Wall Street Unplugged - What's Really Moving These Markets

So much for a relaxing Thanksgiving break… Markets sold off on news of the new COVID variant, Omicron, and volatility is soaring. I expect both the media and the government to overreact… But don’t worry: In today’s show, I lay out what you need to know—and do—in the coming weeks to prepare your portfolio. [0:30] While we still don’t know much about Omicron, countries around the world are already restricting travel. I highlight the dangers of governments reacting prematurely… what we currently know about the new variant… and how the narrative has changed around vaccines. [7:25] I also explain why the market selloff we’re seeing is illogical… and how the media and big business—especially Big Pharma—use fear to make profits. [13:00] But volatility leads to opportunities... Here’s what investors should be focused on as we prepare for the Omicron circus. [21:30] Fed Chair Jerome Powell testified on Capitol Hill today regarding the country’s economic outlook—including ongoing inflationary pressures. I break down the huge mistake the Fed continues to make… why inflation isn’t priced into this market… and why we need to be prepared for it to get much worse before it gets better. [31:40] Finally, I explain why Genia Turanova’s strategy is the perfect way to hedge today’s market risks—and why I personally follow it with my own money. [39:15] 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/ : https://www.curzioresearch.com

Today we welcome back one of our most downloaded—and controversial—guests of all time... Kristin Tate, author of The Liberal Invasion of Red State America, is back on the podcast to discuss public policy, culture, and cryptos. [1:35] During the COVID lockdowns, as businesses shifted to remote work, we saw a huge migration of people out of big cities and into more suburban and rural parts of the country. But Kristin says the shift had been taking place long before COVID forced the push forward. She explains why big cities will never return to the major corporate and cultural hubs they once were. [2:38] For instance, New York City’s newly elected Mayor Eric Adams has a mission: convince former residents to return to the Big Apple. Kristin highlights why he’s unlikely to succeed. [6:00] You’ve undoubtedly heard of the Kyle Rittenhouse trial… It’s just another example of how everything is politicized today—drawing a hard line between conservatives and liberals. We discuss how moderates are getting sick of the narrative… [12:15] If you’re traveling for the holidays, Kristin lays out a few issues that could wreak havoc on your plans... [16:35] And as we face labor shortages—especially in certain blue-collar industries—she reveals the cultural issues behind the problem. [21:00] Next, Kristin gives her thoughts on who will win big during next November’s midterm elections… and how she expects politicians to double-down with their respective voter bases. [23:40] Turning to crypto, Kristin shares her own holdings… and why she’s bullish on the asset class in the short term, but bearish over the much longer term... [26:30] Finally, Kristin gives us a glimpse into her next book… and the role she’s playing in Texas’ upcoming political race. [32:10] 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

With a short holiday week, we’re changing up the format a bit… so no monologue today. But I have an exciting—and controversial—interview for you tomorrow (hint: It’s one of our most downloaded guests of all time). [0:35] I love this time of year… It means I get to look forward to the annual Consumer Electronics Show (CES), held in Las Vegas in January. Here’s how I’m preparing… [3:05] Following another great quarter from Dick’s Sporting Goods, Daniel and I debate whether now is a good time to buy the stock. [3:55] Best Buy also reported solid earnings… yet it’s trading over 10% lower. I share why, despite strong results, many retailers are in a tough position compared to this time last year. [6:35] Keeping with retail, Daniel explains why he’s more bullish than ever on Amazon, Target, and Walmart… and why last week’s selloff in the latter two names isn’t anything to worry about. [12:20] Markets are near all-time highs and many growth companies are sporting huge valuations (electric truck maker Rivian comes to mind)... But when it comes to growth stocks, you can’t just focus on valuation—I learned this lesson myself with Netflix and Tesla. [20:40] Big news came out of the oil sector this week: The U.S. announced it would be releasing 50 million barrels of oil from its strategic petroleum reserves (SPR) to help fight higher prices. Prepare for a rant: The Biden Administration is making a huge mistake in terms of national security… and it could lead to the destruction of the U.S. economy. [26:35] That said, as we know… there’s a way to profit in any market. And Daniel shares two names set to benefit on the news. [34:50] And finally, if you haven’t heard yet, Luke Downey’s Big Money Trader has officially launched. Here’s how Luke’s options strategy can help you make the most of the market’s sudden moves. [37:07] 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

Today’s guest is someone you may have talked to personally: my sister, Christine Curzio. She’s head of human resources and customer service here at Curzio Research (among the many other hats she wears). Customers don’t typically call when things are going great. Most often, they call when there’s a fire to put out. Christine shares some of the wildest issues we’ve faced at Curzio... and how we implement our mission of always doing right by you, the customer. [1:25] Now, customer service isn’t all negative stories... Christine highlights some great feedback she’s received from folks looking out for us. [5:28] But if you’re thinking, “the customer is always right,” well… think again. We explain why you’ve got to protect your brand and employees… and even be willing to part ways with customers under certain circumstances. [7:28] We reminisce about the old days working with our late father... and break down the major industry changes we’ve seen over the years—like the advent of security tokens. And Christine shares a funny story involving our dad competing against a stock-picking monkey. [10:05] We also share some amazing gifts we’ve received from customers… [17:40] Finally, Christine lays out some key “backend” factors and growing pains that every business owner should be aware of… and how to adapt. [19:55] 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/ : https://www.curzioresearch.com

Yes, Elon… Sanders is still alive. If you haven’t heard the latest drama surrounding Tesla CEO Elon Musk’s Twitter account, he and Senator Bernie Sanders exchanged jabs this week over the two things humans can’t escape: death and taxes. Daniel and I share a laugh over the spat. [1:06] The end of earnings season means the release of 13Fs... where the largest money managers disclose what they bought and sold during the previous quarter. As Peloton shares tumbled this quarter, Viking Global—a popular hedge fund—scooped up millions of shares… We speculate whether it’s already unloaded shares for a loss. [4:20] 13Fs can be a great place to find new ideas… Daniel highlights a couple of new names he discovered that he’s now digging into… And I point out what caught my attention in big tech. [11:18] The price of bitcoin dropped 10% overnight... and other cryptos are following suit. Here’s the best way for investors to handle the volatility… (It’s how we manage our Crypto Intelligence portfolio, which currently holds 5 quadruple-digit winners.) [21:51] Finally, I explain why Luke Downey’s Big Money Trader—launching today!—is the easiest way to maximize your returns on the best growth opportunities in the market. [33:05] 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

AMC is currently trading over $40 per share… Yet, one analyst note I recently read is calling for a target price of $1 on the stock. The company may have seemed left for dead following the COVID lockdowns… but it’s made some impressive strides over the past year.  Today, I explain why this analyst’s way of thinking is the easiest way to lose millions in the stock market. [0:40] Is the supply chain crisis “fake news”? One listener says he’s not seeing any shortages on the shelves while shopping. I break down why the supply chain crisis doesn’t impact every company the same way… but it’s very real, especially in specific sectors. [23:25] After a slow start to 2021 for security tokens, the market is picking up as we approach the end of the year. A listener wants my take on the industry's progress and what to expect in the coming months. I highlight several exciting updates in the space… including a coming Securities & Exchange Commission (SEC) regulation that will be a major tailwind for security tokens. [30:55] Finally, Luke Downey’s Big Money Trader launches this week. Here’s what it can do for your portfolio… [34:30] ---- 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

Gold hasn’t been a particularly exciting asset class recently… but that’s quickly changing. Gold prices are approaching their six-month highs… near $1,900 per ounce. And Ed Karr—former chairman of U.S. Gold Corp. and fan-favorite guest—predicts the price will hit $3,000 next year. Today, he’s back on the show to discuss current market conditions—including two factors that will lead to a rally in gold prices. [1:30] Listen as Ed shares some positive news—and a huge catalyst—for his company, U.S. Gold, and what investors should expect over the coming months… including a major under-the-radar boost from the infrastructure bill. [10:00] Ed’s built an incredible team at U.S. Gold… and he recently turned over the reins to CEO George Bee. He recounts George’s successes… and explains why he’s excited to see a man he describes as “the Tom Brady of mining” in the driver’s seat. [20:45] One thing I love about Ed is he isn’t your typical goldbug… Today, he shares why he’s bullish on crypto… and what he expects as this innovative asset class matures over the next several years. [25:05] 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

Tesla CEO Elon Musk is once again making headlines, polling his Twitter followers about whether to sell billions’ worth of Tesla stock. Daniel and I discuss the drama around the famously polarizing CEO... and whether investors should pay attention to his latest tweet storm. [1:00] Keeping with the theme of electric vehicles (EVs), electric pickup maker Rivian begins trading today… and the numbers are absolutely crazy. I explain what this says about current market conditions… and why Ford made a huge mistake investing in this rival. [8:05] Crypto exchange Coinbase reported weak earnings this week. While I have some concerns around this company… Daniel makes a case for why investors should buy the stock at current levels. [17:30] Musk wasn’t the only one causing a stir on social media this week… Daniel and I wade into Pfizer’s Twitter meme drama… and the uproar over Aaron Rodgers’ vaccination status. [27:00] In , I just updated Amazon from a hold to a buy. The move might have surprised members, given Amazon is already boasting over 200% gains for the portfolio… But this is a critical lesson on generating wealth over the long term. [31:35] Finally, I’m incredibly excited to share some details about our latest product, Big Money Trader—launching next week. [37:35] 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

Congress has finally passed an infrastructure bill, and it’s now heading to President Biden's desk… Here’s what that means for inflation and supply chain issues... [0:30] Right now, we’re in the best market conditions I’ve ever seen: Stocks are near all-time highs as we come off an excellent earnings season… Bitcoin and gold are both moving higher… But this can’t last forever—especially since the Fed can’t afford to misstep. Here’s how to prepare... [6:40] Just this morning, online gaming platform Roblox reported strong earnings… and the momentum is primed to continue. This incredible company gives investors exposure to what will become one of the most important trends of our lifetime... [27:30] Finally, I explain General Electric’s split into three separate companies… and whether it’s a good idea. [30:05] 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

My friend and colleague Luke Downey—editor of The Big Money Report here at Curzio Research—joins the show to help me make a big announcement... [1:35] But first, Luke shares the story of how he began following the “Big Money”—the growth stock strategy that helped him retire from Wall Street at 31—and what led him to his latest macro prediction… which proved to be spot on. [2:55] It can be hard to commit to buying growth stocks, since they tend to trade at such high valuations… But Luke says you should look past valuations and focus on three other factors instead… [6:20] If you think it takes big money to follow the “Big Money”... think again. Luke gives two examples of how he turned two small positions into massive gains... And shares exactly how he uncovers great ideas like these. [9:05] OK, onto the big announcement… Luke’s new options trading advisory, Big Money Trader, is launching soon. Here’s what subscribers can expect... [15:20] And if you’re not familiar with options, don’t worry: Luke explains why these trades don’t need to be scary. [24:50] 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