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Wall Street Unplugged - What's Really Moving These Markets

Latest episodes

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Jul 19, 2023 • 40min

Commodities are starting a new bull market

I’m back from my mini-vacation to Saratoga for the opening day of horse racing. I reminisce about my childhood experience (and success) at the tracks… and share the rude awakening I got on my trip about being old.   Next, I highlight some wild action in the stock market… including why telecom giants AT&T (T) and Verizon (VZ) are selling off… and why Carvana (CVNA) has surged 1,000% since the start of the year.   I explain why the markets will continue rallying—even as the Fed keeps hiking rates… and why an eventual rate cut wouldn’t be nearly as positive as you might think.   I also highlight an overlooked corner of the market that’s starting to break out… and still has plenty of room to run in the coming months.   We’re officially in the heart of earnings season… and the results we’ve seen so far prove just how wild this market is. I go over several stocks that jumped—even as the company’s earnings declined.   The U.S. dollar is sitting near a 52-week low. I share several ways to play the long-term decline of the dollar… and reveal some shocking data that shows why now is the time to buy commodities.   Be sure to join us for tomorrow's episode of WSU Premium—Daniel and I will share several stocks poised to soar as we enter a new commodities bull market. Get access at WSUoffer.com.     Reminder: Our special offer on three of our premium products—and the chance to speak with me one-on-one—will end soon. Claim your spot on my calendar while you can.   In this episode I’m officially old [0:30] Why T and VZ are in big trouble [5:30] Why CVNA is up 1,000% in 2023 [6:44] A rate cut wouldn’t be bullish [9:50] This overlooked sector has a lot of upside ahead [12:43] Why are stocks rising as earnings decline? [14:10] Commodities are starting a new bull market [22:00] Our special offer ends soon [34:15]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jul 12, 2023 • 45min

The cold, hard truth about what the Fed must do

I recently installed a Ring doorbell camera at my new house—and my favorite part is getting access to the online Ring community. I start today’s show with some hilarious stuff that people post.   For some reason, the proposed merger between the PGA and LIV Golf has been elevated to the Senate. I rant about political interference in sports… and how pro leagues should just admit that all they care about is money.   By the time you get this podcast, the latest Consumer Price Index (CPI) data will already be out. I share why this month’s report should be positive for markets... but next month’s numbers will show that inflation remains a big problem.   And I share the cold, hard truth about what the Fed will need to do to defeat inflation.   Earning season kicks off in a couple of days. I highlight some analyst expectations—including important upgrades/downgrades on a couple of household names. I also share what to expect from this earnings season… and the main piece of data you should focus on.   Next, I break down one of the biggest risks in this market. I continue to pound the table on one sector that presents a ton of opportunity right now—and share an example from one of our premium newsletters.   Speaking of which, don’t miss your chance to lock in our best deal ever on our three premium products—and the opportunity to speak with me one-on-one.   In this episode  Hilarious stories from the Ring community [0:30] Why the PGA/LIV merger has gone to the Senate [5:40] This month’s CPI data will boost the markets [10:30] The cold, hard truth about the Fed’s course of action [15:10] What to watch this earnings season [18:45] The biggest risk in this market [30:10] The sector with the best opportunities right now [33:25] Lock in this special offer before time runs out [39:20]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jul 5, 2023 • 54min

Why Bitcoin and Ethereum will hit new highs within 6 months

Today's episode was presented live on RagingBull's 360° WALL ST Chatroom.   Investors should expect more volatility in the second half of 2023, especially as the Fed continues its battle with inflation. I break down several risk factors… some sentiment data that’s flashing a warning sign for investors… and explain why even the mighty tech sector is showing signs of cracking.   But that doesn’t mean you have to stay on the market sidelines. I highlight one sector where I’m seeing a ton of opportunity… and a couple of big winners from one of our newsletters that still have massive upside potential.   Speaking of which, I’m offering a special deal on our premium products—and if you act fast, you could get the chance to speak to me directly.   As part of this live episode, I take a couple of questions from the Raging Bull audience. The first is about cryptocurrency Cardano (ADA). I explain the risks this project faces amid the SEC’s crypto crackdown… and whether I think it’ll go higher from here. Next, I give my prediction on which big asset manager will succeed in getting SEC approval for a Bitcoin ETF… and why it’ll be a major catalyst for crypto going forward.   And finally, I explain why I think Bitcoin and Ethereum will hit new highs within the next six months.   In this episode Our first live broadcast [0:30] Market risks over the next six months [3:55] Big Tech growth is slowing [12:00] Why I’m bullish on small caps [13:35] 2 big winners with way more upside potential [15:35] A special offer on three of our premium products [32:00] Your questions on Cardano and Ethereum, answered [37:20]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jun 28, 2023 • 38min

Trouble is brewing in China—and it should scare every investor

With all of our newsletter issues… subscriber updates… this podcast… and special offers… I’ve been working as hard as ever. Meanwhile, the kids are home for the summer—and driving my wife insane.   I start today’s show with a funny anecdote about how my dad got us to behave as kids… and why I almost called the cops on my own kids this week.   There’s a huge story that isn’t getting the attention it deserves: The U.S. government could soon put restrictions on tech companies that sell chips to China—including the mighty Nvidia (NVDA). (I shared some inside info on this exact topic from a member on last week’s Frankly Speaking podcast… So keep sending me your stories and questions at Frank@curzioresearch.com.)   In short, China is in bad shape… and that’s a problem for the entire world. I share some stats on China’s economy that should scare the crap out of you… and why the talking heads in the media are wrong about China’s status as the world’s greatest growth engine. Daniel and I will dig deeper into the story on tomorrow’s episode of WSU Premium—don’t miss it. Get access to WSU Premium at WSUoffer.com.   Finally, I share some details on a special offer we’ve been working on to give you three of our premium products at incredible discounts. And if you act quickly, you could score a one-on-one conversation with me. So make sure to watch your inbox for this unbelievable deal.   In this episode  How to make your kids behave this summer [0:30] A massive story on China you must pay attention to [4:32] How our subscriber network beats the mainstream media [8:15] A better bet than the AI rally [18:11] China’s economic data should scare the crap out of you [19:25] Don’t miss our incredible offer [25:16]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jun 21, 2023 • 49min

2 sectors you need exposure to right now

This market is unlike any other I’ve seen in my 30-year career… and I’m getting a ton of questions about how to play it.   I start today’s show by breaking down the mixed signals investors are dealing with right now… why Big Tech is surging—even as the Fed tries to cool the economy… and why it’s clear the Fed has no idea what it’s doing.   The good news is that all of this uncertainty is creating a lot of opportunities for investors. I highlight two sectors I’m extremely bullish on right now—including one that will benefit from a major market rotation that’s already underway… and a strategy you can’t afford to miss once the market starts pulling back again.   I’m crafting a special deal on three of our most valuable services to play these highly profitable areas. Keep an eye on your inbox next week for all the details… and if you act quickly enough, you could score a one-on-one conversation with yours truly (bear in mind, I can’t give individual investment advice).   On tomorrow’s WSU Premium, Daniel and I will break down two opposing reports from Wall Street firms—one bearish and one bullish—and explain what to pay attention to in each one. Plus, we’ll reveal the latest Dollar Stock Club pick—an asset with incredibly upside potential in one of the sectors I mention on today’s show.   In this episode One of the craziest markets I’ve ever seen [0:35] The Fed has no clue what it’s doing [9:15] 3 highly profitable ways to play this market [23:10] Stay tuned for one of our best deals ever [44:20] Don’t miss tomorrow’s WSU Premium - Get access at WSUoffer.com [47:56] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jun 14, 2023 • 30min

Get ready for a bull market in small caps

I just finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course, the business is illegal).   The stock rally is on. I highlight several names making explosive moves—including Tesla (TSLA), Sofi Technologies (SOFI), and one Curzio Venture Opportunities holding that’s up about 27% in less than a year.   But despite these impressive gains, investors shouldn't expect a new bull market. I break down why this market is similar to the dot-com bubble… why I expect many big names to sell off soon… and why the Fed isn’t done with its rate hikes, even if it pauses this month.   That said, I expect one corner of the market to see a massive tailwind: small caps… I use a well-known stock as the perfect example of what to expect from small caps going forward. After selling off hard following its last earnings report, it’s up more than 15% since the start of the month.   In fact, I’m so excited about the opportunity in small caps, I'm creating a special deal for our small-cap newsletter, Curzio Venture Opportunities. Look for the details next week.   And on tomorrow’s WSU Premium, I’ll share one of my favorite small-cap ideas. Don’t miss it—sign up now at WSUoffer.com.   In this episode What Narcos can teach you about business [0:30] Why stocks are surging [2:50] This rally reminds me of the dot-com bubble [9:30] Be careful what you wish for from the Fed [12:30] Why small caps have a ton of upside [15:50] Look for a special offer next week [19:50] Don’t miss tomorrow’s WSU Premium—For access sign up now at WSUoffer.com [27:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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Jun 7, 2023 • 31min

The SEC is going 'Elmer Fudd' on crypto

Frank is at an industry meeting this week—leaving me, Daniel, behind the mic.   Over the past two days, the Securities and Exchange Commission (SEC) declared war on crypto exchanges Binance (BNB) and Coinbase (COIN). I break down why the SEC has gone full “Elmer Fudd” on crypto… why investors should expect more strong-arming from regulators… and how I’d play the crypto space over the short and long term.     The PGA Tour shocked (and angered) the sports world this week when it announced it’s merging with LIV Golf. Before joining forces, the two rival organizations were engaged in a war of words—including accusations of terrorism—and antitrust lawsuits. I highlight the lesson everyone should learn from this ugly situation… and a stock that will profit from the merger. And finally, as a non-tech-savvy 37-year-old, I share my perspective on Apple’s new headset, the Vision Pro.   In this episode The SEC is going “Elmer Fudd” on crypto [1:30] The political theater of the SEC’s crypto crackdown [8:00] Why the PGA/LIV merger is shaking the sports world [15:20] Apple’s new headset is a success story in the making  [22:05]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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May 31, 2023 • 50min

How to survive the painful summer ahead

Summer is here—which means the kids are home from school all day.   I hope you all have some fun plans to look forward to. Unfortunately, it won’t be a good summer for stocks. In fact, I expect a lot of pain over the next 18 months.   Guys, this might be the most important podcast you listen to all year.   I break down how a few large stocks are propping up the entire market… why we could see a big selloff following the debt ceiling deal… and a major factor that’s about to crush consumer spending.   We’ve dealt with debt ceiling issues before… but this time is different—and for the first time, investors should be worried. There are only two options to deal with our current national debt levels—and I explain why neither is really feasible.   I also share some staggering data about the U.S. national debt… and why consumer debt will wreak havoc on the economy over the next year.   Next, I explain why the market is making a big mistake by trusting in the Fed… why the Fed’s bailouts in 2008 cursed us… and why they’re not an option this time around.   The bottom line: The economy and the stock market are both in serious trouble. But there are still ways for investors to make solid returns. I highlight the two assets you should have exposure to right now… and an investment strategy designed to profit from the coming turbulence.   To help you survive this dangerous market, I’m working out the details of a limited-time discount on three of our advisories: Crypto Intelligence, Curzio Venture Opportunities, and Moneyflow Trader. I end the show with some hints about what’s coming your way… and the tremendous opportunities these newsletters offer right now.   By the way, if you haven’t yet, be sure to listen to last week’s special interview with Luke Norman, chairman of U.S. Gold (USAU), to get the inside scoop on why gold is poised to enter a new bull market.   In this episode   It’s going to be a painful summer for stocks [0:30] Why the debt ceiling deal is a lose-lose situation [5:30] Why this time is different when it comes to U.S. debt [14:00] Don’t trust the Fed [27:30] A limited-time deal is coming your way [40:30] Don’t miss last week’s special episode [48:25]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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May 24, 2023 • 33min

How to profit from the debt ceiling drama

It’s been an exciting couple of weeks for the sports world. I start today’s show with a quick recap of the most thrilling moments from the NHL and NBA playoffs.   The market headlines are currently dominated by several risks—including the debt ceiling debate… the Fed’s plan for interest rates… and the stubbornly high inflation. Yet, for some reason, the TV pundits are calling for the next bull market.   I explain the truth about the debt ceiling negotiations… and how to use the resulting market volatility to your advantage.   Next, I break down the massive disconnect between what the Fed is saying about interest rates and what the market is betting on. It’s why I keep pounding the table about the tough spot the Fed is in… and why its only course of action is a problem for the stock market.   Finally, I share some data on why the current market risks aren’t going away anytime soon.   Bottom line: You’d be crazy to anticipate a bull market right now. More declines are coming… Luckily, there’s a simple way to profit from them.   Don’t miss tomorrow's episode of WSU Premium. Daniel and I will cover the biggest headlines moving the markets… and share our latest Dollar Stock Club pick. Here’s how to join us: WSUoffer.com.   In this episode A recap of the NHL and NBA playoffs [0:30] How to play the debt ceiling drama [3:25] The Fed’s only course of action to fight inflation [11:00] You’d be crazy to bet on a bull market right now [16:40] The best way to profit from market declines [26:35] How to start your fine art collection [28:10] Don’t miss tomorrow’s WSU Premium [32:05] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com
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May 17, 2023 • 32min

Don’t be fooled… Inflation is NOT coming down

Between the debt ceiling drama… interest rate hikes… inflation and stagflation… and mixed economic signals… it’s hard to make sense of all the chaos right now.   The media says inflation is coming down… But I have a quick rant about why you shouldn’t be fooled by the latest economic data—or the talking heads. I also explain why it’s insane for anyone to expect a rate cut this year.   Next, I break down the government’s crazy spending spree… and why it’s going to be a big problem going forward, especially for the U.S. dollar.   The latest round of 13Fs are in—showing what the biggest money managers invested in last quarter. I highlight one sector these guys have been piling into… and why it’s a major red flag for the economy.   Home Depot (HD) reported earnings yesterday. I break down the results and explain why things will get much worse for the retailer. Plus, I share two stocks that are much better buys right now.   Tomorrow on WSU Premium, Daniel and I will highlight around 20 more names that will give you more bang for your buck than HD. Make sure to catch the episode—Subscribe to WSU Premium at WSUoffer.com.   In this episode Making sense of the market chaos [0:30] Inflation is still running rampant [3:35] Don’t expect a rate cut this year [7:30] Our national debt is out of control [10:00] A major red flag in the latest 13Fs [13:05] Shares of HD are overpriced [19:50] Tomorrow’s can’t-miss episode of WSU Premium [27:05]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

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