the cards Guest, Frank Curzio – Curzio Research Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (F), (GM), (NVDA), (AMD), (SNAP), (TSLA), (DIS)
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're in the heart of earnings season… and so far, Big Tech has been putting up some impressive results. Next up to report is Nvidia (NVDA) on February 21. I share what I expect from the AI darling's latest quarter… and whether I think it's a buy vs. the other “Magnificent 7“ stocks. I also highlight earnings from several other names, including Chipotle (CMG) and Roblox (RBLX)... and celebrate the fact that fundamentals are finally starting to matter again. Disney (DIS) is set to report earnings after the market closes today. Longtime listeners know the House of Mouse is one of my favorite whipping boys… so my expectations for the results (and the stock) may shock the hell out of you. Tomorrow at 7 p.m., I'm hosting Part 2 of my free Crypto 2024 LIVE series. I'll dig into the Bitcoin ‘Super Halving'... and the handful of megatrends that will drive crypto up tens of thousands of percent over the next couple of years. Plus, I'll answer your crypto questions on air. Don't miss it! Register at https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn ?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn In this episode I'm the “fun dad”... but I'm old as s*** [0:31] Why is the market ignoring these risks? [6:51] Fundamentals finally matter again [10:01] Is NVDA a buy ahead of earnings? [12:08] DIS will blow out earnings expectations [18:16] Your opportunity for life-changing gains?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn [23:30] Register for Part 2 of my free Crypto 2024 LIVE: https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 miss it—Subscribe to WSU Premium at WSUpremium.com. Elon Musk is being ridiculed in the media after a Delaware judge struck down a board-approved incentive plan for the controversial Tesla (TSLA) CEO. I explain why this is a huge deal for businesses everywhere… and why Musk absolutely deserves his pay package. Bitcoin is once again above $42,000 after its brief pullback following the first Bitcoin ETF approvals a few weeks ago. I highlight why the pullback was expected… and the next major catalyst for the crypto space—which should send some projects surging over 10,000%. I'm holding a special FREE event next Thursday, February 8, at 7 p.m., where I'll break down why crypto represents a once-in-a-lifetime opportunity for investors… and how to position yourself to create generational wealth. I'll also answer your crypto questions LIVE. So reserve your spot at CurzioCrypto.com. In this episode Big Tech's latest quarterly results [1:06] Buy this tech giant on the pullback [6:36] Which tech stock will fall further [11:37] Don't miss tomorrow's Dollar Stock Club pick—Subscribe to WSU Premium at WSUpremium.com [18:31] Why Musk deserves his pay package [18:50] The next big crypto catalyst [28:59] Join my special FREE crypto event at CurzioCrypto.com [36:38] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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=Libsyn I break down NFLX's impressive quarter… why it remains the undisputed king of streaming… and the business moves that will drive shares even higher in 2024. Tesla (TSLA) reports earnings after the bell today. I share my thoughts on this market darling—including why I expect it to easily beat analyst estimates (but why that's not as positive as it sounds)… why the stock's current valuation is absolutely insane… and how I'd trade it right now. Finally, I explain why the current stock market is unlike any other in history… why I expect a major pullback in the coming months… and why the market bulls' current thesis is incredibly dangerous. On tomorrow's episode of WSU Premium, Daniel and I will share how to protect your portfolio from the fallout. Don't miss the episode. 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=Libsyn In this episode NFLX is the king of streaming [1:32] What to expect from TSLA's quarterly results [14:29] How to trade TSLA around its earnings [16:41] Get ready for a big pullback this year [20:42] Find out how to maximize returns and reduce risks [28:07] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 will impact the workforce (for better or worse)… and which companies have built an early lead in this space. Speaking of AI winners, in today's issue of Curzio Research Advisory, I share one stock that investors have left for dead… But it's poised for an incredible turnaround thanks to how it's utilizing AI. Join today to get the recommendation. On tomorrow's episode of WSU Premium, I'll reveal more companies that caught my attention at CES 2024… and who the biggest winners will be as AI is implemented across a range of industries. Don't miss it. In this episode: The best and worst tech from CES 2024 [0:32] A first for CES sex tech [15:58] How VR/AR will change entertainment forever [17:33] Why AI is a double-edged sword for the workforce [23:18] Join Curzio Research Advisory for an AI winner [34:18] Don't miss part 2 of my CES 2024 breakdown [34:41] ➡ Join Curzio Research Advisory: https://www.curzioresearch.com/curzio-research-advisory/?utm_source=Libsyn&utm_medium=240117_cra_productpate_wsu_Libsyn&utm_campaign=2207-CRA-ProductPage&utm_term=toc&utm_content=Libsyn ➡ Subscribe to WSU Premium: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240117_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 he expects to outperform the rest. Next, Holmes, who's also executive chair of HIVE Blockchain Technologies, shares his thoughts on crypto—including the ongoing debate about Bitcoin vs. gold… how he expects the market to react to the eventual launch of a Bitcoin ETF… the biggest headwind for the industry… what the upcoming Bitcoin halving will mean for crypto miners… and why Bitcoin could rise more than 400% over the next couple of years. In this episode Frank Holmes' outlook for 2024 [3:43] Can you be bullish on both gold AND Bitcoin? [9:07] These stocks will outperform as gold prices soar [19:15] How the market will react to a Bitcoin ETF [27:47] The biggest hurdle for the crypto industry [31:45] What the Bitcoin halving means for miners [37:15] Why Bitcoin could surge over 400% [51:03] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 to banking… as well as a couple of big geopolitical risks. Next, I explain why I'm shocked at Apple's (AAPL) recent surge… why it's uniquely vulnerable to one of the geopolitical risks I mentioned above… and why investors should be incredibly cautious on this market darling going forward. Finally, I reveal one sector I'm particularly bullish on for 2024. (Members of Curzio Venture Opportunities will receive one of my favorite ways to play it later this week. Get the recommendation as soon as it's published. Subscribe here: https://secure.curzioresearch.com/average-guy-from-queens-2/?utm_source=Libsyn&utm_medium=230103_cvo_in_queens_wsu_Libsyn&utm_campaign=1907-CVO-IN-Queens&utm_term=toc&utm_content=Libsynhttps://secure.curzioresearch.com/average-guy-from-queens-2/?utm_source=Libsyn&utm_medium=230103_cvo_in_queens_wsu_Libsyn&utm_campaign=1907-CVO-IN-Queens&utm_term=toc&utm_content=Libsyn) In this episode The big problem with college football [0:30] Why stocks started 2024 on a down note [2:28] Major risks to the market [10:03] Why investors should be wary of AAPL [20:35] My favorite sector for 2024 [25:31] Subscribe to Curzio Venture Opportunities at: https://secure.curzioresearch.com/average-guy-from-queens-2/?utm_source=Libsyn&utm_medium=230103_cvo_in_queens_wsu_Libsyn&utm_campaign=1907-CVO-IN-Queens&utm_term=toc&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 explain how my crypto gains have changed my life. If you missed the event, don't worry… You can watch the replay at CurzioCrypto.com. FedEx (FDX) plunged more than 10% today following an ugly earnings report. I highlight the company's biggest failure… why I wouldn't buy FDX on this pullback… and one stock that will benefit from FedEx's struggles. In this episode Highlights from Crypto 2024 [0:30] Huge upcoming catalysts for Bitcoin [5:30] Why stocks can't compete with the opportunity in digital assets [26:30] The REAL reason politicians hate crypto [39:39] My house was built with crypto gains [44:35] What's behind FedEx's ugly earnings [47:50] This stock will benefit from FedEx's failure [53:42] Watch the Crypto 2024 replay at: https://secure.curzioresearch.com/crypto-2024-live/?utm_source=Libsyn&utm_medium=231220_cci_crypto24_gy_wsu_inline_podcast&utm_campaign=2312-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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, Fed Chair Jerome Powell will have announced the Fed's latest decision on interest rates. I share what I expect to hear… how the markets will likely react… and why Powell is in a tough spot. Netflix (NFLX) made a major announcement that will shake up the streaming industry. I continue to pound the table on why Netflix remains the king of streaming… and why Disney is going down a dangerous path trying to compete in the business. Senator Elizabeth Warren is on a quest to destroy crypto in the U.S. I break down her latest lie about digital assets… the insane legislation she's proposing… and why her stance is incredibly hypocritical. The crypto sector offers a life-changing opportunity for investors unlike anything I've ever seen. That's why I'm holding a special event—Crypto 2024 LIVE—on December 19. I'll break down the fundamental catalysts rolling out across the industry… debunk the false narratives aimed at the space… and explain exactly how to capitalize on this sector's incredible long-term growth story. Join the hundreds who have already signed up. Sign up for Cryto 2024 LIVE at: https://secure.curzioresearch.com/crypto-2024-live/?utm_source=Libsyn&utm_medium=231213_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2312-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn In this episode The conflict across college campuses [0:30] This photo of Zelenskyy makes me sick [8:05] What I expect from today's Fed announcement [11:07] Netflix will continue to dominate streaming [18:10] Warren's latest lies about crypto [24:35] Register for Crypto 2024 LIVE [37:48] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 hosting a FREE event on December 19 at 7 p.m. EST called Crypto 2024 LIVE. During this live event, you'll be able to ask me your crypto questions. Plus, I'll reveal why 2024 will be a breakout year for crypto… and which tokens you should buy right away—BEFORE they skyrocket. Spots are limited—so save yours now. Go to https://secure.curzioresearch.com/crypto-2024-live/ In this episode: I'm THAT soccer dad [0:15] Crypto's incredible bull market is just beginning [4:40] Why Bitcoin ETFs are a massive long-term catalyst [18:15] One company's brilliant Bitcoin strategy [26:00] Your chance to get in on the next Apple at the ground level [28:45] Crypto 2024 LIVE: Save your spot [42:05] Save your spot for Crypto 2024 at: https://secure.curzioresearch.com/crypto-2024-live/ Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 cut anytime soon… how the Fed is actually undermining its own fight against inflation… and why the market is still incredibly dangerous. I also highlight the three factors investors should look for to spot companies poised to survive—and thrive—in the crazy environment ahead. Speaking of which, I just recommended a small-cap stock in Curzio Venture Opportunities that checks all three boxes. It's fallen about 25% recently because of two risks that no longer exist… and insiders are buying it hand over fist. Join us today to get the recommendation. General Motors (GM) made headlines today by announcing a $10 billion buyback and a massive dividend increase. I continue to pound the table on how a buyback-focused strategy can beat the market… and why only the strongest companies can pull it off. Tomorrow on WSU Premium, Daniel and I will discuss the strategy in more detail… and share a list of stocks executing on it. [For a limited time try WSU Premium for $1 by subscribing at WSUOffer.com.] As a final note, I want to pay my respects to investing legend Charlie Munger, who passed away yesterday at the age of 99. I'm looking forward to CNBC's final interview with him, which will be released soon. In this episode There's no such thing as a “discounted airline” [2:05] The seasonal rally is alive and well [12:45] Why the Fed isn't cutting rates anytime soon [16:10] This is one of the most dangerous markets ever [23:05] How to get my latest small-cap recommendation [29:30] GM announces a massive buyback [33:00] Don't miss tomorrow's WSU Premium [46:45] R.I.P. Charlie Munger [49:25] For a limited time, try WSU Premium for $1: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=231129_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 UEC took advantage of the bear market… and how it plans to move forward—including ramping up production… the company's newly acquired Roughrider Project… and why it's in the perfect position to benefit as uranium prices soar over the next few years. In this episode Uranium is finally emerging from a brutal bear market [0:30] The U.S. just “tripled down” on nuclear power [5:40] Major global catalysts for the nuclear industry [7:25] Russia remains king in uranium… for now [13:40] UEC is poised to reap the rewards of the bull market [23:45] Uranium prices could easily double from current levels [39:00] Why this uranium bull market has a LONG runway [52:36] Today's interview with Amir is a preview of what you get as a WSU Premium member. Each week, Frank shares a no-B.S., unbiased breakdown of what's really moving these markets—stories you won't hear from the mainstream media. Plus, you'll get unique investing strategies, weekly investment ideas, and special interviews with industry insiders like Amir. Try WSU Premium for $1: WSUOffer.com Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
Govy shutdown – but who cares anyway? Moody's does – rating watch to negative. Inflation holds – markets go vertical - Short holiday weeks and then into the end of the year.. Guest – Frank Curzio. Curzio Research Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to two decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC's The Kudlow Report and CNBC's The Call. He has also been mentioned numerous times on Jim Cramer's™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert's Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (TGT), (MSFT), (SBUX), (DIS), (NVDA), (TSLA), (QQQ), (KRE), (AAPL), (NKE), (SPY), (IWM)
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 (TGT) is rallying after earnings came in better than expected. Even after the recent surge, the stock is still cheap at current levels. I break down the company's latest results… and why we'll never see its shares trade below $100 again. Be on the lookout next week: I'll be sending you a special interview with Amir Adnani, president, CEO, and founder of Uranium Energy Corp. (UEC). You won't want to miss our wide-ranging discussion on the new bull market in uranium… and why it's likely to last for many years. In this episode The market's sudden shift to ultra-bullish [3:28] Don't miss next week's interview with Amir Adnani [9:45] Enjoy the rally—it won't last long [19:15] TGT just put in its "forever" low [35:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Subscribe to the premium podcast at WSUOffer.com. Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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, I highlight how the central bank's reckless policies created inflation… and why no one saw it coming. Next, I explain why the best-performing stocks will keep surging through the end of the year… while underperforming stocks will continue to lag (hint: it has nothing to do with fundamentals). This leads me to a rant on how the big asset managers f*** over individual investors. On tomorrow's episode of WSU Premium, I'll share around 50 names that I expect to climb as we head into the end of 2023. Don't miss it—Subscribe to the premium podcast at WSUOffer.com. In this episode The hectic life of a sports parent [0:30] It's wild that markets are in rally mode [4:40] How the Fed created inflation [7:30] Why the best-performing stocks will keep surging [17:05] How Wall Street f***s over the little guy [19:00] Get my list of 50 stocks that will continue to new highs [28:10] Subscribe to the premium podcast at WSUOffer.com. Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 for longer. Next, I share the one asset investors should be buying as we face an economic downturn. Plus, I highlight a market that's set to grow to $16 trillion by 2030—from virtually nothing today. Investors face a ton of pain ahead… and I want to help you through as much of it as possible. If you have any questions about the strategies we use here at Curzio Research—and which ones are right for you—don't hesitate to call us at 1-888-287-9461. In this episode I hope your Halloween was as great as mine was [0:33] Investors are starting to believe the Fed [5:00] Earnings season winners and losers [10:18] The one asset to buy as the economy struggles [24:35] This market will hit $16 trillion by 2030 [30:25] Let us help you through the market pain [43:05] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 markets—the market volatility will create amazing risk/reward opportunities going forward. I share a few assets you should have exposure to right now. Don't miss tomorrow's WSU Premium. Daniel and I will discuss the opportunity in small-cap stocks… and share our latest pick. In this episode What my fair experience says about the economy [0:30] Prepare for a recession [8:20] What Powell got wrong about inflation [15:15] Growth in these 2 sectors = more pain ahead [21:15] Diversify with this inflation hedge[26:40] Don't miss tomorrow's WSU Premium [35:25] Looking to diversify your portfolio as inflation becomes the new normal? Contemporary art has a history of strong appreciation during high inflation periods—like right now. Masterworks' innovative platform makes starting a fine art collection attainable for anyone. Here's how: Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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—and why they shouldn't do it. Next, I highlight several factors weighing on the market right now—including higher interest rates… some ugly data on housing starts… and investor sentiment turning bearish. But despite these risks, I share why we could see a pop in the market. As Q3 earnings roll in, I break down what investors should be watching for… and how higher oil prices and interest rates could impact next quarter's results. Don't miss tomorrow's WSU Premium, where Daniel and I will discuss big banks… oil stocks… and a new Dollar Stock Club pick to play rising commodity prices. In this episode Tokenization is the biggest trend of my lifetime [2:30] Why podcasting isn't for everyone [16:13] Why stocks could rally, despite the growing risks [28:20] The most important numbers this earnings season [31:20] Don't miss tomorrow's WSU Premium [36:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 response to the violence. Regular listeners know I've been bullish on energy for many months. I explain why the current environment creates major tailwinds for oil prices… why every investor should have exposure to energy stocks… and how the war impacts my thesis. Next, I break down today's Producer Price Index (PPI)… highlight the one data point to focus on in tomorrow's Consumer Price Index (CPI) report (hint: it's all about energy prices)... and explain why the numbers could force the Fed to raise rates even more. I also explain why hedge fund titan Bill Ackman has a bone to pick with Harvard… and why it's the latest sign of the growing division in our nation. Don't miss tomorrow's episode of WSU Premium. I'll dig deeper into the energy sector… highlight the opportunities developing in consumer staples stocks… and reveal this week's Dollar Stock Club pick. In this episode Proof that your tax dollars are working hard [1:35] Why this market rally could continue (despite the war) [9:15] A recipe for higher energy prices [19:20] The only inflation number that matters right now [23:10] Bill Ackman has a bone to pick with Harvard [25:45] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 the table on how this is one of the most dangerous markets I've ever seen… Despite the fastest pace of rate hikes in history, some of the riskiest stocks have been surging. But this irrational bull run is coming to an end. I explain why the Fed won't be able to pull off a soft landing… and why we should brace for more pain throughout the housing sector, community banks, and consumer spending. Shockwaves are rippling across the political aisle as House Speaker Kevin McCarthy (R) was ousted this week. I explain how this changes my thesis on ridiculous government spending… and why it will lead to a long, drawn-out selloff in stocks. But that doesn't mean you should sell everything and move to cash. Tomorrow on WSU Premium, I'll share exactly how to position yourself for this market—including a new Dollar Stock Club pick… from a sector I've never recommended before in my entire career. Access the premium podcast at WSUOffer.com. In this episode We're getting “fee'd” to death [0:30] What's behind the market selloff? [7:30] Consumers can't escape this rising cost [10:45] Why this irrational bull run is ending [20:35] Why McCarthy's ousting will trigger more declines [28:25] Don't miss tomorrow's WSU Premium [40:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: Access the WSU Premium at WSUOffer.com.
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 watchlist. Two weeks ago, I ruffled some feathers when I shared my contrarian view on global warming. I'm doubling down this week… and sharing some more research from experts who disagree with the popular climate narrative. Email me your thoughts at daniel {at} curzioresearch {dot} com. “Carbon capture” is one of the trendiest ideas for mitigating climate change (and it's so popular, I've created a drinking game around it). While I think it's a silly idea, it will benefit a handful of companies in the energy sector. I reveal two of my favorite stocks to play the situation… and explain why the world can't stop using fossil fuels anytime soon. In this episode The politics behind TGT's store closures [2:00] The best retail stocks for long-term investors [10:55] I'm doubling down on my climate stance [14:25] A drinking game to help combat climate change [18:20] My two favorite plays on carbon capture [23:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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) only proves government spending isn't slowing down anytime soon. A lot of folks think the Fed can solve these problems by cutting interest rates. I explain why a rate cut would NOT be bullish for the stock market. Finally, I highlight one sector that will continue to thrive amid the government's crazy policies. In this episode Why I'm not retiring anytime soon [0:33] The Fed's latest interest rate decision [5:44] Global debt hits a new record high [8:55] The government's insane spending [14:15] Why higher rates will hurt the market [17:50] This sector will thrive thanks to the government's crazy policies [22:05] Don't miss tomorrow's Dollar Stock Club pick [29:35] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 exposure to oil & gas right now. And I highlight a report from over 1,600 scientists on why climate change isn't as dire as the media makes it sound. The Wall Street Journal recently ran a story about how amateur investors are piling into risky option bets. I recap the article… and explain why this strategy has worse odds than the casinos in Vegas. But that doesn't mean you can't use it to your advantage. I share a few tips on how to turn the odds in your favor… and a brokerage firm benefiting from the trend. In this episode Energy prices are dominating the CPI [2:05] Why I don't think we'll see peak oil demand by 2030 [8:25] Over 1,600 scientists say not to worry about climate change [15:00] Amateur investors are making risky option trades [19:45] A brokerage to add to your watchlist [25:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 happen. I go over the factors behind the dollar's recent weakness—including how the U.S.'s actions are driving our enemies closer… whether the dollar is actually at risk of losing its status as the world's reserve currency… and the one asset primed to soar as de-dollarization continues. Be sure to tune into tomorrow's WSU Premium, where Daniel and I will dig deeper into de-dollarization… and highlight more ways to profit from the trend [Get access to the premium podcast at WSUOffer.com]. In this episode The unfortunate truth behind AVAV's blowout quarter [1:15] De-dollarization is real [5:50] Will the U.S. dollar lose its reserve currency status? [10:50] What's driving countries away from the U.S. dollar? [13:05] How I expect de-dollarization to play out [19:25] This asset will benefit as the dollar weakens [33:25] Tune into tomorrow's WSU Premium [38:27] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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… and why a Bitcoin ETF would be the beginning of a new era for digital assets. In fact, the smart money is already investing in the latest evolution of digital assets: tokenization. I explain how tokenization works… why it benefits businesses AND investors… and why BlackRock CEO Larry Fink is calling tokenization “the next generation for markets.” The bottom line: Crypto is here to stay. In fact, it's one of the best risk/reward opportunities I've ever seen. And every investor needs exposure to this growth sector. Best Buy (BBY) recently reported earnings that beat analysts' expectations. I go through the results and highlight what sets it apart from other retailers… and why it's primed for long-term success, even as consumers struggle with rising prices. As we head into September—historically the worst month of the year for stocks—the market is searching for a new catalyst. But despite the uncertainty (and high valuations), there are still plenty of opportunities in the market. Tune in to tomorrow's WSU Premium, where Daniel and I will highlight which sectors we like right now (and reveal a new Dollar Stock Club pick). In this episode Hurricane Idalia makes landfall [0:32] A huge victory for crypto [8:30] Crypto: The best risk/reward setup I've ever seen [12:35] Tokenization will be the next generation of crypto [15:40] What sets BBY apart from other retailers [18:05] Don't miss tomorrow's WSU Premium [31:23] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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 highlight the two companies that represent the biggest threat to NVDA's dominance. (Most folks will be surprised by these names). Next, I make a bold prediction… The Fed is done hiking interest rates. I explain my thesis… and why sluggish global growth is the “new normal.” I also highlight a major red flag in the housing market. It's a situation that's never happened before… and will put massive pressure on the economy (and lead to more volatility in the stock market in the coming months). Last week, I shared a unique opportunity with members of our most elite service, Curzio One. It's a private placement that I believe could generate 80x gains over the next 18 months. I'm personally investing $50,000 in this opportunity… and there's a limited window available for anyone who wants to join us. If you're interested, you'll need to act quickly, as we only have a few spots left. On tomorrow's episode of WSU Premium, I'll highlight my favorite stocks and sectors for the current market. Plus, I'll reveal our new Dollar Stock Club pick—a beaten-down stock that hedge funds are scooping up ahead of a major turnaround. In this episode What to expect from Nvidia's earnings [3:50] The surprising tech names that could disrupt NVDA [13:00] The Fed is done hiking interest rates [18:57] A history-making concern in the housing market [28:10] How to get a shot at 80x gains [34:40] Don't miss tomorrow's WSU Premium [38:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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—including warnings from several companies—and explain why things will get worse before they get better. I also highlight why the yuan is crashing… why China's attempts to boost its currency aren't working… and how the country's real estate collapse could spill over into another $3 trillion industry. I share how investors should play the situation… and a couple of companies that rely too heavily on China. One company that expects to come out unscathed is Nvidia (NVDA). Management recently said China's slowdown won't affect it at all, despite China accounting for 20% of revenues. Daniel and I discuss the expectations for NVDA's upcoming earnings report… and share our opinions on how the stock will react next week. Don't miss tomorrow's episode of WSU Premium, where Daniel and I will dive into international markets… sift through some recent 13F filings to see where the smart money is investing right now… and discuss the latest sign of “dedollarization” in the global energy market. [Subscribe to the premium podcast at WSUOffer.com.] In this episode Dire warnings about China's economy [3:05] China's disastrous economic data [8:00] The yuan is crashing [10:55] A $3 trillion ticking time bomb [14:40] These companies rely too much on China [20:45] What to expect from NVDA's earnings [29:45} Join us for WSU Premium [37:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Subscribe to the premium podcast at WSUOffer.com. Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
By the time you listen to this, I'll have had my second hip replacement surgery. The first time, it cost me almost nothing out of pocket. But this time, I'll be paying $8,000! Prepare for a rant about rising healthcare costs and the insurance racket. Following Fitch's downgrade of U.S. debt last week, Moody's just downgraded its ratings on 10 U.S. banks. It's another concerning sign of what's happening beneath the surface of the market. I highlight several reasons for investors to be cautious… including a classic signal that a recession is on the horizon. The good news is that we're heading into a stock picker's market—where it'll be easier to outperform the market if you select the right stocks. I share the qualities you should look for when picking stocks right now… and a recent Curzio Research Advisory recommendation that meets these criteria. I also break down which Big Tech leaders are solid investments right now… and which ones can't justify their premium valuations. As we head into an election year, investors must be prepared for anything. Politicians will do whatever it takes to get votes… triggering more inflation and stock market volatility. That's why it's so important to protect your portfolio from the potential downside—And that's exactly what Moneyflow Trader is designed to do. Finally, I share one market-beating strategy investors should focus on… even more than dividends. In this episode Health insurance is a racket [3:24] What's behind Moody's bank downgrades? [6:30] The biggest risks to the market right now [8:00] How to identify the best stocks [14:42] 3 Big Tech leaders to buy… and 3 to avoid [18:12] What to watch out for this coming election year [22:45] This strategy beats dividends [28:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
Prepare yourself for several rants today… I start the show with some comments about CNBC's Squawk Box, which is usually a solid show—but not today. Next, I highlight some of this week's most important earnings reports—including results from General Motors (GM) and Ford (F). I break down how GM's CEO is lying through her teeth about electric vehicles (EVs)… why most automakers are afraid to face the truth about the EV trend… and how a little common sense could help their shareholders. Don't miss tomorrow's WSU Premium, where Daniel and I will break down the winners and losers of this earning season (For full access to the premium podcast subscribe at WSUOffer.com). Stocks are sinking today after Fitch Ratings downgraded the U.S.' credit rating. I highlight some shocking numbers from the report… and explain why we're in a much worse situation today vs. the last downgrade in 2011. Of course, politicians and economists are pushing back against the downgrade. I rant about some of the most absurd arguments from the likes of Larry Summers and Janet Yellen… why I have to tip my hat to Fitch… and the silver lining in the downgrade. Finally, I rant about how politicians need to be held accountable for their reckless spending… and how the problem spreads into issues like central bank digital currencies (CBDCs), climate change, and political corruption. In this episode I have a bone to pick with Squawk Box [0:30] GM's CEO is lying through her teeth [6:25] What's behind Fitch's debt downgrade? [10:00] Larry Summers is a bum [19:30] Why CBDCs don't really benefit consumers [26:15] How politicians use climate change to scam us all [28:35] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com