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Wall Street Unplugged - What's Really Moving These Markets

Latest episodes

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Jun 4, 2025 • 59min

Why biotech is about to see M&A heat up

An M&A wave is coming in biotech. Plus, the U.S. vs. China: Who needs a deal more? … The Fed's B.S. move… Time to buy small caps? … Buy these cryptos… And the next CoreWeave (CRWV)? In this episode: The NHL Stanley Cup: Which team I'm rooting for [0:33] Should investors "sell in May and go away"? [4:31] The U.S. vs. China: Who needs a deal more? [9:15] I agree with Senator Warren about this Fed move [16:24] Is it time to buy small caps? [24:12] A regional bank for your watchlist [25:01] Why biotech is about to see M&A heat up [28:13] Will Robinhood be the next S&P 500 stock? [39:36] Buy these cryptos for the next bull market [41:51] Why CoreWeave keeps surging higher [44:04] Is this IPO the next CoreWeave? [51:23] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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May 28, 2025 • 1h

Trump's nuclear EO: Is it time to buy uranium stocks?

What Trump's executive order means for uranium—and how to play it. Plus, the disconnect between large and small caps… Why interest rates will go down in 2026… A great trade opportunity on a crypto stock… And Nvidia's (NVDA) earnings. In this episode: Large vs. small caps: What's behind the disconnect? [2:15] Interest rates will go down in 2026—here's why [6:45] This crypto stock presents a trade opportunity [15:00] The key to protecting Bitcoin from another SEC pivot [22:43] What to expect from Nvidia's earnings after the bell [26:34] Uranium stocks to trade on Trump's nuclear EO [34:16] This energy stock could drop 75% [42:22] Major changes coming to Curzio Research [54:38] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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May 21, 2025 • 60min

Is the dollar on the brink of losing its reserve status?

Moody’s downgraded the U.S.'s credit—what that means… Will the dollar lose its currency reserve status? … Coreweave's (CRWV) rapid rise… The 2 must-haves of successful retailers… Is Target (TGT) a buy after reporting earnings? … And noteworthy 13Fs. In this episode: Moody's downgraded the U.S.'s credit—what it means [3:46] Will the dollar lose its currency reserve status? [11:16] Why I'm frustrated by Coreweave's rally [16:22] The 2 must-haves for retailers to be successful [28:04] Is Target a buy after reporting earnings? [29:07] A lot of bad news is priced into this solid housing stock [37:21] From solar plays to German banks: 13Fs that caught our eye [44:33] A great deal on Wall Street Unplugged Premium [56:54] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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May 16, 2025 • 57min

The massive energy lie that's costing us trillions

Dr. Scott Tinker dismantles energy myths in this eye-opening interview—covering EVs, renewables, nuclear power, and global energy poverty. Hear the real data behind the headlines and discover what the future of energy means for investors and the world. In this episode: One of my most eye-opening interviews EVER [0:16] Welcome, Dr. Scott Tinker, world-renowned energy expert [3:05] Clean energy isn't just about low emissions [4:38] Are electric vehicles (EVs) as clean as marketed? [6:15] The energy inequality no one talks about [9:51] Why Europe's energy policy is failing [12:57] China vs. the U.S.—who needs whom more? [21:03] Why coal isn't going away anytime soon [24:22] The myth of "zero emissions" [27:35] "There's no such thing as renewable energy"—here's why [30:25] The world must go nuclear [34:20] Climate change: fear vs. facts [43:38] Tune into SwitchOn.org for more of Dr. Tinker's energy insights [46:35] Find SwitchOn.org at https://switchon.org/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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May 14, 2025 • 52min

The China trade deal takes a recession off the table

In this episode: Trump's big week: China trade deal, ceasefires, and more [3:15] The China deal removes the risk of recession [10:47] The next AI boom will take place in this country [15:47] Stocks poised to rally on the U.S.-China trade deal [20:41] Why the current environment is perfect for big banks [23:00] Buy this AI pure play on a pullback [25:02] This will be the best-performing DOW stock this year [32:31] Daniel eats humble pie on Coinbase [37:33] The latest crypto IPO underscores Bitcoin's momentum [40:10] Don't miss tomorrow's new stock pick [48:22] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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May 7, 2025 • 59min

Buy this AI stock on any pullback

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this summer? [9:10] What to expect from China trade talks [15:12] Is China finally a buy? [18:12] Disney is finally making some smart business moves [22:41] Should you buy Uber on its pullback? [34:46] What caused the plunge in the healthcare sector? [38:32] This AI stock is a buy on any pullback [43:03] Bitcoin will push past $200k—here's why [49:15] How to play the crypto bull market [53:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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Apr 30, 2025 • 39min

Get exposure to one of these 4 energy names

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin. In this episode: Frank is on a research trip to Denver [0:25] What caused Spain to go dark for 24 hours? [1:52] The U.K.'s answer to climate change: Dimming the sun? [6:59] The irony of the new highway cutting through the Amazon [8:09] What GE Vernova's Q1 earnings say about the future of natgas [10:57] You should have exposure to one of these 4 energy names [15:50] Breaking down the new Bitcoin SPAC, Twenty One Capital [18:48] Twenty One Capital is NOT another Strategy [28:27] Proof of massive Big Money demand for Bitcoin [30:48] The financialization of Bitcoin is upon us [32:47] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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Apr 28, 2025 • 35min

Peter Lynch is backing this undervalued AI disruptor

In this episode: DigiPower X (DGXX) is a hidden gem in today's market [0:20] Introducing Michel Amar, CEO of DigiPower X [3:17] DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59] DigiPower has a massive head start on its competitors [14:17] Why this debt-free revenue machine is so undervalued [16:33] How management takes care of its shareholders [24:40] One of the world's best investors is backing this company [28:30] How this $30M company plans to unlock $500M in value in 2 years [32:28] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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Apr 23, 2025 • 37min

U.S. Gold Corp: Riding massive tailwinds toward unprecedented gains

In this episode: Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14} Why this stock is up 130% over the past 12 months [3:11] Proof that U.S. Gold Corp. is dramatically undervalued [9:58] CEO George Bee is a gold-mining superstar [12:41] An $800 million opportunity in "waste rock" [16:07] USAU's flagship project is worth 7x the current market cap [21:56] USAU could soon get into Russell 2000—why that's a huge deal [24:00] Big companies are now knocking on USAU's door [26:49] U.S. Gold Corp. (USAU) Recommendation Disclaimer: https://www.curzioresearch.com/wp-content/uploads/2025/04/US-Gold-Corp-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
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Apr 16, 2025 • 60min

NVDA proves no one is safe in Trump's trade war

In this episode: Stay cool in this crazy market [1:26] Trump must dial back his tariff policy [4:03] Nvidia's $5.5B charge is only the beginning… [10:09] This sector is uninvestable amid Trump's tariffs [16:42] What's up with United Airlines' two sets of guidance? [24:44] This AI company is in a league of its own [32:22] Powell or Bessent: Who will blink first? [38:15] Has the market bottomed? [42:06] Curzio One: Another incredible private placement [46:24] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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