Wall Street Unplugged - What's Really Moving These Markets

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

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

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

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

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

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

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

I, Daniel, am leading the show today… and this episode is all about Russia. [0:30] JPMorgan and Goldman Sachs are catching the attention of politicians such as Elizabeth Warren over trading Russian bonds… I break down why—despite the bad perception for Wall Street—these banks aren’t breaking any sanctions. [2:35] But what about Main Street? Should individual investors have the option to invest in Russia? [7:25] Several of the world’s largest and most successful brands are cutting ties to Russia—including Coca-Cola, PayPal, PepsiCo, and McDonald’s, to name a few. I highlight one step McDonald’s is taking… that could create shareholder momentum. [12:15] If Russia’s invasion of Ukraine ends, and the sanctions were removed… would Russia become a buying opportunity? [21:10] 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/

We’re in a crisis unlike any other in recent memory. I break down the massive volatility amid the Russia-Ukraine war… and the Fed’s plans to raise interest rates. [0:30] Meanwhile, politics are helping send oil prices rocketing higher. Prepare for a rant... The situation goes to show how much—and how quickly—government policies can change the market landscape… as we’ve seen since Biden replaced Trump in office. [5:00] And there are several simple solutions to high oil prices the government is ignoring… [13:55] As politicians ramp up the economic sanctions on Russia, I name a few sectors that should see a lot of increased investment dollars. [22:40] And you definitely want exposure to commodities. I share some stats on why we’re still in the early stages of this bull market. [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/ : https://www.curzioresearch.com

Listener favorite Harris “Kuppy” Kupperman, chief investment officer at Praetorian Capital and author of Kuppy’s Event Driven Monitor (KEDM), is back on the show today.  We kick it off with a discussion of the economic sanctions placed on Russia. Are they enough, and what about the risks to global businesses? Kuppy explains why the situation could lead to Lehman Brothers-scale bankruptcies outside of Russia. [2:30]  One beneficiary of the market uncertainty is oil. Listen as Kuppy breaks down why today’s high prices are only the beginning… [7:40] Uranium continues to move higher as governments look to replace “dirty energy” like coal and oil. Kuppy shares what investors should pay attention to beyond the price of uranium… how he’s investing in the sector… and the most contrarian trade in today’s market. [16:00] Finally, Kuppy’s newsletter, KEDM, is a great idea generator. He gives us the background story on how it got started… and who his research helps. [26:50] 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