Wall Street Unplugged - What's Really Moving These Markets

AeroVironment (AVAV) reported incredible earnings yesterday, sending the stock up more than 20%. I start today’s show with a breakdown of the results… and why the massive demand for AVAV’s products won’t slow down anytime soon (hint: it’s an unfortunate side effect of global politics).   I’m dedicating this podcast to an important—and polarizing—topic: de-dollarization. Some folks believe the dollar is about to lose its status as the world reserve currency… while others insist it could never happen.   I go over the factors behind the dollar’s recent weakness—including how the U.S.’s actions are driving our enemies closer… whether the dollar is actually at risk of losing its status as the world’s reserve currency… and the one asset primed to soar as de-dollarization continues.   Be sure to tune into tomorrow’s WSU Premium, where Daniel and I will dig deeper into de-dollarization… and highlight more ways to profit from the trend [Get access to the premium podcast at WSUOffer.com].   In this episode The unfortunate truth behind AVAV’s blowout quarter [1:15] De-dollarization is real [5:50] Will the U.S. dollar lose its reserve currency status? [10:50] What’s driving countries away from the U.S. dollar? [13:05] How I expect de-dollarization to play out [19:25] This asset will benefit as the dollar weakens [33:25] Tune into tomorrow’s WSU Premium [38:27]   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

Bitcoin ETF ruling favors Grayscale Investments, bullish for crypto. Tokenization is the next generation for markets, says BlackRock CEO. Best Buy beats earnings expectations and is poised for long-term success. September brings uncertainty in stocks, but there are still plenty of opportunities.

This episode is brought to you by Masterworks, a one-of-a-kind platform that lets you invest in multimillion-dollar art from the likes of Picasso, Banksy, and more. By the time you listen to this episode, Nvidia (NVDA) will have reported its latest earnings… Right now, the market is holding its breath ahead of the results.   I break down Nvidia’s insanely high valuation… whether I expect it to meet the market’s huge expectations… and some obstacles it will face in the coming quarters. Plus, I highlight the two companies that represent the biggest threat to NVDA’s dominance. (Most folks will be surprised by these names).   Next, I make a bold prediction… The Fed is done hiking interest rates. I explain my thesis… and why sluggish global growth is the “new normal.”   I also highlight a major red flag in the housing market. It’s a situation that’s never happened before… and will put massive pressure on the economy (and lead to more volatility in the stock market in the coming months).   Last week, I shared a unique opportunity with members of our most elite service, Curzio One. It’s a private placement that I believe could generate 80x gains over the next 18 months. I’m personally investing $50,000 in this opportunity… and there’s a limited window available for anyone who wants to join us. If you’re interested, you’ll need to act quickly, as we only have a few spots left.   On tomorrow’s episode of WSU Premium, I’ll highlight my favorite stocks and sectors for the current market. Plus, I’ll reveal our new Dollar Stock Club pick—a beaten-down stock that hedge funds are scooping up ahead of a major turnaround.   In this episode What to expect from Nvidia’s earnings [3:50] The surprising tech names that could disrupt NVDA [13:00] The Fed is done hiking interest rates [18:57] A history-making concern in the housing market [28:10] How to get a shot at 80x gains [34:40] Don’t miss tomorrow’s WSU Premium [38:50]   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

The podcast discusses the unfolding disaster in China, including a real estate developer in default, the yuan depreciating, and worsening economic data. It also explores how China's problems could impact other industries and highlights companies overly reliant on China. The discussion also touches on Nvidia's expectation of being unaffected by China's slowdown. The podcast also covers market conditions, potential risks, and concerns for an upcoming quarter. It concludes with a discussion on a specific stock's performance, demand, and competition.

By the time you listen to this, I’ll have had my second hip replacement surgery.   The first time, it cost me almost nothing out of pocket. But this time, I’ll be paying $8,000! Prepare for a rant about rising healthcare costs and the insurance racket.   Following Fitch’s downgrade of U.S. debt last week, Moody’s just downgraded its ratings on 10 U.S. banks. It’s another concerning sign of what’s happening beneath the surface of the market.   I highlight several reasons for investors to be cautious… including a classic signal that a recession is on the horizon.   The good news is that we’re heading into a stock picker’s market—where it’ll be easier to outperform the market if you select the right stocks. I share the qualities you should look for when picking stocks right now… and a recent Curzio Research Advisory recommendation that meets these criteria.   I also break down which Big Tech leaders are solid investments right now… and which ones can’t justify their premium valuations.   As we head into an election year, investors must be prepared for anything. Politicians will do whatever it takes to get votes… triggering more inflation and stock market volatility. That’s why it’s so important to protect your portfolio from the potential downside—And that’s exactly what Moneyflow Trader is designed to do.   Finally, I share one market-beating strategy investors should focus on… even more than dividends.   In this episode Health insurance is a racket [3:24] What’s behind Moody’s bank downgrades? [6:30] The biggest risks to the market right now [8:00] How to identify the best stocks [14:42] 3 Big Tech leaders to buy… and 3 to avoid [18:12] What to watch out for this coming election year [22:45] This strategy beats dividends [28:15] 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

Prepare yourself for several rants today…   I start the show with some comments about CNBC’s Squawk Box, which is usually a solid show—but not today.    Next, I highlight some of this week’s most important earnings reports—including results from General Motors (GM) and Ford (F). I break down how GM’s CEO is lying through her teeth about electric vehicles (EVs)… why most automakers are afraid to face the truth about the EV trend… and how a little common sense could help their shareholders.   Don’t miss tomorrow’s WSU Premium, where Daniel and I will break down the winners and losers of this earning season (For full access to the premium podcast subscribe at WSUOffer.com).   Stocks are sinking today after Fitch Ratings downgraded the U.S.’ credit rating. I highlight some shocking numbers from the report… and explain why we’re in a much worse situation today vs. the last downgrade in 2011.   Of course, politicians and economists are pushing back against the downgrade. I rant about some of the most absurd arguments from the likes of Larry Summers and Janet Yellen… why I have to tip my hat to Fitch… and the silver lining in the downgrade.   Finally, I rant about how politicians need to be held accountable for their reckless spending… and how the problem spreads into issues like central bank digital currencies (CBDCs), climate change, and political corruption.   In this episode I have a bone to pick with Squawk Box [0:30] GM’s CEO is lying through her teeth [6:25] What’s behind Fitch’s debt downgrade? [10:00] Larry Summers is a bum [19:30] Why CBDCs don’t really benefit consumers [26:15] How politicians use climate change to scam us all [28:35]   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

Today's episode is sponsored by Masterworks.   Today’s episode starts with a look at the Hollywood strikes that have been dominating the headlines. I explain why a win for the actors could spell serious trouble for the industry.   The Fed is meeting this afternoon (after I finish recording this). I break down why no one seems to care about the Fed’s rate hikes… and why that’s a big mistake.   Next, I highlight two contradictory calls from a couple of Wall Street analysts. One was right about the direction of the market… but wrong on his bullish thesis. The other was right about several bearish headwinds… but wrong about stocks falling. I break down both viewpoints… and why now is a turning point for the market.   We’re in the heart of earnings season. I explain why Alphabet (GOOG) and Microsoft (MSFT) are moving in opposite directions after their latest results… and share the one Big Tech name I like heading into earnings (hint: it’s had an incredible run lately, but still trades at a modest valuation).   Don’t miss tomorrow’s episode of WSU Premium. Daniel and I will discuss one of the few sectors where earnings and revenue are rising—and how to profit from it. For full access subscribe at WSUOffer.com.   In this episode Breaking down the Hollywood strike [0:30] Why you should care about the Fed[8:53] This bear’s call is a turning point for markets [13:05] Access the elite fine art market [19:53] GOOG just had its best quarter in over a year [22:00] MSFT’s AI warning [24:55] Don’t miss tomorrow’s WSU Premium For full access subscribe at WSUOffer.com[33:48]   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

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

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

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