Wall Street Unplugged - What's Really Moving These Markets

With all of our newsletter issues… subscriber updates… this podcast… and special offers… I’ve been working as hard as ever. Meanwhile, the kids are home for the summer—and driving my wife insane.   I start today’s show with a funny anecdote about how my dad got us to behave as kids… and why I almost called the cops on my own kids this week.   There’s a huge story that isn’t getting the attention it deserves: The U.S. government could soon put restrictions on tech companies that sell chips to China—including the mighty Nvidia (NVDA). (I shared some inside info on this exact topic from a member on last week’s Frankly Speaking podcast… So keep sending me your stories and questions at Frank@curzioresearch.com.)   In short, China is in bad shape… and that’s a problem for the entire world. I share some stats on China’s economy that should scare the crap out of you… and why the talking heads in the media are wrong about China’s status as the world’s greatest growth engine. Daniel and I will dig deeper into the story on tomorrow’s episode of WSU Premium—don’t miss it. Get access to WSU Premium at WSUoffer.com.   Finally, I share some details on a special offer we’ve been working on to give you three of our premium products at incredible discounts. And if you act quickly, you could score a one-on-one conversation with me. So make sure to watch your inbox for this unbelievable deal.   In this episode  How to make your kids behave this summer [0:30] A massive story on China you must pay attention to [4:32] How our subscriber network beats the mainstream media [8:15] A better bet than the AI rally [18:11] China’s economic data should scare the crap out of you [19:25] Don’t miss our incredible offer [25:16]   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 market is unlike any other I’ve seen in my 30-year career… and I’m getting a ton of questions about how to play it.   I start today’s show by breaking down the mixed signals investors are dealing with right now… why Big Tech is surging—even as the Fed tries to cool the economy… and why it’s clear the Fed has no idea what it’s doing.   The good news is that all of this uncertainty is creating a lot of opportunities for investors. I highlight two sectors I’m extremely bullish on right now—including one that will benefit from a major market rotation that’s already underway… and a strategy you can’t afford to miss once the market starts pulling back again.   I’m crafting a special deal on three of our most valuable services to play these highly profitable areas. Keep an eye on your inbox next week for all the details… and if you act quickly enough, you could score a one-on-one conversation with yours truly (bear in mind, I can’t give individual investment advice).   On tomorrow’s WSU Premium, Daniel and I will break down two opposing reports from Wall Street firms—one bearish and one bullish—and explain what to pay attention to in each one. Plus, we’ll reveal the latest Dollar Stock Club pick—an asset with incredibly upside potential in one of the sectors I mention on today’s show.   In this episode One of the craziest markets I’ve ever seen [0:35] The Fed has no clue what it’s doing [9:15] 3 highly profitable ways to play this market [23:10] Stay tuned for one of our best deals ever [44:20] Don’t miss tomorrow’s WSU Premium - Get access at WSUoffer.com [47:56] 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 finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course, the business is illegal).   The stock rally is on. I highlight several names making explosive moves—including Tesla (TSLA), Sofi Technologies (SOFI), and one Curzio Venture Opportunities holding that’s up about 27% in less than a year.   But despite these impressive gains, investors shouldn't expect a new bull market. I break down why this market is similar to the dot-com bubble… why I expect many big names to sell off soon… and why the Fed isn’t done with its rate hikes, even if it pauses this month.   That said, I expect one corner of the market to see a massive tailwind: small caps… I use a well-known stock as the perfect example of what to expect from small caps going forward. After selling off hard following its last earnings report, it’s up more than 15% since the start of the month.   In fact, I’m so excited about the opportunity in small caps, I'm creating a special deal for our small-cap newsletter, Curzio Venture Opportunities. Look for the details next week.   And on tomorrow’s WSU Premium, I’ll share one of my favorite small-cap ideas. Don’t miss it—sign up now at WSUoffer.com.   In this episode What Narcos can teach you about business [0:30] Why stocks are surging [2:50] This rally reminds me of the dot-com bubble [9:30] Be careful what you wish for from the Fed [12:30] Why small caps have a ton of upside [15:50] Look for a special offer next week [19:50] Don’t miss tomorrow’s WSU Premium—For access sign up now at WSUoffer.com [27:20] 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 at an industry meeting this week—leaving me, Daniel, behind the mic.   Over the past two days, the Securities and Exchange Commission (SEC) declared war on crypto exchanges Binance (BNB) and Coinbase (COIN). I break down why the SEC has gone full “Elmer Fudd” on crypto… why investors should expect more strong-arming from regulators… and how I’d play the crypto space over the short and long term.     The PGA Tour shocked (and angered) the sports world this week when it announced it’s merging with LIV Golf. Before joining forces, the two rival organizations were engaged in a war of words—including accusations of terrorism—and antitrust lawsuits. I highlight the lesson everyone should learn from this ugly situation… and a stock that will profit from the merger. And finally, as a non-tech-savvy 37-year-old, I share my perspective on Apple’s new headset, the Vision Pro.   In this episode The SEC is going “Elmer Fudd” on crypto [1:30] The political theater of the SEC’s crypto crackdown [8:00] Why the PGA/LIV merger is shaking the sports world [15:20] Apple’s new headset is a success story in the making  [22:05]   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

Summer is here—which means the kids are home from school all day.   I hope you all have some fun plans to look forward to. Unfortunately, it won’t be a good summer for stocks. In fact, I expect a lot of pain over the next 18 months.   Guys, this might be the most important podcast you listen to all year.   I break down how a few large stocks are propping up the entire market… why we could see a big selloff following the debt ceiling deal… and a major factor that’s about to crush consumer spending.   We’ve dealt with debt ceiling issues before… but this time is different—and for the first time, investors should be worried. There are only two options to deal with our current national debt levels—and I explain why neither is really feasible.   I also share some staggering data about the U.S. national debt… and why consumer debt will wreak havoc on the economy over the next year.   Next, I explain why the market is making a big mistake by trusting in the Fed… why the Fed’s bailouts in 2008 cursed us… and why they’re not an option this time around.   The bottom line: The economy and the stock market are both in serious trouble. But there are still ways for investors to make solid returns. I highlight the two assets you should have exposure to right now… and an investment strategy designed to profit from the coming turbulence.   To help you survive this dangerous market, I’m working out the details of a limited-time discount on three of our advisories: Crypto Intelligence, Curzio Venture Opportunities, and Moneyflow Trader. I end the show with some hints about what’s coming your way… and the tremendous opportunities these newsletters offer right now.   By the way, if you haven’t yet, be sure to listen to last week’s special interview with Luke Norman, chairman of U.S. Gold (USAU), to get the inside scoop on why gold is poised to enter a new bull market.   In this episode   It’s going to be a painful summer for stocks [0:30] Why the debt ceiling deal is a lose-lose situation [5:30] Why this time is different when it comes to U.S. debt [14:00] Don’t trust the Fed [27:30] A limited-time deal is coming your way [40:30] Don’t miss last week’s special episode [48:25]   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 been an exciting couple of weeks for the sports world. I start today’s show with a quick recap of the most thrilling moments from the NHL and NBA playoffs.   The market headlines are currently dominated by several risks—including the debt ceiling debate… the Fed’s plan for interest rates… and the stubbornly high inflation. Yet, for some reason, the TV pundits are calling for the next bull market.   I explain the truth about the debt ceiling negotiations… and how to use the resulting market volatility to your advantage.   Next, I break down the massive disconnect between what the Fed is saying about interest rates and what the market is betting on. It’s why I keep pounding the table about the tough spot the Fed is in… and why its only course of action is a problem for the stock market.   Finally, I share some data on why the current market risks aren’t going away anytime soon.   Bottom line: You’d be crazy to anticipate a bull market right now. More declines are coming… Luckily, there’s a simple way to profit from them.   Don’t miss tomorrow's episode of WSU Premium. Daniel and I will cover the biggest headlines moving the markets… and share our latest Dollar Stock Club pick. Here’s how to join us: WSUoffer.com.   In this episode A recap of the NHL and NBA playoffs [0:30] How to play the debt ceiling drama [3:25] The Fed’s only course of action to fight inflation [11:00] You’d be crazy to bet on a bull market right now [16:40] The best way to profit from market declines [26:35] How to start your fine art collection [28:10] Don’t miss tomorrow’s WSU Premium [32:05] 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

Between the debt ceiling drama… interest rate hikes… inflation and stagflation… and mixed economic signals… it’s hard to make sense of all the chaos right now.   The media says inflation is coming down… But I have a quick rant about why you shouldn’t be fooled by the latest economic data—or the talking heads. I also explain why it’s insane for anyone to expect a rate cut this year.   Next, I break down the government’s crazy spending spree… and why it’s going to be a big problem going forward, especially for the U.S. dollar.   The latest round of 13Fs are in—showing what the biggest money managers invested in last quarter. I highlight one sector these guys have been piling into… and why it’s a major red flag for the economy.   Home Depot (HD) reported earnings yesterday. I break down the results and explain why things will get much worse for the retailer. Plus, I share two stocks that are much better buys right now.   Tomorrow on WSU Premium, Daniel and I will highlight around 20 more names that will give you more bang for your buck than HD. Make sure to catch the episode—Subscribe to WSU Premium at WSUoffer.com.   In this episode Making sense of the market chaos [0:30] Inflation is still running rampant [3:35] Don’t expect a rate cut this year [7:30] Our national debt is out of control [10:00] A major red flag in the latest 13Fs [13:05] Shares of HD are overpriced [19:50] Tomorrow’s can’t-miss episode of WSU Premium [27:05]   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

I start today’s show with a rant on my experience building a home… from paying the bills before my family can even move in… to workers smoking in the house… to a shower leaking through the ceiling… and getting ripped off on allowances.   Housing demand remains strong—for now. I explain why I expect the outlook for homebuilders to turn ugly over the next 12 months.   By the time you listen to this episode, the latest Consumer Price Index (CPI) data will be out. I break down why the Fed can’t lower interest rates until it gets inflation under control… and why a rate cut would be the biggest mistake the Fed could make.   Tomorrow on WSU Premium, Daniel and I will dig through the inflation data and share our latest Dollar Stock Club pick—a company that will benefit from interest rates remaining higher for longer.  Don’t miss the episode—join WSU Premium today at WSUoffer.com. In this episode  My homebuilding nightmare continues [0:30] Housing demand is strong—for now [5:00] The next 12 months will be tough for homebuilders [12:10] What I expect from today’s CPI data [18:40] Why the Fed must get inflation under control [24:25] Why cutting rates would be a massive mistake [34:30] Don’t miss an episode of WSU Premium—Subscribe at WSUoffer.com [35:20]   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

Prepare yourself… I have a couple of rants to get off my chest today.   I’m recording this podcast before today’s Fed meeting, where central bankers are expected to raise interest rates by 25 basis points, then hint at pausing rate hikes.   I cut through the B.S. and explain why an end to rate hikes won’t save us now.   The biggest story in the market right now is the banking crisis. I share some quotes that show how bank CEOs have been lying through their teeth about the state of the banking sector—including JPMorgan’s Jamie Dimon. The whole thing reminds me of a scene from The Naked Gun.   I break down the sweetheart deal JPMorgan got by taking over First Republic… and pose an important question for all investors to consider about regional banks.   While the Fed refuses to admit it, it’s bailing the sector out. I rant about why the Fed’s actions will lead to a lot more pain… and how banks don’t actually give a s*** about their clients.   Make sure to tune into WSU Premium tomorrow—Daniel and I will deep-dive into the banking sector… the state of the consumer… earnings estimates… and all the market risks we’re currently facing. (Subscribe to WSU Premium at WSUoffer.com)   I end the show by sharing the best way to protect yourself—and profit—from this dangerous market scenario.   A pause in the Fed’s rate hikes won’t save us [1:40] These bank CEOs lied through their teeth [3:30] Jamie Dimon’s comments remind me of The Naked Gun [9:50] The FDIC’s bailouts encourage bad behavior [18:30] Don’t miss tomorrow’s episode of WSU Premium (Subscribe at WSUoffer.com) [20:35] How to profit in this market environment [28:30]   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 wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage.   We’re in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald’s (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on your favorite products to come down anytime soon.   The Fed is set to hike interest rates next week and many investors think it will be the last time—but I disagree. I explain why I expect several more rate hikes over the next few months… and why anyone predicting rate cuts later this year is nuts.    Next, I break down the positives and negatives in yesterday’s earnings from Alphabet Inc. (GOOG) and Microsoft (MSFT).   The biggest news for Microsoft came from the U.K. Competition and Markets Authority (CMA), which killed its deal to buy Activision Blizzard (ATVI). I explain why the CMA’s move could be retaliation for a recent U.S. policy move… and why investors should be concerned about the government’s growing intervention across multiple industries, especially energy and crypto.   On tomorrow’s episode of WSU Premium, Daniel and I will dig deeper into Microsoft’s dead Activision deal and the growing tensions between world governments. We’ll also discuss the government’s attack on crypto… and how “de-dollarization” will create a major shift in global power. Don’t miss the episode—join WSU Premium now.   In this episode  What I’ve learned from 15 years of marriage [0:20] Why MCD and PEP are near 52-week highs [2:50] The Fed isn’t done hiking rates [5:00] GOOG is buying back $70 billion in stock [8:13] A great hedge against inflation[15:08] Is the U.K. punishing MSFT for the U.S.’s actions? [16:03] Don’t miss tomorrow’s WSU Premium [34:00] My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage.   Sponsor:   Art makes a great hedge against inflation... Masterworks, our sponsor this week, created a revolutionary platform that enables individual investors to stake a claim in the $1.7 trillion blue-chip art industry. And you can skip the waitlist. (https://www.masterworks.com/?utm_source=curzioblock&utm_medium=affiliate&utm_campaign=Curzio&utm_term=Curzio+Member&utm_content=Masterworks)   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