Wall Street Unplugged - What's Really Moving These Markets cover image

Wall Street Unplugged - What's Really Moving These Markets

Latest episodes

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Nov 22, 2022 • 39min

Disney just replaced one bad CEO with another

Disney’s (DIS) board of directors … But they replaced one bad choice with another: former CEO Bob Iger. Meanwhile, the media is shocked over Disney’s dismal streaming results and stock performance—but no one should be surprised. I explain why analysts refuse to downgrade the stock… what Iger should do as he takes back the “House of Mouse”… why the next few quarters will be terrible for Disney… and how I would play the situation.   Best Buy (BBY) is in rally mode following a better-than-expected earnings report. I highlight what’s behind the earnings beat... what the results say about the consumer... and why you should expect crazy deals this Black Friday. In this episode  Happy Thanksgiving week! [0:30] Why Bob Iger is a bad choice for Disney’s CEO [1:57] Why Wall Street loves Disney [7:10]  Iger has some tough choices ahead [16:45] Best Buy’s results aren’t as good as they look [31:28] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 17, 2022 • 54min

Why Gen Z is captivated by crypto

My nephew, Joe Davide, joins me again to share Gen Z’s perspective on stocks and crypto… and how younger investors are handling the recent volatility.  He explains what he’s learned from the current bear market… and if he’s looking to invest in any new stocks right now. Joe’s been doing a great job as the lead writer for . He shares why he’s captivated by crypto… his process for researching new projects (and some of his favorites right now)… and why .  And finally, as huge NFL fans, we share our predictions for who will win the Super Bowl.  In this episode  How Gen Z is handling its first major bear market [6:38] Why Joe is drawn to crypto [8:40] Joe’s process for finding great projects [11:55] Why investing is a humbling learning process [23:00] Check out Joe’s writings on [37:52] Our predictions for who will win the Super Bowl [41:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 16, 2022 • 28min

Retail is hurting—except one group

Earnings are in for Target (TGT), TJX Companies (TJX), and Lowe’s (LOW). Daniel and I discuss what Target’s dismal results say about the overall economy... why Lowe’s CEO Marvin Ellison is full of s***—and why the stock could drop 20%-plus in the coming months… and why the issues faced by other retailers are great for discount retailers like TJX. We also break down the major separation taking place in stocks across all sectors… why fundamentals finally matter for the first time in over a decade… what to focus on when looking for great investments… and why one group of hated traders is about to have its heyday. In this episode  What Target’s terrible quarter tell us about the economy [0:30] I have a bone to pick with the CEO of Lowe’s [7:10]    It’s a great environment for discount retailers [15:42] Why we’re seeing a separation in stocks across sectors [18:36]  This group of hated investors knows what it’s talking about [24:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 15, 2022 • 30min

4 stocks that will crush it in 2023… and 4 that won’t

My Philadelphia Eagles lost their first game of the season last night… and I’ll tell you why I’m happy about it.  The markets are in rally mode as investors celebrate the latest inflation data. I explain why this kind of action is normal in a bear market… why we’ll see a big separation between winning & losing sectors… and what Walmart’s latest results say about the overall economy (hint: it’s not good). Plus, I share four stocks that are poised for big gains in 2023… and four others you should avoid.  The Fed remains hell-bent on destroying the economy as it fights inflation… And while the current rally feels great, 2023 is shaping up to be a difficult year for investors.  I explain why you should expect many stocks to fall 30% or more from current levels… and how to play both sides of the market using the put strategy Genia recommends in Moneyflow Trader. Learn how it can make you a fortune as stocks crash. And if you have any questions, .  In this episode  My Eagles finally lost a game [0:30] This is a typical bear market rally [1:58] 4 winners and 4 losers for 2023 [7:53]  What Walmart’s results can tell us about the economy [11:23] Don’t expect a Fed pivot anytime soon [17:55] How to play both sides of the market and make a fortune in 2023 [24:57] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 10, 2022 • 36min

What we need for crypto to rally

Frank Holmes, CEO and chief investment officer of U.S. Global Investors and executive chairman of Hive Blockchain Technologies (HIVE), joins me to discuss the crypto markets.  The big story in crypto is the collapse of FTX, one of the world’s largest crypto exchanges. Frank breaks down the impact on the industry… and how FTX’s business practices remind him of “shadow banking” in China. He shares the one question that helped him avoid massive losses when crypto lender Celsius went bankrupt… the “no-brainer” piece of crypto regulation that’s needed now… and what we need to see for crypto to rally. Frank also explains what has him excited about the metaverse and NFTs… why green energy is the future of crypto mining… and why crypto conferences are still seeing such strong demand, despite sinking prices for cryptocurrencies. (Speaking of conferences, Frank will soon be hosting his own virtual crypto conference. Stay tuned for more details… Here’s how to get tickets/(depending on link)/Save the date, X/Y/Z) He also explains why he expects the coming recession to last a while. In this episode  Why the FTX implosion is like China’s “shadow banking” system [1:50]  The “no-brainer” regulation in the crypto industry [6:58] Crypto won’t rally until this happens [10:35] What has Frank excited about the metaverse and NFTs [15:28] Expect further pain in crypto ahead [31:00]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 9, 2022 • 40min

Disney’s CEO should be fired immediately

Midterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets.  Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and why regulation is a must. And finally, Disney (DIS) reported pathetic earnings and the stock is down double digits. I explain why the company is losing billions… and why CEO Bob Chapek should be fired immediately. In this episode  Takeaways from the midterm elections [0:59] A new leader for Republicans [5:35] How a split government will impact the markets [8:20] The FTX bailout is causing havoc in the crypto market [13:55]  Why we need crypto regulation… ASAP [18:55] Why Disney’s CEO should be fired [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 8, 2022 • 26min

A ‘red wave’ won’t save your portfolio

Happy Election Day! I hope you all get out and vote today, since, according to the mainstream media, our democracy is at risk…  I highlight how wild politics in this country have become… why I’m being labeled a “racist” and a “radical”... and what I wish we’d focus on instead of all the fear-mongering and hate. A split government is typically bullish for the markets… And a “red wave” would be good for business… But regardless of how the election turns out, it won’t save your portfolio—the only thing that matters is the Fed. I explain why there’s zero chance of a soft landing… Goldman Sachs’ alarming forecast… and why we’re facing a recession in 2023. Luckily, Genia Turanova’s simple but effective Moneyflow Trader strategy was designed for exactly this kind of dangerous market. In fact, she just closed out her 17th and 18th winners year to date. And for a limited time, you can join at a deep discount. In this episode  Have you voted yet? [0:28] A pro-business “red wave” won’t be enough to save the markets [4:07] Goldman Sachs’ warning about next year’s earnings [6:35]  The perfect strategy for a 2023 recession [11:30] How to join Moneyflow Trader at a deep discount [23:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 3, 2022 • 39min

Don’t buy into Powell’s ridiculous claim

Yesterday, the Fed held its November meeting and raised interest rates by 75 basis points.  We break down the market reaction to the Fed… why the Fed won’t pivot… an absurd comment Powell made during his press conference… why you need to brace for further downside… and how to rake in profits as that happens. As earnings season continues, we discuss the record results from power management company Eaton (ETN)... what pawn shop operator FirstCash Holdings’ (FCFS) strong earnings say about the economy... and how energy policies are letting one coal company—a Curzio Research Advisory holding—print cash. In this episode  The market’s up-and-down reaction to the Fed meeting [0:30] Powell’s ridiculous comparison on historical interest rates [6:45] Eaton’s record earnings [9:15] What one pawn shop operator says about the economy [18:00] Energy policies mean this coal company is printing cash [23:40] How to profit as the market plunges [32:27] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
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Nov 2, 2022 • 32min

Why the Fed can’t save the markets

Later today, the Federal Reserve will hike interest rates yet again… but that’s hardly news at this point. The real news is what will happen after during the Q&A—and whether the Fed will start turning dovish… We cover why the Fed is stuck between a rock and a hard place when it comes to combating inflation—and you shouldn’t pin your hopes on a dovish Fed… Why we could see a higher inflation target by the end of the year… How the Senate and Congress are attempting to pressure Powell… Why there’s no hope of a soft landing at this point… And why the Fed can’t save the markets. Plus, I share how to multiply your money as the Fed’s mistakes crash the market.   In this episode  We could see a major change on inflation targets [2:30] The Fed’s hands are tied on rate hikes [4:20] How elected officials are pressuring Powell [13:25] The Fed can’t save the markets [16:30] Despite the bear market, equities still aren’t cheap [24:40]  How to profit from the Fed’s errors [26:25]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :
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Nov 1, 2022 • 38min

The market sectors to buy—and avoid—now

Happy belated Halloween!  Today’s show starts with a rant about how times have changed since I was a kid… why I’m worried kids can’t have fun anymore. Turning to the markets… I break down what to expect from tomorrow's Fed meeting… and why the latest jobs data should kill any optimism about the Fed turning dovish. I also dig into some stats on the booming market for HELOC loans… and what it means for the economy. We’re still in a bear market, but that doesn’t mean you should be selling everything. I break down exactly which sectors investors should be buying right now… which ones to avoid… and the best strategy to profit from the ongoing volatility in stocks. In this episode  Happy Halloween! [0:30] What killed this morning’s rally [5:10] Inflation has NOT peaked [10:05] Why strong demand for HELOCs is a bad sign for the economy [18:40] Which sectors to buy and avoid now [23:35] How to make a fortune in this volatile market [31:19] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

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