Wall Street Unplugged - What's Really Moving These Markets

This past weekend, I went to Saratoga to watch the races with some lifelong friends. My dad was a huge horse racing fan… and I share some of my favorite memories from our trips to the track.   Places like Saratoga can tell us a lot about the economy. I highlight what I saw—including the crowd sizes and prices—and whether it lines up with investors’ fears about a recession.  Speaking of boots-on-the-ground research, I’ll be at the Crypto Connect & NFT Expo in Palm Beach, Florida this weekend. If you’re interested in free VIP tickets, .  Turning to the market, I highlight what stood out in Walmart’s latest earnings results… and why the company deserves credit for handling the biggest risk to retailers. The talking heads on Wall Street have been dead wrong about inflation since January. Now that stocks are rising, they’re saying it’s nothing more than a bear market rally. I break down why they’re wrong (again)...  2022 has been rough for investors. But the Fed’s plan to bring down inflation is working. I cover some of the other risks… and highlight the one thing that would make me want to sell stocks and move to the sidelines. Finally, I share my thoughts on a biotech… sector that could soon soar. 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/ :

Chris Kline, co-founder and COO of joins me to discuss holding cryptos in your retirement account, crypto volatility, security and compliance, and future crypto regulations. Chris shares how he became interested in cryptocurrencies… what led him to start BitcoinIRA… whether Bitcoin (BTC) is an inflation hedge… and what attracts investors to cryptos.   Plus, Chris explains how to open an account with BitcoinIRA… why he’s passionate about educating clients… and the steps his company has taken to make the process secure, transparent, and as easy as any other brokerage account.  In this episode  The creation of BitcoinIRA 2:15] What drives investors to BTC? [6:50]  How to open an account with BitcoinIRA [8:50] Will big brokerages dominate Bitcoin investing? [18:15]  Are cryptos securities? [25:30]  Which cryptos will thrive going forward [29:05] 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/ :

Stocks are surging as the latest data shows inflation is moderating—but we’re not out of the woods yet. I break down the market’s positive reaction to the news… and what the data means for future interest rate hikes. And while the Fed’s plan to lower inflation is working… I explain why Fed members remain the biggest threat to the market.  I also highlight which stocks will soar—and which ones will struggle—as inflation comes down. By the way, later this week, members will get at least two new stock picks in the perfect position to profit in this environment. For immediate access as soon as they’re published, join now. In this episode: The latest data shows inflation is moderating [0:33] Why Fed members pose the biggest risk to the market [5:10]  Stocks that will benefit as inflation comes down… [16:54] And which stocks will struggle [24:50] How to get access to this week’s picks [28:28] 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/ :

Today I look under the hood of this earnings season. The results have been solid overall—but the headlines can be misleading...  Federal Reserve members continue to trigger market volatility with their speculative comments. While this drives me crazy, I give credit to the Fed for its plan to fight inflation. Next, I break down why—despite mixed earnings, rising rates, and massive inflation—this environment is actually good for stocks... I explain how to find quality companies that will shine regardless of a recession… and why the metaverse is practically guaranteed to create a windfall for early investors. In this episode:  The Fed’s plan to lower inflation is working [4:25] Why Q2 earnings aren’t as strong as they seem [7:55] Proof this is a stock picker’s market [16:30] How to find quality stocks for any economy [28:25]  The metaverse is practically a guaranteed windfall [34:35] 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/ :

Earlier this week, a Fed member suggested hiking interest rates from 2.5% to 4% by the end of the year. Daniel explains why this isn’t feasible without crashing the market… I go on a rant about the Fed… and why idiotic comments from its members continue to be the biggest risk in the markets. For instance, the Fed said it needs to see evidence inflation is coming down before it alters its rate-hiking path. I give it to them… Turning to earnings: Ford (F) finally seems to be getting its act together… but it continues to drive me crazy. Paypal (PYPL) surged following earnings. Daniel breaks down why he’s bullish on the stock—but it has nothing to do with its results. And finally, I call out popular hedge fund manager Chamath Palihapitiya for taking advantage of SoFi (SOFI) investors… and how to find great companies that have gotten wrecked. In this episode: How the Fed is causing volatility [3:00] The Fed is made up of idiots [6:25] Convincing evidence inflation is coming down [11:25] The Fed could cause the market to fall 25% [13:10] Ford is getting its act together [22:50] Why Daniel is bullish on PYPL [27:10] How Chamath took advantage of SOFI investors [32:00] 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/ :

I’m back from vacation! I highlight what I saw from the airlines, hotels, and restaurants… and why these businesses need to start paying more attention to their customers. Daniel shares what stood out to him from RV retailer Camping World Holdings’ (CWH) recent earnings report… and why the company continues to shine despite 40-year-high inflation and rising interest rates.  We discuss power management firm Eaton Corp’s (ETN) solid earnings—and what they say about a global recession. Plus, we go over the positives and negatives from semiconductor company Advanced Micro Devices’ (AMD) results… and how it’s crushing Intel (INTC).  In this episode  Some highlights from my vacation [1:26] Why Daniel is impressed with CWH [6:05] A warning to the service industry [13:25]  What ETN’s results say about a global recession [15:20] Why AMD continues to crush INTC [27:00] 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/ :

Last , I (Daniel) explained the fight between the SEC and crypto exchange Coinbase… and how it could spell trouble for plenty of other crypto exchanges. I also highlighted why Overstock (OSTK) will be one of the few winners as the regulatory pressure ramps up. Today, I share more details on how CEO David Goone is transforming the company’s crypto trading platform, tZERO, into a global juggernaut.  Earnings season is in full swing. I highlight the latest results from oil giant ExxonMobil’s (XOM)… and why you should pay particular attention to its refining business. I also share a handful of energy stocks that should be on your radar. In this episode  Crypto exchanges could be in trouble as regulation ramps up [4:10] How David Goone is turning tZERO into a juggernaut [11:40]  Will you be able to trade NFTs on tZERO? [16:30]  Why you should watch ExxonMobil’s refining margins [22:35] 4 more oil stocks for your watchlist [26:45] 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/ :

Frank’s on vacation with his family, so I (Daniel) am behind the mic this week. The market surged after Fed Chair Jerome Powell’s press conference yesterday, which followed another 75-basis-point interest rate hike. I break down what he said that sent markets soaring… and what it means for “risk-on” assets going forward. The next Fed meeting isn’t until September, which means investors can shift their attention back to inflation and the economy. I share what to expect from inflation over the next couple of months… and how the recent pullback in commodities will affect the data. Despite the pullback, I’m still bullish on commodities… and explain why you should have exposure to this sector—particularly oil and gas. In this episode Why the markets surged after Powell’s press conference [1:30] Powell’s thoughts on jobs, spending, and whether we’re in a recession [9:20]  The role of commodities in future inflation data [13:15]  Why you should be long energy stocks [17:00]  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/ :

Frank is on vacation for the rest of the week, so I (Daniel) am behind the mic. Later today, the Federal Reserve will raise interest rates—most likely by 75 basis points… but what Fed Chair Jerome Powell says during his press conference afterwards will have a greater impact. (I’ll cover the market reaction on tomorrow's show.) I also dig into into Coinbase’s insider trading drama, including the bad blood between Coinbase and the Securities and Exchange Commission (SEC). I explain why you need to pay attention to this story… and highlight a stock that will benefit from the fallout. In this episode [Aim for 5 bullets max]: What to expect from today’s Fed meeting The bad blood between Coinbase and the SEC Coinbase Chief Legal Officer Paul Grewal comes out swinging This stock should benefit from the SEC vs. Coinbase fallout   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/ :

I’m traveling this week for a family vacation. And whenever I leave, the markets seem to move lower…  Walmart is keeping the trend alive by announcing negative news, pushing shares down around 10%. I explain what Walmart’s announcement means for investors as inflation rages.  Right now, the market is focused on two things: The Fed meeting Wednesday and the GDP report due out Thursday. I break down what I expect the outcomes to be… I also tell you which companies to pay attention to this wild earnings season… especially Ford.   In this episode [Aim for 5 bullets max]: Two focal points for markets [3:00]  How high will interest rates will go before the Fed pauses? [8:00] The stocks and sectors to pay attention to [11:50]  What Ford’s been lying about [14:48]  The standout stock of the seas [19:15]  Why you want to be long going into September [24:15] 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/ :