Wall Street Unplugged - What's Really Moving These Markets

Back from a quick trip to Ohio, Daniel shares his latest experience with the airports and traveling. [0:15] We discuss the Virginia governor race… what it says about the current mood in the U.S… and how the results will impact spending bills being negotiated right now. [3:10] We’ve seen some wild price action in Avis Budget and Bed Bath & Beyond this earnings season. I lay out the reasons behind these parabolic moves... and a critical lesson about shorting stocks. [8:05] Zillow Group’s weak Q3 earnings were shortly followed by news that the company would be canceling its artificial intelligence (AI) house-flipping program. Daniel highlights some crazy stats around its real estate… and why you shouldn’t get caught up in the euphoria around the housing boom. [16:45] Nike is set to report earnings next month. Daniel and I debate the pros and cons of buying the stock going into the report. [24:25] And finally, we share our thoughts on JPMorgan limiting its clients’ ability to buy certain marijuana stocks... and explain why you should be paying attention to Meta—the company previously known as Facebook—now more than ever. [28:30] 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

The “great separation” is starting… and if you’re not paying attention to it… you’re at risk... But first, I’m humbled and grateful that so many of you took advantage of our Crypto Intelligence special offer. Members: Expect a new recommendation to hit your inbox tomorrow! [0:34] I hope you had a great Halloween. Ours was amazing… with tons of families out trick-or-treating in my neighborhood. It was like it’s supposed to be. [2:20] Turning to the markets… The major indices are hitting record highs as earnings season winds down. I share what stood out the most as I went through the latest results. And I break down the “great separation” I’m seeing in certain industries. [7:40] It’s been over 18 months since the COVID lows… and the markets are starting a new chapter. I point out several examples of the “great separation” across industries... including the opposite paths that Intel and AMD are taking… as well as Under Armour and Nike. Plus, I share why Amazon will continue to dominate (even though it pulled back after earnings). [14:10] Speaking of great companies, a listener wants my thoughts on tech giant Nvidia ahead of its earnings report. [19:50] Our last question comes from an older investor who’s getting into crypto… and wants to know about taxable gains. I dig into the details a bit… and explain why stable coins can be especially useful when you’re juggling different trading platforms. [27:36] 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 security token market is seeing some exciting changes… Kyle Sonlin, CEO at Security Token Market, joins the show to share what’s changed in the space over the last year—including clearer insights on regulatory issues. [1:15] Speaking of regulatory breakthroughs, Kyle also explains why recent changes to the Securities & Exchange Commission’s (SEC) Regulation A is creating incredible momentum for security tokens [4:00]... and what needs to happen for this industry to scale in a massive way. [9:30] Plus, Kyle highlights some great companies leading the way in tokenization… explains the services his own company provides… and shares his plans for raising money from investors. [12:00] Miami is becoming a big town for crypto. Kyle analyzes why all the talent in the space seems to be moving to southern Florida... [16:20] Finally, we break down why tokenization makes sense for businesses and investors... and a few companies in particular that could benefit. [19:10] 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/

Robinhood just reported a terrible quarter. Prepare for a rant at the end of the show… But first, let’s look at some other company earnings… Some of the biggest names in tech have reported—and Daniel and I discuss which companies are separating themselves from the pack. [1:20] Next, a company Daniel’s been bullish on reported a bad quarter. Daniel breaks down what he got wrong about the tech leader... why the stock dropped 10%... and one post-earnings silver lining. [4:18] While Facebook and Twitter both reported incredible earnings… their stocks pulled back on the news. Is now a good time to buy these social media giants? [9:15] Speaking of Facebook, the company has some impressive goals for building out the “metaverse.” Investors need to pay attention and keep an open mind about this coming megatrend. [14:15] When it comes to successful investing, one of the best strategies is to invest in smart people with strong convictions. There are some you just don’t bet against—like Mark Zuckerberg, Jack Dorsey, and Elon Musk. [19:50] Finally, Robinhood is doing the exact opposite of what its name stands for... [25:55] 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

Earnings season is in full swing... and some of the largest companies report this week. I highlight a few winners and losers—like Tesla, Facebook, UPS, and Intel—and the most important characteristics to pay attention to as companies report. [0:40] Gold—which has been out of favor for some time—is quietly moving higher… and conditions are perfect for certain stocks to explode from current levels. [3:05] As cryptocurrencies continue towards new highs… the biggest story in the space this week has been the partnership between Mastercard and crypto payments network Bakkt—which will bring bitcoin access to more than two million people. [5:25] Next, I share some exciting news in the security token industry... and how investors can take advantage of this multitrillion-dollar opportunity. [12:20] Plus, I recap an incredible offer on my Crypto Intelligence advisory—including how to lock in a free crypto pick. [20:50] Crypto exchange Exodus recently began trading on tZERO. I give my take on the recent price action in Exodus and explain why both companies have bright futures... Plus, I share a simple rule to keep emotions—and your portfolio—in check. [26:00] Finally, with several recommendations trading on different exchanges, a subscriber wants to know why I typically only discuss a few. This is a great question and it’s nothing personal... I break down some of the features of different exchanges… and my goal to get as many people into the space as possible.  [31:45] 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

Historically, multimillion-dollar artwork has only been available to the highest level of social elites… But a new company is bringing priceless works of art to the average investor—and disrupting a $1.7 trillion industry in the process… Scott Lynn, co-founder and CEO of , shares how his firm gives anyone the chance to invest in multimillion-dollar artwork through securitization. [2:20] When you’re first to market—especially with a brilliant idea—there’s always a risk of copy-cat competitors... But Scott breaks down the hard work and regulatory hurdles a company would have to go through to offer a similar service. [4:40] He also explains how fine art can enhance a diversified portfolio... highlights some impressive returns over the past two decades compared to the S&P 500… and gives us a walkthrough of the website—including how it picks artwork… and its unique secondary market. [6:50] Of note… when he was still in high school, Scott created the most popular internet game of the late ’90s. Today he shares that story. [14:00] Finally, I share why I’m most excited about the security token market from a macro perspective… and highlight an incredible special offer for my advisory—including how to lock in a free crypto pick. [16:56] 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

Earnings season is well underway… Netflix just reported solid earnings and continues to gain subscribers. Daniel and I discuss the streaming giant’s new hit show, Squid Game, and how the company continues to be the king of great content. [2:00] United Airlines also reported a strong quarter... and foresees a coming bottom to COVID impacts. This is great news as travel returns to pre-pandemic levels. [8:40] In other airline news, Southwest decided to back off vaccine mandates. Daniel explains why this issue goes beyond airlines… and how mandates can hurt local economies. [10:40] Facebook has chosen Coinbase to roll out its crypto wallet, Novi. Daniel shares why he’s bullish on the social media giant despite not being a fan of its services. [22:05]  Bitcoin hit a fresh all-time high today. The news comes on the heels of the launch of the ProShares Bitcoin Strategy ETF (BITO), which began trading this week. I explain why I expect the momentum to continue—and whether you should buy BITO. [25:45]  Next, I break down some data on why supply chain issues will continue to cause stress across the economy—particularly in one sector. [29:58] I also share some quick thoughts on Procter & Gamble’s strong earnings. [33:55] And finally, there’s never been a better time to get into the crypto space. And with the special offer we just released TODAY for my Crypto Intelligence advisory… you can lock in a free crypto pick. [35:16]  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

There are always risks when it comes to investing… I touch on the major ones we’re dealing with today. [0:30] But with risk comes opportunity… and we’re seeing big winners across our publications as a result—especially in these three sectors. [4:00] I highlight a few recent picks from our and newsletters you should be paying attention to. [5:47] There’s one asset class on my radar that’s in a league of its own. I break down why it’s creating some of the best opportunities I’ve ever seen for retail investors. Plus, our Crypto Intelligence advisory has been killing it lately… And I want to give all of my listeners a chance to get in on it. So, I’m putting together a special limited-time discount. [10:45] One listener is having problems buying ethereum (ETH) on a popular exchange… and wants advice on where to purchase cryptocurrency. I share a few of my favorite crypto exchanges… and explain how it keeps getting easier for investors to get exposure to this amazing asset class. [24:00] And lastly, what would I tell an investor who can’t afford to lose money? While I can’t provide personal advice, I’ll tell you what I would do if I was in a position where failure is not an option. [26:55] 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

Changing things up a bit this week… Daniel returns to discuss current events. We start by going over a bizarre situation involving Southwest Airlines...  The airline canceled nearly 2,000 flights over the weekend, blaming it on bad weather. Daniel and I discuss the role vaccine mandates are playing in the disruption. [1:30] Speaking of vaccine mandates, I’m done sugarcoating this: Freedoms are being taken away from individuals here in the U.S. While I'm personally vaccinated, I strongly believe it should be an individual choice… and these mandates will crush our economy. [5:30] Inflation is making it a tough environment for finding ideas. Daniel explains why he’s focusing on ESG (environmental, social, and governance). [18:40] With earnings season kicking into full gear, we share what we’re most excited about as we dig through earnings results. [28:20] Lastly, if you’re looking for an easy way to add crypto to your portfolio, keep an eye out for a special offer I’m putting together for my Crypto Intelligence advisory. We’ve got some massive winners in the portfolio—I’m talking in the triple and quadruple digits—with more room to run… [32:50]. ---------------------------------------------------------------- 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

William Shatner is heading to space! Daniel and I open today’s show with some banter about our favorite Shatner roles... and whether we’d go to space for a thrill. [0:40] Earnings season is officially underway... And now is a great time to sift through company reports for the best ideas… We discuss what stood out to us about Delta Airlines’ quarterly results... and why this company has a fantastic long-term outlook. [4:10] On JPMorgan’s earnings call, CEO Jamie Dimon said he doesn’t think supply chains will be a talking point by next year. While I disagree with this, Daniel believes a recent sign is pointing to the bottom of supply chain woes. [8:50] On BlackRock’s earnings call, CEO Larry Fink pointed out the obvious—that inflation isn’t transitory… and energy prices will continue rising for the foreseeable future. Daniel and I discuss the factors behind rising costs... and why you need to prepare for higher prices across the board. [15:55] And finally, the U.S. is now the leader in bitcoin mining. Daniel explains why this is a great teachable moment about innovation… and yet another example of how cryptos are maturing into a dominant asset class. [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/ :