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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May 18, 2022 • 46min

Why safe havens are no longer safe

Today is my 50th birthday! With the major indices down across the board, I want to answer a few more questions from listeners about this volatile market. I cover why safe havens aren’t so safe anymore… whether it’s worth investing overseas right now… if Walmart and other big names are buys after massive pullbacks… why the metaverse is far from just a fad… and who I see as the winner in the electric vehicle (EV) market (hint: it’s not Tesla). In this episode: Why the market’s safe havens are getting hit [0:35] “Is there any interest in investing in emerging markets?” [4:25]  “Should you buy Walmart on this pullback?” [13:25]  “Is the metaverse a fad?” [27:32] “Is Tesla the clear EV winner?” [39:50]  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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May 17, 2022 • 39min

What I’m looking for before buying stocks right now

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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May 12, 2022 • 27min

How to make a fortune from the market carnage

Genia Turanova, our in-house editor of Moneyflow Trader and Unlimited Income, joins me to discuss current market conditions… and how to use put options to limit risk—and make huge profits—during market downturns. Don’t let options scare or confuse you—Genia explains why this strategy is simple for anyone to follow… And how she’s used it repeatedly during this bear market to lock in triple-digit gains for her subscribers. She also shares one sector set to thrive… and one with more pain ahead.  In this episode: The basics to buying put options [4:17] How to find buying opportunities in downturns [7:25]  Genia’s recent 200%-plus winning trade [10:24] One sector set to thrive and one with more pain ahead [14:15] Signals to watch for a market bottom [19:00]    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/ : https://www.curzioresearch.com
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May 11, 2022 • 35min

80 stocks on my buy list

We start today’s show by discussing hedge fund titan David Tepper’s recent call for a market bottom… Tepper’s known for making macro calls that turn out to be correct—is he right about the bottom? We also highlight a few diamonds in the rough amid the market selloff… And I share 80 stocks trading at absurdly cheap valuations. Finally, we explain why the Bitcoin selloff is healthy… and why the end of SPACs is great for individual investors.  In this episode: David Tepper’s huge market call [1:15]  Solid companies to watch in this selloff [8:25]  80 stocks trading at cheap valuations [13:50]  Will Bitcoin hold the $30,000 level? [18:50] Why Bitcoin isn’t going anywhere [25:50] Why SPACs fell apart [28:24]  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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May 10, 2022 • 29min

A safe haven in this market

I just got back from a surprise birthday trip to New York City… It was a great time seeing old friends and celebrating the big 5-0. I start today’s show with why people are leaving NYC in droves…   I also cover which sector could provide a safe haven in this market… why the Federal Reserve is in for a rude awakening… what changing consumer spending habits say about inflation… and which sectors I’m personally looking to buy. In this episode: Why everybody is rushing out of New York [5:27] A safe haven in this market [9:43] What consumer habits tell us about inflation [18:04] What I’m looking to buy now [21:15] The Fed is a bunch of idiots [24:23] I’m releasing later today [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/ : https://www.curzioresearch.com
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May 5, 2022 • 35min

The market now controls the Fed… and that’s dangerous

The major indices surged over 2% yesterday following the Fed's interest rate hike announcement. Daniel joins me to discuss Fed chair Jerome Powell’s comments… if the markets are in the clear… this year’s midterm elections… why earnings season is proving it’s a stock picker’s market… and the key thing to look for in a great investment.  In this episode: The Fed hikes interest rates as expected [1:50] Why the Fed should be more aggressive [4:40]  How the Fed has lost control of the market [8:50]  Why commodities have room to run much higher [16:30] A sector to be cautious about heading into midterm elections [19:40]  The market rally in perspective [23:15]  It’s a stock pickers market—Here’s what to look for… [27:20] 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/ : https://www.curzioresearch.com
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May 4, 2022 • 37min

The case for Bitcoin vs. gold

By the time you get this today, the Federal Reserve will have announced its latest action on interest rates. Daniel and I kick off the podcast with what we expect from the Fed… and how it will be received by the markets.  Speaking of interest rates, we discuss why rising rates are terrible for gold… how Bitcoin is replacing the yellow metal… and which gold investments are still worth owning today. Fidelity recently announced it will allow investors to invest in Bitcoin through retirement 401(k) plans. Daniel and I dig into the details… and the impact it will have on the crypto sector. In this episode: The Fed’s latest interest rate actions [1:10] Why you should own Bitcoin vs. gold [6:00] Wall Street continues to move into crypto [16:50] Fidelity offers bitcoin in 401k(s) [22:50] 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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May 3, 2022 • 39min

Why the worst inflation has yet to come…

There’s a lot to unpack in today’s episode… Volatility continues to plague the markets. I dig into the major uncertainties we’re currently facing… why every investor needs to pay attention to this week’s Fed meeting… why supply chain issues continue to impact earnings… and why oil and other commodities will keep rising for the near future. Next, I break down why inflation is about to get worse… And the sector you can buy to make a killing from this trend.  I close the show with a recap of the Fed’s (many) recent mistakes… and what it should do next. In this episode: What’s driving the massive market volatility [0:28] The most uncertainty I’ve ever seen [7:20] Does the Fed know what it’s doing? [8:45] Why supply chain issues are a guessing game [14:52] More details about inflation and oil [19:35] Why food prices are about to soar [22:37] The Fed is “talking out of its ass” [30:30] Don’t give up on this market yet [33:13] 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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Apr 28, 2022 • 44min

This is the worst Fed of our generation

Fan-favorite guest Andrew Horowitz, founder and president of Horowitz & Company and host of The Disciplined Investor podcast, is back for a wide-ranging conversation about the current environment. We discuss why the markets are due for a bounce higher… what actions (if any) the Fed should take to control inflation… why bear markets cause good companies to sell off… the future of the metaverse… and more. In this episode: Why the markets are due for a bounce [1:40]  This is the worst Fed in recent history [5:00]  Can the Fed control inflation? [9:00]  The easy money has been made in NFTs and SPACs [12:30]  Netflix vs. Disney [15:38]  Why good stocks sell off in bear markets [17:35]  What sectors Andrew is watching [31:30]  How consumers will drive the metaverse [34:40] 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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Apr 27, 2022 • 34min

It’s time to start picking away at big tech

Earnings season for the first quarter (Q1) of 2022 is underway… And as we battle with the bear market, the results are shedding light on what we can expect for the rest of the year. Today, we highlight the latest reports from Alphabet (GOOGL) and Microsoft (MSFT)—and the incredible opportunity we’re seeing in these big tech names.  We also explain what Visa’s (V) results indicate about the possibility of a near-term global recession… and how to manage your expectations during a bear market. In this episode: How to think about bear markets [1:25] Google's massive buyback plan [5:50] Microsoft’s incredible earnings [14:50] Microsoft vs. Disney [19:10] What Visa’s earnings say about a global slowdown [24:20] This “boring” business is one of the best in the world [29:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: 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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