Wall Street Unplugged - What's Really Moving These Markets

Curzio Research
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Mar 31, 2022 • 42min

A watershed moment for the crypto industry

Ken Falcon, Esq., managing partner at Falcon Rappaport & Berkman PLLC, joins me to discuss digital assets from a lawyer’s perspective—and how his firm serves clients in the space. He also explains why President Biden’s executive order is . Finally, as the metaverse continues to attract massive capital, Ken explains why digital real estate has his attention. Inside this episode: How Ken first got involved in crypto [4:05] Why Biden’s crypto EO is a watershed moment [6:10] Where Ken sees crypto regulation heading [9:35] Will cryptos officially be labeled as securities? [12:45] The emerging opportunity in digital real estate [17:00] Why we need regulation around non-fungible tokens (NFTs) [22:05] What the crypto space will look like in 10 years [26:00] Falcon Rappaport & Berkman PLLC services [30:20] Ken’s favorite idea for the metaverse [32:35] 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/ : https://www.curzioresearch.com
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Mar 30, 2022 • 38min

How to take advantage of the growth stock rally

The U.S. Treasury yield curve just inverted for the first time since 2019. On today’s show, I break down this warning sign from the bond market…  Plus, Daniel and I share a few of our favorite sectors for a slowing economy… and a strategy to take advantage of market volatility and the rally in growth stocks. Finally, we cover several headlines in the crypto space—from the huge hack of Axie Infinity… to coming regulations, which will be game-changing for the space. Inside this episode: Don’t fear an inverted yield curve [0:35] Sectors for a slowing economy [12:20] The game has changed for growth stocks [18:05] What the crypto hack says about regulation [27:20] Why you need exposure to digital assets [31:00] Our special offer on Crypto Intelligence ends soon [35:05] 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/ : https://www.curzioresearch.com
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Mar 29, 2022 • 29min

The ‘necessary’ risks to make a fortune in crypto

In today's episode, I break down the opportunity created by the combination of inflation and rising interest rates. And I reveal the two sectors I’m personally buying to take advantage of this unique environment.  Next, I highlight the new era developing in the crypto space… and explain the risks investors need to take in order to make a fortune over the long term.  Now is a great time to start building a crypto portfolio. If you’re looking for some guidance, … while some of the best digital assets in this portfolio are still in buy range.  Tomorrow, Daniel and I will be covering the latest market news… and Daniel will share his strategy for profiting from the current market volatility. 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://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
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Mar 24, 2022 • 37min

This is the “new growth sector” amid rising rates

The 30-year mortgage rate is up significantly in the last couple of weeks. On today’s show, I break down how rising mortgage payments impact not only housing but the overall economy… and the one group of stocks that will benefit. I’m calling this the “new growth sector.” Just yesterday, members received one of my favorite plays on this massive opportunity.  Daniel and l also cover oil prices… the clean energy market… what to watch for next earnings season… and Carl Icahn’s attempted shake up at Southwest Gas.  Show highlights: How rising mortgage rates impact the economy [0:40] The “new growth sector” [5:40] How higher rates will affect real estate [9:20] What investors should watch next earnings season [13:45] Why we’ll see higher oil prices long term [15:40] An easy fix for higher oil prices and increasing clean energy [25:00] Why Carl Icahn’s latest shakeup is good for the overall market [30:00] 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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Mar 23, 2022 • 41min

Understanding tech vs. growth could make you massive gains in this market

The Federal Reserve is driving me crazy… A week after raising interest rates for the first time since 2018 by a measly 0.25%. Fed Chair Jerome Powell is trying to sound tough on inflation. But Daniel offers a different perspective… [0:35] The Fed needs to get its act together right away. I explain what it must do to keep inflation from getting completely out of hand. [7:40] Large-cap China stocks have rallied hard off their lows over the last week. Daniel highlights what’s behind the move… and why it’s a great trading opportunity. [9:25] Next, we review a Bloomberg article on how to deal with inflation—and poke fun at some of the truly ridiculous suggestions—like getting rid of your pets. [12:10] Nike (NKE) reported solid earrings this week, displaying its pricing power amid rising costs. But I still wouldn’t buy this stock right now. I explain why the difference between growth stocks and tech stocks is key to making big gains in this market… tell you about a few tech stocks I’m watching right now… and one sector I’m particularly bullish on as rates rise. [21:10] Big news in the world of crypto: Goldman Sachs (GS) recently made a first-of-its-kind Bitcoin trade with the help of Galaxy Digital (BRPHF) (one of our portfolio assets). Daniel shares why this is a major event… and why he’s bullish on all parties involved. [26:30] 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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Mar 22, 2022 • 36min

A beaten-down sector ready to soar as interest rates rise

I kick off today with March Madness… and some of the best matchups for the rest of the tournament. Speaking of basketball… I just got back from my daughter’s first traveling tournament. I shed some light on the increasing travel demand I’m seeing. [0:17] We all know inflation is causing prices to rise everywhere… And we should be prepared for them to soar even higher. [5:12] The Fed recently raised interest rates for the first time since 2018… but it remains well behind the curve fighting inflation. I break down Fed Chair Jerome Powell’s terrible performance. [9:35] Sectors like the auto industry are struggling amid supply chain woes. I explain which sectors will continue to experience volatility… and which ones to watch for opportunities. [12:05] President Biden just signed a game-changing executive order for the crypto industry. I share how individual investors can make a fortune in digital assets over the coming years. [13:32] One sector has been unfairly punished in recent years… But as interest rates move higher, it’s poised to reap the benefits. [17:38] Higher prices will cause consumers to change their spending habits… and you may need to restructure your portfolio…  [20:45] Finally, I take a question about Disney (DIS). Long-term listeners know I’m bearish on this stock… Today, I explain what would cause me to change my tune. [24:26] 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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Mar 17, 2022 • 46min

Bitcoin could hit $1 million, according to this simple math

It’s one of my favorite days of the year, as the NCAA men’s basketball tournament kicks off today. More on that later… [0:30] First-time guest Lark Davis, crypto investor and mega-influencer, shares why he decided to quit his job as an English teacher and go all in on finance… and some great advice for new crypto investors. [3:10] President Biden recently signed a broad executive order regarding digital assets. Lark explains how it will impact the crypto sector. [9:55] Next, non-fungible tokens (NFTs): innovation or fad? [14:15] Then, Lark breaks down the massive opportunity in the metaverse… and 3 ways to participate. [17:20] Looking at the longer term, he explains the simple math that shows why Bitcoin could reach $1 million. [24:50] Finally, as promised… I share my prediction for the winner of this year’s NCAA basketball tournament. [35:25] 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/ : https://www.curzioresearch.com
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Mar 16, 2022 • 43min

We’ll see 10% inflation unless the Fed does this

The Federal Reserve wraps up its March meeting today and Chair Jerome Powell is expected to announce the first interest rate hike since 2018. Daniel gives his take on how the Fed should move forward from here… and why the volatility in oil gives the Fed some wiggle room. [0:30] The Fed is so far behind the curve on fighting inflation, it’s a joke at this point… And if it doesn’t take a certain set of actions… we’ll end up seeing 10% inflation this year—or higher. [4:00] Next, we dive into an ethical question: Is it wrong to invest in Russia right now? [10:38] Turning to cryptocurrencies... Daniel and I debate the usefulness of President Biden’s broad executive order calling for further analysis of the industry. (I believe it’s a game-changer…) [20:48] Finally, movie theater company AMC recently made headlines by investing in a gold and silver mining company. As crazy as it might sound, I explain why this isn’t a bad move. [34:49] 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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Mar 15, 2022 • 39min

What needs to happen for the market to bottom

March Madness is almost here! Today’s podcast starts with my predictions… Some comments on Tom Brady’s “unretirement”… and the unlucky fan who bought his final touchdown ball earlier this week. [0:20] Volatility is raging in 2022… I explain why the “superbull” market of recent years is over… and why the current environment is like nothing we’ve ever seen before. [1:45]  The bull market in SPACs and meme stocks is dead… I highlight how younger investors are getting crushed in this market… and the implications for the crypto space. [8:00] Inflation is hitting everyone. I dig into the Fed’s tough situation… why we’re likely to see further downside in the market. [13:07] Next, I break down why fundamentals are useless right now… and highlight some examples of great companies getting hit in spite of their solid earnings results. [16:30] Lots of folks are wondering when we’ll see a bottom in the current bear market. I explain what needs to happen before we see a new uptrend for stocks. [20:00] Lastly, everyone is feeling the pain in their portfolios. I share why Moneyflow Trader the best strategy to protect yourself AND generate gains when the market sells off. [27:57] 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/ : https://www.curzioresearch.com
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Mar 10, 2022 • 38min

We need to produce more uranium—for the sake of our national security

Amir Adnani, founder, president, and CEO of Uranium Energy Corp. (UEC), is back on the podcast to discuss the bull market in commodities. Uranium prices are surging as the Russian-Ukraine war continues. Amir gives his take on the changing landscape for energy markets… why uranium is critical to our national security… and how UEC is positioned to benefit from higher uranium prices. [0:30] Speaking of which… Uranium prices are currently around $50 per pound… But Amir explains why we could quickly see this number reach $100 or higher… and the effects of higher uranium prices vs. higher oil prices on the economy. [15:05] U.S. utility companies are lobbying for sanction waivers to continue business with Russia… Amir is fired up and calls them out. [20:30] Turning to his company, Amir shares why UEC is in a position to become a global powerhouse in uranium production. [25:40] Finally, he breaks down why uranium is critical for industries like the military and space travel… and why we need to get back to our ’70s roots when it comes to uranium production. [30:10] 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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