Wall Street Unplugged - What's Really Moving These Markets

Brace yourself for a rant about the Federal Reserve. With the Fed constantly moving the goalposts… here’s what investors need to keep in mind during market volatility. [INTRO] Greg Yenoli, managing partner and director of copywriting here at Curzio Research, says a massive shift is taking place in the advisory industry… He joins me to discuss the evolution of the newsletter business over the last 10 years. We trade stories and share the inside scoop on the industry. Greg also explains how to transform an idea into a full-blown copy package… and shares an exciting scientific breakthrough that's captured his attention. [30:20] Then, Daniel and I break down the volatility in both the stock and crypto markets… and why you need to look beyond the headlines and price action. And, with earnings season in full swing, we go over some recent results... and share what we’re paying attention to as the season unfolds. [01:01:31] --------- 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: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com

Space travel is here… if you can afford the crazy price of a ticket. I kick things off this week by pouring cold water on Sir Richard Branson’s recent trip to space… and explain his true “mission.” [00:30] We’re about to see an unusual earnings season, according to Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor. Andrew explains why he’ll be paying close attention to company guidance and to the Federal Reserve this reporting period. He also shares his thoughts on whether inflation will be transitory… the “reopen” trade vs. the “shutdown” trade… and a few of his favorite ideas right now. [37:30] Speaking of earnings season, two major banks recently reported solid numbers... Daniel and I discuss what stood out about their results.  Plus, with former President Donald Trump suing social media companies... and the U.S. government threatening to break them up... should you bet against the headlines—or avoid these names?  Finally, if you missed Curzio Research’s first annual meeting, . [01:15:06] ---------------------------------------------------------------- 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: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com

I start this week with a classic rant… and say what a lot of people are thinking about political correctness in our society.  Luke Jacobi, director of operations at Benzinga and host of Power Hour, explains how Reddit’s WallStreetBets became one of the most powerful forces on Wall Street… and how Benzinga grew into one of the biggest financial media companies in the world. He also shares a couple under-the-radar ideas he likes right now. [14:52] Daniel and I discuss the latest regulatory crackdowns in China… and break down why you must pay attention to regulations and geopolitics when investing. We also consider Robinhood’s upcoming IPO… and whether we’ll be buying shares. Finally, we go over the latest Organization of Petroleum Exporting Countries (OPEC) meeting... and the impacts of not reaching a deal on production. [43:48] ---------------------------------------------------------------- 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: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com

Last week, the Fed announced the results of its annual stress test… and all the major U.S. banks passed. Now, banks are raising dividends and buybacks—all good news for the economy. But a few days later, Neel Kashkari, president of the Federal Reserve Bank of Minneapolis, shared an op-ed slamming bank bailouts. Here’s why he’s full of s***. [00:35] Then, Genia Turanova, editor of Curzio’s MoneyFlow Trader and Unlimited Income, shares her thoughts on whether inflation will be transitory... and the risks it creates over the long term. With all the uncertainty in today’s markets, Genia lays out the importance of hedging your portfolio… and how her MoneyFlow Trader strategy can limit your losses. Genia also offers a valuable lesson on why you should be skeptical of high-dividend-paying companies... and what income investors should look for instead. [25:39] Plus, how retail investors are driving “meme” stocks higher… And who will benefit the most from rising capital expenditures. [57:26] ---------------------------------------------------------------- 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: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com

You might be familiar with Hester Peirce, commissioner of the Securities & Exchange Commission (SEC). Appointed by then-President Donald Trump to the SEC on January 11, 2018… Hester has become known as the “crypto mom.” Today, Hester joins the show for an in-depth discussion on crypto regulation. She shares what to expect from the SEC in the future… why too much crypto regulation could be a bad thing… and the problems that could result from too little regulation. [21:45] Speaking of regulation… Daniel and I debate whether regulators should look into stablecoins and “meme” coins like dogecoin. We also explain a particular stablecoin’s recent plunge to zero… and Daniel lays out why goldbugs and bitcoin bulls hate each other. [46:03] 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

Harris “Kuppy” Kupperman, founder of Praetorian Capital and editor of Adventures in Capitalism, joins me to discuss the environmental, social, and corporate governance (ESG) movement—and why it could be terrible for energy prices going forward. Kuppy also shares his take on the Reddit army of retail investors… how he finds his best ideas… and a few of his favorites right now… [26:13] With the Federal Reserve meeting later today, Daniel and I discuss market expectations... whether the Fed will raise rates later this year… and why it can’t afford to be wrong on inflation.    FInally, there are major shipping delays out of China related to another coronavirus outbreak. We debate whether this is priced into the markets... and explain why you should be prepared for volatility around earnings season. [01:02:58]   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

Long-time listeners are familiar with Frank Holmes, CEO of U.S. Global Investors and executive chairman of Hive Blockchain Technologies. Frank recently returned from the Miami Bitcoin 2021 conference. Today, he shares why he’s as excited as ever about crypto. We discuss the ongoing debate over regulation within the crypto community… And Frank explains why he believes the world is big enough for both bitcoin and gold... Frank also shares how Hive is leading the way in the environmental, social, and governance (ESG) movement... and why clean coins will fetch a premium in the market. [16:25] Then, Daniel and I discuss the latest volatility in crypto… I explain my thesis that bitcoin is near a bottom... and we debate the impact of retail investors on meme stocks... [54:48]   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

We hope you had a great Memorial Day weekend! This week, I dive deep into the auto industry… and why the current semiconductor shortage will cause a lot more pain than most investors realize for this sector. And I share who’ll come out on top—and bottom—of the trend. [00:35] Then, Reddit’s army of retail investors has done it again… sending shares of AMC Entertainment Holdings (AMC) skyrocketing to new highs. Daniel and I explain how “meme” stocks are upending Wall Street. Plus, we discuss the new Exxonmobil board members pushing environmental, social, and governance (ESG) policies... and the impact it will have on oil prices going forward. Finally, the largest bitcoin conference in history is kicking off this week in Miami… Here’s what we’ll be paying attention to… [41:56] 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

Resource financier (and fan-favorite guest) Marin Katusa is back to help break down a wide range of topics—from what he calls “crossflation”... to his latest book, The Rise of America: Remaking the World Order… to why he sees a bright future for the country. Marin explains why the price of gold doesn’t need to go higher for gold miners to generate tons of cash at current prices… and how he’s positioning himself for more gains in the uranium sector. Plus, as green energy gains traction in financial media headlines, Marin shares the biggest opportunity he sees in the space over the next few years... and why he expects it to outperform stocks, gold, and even bitcoin. [38:22] Then, Daniel and I discuss the travel ban to Japan before the Olympics… We break down the cause of the excessive volatility in cryptos right now... And, turning to inflation, we debate the difference between real-world prices vs. stock market performance. [01:15:08] Today's episode of Wall Street Unplugged is sponsored by Blockchain.com. With over 70 million wallets, it's one of the most trusted cryptocurrency platforms in the world. Not only can you trade your favorite cryptos on Blockchain.com… you can earn up to 13% interest annually on assets like bitcoin, ethereum, and USD Tether. Start your account today at Blockchain.com.   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

First-time guest Bobby Lee is the author of The Promise of Bitcoin: The Future of Money and How It Can Work. And he gives us a great education on bitcoin and the future of cryptocurrency…  Learn how Bobby went from crypto hobbyist to all-in professional in just a couple of years… why he expects even governments to hold bitcoin as a hedge against inflation… his predictions on the future price of bitcoin… and why he’s bullish on bitcoin and gold. Plus, get his take on the latest bitcoin drama with Elon Musk. [19:36] After bitcoin’s nosedive today, Bobby tweeted to his followers. Then, Daniel and I break down the cryptocurrency crash... and why gold bugs are cheering.  Daniel and I also share the buys and sells that got our attention as hedge funds disclosed their latest quarterly holdings… how you can make money from these reports… and our thoughts on the big announcement from AT&T. [01:01:00] Today’s episode of Wall Street Unplugged is sponsored by Blockchain.com… one of the most trusted cryptocurrency platforms in the world, with over $800 billion in transactions since 2011. Not only can you trade your favorite cryptos... you can earn up to 13% interest annually on digital assets like bitcoin, ethereum, and USD Tether. Start your account today on Blockchain.com.  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