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Curzio Research
30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what’s really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.
You’d be crazy to count on a rate cut
My family and I are back from our Thanksgiving vacation in the Dominican Republic. We had a fantastic time—except for the travel. Prepare for a rant on budget airlines… why I’ll never fly Spirit again… and a tangent about how the Department of Justice fights every merger (including the Spirit/JetBlue deal). The markets are on a four-week winning streak as economic data shows inflation is easing and investors are looking ahead to interest rate cuts next year. I explain why it’s crazy to expect a cut anytime soon… how the Fed is actually undermining its own fight against inflation… and why the market is still incredibly dangerous. I also highlight the three factors investors should look for to spot companies poised to survive—and thrive—in the crazy environment ahead. Speaking of which, I just recommended a small-cap stock in Curzio Venture Opportunities that checks all three boxes. It’s fallen about 25% recently because of two risks that no longer exist… and insiders are buying it hand over fist. Join us today to get the recommendation. General Motors (GM) made headlines today by announcing a $10 billion buyback and a massive dividend increase. I continue to pound the table on how a buyback-focused strategy can beat the market… and why only the strongest companies can pull it off. Tomorrow on WSU Premium, Daniel and I will discuss the strategy in more detail… and share a list of stocks executing on it. [For a limited time try WSU Premium for $1 by subscribing at WSUOffer.com.] As a final note, I want to pay my respects to investing legend Charlie Munger, who passed away yesterday at the age of 99. I’m looking forward to CNBC’s final interview with him, which will be released soon. In this episode There’s no such thing as a “discounted airline” [2:05] The seasonal rally is alive and well [12:45] Why the Fed isn’t cutting rates anytime soon [16:10] This is one of the most dangerous markets ever [23:05] How to get my latest small-cap recommendation [29:30] GM announces a massive buyback [33:00] Don’t miss tomorrow’s WSU Premium [46:45] R.I.P. Charlie Munger [49:25] For a limited time, try WSU Premium for $1: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=231129_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn 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
50:5829/11/2023
Why this uranium bull market is unlike any other in history
In this special episode of WSU Premium, Amir Adnani, co-founder and CEO of Uranium Energy Corp. (UEC), joins me for a wide-ranging interview on the developing uranium bull market. We start by looking at uranium prices, which have surged nearly 50% in 2023 after a two-decade bear market. Amir breaks down the catalysts setting the stage for a bull market unlike any other in history—including the government’s new push to triple nuclear power by 2050… and the Russia-Ukraine war. Amir also shares how UEC took advantage of the bear market… and how it plans to move forward—including ramping up production… the company’s newly acquired Roughrider Project… and why it’s in the perfect position to benefit as uranium prices soar over the next few years. In this episode Uranium is finally emerging from a brutal bear market [0:30] The U.S. just “tripled down” on nuclear power [5:40] Major global catalysts for the nuclear industry [7:25] Russia remains king in uranium… for now [13:40] UEC is poised to reap the rewards of the bull market [23:45] Uranium prices could easily double from current levels [39:00] Why this uranium bull market has a LONG runway [52:36] Today’s interview with Amir is a preview of what you get as a WSU Premium member. Each week, Frank shares a no-B.S., unbiased breakdown of what’s really moving these markets—stories you won’t hear from the mainstream media. Plus, you’ll get unique investing strategies, weekly investment ideas, and special interviews with industry insiders like Amir. Try WSU Premium for $1: WSUOffer.com 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
56:5021/11/2023
Inflation is slowing… But don’t get too bullish yet
What a difference a few days makes. The mainstream media has turned from bearish to ultra-bullish—and stocks have surged—as the latest data shows inflation slowing. And, as I explained in last week’s WSU Premium, several stocks could soar to new highs by year-end as money managers try to catch up to their benchmarks. But while markets will likely continue to rise, don’t get too bullish yet… The economy is still facing major headwinds in 2024. I explain why this rally will be short-lived. Target (TGT) is rallying after earnings came in better than expected. Even after the recent surge, the stock is still cheap at current levels. I break down the company’s latest results… and why we’ll never see its shares trade below $100 again. Be on the lookout next week: I’ll be sending you a special interview with Amir Adnani, president, CEO, and founder of Uranium Energy Corp. (UEC). You won’t want to miss our wide-ranging discussion on the new bull market in uranium… and why it’s likely to last for many years. In this episode The market’s sudden shift to ultra-bullish [3:28] Don’t miss next week’s interview with Amir Adnani [9:45] Enjoy the rally—it won’t last long [19:15] TGT just put in its "forever" low [35:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Subscribe to the premium podcast at WSUOffer.com. 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
42:3815/11/2023
These stocks will surge through year-end
Both of my daughters participate in organized sports… And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now… but why I wouldn’t change a minute of it. Stocks are in rally mode. The S&P 500 is up 6% over the last seven trading sessions… while the Nasdaq is up 8% over eight trading sessions. I break down what’s behind the surge… and why it’s a little crazy given the environment and the Fed’s current agenda. Speaking of the Fed, I highlight how the central bank’s reckless policies created inflation… and why no one saw it coming. Next, I explain why the best-performing stocks will keep surging through the end of the year… while underperforming stocks will continue to lag (hint: it has nothing to do with fundamentals). This leads me to a rant on how the big asset managers f*** over individual investors. On tomorrow’s episode of WSU Premium, I’ll share around 50 names that I expect to climb as we head into the end of 2023. Don’t miss it—Subscribe to the premium podcast at WSUOffer.com. In this episode The hectic life of a sports parent [0:30] It’s wild that markets are in rally mode [4:40] How the Fed created inflation [7:30] Why the best-performing stocks will keep surging [17:05] How Wall Street f***s over the little guy [19:00] Get my list of 50 stocks that will continue to new highs [28:10] Subscribe to the premium podcast at WSUOffer.com. 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
29:1408/11/2023
This $16 trillion opportunity is just getting started
I start today’s show by recapping my family’s awesome Halloween. By the time you get this episode, we’ll know the results of the Fed’s latest monetary policy meeting. I share my expectations about future rate hikes… and explain why the market is finally starting to believe the Fed. Quarterly earnings results are rolling in… and so far, they’ve been terrible. I highlight several companies getting crushed by higher interest rates… and a handful of names that have more upside as rates stay higher for longer. Next, I share the one asset investors should be buying as we face an economic downturn. Plus, I highlight a market that’s set to grow to $16 trillion by 2030—from virtually nothing today. Investors face a ton of pain ahead… and I want to help you through as much of it as possible. If you have any questions about the strategies we use here at Curzio Research—and which ones are right for you—don’t hesitate to call us at 1-888-287-9461. In this episode I hope your Halloween was as great as mine was [0:33] Investors are starting to believe the Fed [5:00] Earnings season winners and losers [10:18] The one asset to buy as the economy struggles [24:35] This market will hit $16 trillion by 2030 [30:25] Let us help you through the market pain [43:05] 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
48:0801/11/2023
Prep for a recession with these assets
For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it’s packed—but not this year. I highlight the terrible experience… and what it says about the economy. Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation… and why we must prepare for a recession. We’ll see earnings growth from two sectors… but it will mean even more pain to the economy (and consumers). But don’t let the negative news scare you out of the markets—the market volatility will create amazing risk/reward opportunities going forward. I share a few assets you should have exposure to right now. Don’t miss tomorrow’s WSU Premium. Daniel and I will discuss the opportunity in small-cap stocks… and share our latest pick. In this episode What my fair experience says about the economy [0:30] Prepare for a recession [8:20] What Powell got wrong about inflation [15:15] Growth in these 2 sectors = more pain ahead [21:15] Diversify with this inflation hedge[26:40] Don’t miss tomorrow’s WSU Premium [35:25] Looking to diversify your portfolio as inflation becomes the new normal? Contemporary art has a history of strong appreciation during high inflation periods—like right now. Masterworks’ innovative platform makes starting a fine art collection attainable for anyone. Here’s how: 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
38:3525/10/2023
The biggest trend of my lifetime
I’m back in the office after attending a major industry conference for the financial newsletter business. I start today’s show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why the buzz is building around this trend… why it’s a win-win for investors and businesses alike… and why it’s set to be the biggest trend of my lifetime. (And behemoth asset manager BlackRock agrees.) Plus, I explain the advice I gave my colleagues about podcasting—and why they shouldn’t do it. Next, I highlight several factors weighing on the market right now—including higher interest rates… some ugly data on housing starts… and investor sentiment turning bearish. But despite these risks, I share why we could see a pop in the market. As Q3 earnings roll in, I break down what investors should be watching for… and how higher oil prices and interest rates could impact next quarter’s results. Don’t miss tomorrow’s WSU Premium, where Daniel and I will discuss big banks… oil stocks… and a new Dollar Stock Club pick to play rising commodity prices. In this episode Tokenization is the biggest trend of my lifetime [2:30] Why podcasting isn’t for everyone [16:13] Why stocks could rally, despite the growing risks [28:20] The most important numbers this earnings season [31:20] Don’t miss tomorrow’s WSU Premium [36:20] 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
37:4818/10/2023
The perfect recipe for higher energy prices
Frank is on the road for business for the week, so I, Daniel, am leading the show today. I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I’m not being sarcastic.) Stocks are rallying even as war is breaking out in the Middle East. It’s a great example of how markets and reality can be vastly different. I explain why this bounce could continue through the end of the year. As expected, oil prices popped in response to the violence. Regular listeners know I’ve been bullish on energy for many months. I explain why the current environment creates major tailwinds for oil prices… why every investor should have exposure to energy stocks… and how the war impacts my thesis. Next, I break down today’s Producer Price Index (PPI)… highlight the one data point to focus on in tomorrow’s Consumer Price Index (CPI) report (hint: it’s all about energy prices)... and explain why the numbers could force the Fed to raise rates even more. I also explain why hedge fund titan Bill Ackman has a bone to pick with Harvard… and why it’s the latest sign of the growing division in our nation. Don’t miss tomorrow’s episode of WSU Premium. I’ll dig deeper into the energy sector… highlight the opportunities developing in consumer staples stocks… and reveal this week’s Dollar Stock Club pick. In this episode Proof that your tax dollars are working hard [1:35] Why this market rally could continue (despite the war) [9:15] A recipe for higher energy prices [19:20] The only inflation number that matters right now [23:10] Bill Ackman has a bone to pick with Harvard [25:45] 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
29:0711/10/2023
McCarthy’s ousting will draw out the selloff
I just returned from a business trip to Miami… and start today’s show with a rant about how consumers are getting “fee’d” to death. Stocks are selling off as investors digest higher-for-longer interest rates and lingering inflation. And I see way more downside ahead… I share some data on the impact of student loan payments, which have resumed after a three-year pause. I also highlight the biggest headwind for the economy (hint: it’s a rising cost that none of us can escape). I’ve been pounding the table on how this is one of the most dangerous markets I’ve ever seen… Despite the fastest pace of rate hikes in history, some of the riskiest stocks have been surging. But this irrational bull run is coming to an end. I explain why the Fed won’t be able to pull off a soft landing… and why we should brace for more pain throughout the housing sector, community banks, and consumer spending. Shockwaves are rippling across the political aisle as House Speaker Kevin McCarthy (R) was ousted this week. I explain how this changes my thesis on ridiculous government spending… and why it will lead to a long, drawn-out selloff in stocks. But that doesn't mean you should sell everything and move to cash. Tomorrow on WSU Premium, I’ll share exactly how to position yourself for this market—including a new Dollar Stock Club pick… from a sector I’ve never recommended before in my entire career. Access the premium podcast at WSUOffer.com. In this episode We’re getting “fee’d” to death [0:30] What's behind the market selloff? [7:30] Consumers can’t escape this rising cost [10:45] Why this irrational bull run is ending [20:35] Why McCarthy’s ousting will trigger more declines [28:25] Don’t miss tomorrow’s WSU Premium [40:20] 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: Access the WSU Premium at WSUOffer.com.
43:3904/10/2023
Politics are to blame for Target's store closures
Frank is out of the office on a research trip… leaving me, Daniel, behind the mic. Target’s (TGT) shares are near 52-week lows after it announced it will be closing nine stores due to rampant theft. It’s a troubling sign that will have a big impact on local economies. I highlight how it’s the latest example of the problems that happen when politicians enact stupid policies… why long-term investors should be excited by the declines… and a few other retail stocks that belong on every investor’s watchlist. Two weeks ago, I ruffled some feathers when I shared my contrarian view on global warming. I’m doubling down this week… and sharing some more research from experts who disagree with the popular climate narrative. Email me your thoughts at daniel {at} curzioresearch {dot} com. “Carbon capture” is one of the trendiest ideas for mitigating climate change (and it’s so popular, I’ve created a drinking game around it). While I think it’s a silly idea, it will benefit a handful of companies in the energy sector. I reveal two of my favorite stocks to play the situation… and explain why the world can’t stop using fossil fuels anytime soon. In this episode The politics behind TGT’s store closures [2:00] The best retail stocks for long-term investors [10:55] I’m doubling down on my climate stance [14:25] A drinking game to help combat climate change [18:20] My two favorite plays on carbon capture [23:20] 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
26:4227/09/2023
This sector will thrive thanks to crazy government policies
I start today’s show by explaining why I won’t be retiring anytime soon… By the time you listen to this, the Fed will have decided whether to hike interest rates… or keep them at current levels. I break down what I expect to happen… and why investors should be concerned about the latest inflation data. Global debt has hit record levels… and higher rates will add trillions more in interest payments. I rant about how insane government spending is to blame… and how the Inflation Reduction Act (IRA) only proves government spending isn’t slowing down anytime soon. A lot of folks think the Fed can solve these problems by cutting interest rates. I explain why a rate cut would NOT be bullish for the stock market. Finally, I highlight one sector that will continue to thrive amid the government’s crazy policies. In this episode Why I’m not retiring anytime soon [0:33] The Fed’s latest interest rate decision [5:44] Global debt hits a new record high [8:55] The government’s insane spending [14:15] Why higher rates will hurt the market [17:50] This sector will thrive thanks to the government’s crazy policies [22:05] Don’t miss tomorrow’s Dollar Stock Club pick [29:35] 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
30:4520/09/2023
These scientists believe climate change is NOT a threat
Frank is out of the office, so I (Daniel) am taking the reins on today’s show. The latest Consumer Price Index (CPI) data is in—and the sharp rise in energy prices is dominating the report. I break down what’s behind the surge… and why the situation creates a big problem for the Fed. Speaking of energy, the International Energy Agency (IEA) expects oil demand to peak before 2030 as clean energy replaces fossil fuels. I explain why I don’t believe this will happen… and why you’d be wise to have exposure to oil & gas right now. And I highlight a report from over 1,600 scientists on why climate change isn’t as dire as the media makes it sound. The Wall Street Journal recently ran a story about how amateur investors are piling into risky option bets. I recap the article… and explain why this strategy has worse odds than the casinos in Vegas. But that doesn’t mean you can’t use it to your advantage. I share a few tips on how to turn the odds in your favor… and a brokerage firm benefiting from the trend. In this episode Energy prices are dominating the CPI [2:05] Why I don’t think we’ll see peak oil demand by 2030 [8:25] Over 1,600 scientists say not to worry about climate change [15:00] Amateur investors are making risky option trades [19:45] A brokerage to add to your watchlist [25:50] 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
30:4813/09/2023
Will the U.S. dollar lose its world reserve currency status?
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
40:3506/09/2023
The greatest risk/reward opportunity I’ve ever seen
It’s crazy here in Florida as Hurricane Idalia just made landfall—and it seems like some people are preparing for the apocalypse. Stay safe out there, my fellow Floridians. Bitcoin rallied over 5% on Tuesday following a win in court for asset manager Grayscale Investments vs. the SEC. The SEC had tried to deny Graysale’s application to convert its Bitcoin trust into a Bitcoin ETF… but the judge ruled the SEC’s decision was “unlawful.” I break down the ruling… why it’s super bullish for crypto… and why a Bitcoin ETF would be the beginning of a new era for digital assets. In fact, the smart money is already investing in the latest evolution of digital assets: tokenization. I explain how tokenization works… why it benefits businesses AND investors… and why BlackRock CEO Larry Fink is calling tokenization “the next generation for markets.” The bottom line: Crypto is here to stay. In fact, it’s one of the best risk/reward opportunities I’ve ever seen. And every investor needs exposure to this growth sector. Best Buy (BBY) recently reported earnings that beat analysts’ expectations. I go through the results and highlight what sets it apart from other retailers… and why it’s primed for long-term success, even as consumers struggle with rising prices. As we head into September—historically the worst month of the year for stocks—the market is searching for a new catalyst. But despite the uncertainty (and high valuations), there are still plenty of opportunities in the market. Tune in to tomorrow’s WSU Premium, where Daniel and I will highlight which sectors we like right now (and reveal a new Dollar Stock Club pick). In this episode Hurricane Idalia makes landfall [0:32] A huge victory for crypto [8:30] Crypto: The best risk/reward setup I’ve ever seen [12:35] Tokenization will be the next generation of crypto [15:40] What sets BBY apart from other retailers [18:05] Don’t miss tomorrow’s WSU Premium [31:23] 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
34:0030/08/2023
The Fed is done hiking rates
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
39:5023/08/2023
China’s problems are only beginning
I’m back in the saddle again after a successful hip replacement. Thanks to everyone who sent me well wishes. During my downtime, I’ve been researching a topic that hasn’t been getting the attention it deserves: the disaster unfolding in China. In case you haven’t heard, real estate developer Country Garden is in default… the yuan is selling off hard… and the country’s recent economic data shows no signs of improving anytime soon. Daniel and I break down the latest data points out of China—including warnings from several companies—and explain why things will get worse before they get better. I also highlight why the yuan is crashing… why China’s attempts to boost its currency aren’t working… and how the country’s real estate collapse could spill over into another $3 trillion industry. I share how investors should play the situation… and a couple of companies that rely too heavily on China. One company that expects to come out unscathed is Nvidia (NVDA). Management recently said China’s slowdown won’t affect it at all, despite China accounting for 20% of revenues. Daniel and I discuss the expectations for NVDA’s upcoming earnings report… and share our opinions on how the stock will react next week. Don’t miss tomorrow’s episode of WSU Premium, where Daniel and I will dive into international markets… sift through some recent 13F filings to see where the smart money is investing right now… and discuss the latest sign of “dedollarization” in the global energy market. [Subscribe to the premium podcast at WSUOffer.com.] In this episode Dire warnings about China’s economy [3:05] China’s disastrous economic data [8:00] The yuan is crashing [10:55] A $3 trillion ticking time bomb [14:40] These companies rely too much on China [20:45] What to expect from NVDA’s earnings [29:45} Join us for WSU Premium [37:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Subscribe to the premium podcast at WSUOffer.com. 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
38:3216/08/2023
3 Big Tech leaders to buy… and 3 to avoid
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
32:1009/08/2023
Why Fitch was right to downgrade the U.S.
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
35:5502/08/2023
Microsoft’s warning about AI
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
37:2726/07/2023
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
40:1619/07/2023
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
44:3812/07/2023
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
54:2305/07/2023
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 [email protected].) 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
37:4028/06/2023
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
49:2021/06/2023
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
29:3814/06/2023
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
31:2707/06/2023
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
50:0231/05/2023
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
33:0824/05/2023
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
31:5017/05/2023
The biggest mistake the Fed can make right now
I start today’s show with a rant on my experience building a home… from paying the bills before my family can even move in… to workers smoking in the house… to a shower leaking through the ceiling… and getting ripped off on allowances. Housing demand remains strong—for now. I explain why I expect the outlook for homebuilders to turn ugly over the next 12 months. By the time you listen to this episode, the latest Consumer Price Index (CPI) data will be out. I break down why the Fed can’t lower interest rates until it gets inflation under control… and why a rate cut would be the biggest mistake the Fed could make. Tomorrow on WSU Premium, Daniel and I will dig through the inflation data and share our latest Dollar Stock Club pick—a company that will benefit from interest rates remaining higher for longer. Don’t miss the episode—join WSU Premium today at WSUoffer.com. In this episode My homebuilding nightmare continues [0:30] Housing demand is strong—for now [5:00] The next 12 months will be tough for homebuilders [12:10] What I expect from today’s CPI data [18:40] Why the Fed must get inflation under control [24:25] Why cutting rates would be a massive mistake [34:30] Don’t miss an episode of WSU Premium—Subscribe at WSUoffer.com [35:20] 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
36:4610/05/2023
How much longer will banks lie to us?
Prepare yourself… I have a couple of rants to get off my chest today. I’m recording this podcast before today’s Fed meeting, where central bankers are expected to raise interest rates by 25 basis points, then hint at pausing rate hikes. I cut through the B.S. and explain why an end to rate hikes won’t save us now. The biggest story in the market right now is the banking crisis. I share some quotes that show how bank CEOs have been lying through their teeth about the state of the banking sector—including JPMorgan’s Jamie Dimon. The whole thing reminds me of a scene from The Naked Gun. I break down the sweetheart deal JPMorgan got by taking over First Republic… and pose an important question for all investors to consider about regional banks. While the Fed refuses to admit it, it’s bailing the sector out. I rant about why the Fed’s actions will lead to a lot more pain… and how banks don’t actually give a s*** about their clients. Make sure to tune into WSU Premium tomorrow—Daniel and I will deep-dive into the banking sector… the state of the consumer… earnings estimates… and all the market risks we’re currently facing. (Subscribe to WSU Premium at WSUoffer.com) I end the show by sharing the best way to protect yourself—and profit—from this dangerous market scenario. A pause in the Fed’s rate hikes won’t save us [1:40] These bank CEOs lied through their teeth [3:30] Jamie Dimon’s comments remind me of The Naked Gun [9:50] The FDIC’s bailouts encourage bad behavior [18:30] Don’t miss tomorrow’s episode of WSU Premium (Subscribe at WSUoffer.com) [20:35] How to profit in this market environment [28:30] 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
32:2503/05/2023
Is the U.K. retaliating against the U.S.?
My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. We’re in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald’s (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on your favorite products to come down anytime soon. The Fed is set to hike interest rates next week and many investors think it will be the last time—but I disagree. I explain why I expect several more rate hikes over the next few months… and why anyone predicting rate cuts later this year is nuts. Next, I break down the positives and negatives in yesterday’s earnings from Alphabet Inc. (GOOG) and Microsoft (MSFT). The biggest news for Microsoft came from the U.K. Competition and Markets Authority (CMA), which killed its deal to buy Activision Blizzard (ATVI). I explain why the CMA’s move could be retaliation for a recent U.S. policy move… and why investors should be concerned about the government’s growing intervention across multiple industries, especially energy and crypto. On tomorrow’s episode of WSU Premium, Daniel and I will dig deeper into Microsoft’s dead Activision deal and the growing tensions between world governments. We’ll also discuss the government’s attack on crypto… and how “de-dollarization” will create a major shift in global power. Don’t miss the episode—join WSU Premium now. In this episode What I’ve learned from 15 years of marriage [0:20] Why MCD and PEP are near 52-week highs [2:50] The Fed isn’t done hiking rates [5:00] GOOG is buying back $70 billion in stock [8:13] A great hedge against inflation[15:08] Is the U.K. punishing MSFT for the U.S.’s actions? [16:03] Don’t miss tomorrow’s WSU Premium [34:00] My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. Sponsor: Art makes a great hedge against inflation... Masterworks, our sponsor this week, created a revolutionary platform that enables individual investors to stake a claim in the $1.7 trillion blue-chip art industry. And you can skip the waitlist. (https://www.masterworks.com/?utm_source=curzioblock&utm_medium=affiliate&utm_campaign=Curzio&utm_term=Curzio+Member&utm_content=Masterworks) 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
35:3526/04/2023
Tech companies are making a massive mistake
I start today’s show with a quick story about a charity tournament I recently played in… that shows how Florida has managed to ruin golf! Moving on to the markets… Big banks are reporting incredible numbers in spite of last month’s bank crisis… I question why banks don’t face the same criticism as oil companies when they make massive profits off of struggling consumers. I also break down how Big Tech is driving the market rally—by making a massive mistake. Gold is surging towards new highs—but this isn’t a positive sign for the world’s economy. I share how history is repeating itself in the gold markets… why it’s bad news for the U.S. dollar… and why Bitcoin and gold will continue to soar in the years to come. On tomorrow’s episode of WSU Premium, Daniel and I will deep-dive into this subject—including how the BRIC nations are plotting the “de-dollarization” of the global economy… so make sure to join us (Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=230419_wsup_charter_wsumon_inline&utm_campaign=2302-WSUP-Charter&utm_term=inline&utm_content=wsu). In this episode How Florida managed to mess up charity golf [0:30] Why don’t we criticize banks like we do oil companies? [6:30] Big Tech’s massive mistake [13:00] Gold is surging—and that spells trouble for the world [21:30] Why gold and Bitcoin will soar in the years to come [30:15] Join us tomorrow on WSU Premium [38:40] 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
40:2219/04/2023
The global revolt against the U.S. dollar
25:2412/04/2023
The truth behind the government’s crypto crackdown
Today’s episode of Wall Street Unplugged is sponsored by Masterworks.com, which gives individual investors access to elite blue-chip art. With inflation on the rise, more and more investors are looking for alternative assets—those proven to hold their value... And fine art has a better track record during high inflation than both the S&P 500 and gold—returning 23% on average vs. 3.8% and 0.2%, respectively. For a limited time, Wall Street Unplugged listeners can skip the art auction waitlist—and get immediate access to what the Wall Street Journal calls one of the “hottest markets on Earth.” See important disclosures: masterworks.com/cd March Madness is over—and what an incredible tournament it was! I start today’s show with a recap of the Final Four… and share some tough truths about recent NCAA championship games. Moving onto more serious matters… As I mentioned last month, Bank of America shut off our banking services with little warning and no explanation. It’s a result of the government’s crackdown on every business even remotely connected to crypto. After doing some digging, I’m shocked at what’s going on behind the scenes… I explain how one government “henchman” has gone mad with power… why everyone with a bank account should be worried… and how this unconstitutional attack on the crypto space helped trigger last month’s banking crisis. This isn’t the first time the government has targeted specific industries in the private sector. We saw the same thing play out during the Obama Administration with Operation Choke Point—when the government investigated banks tied to gun companies and payday lenders. I break down the story… how one law firm successfully sued the government to stop the campaign… and how that same firm is tackling the crypto-related “Operation Choke Point 2.0.” This story is just starting to unfold… and Daniel and I will be uncovering more details in the weeks to come on WSU Premium. If you haven't subscribed yet, you can sign up here: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=230405_wsup_charter_wsumon_inline_post&utm_campaign=2302-WSUP-Charter&utm_term=inline&utm_content=wsu. You can’t afford to ignore this story. In this episode A recap of the Final Four [0:30] Start building your elite art collection [6:39] Why everyone with a bank account should be worried [8:28] How history is repeating with Operation Choke Point [12:15] How the crypto crackdown contributed to the banking crisis [20:20] 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
31:4005/04/2023
Why the ‘drop’ in home prices won’t bring down inflation
It’s great to be back after a chaotic week of moving into my new house… Today’s podcast starts with a rant about lazy work ethic here in Florida. I share my recent experience trying to get my TVs hooked up in my new place. I know it sounds petty… but I plan to get a little revenge on the company that was supposed to help me. Turning to the markets… stocks are struggling to find a direction following the recent banking crisis. I highlight crypto’s incredible performance (even as regulators target the sector)... and the problems that will result from the government’s crypto crackdown. Next, I share some perspective about the recent “drop” in housing prices… and why you shouldn’t believe anyone who says it’s a sign of falling inflation. Plus, I highlight why art makes a great alternative hedge against inflation… and a revolutionary platform disrupting this $1.7 trillion industry. I also highlight what to buy—and avoid—as we head into the next earnings season… and how to stay invested while protecting your portfolio from the volatility ahead. Finally, I highlight two “no-brainer” investments as the Fed keeps printing money. For more of my favorite buying opportunities—including a weekly Dollar Stock Club pick—subscribe to WSU Premium. At just $10 per month, it’s an incredible value for anyone trying to navigate this volatile market. Everyone is lazy in Florida [0:30] What’s behind crypto’s big surge? [9:22] Falling home prices won’t solve inflation [15:10] How you can play the $1.7 trillion art industry [21:32] What to buy—and avoid—as we head into earnings season [22:26] Two assets everyone should own right now [26:54] Join WSU Premium for more of my favorite ideas [30:45] 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
32:5329/03/2023
2 assets to buy as the banking crisis unfolds
Frank is moving into his new home, leaving me (Daniel) behind the mic to break down the chaos in the markets—including the banking crisis, today’s Fed meeting, and two asset classes that are rallying as investors worry that the turmoil will spread. I highlight the wild volatility hitting bank stocks—including First Republic Bank’s (FRC) 40% move in a single trading day… the Fed’s attempts to calm investors… why it seems like the Fed is “shooting from the hip”… and why the headwinds in the banking sector aren’t going away anytime soon. By the time you listen to this show, the Fed will have announced its decision on interest rates from today’s meeting. I break down what to expect from the market if the Fed pauses rate hikes… and two rallying asset classes that will continue to do well as the Fed tinkers with rates. I also share a mega-cap stock that should be on your shopping list (hint: it always comes to the rescue during a market crisis). In this episode FRC is the poster child of this banking crisis [1:50] How the Fed is “shooting from the hip” [3:15] Why the bank problems won’t end anytime soon [6:00] What to expect from the market following the Fed meeting [11:30] These two assets are rallying amid the turmoil [15:25] Add this mega-cap to your shopping list [18:20] 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
22:1422/03/2023
The banking crisis should scare the s*** out of you
The market is punishing the entire banking sector following the collapse of Silicon Valley Bank (SVB) and Signature Bank (SNBY). I start today’s show by explaining why SVB failed—and why the government bailed it out. I also highlight how the situation has f***ed over the Federal Reserve… and whether a 50-basis-point rate hike is still on the table at next week’s Fed meeting. The bottom line: The market is in for a lot more pain. That’s why I keep pounding the table on why Moneyflow Trader is a “must-have” service to protect yourself in this market. I want everyone to have access to this incredible strategy—which is why I’ve discounted Moneyflow Trader by 90%. And make sure to join us for tomorrow’s WSU Premium, where Daniel and I will break down the market chaos in more detail—and share one stock that’s being unfairly punished amid the banking crisis. In this episode Why Silicon Valley Bank failed [1:20] The Fed is f***ed [9:05] Why the government bailed out SVB [12:38] How to protect yourself in this dangerous market [26:10] Don’t miss tomorrow’s WSU Premium episode [34:50] 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
38:5615/03/2023
Your favorite stocks are about to get crushed
What a busy time of the year… for gymnastics. I kick things off with a rant on why kids' sports are a racket… and how they’re failing to prepare kids for the future. I also rant about how inflation is hitting prices everywhere—even the games at Dave & Buster’s. Fed Chair Jerome Powell is in front of the House Financial Services Committee today after testifying before the Senate yesterday. I highlight how much Powell’s tune has changed in a month… how his words impacted the stock market… and why you should expect next week’s inflation data to come in hotter than expected. Be sure to join us for WSU Premium tomorrow, where Daniel and I will share a list of companies that will get crushed as the Fed ramps up its battle with inflation. In this episode Kids’ sports are a racket [0:30] Inflation is showing up at Dave & Buster’s [9:00] Powell’s sudden shift in tone [11:08] Expect inflation to come in hot next week [14:50] How to join us at WSU Premium (WSUOffer.com) [27:24] 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
30:1908/03/2023
Wall Street Unplugged: Special Announcement
I’m expanding the scope of Wall Street Unplugged in my new members-only version... WSU Premium I’m adding new segments where I’ll dive deeper into the most current news… and debate the most pressing topics with my cohost Daniel Creech. I’ll talk in detail about the week’s short-term moves that could turn into long-term trends… The politics that matter to the market, and likely your investments…. And the specific names that keep coming up in the Wall Street chatter. Of course, Daniel and I will continue our regular market breakdowns – with one big change… We’ll be adding specific recommendations to the discussion that we’ll track each week. WSU Premium is MEMBERS ONLY. Find out more about WSU Premium + The Dollar Stock Club at wsuoffer.com. 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
07:0508/03/2023
Regulators’ crypto crackdown is backfiring
Big banks are cracking down on everything related to crypto—even us here at Curzio Research… I start today’s show by sharing the story of Bank of America dropping us as a customer. I rant about how the government’s interference is terrible for the entire industry… the no-brainer regulations it should enforce… how regulators are acting like bad parents… and how (as with bad parents) the “tough love” is backfiring. Meanwhile, the crypto market is shrugging off the negativity… with prices holding up well (even as stocks tumble). I break down how the crypto space reminds me of the early days of sports betting. As a reminder, tomorrow will be our first episode of WSU Premium—which will include a ton of new features aimed at making you richer and more informed. If you haven’t already, be sure to . In this episode Bank of America is breaking up with Curzio Research [0:30] The government is trying to pick the crypto winners and losers [6:35] Regulators can’t keep crypto in a corner [12:20] Crypto is following the path of sports gambling [21:00] [30:19] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
32:4601/03/2023
The downside of NVDA’s earnings blowout
Guys, I’m so excited about next week’s launch of WSU Premium, where I’ll be expanding the scope of the podcast and offering more benefits… from tons of new trading ideas to insightful interviews from the smartest minds on Wall Street… and much more. I explain why I’m starting this new, improved podcast… how I want to change the financial newsletter industry… and why I’m so passionate about helping individual investors. It’s the main reason I made this product affordable for everyone. . Turning to markets, NVIDIA (NVDA) is up more than 10% after reporting solid earnings. I deep-dive into the results… why NVDA needed to post strong numbers… the company’s guidance going forward… and the drawback of its recent success (while its competitors have underperformed). I also explain why analysts are being short-sighted about the stock… and whether I’d buy it at current levels. In this episode Why I’m so excited about [0:30] How I want to change the financial newsletter industry [11:35] Breaking down NVIDIA’s strong quarter [22:38] Should you buy NVDA right now? [31:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
39:0023/02/2023
The stock market is in a ‘death zone’
First, a quick reminder that we’re launching WSU Premium next week. Subscribers will receive a ton of investing ideas, behind-the-scenes research, special interviews with Wall Street heavy hitters, and much more. If you haven’t already subscribed, . The minutes from the Fed’s last meeting come out later today. Daniel and I discuss our expectations… whether they’ll be meaningful… and potential surprises that would alarm us. Morgan Stanley released a report comparing the current state of the market to Mt. Everest’s “death zone” (the deadliest stretch for climbers). Daniel and I highlight the important details, including one critical indicator that’s flashing a warning sign for stocks. Turning to earnings, shares of ZipRecruiter (ZIP) plunged more than 25% after the company’s latest results. I explain why ZIP’s terrible quarter is actually a positive sign for the economy. Finally, La-Z-Boy (LZB) just broke out to a 52-week high following a solid earnings report. We break down the No. 1 factor behind the company’s outperformance in this tough environment. And it’s something you should be looking for in every stock right now. In this episode [00:30] What to watch out for in the Fed minutes [2:30] The stock market is in a “death zone” [9:45] This chart is flashing a warning sign for stocks [14:25] Why ZIP’s terrible results are good for the economy [17:50] The No. 1 factor behind LZB’s success [23:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
35:3622/02/2023
Retailers are in big trouble
I kick things off today with a special announcement: This is my last free Tuesday Wall Street Unplugged podcast. We’ll be launching WSU Premium next Wednesday (March 1). Find out all about the new features and benefits we’ll be adding to the show—. This morning, we got the latest earnings results from two of America’s biggest retailers: Home Depot (HD) and Walmart (WMT)... I highlight some troubling signs for HD, including one key metric that just fell for the first time since 2009. And there’s more bad news when you look at the company’s costs… and the expensive price tag for its stock. Turning to WMT, the company delivered solid quarterly results but weak guidance for the year ahead. I share some red flags I see in WMT’s outlook… and why the stock doesn’t look like a bargain at current levels. Bottom line: The latest results show there’s more pain ahead for retailers. And investors need to be cautious as the bullish thesis for the stock market falls apart. In this episode WSU Premium launches next week [0:30] Home Depot is priced to perfection [7:14] Walmart’s weak forward guidance [16:15] The bull thesis for stocks is falling apart [23:25] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
28:4821/02/2023
Why the Fed is f***ed
This morning’s Producer Price Index (PPI) data came in hotter than expected—showing a 0.7% increase, vs. 0.4% estimates. It’s just one of several signs that inflation has surged over the past few weeks. Daniel and I discuss the growing disconnect between what the Fed is saying and what the market is hearing… why investors need to be prepared for more rate hikes… and why the Fed is fighting a battle it can’t win. Charlie Munger is in the news for his latest anti-Bitcoin comments… even praising China for banning it. Daniel rants about Munger’s belligerent stance—and the hypocrisy of a lifelong capitalist praising communism/authoritarianism. I also share how regulation could act as a tailwind for the crypto market in the coming years. Lastly, I’m curious: For those of you who didn’t sell Bitcoin last year amid all the bankruptcies, fraud, and volatility… is there anything that would convince you to sell? . In this episode Breaking down the latest PPI data [1:30] Forget about a soft landing for the economy [7:00] The Fed’s no-win situation [12:18] Why Charlie Munger is a hypocrite [19:25] What would it take to make you sell your Bitcoin? [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
41:3716/02/2023
Big changes coming to Wall Street Unplugged
I start today’s podcast with a major announcement: We’re launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. . The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling. We highlight some of the moves that stood out to us—including a ton of buying in Big Tech stocks. We break down why Nelson Peltz and David Tepper are building positions in Disney (DIS)… and what the company needs to do to get back on track. And we dig into Cathie Wood’s recent moves in Coinbase (COIN)... and whether it can survive the crypto bear market. Next, we cover the latest earnings reports. Daniel shares why he wouldn’t invest in Hanesbrands (HBI) for at least six months… a tech company catching his attention after posting profits for the first time in 20 years… and why he’s not worried about the 10% drop in Devon Energy (DVN) today. I go over the incredible earnings from Roblox (RBLX)—and what it means for the metaverse trend… And I explain how Ford (F) is dropping the ball when it comes to electric vehicles. Today’s show is a sneak-peek into the kind of in-depth analysis we’ll be providing in WSU Premium. I’d love your feedback, . Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
52:1515/02/2023
Inflation is blowing up the bullish thesis
Happy Valentine's Day! First, I take a victory lap for another successful Super Bowl prediction… sort of: , and I was right! I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves. Turning to the markets… The latest Consumer Price Index (CPI) data came out this morning. I break down why the numbers cripple the bullish thesis… and how consumer habits are about to change. More bad news for the bulls: Earnings estimates keep coming down… and I expect several quarters of lower earnings. I explain why this—combined with several other risk factors—is creating a recipe for disaster. Bottom line: This market should scare the hell out of you. … In this episode The NFL is a bunch of a**holes [0:30] How this morning’s CPI data hurts the bullish thesis [9:45] The “earnings recession” is just beginning [13:50] Why this market should scare the hell out of you [21:15] [30:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio : www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ :
38:0714/02/2023
How to make a fortune betting on the Super Bowl
I’m taking a break from discussing the markets—and devoting today’s show to Sunday’s Super Bowl matchup between the Kansas City Chiefs and my beloved Philadelphia Eagles. Long-time listeners know I’ve been analyzing the big game for over a decade… And if you want to make a fortune betting on the Super Bowl, DON’T follow my advice. I’m obviously rooting for the Eagles… but I’ll try to keep my predictions unbiased… I start with a quick look at how fantasy football has exploded over the years. I also analyze each team in depth… and break down the stats I use to try to determine the winner. Finally, I share who I think will win… my prediction for the final score... and some prop bets I’d wager on. Enjoy the game! In this episode The evolution of fantasy football [2:00] A thorough analysis of the Chiefs [5:25] Breaking down my beloved Eagles [8:45] My predictions for the big game [23:05] Prop bets to take advantage of [26:35] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: 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/ : :
30:4809/02/2023
How Trump would’ve handled the Chinese ‘spy’ balloon
A Chinese “spy” balloon was shot down in South Carolina over the weekend. Daniel and I joke about how Trump would have handled the situation. But on a more serious note, I’m concerned about the narrative around China—and how it gets a “free pass” thanks to its global trade influence. The stock market rallied following Fed Chair Jerome Powell’s dovish comments at the Economic Club of Washington yesterday. Daniel shares why the meeting’s vibe didn’t sit right with him… and I explain why the market would drop 10% if the Fed announced a rate cut. Next, we discuss billionaire Ron Baron’s recent interview on CNBC—including his investment philosophy… why he emphasizes people as well as ideas… and why he believes the market will return to 2021 levels by the end of next year. In this episode The drama over the Chinese “spy” balloon [1:00] Why China gets special treatment on the global stage [4:10] The disconnect between the Fed’s comments and the stock market [11:40] Will the market return to its 2021 highs by next year? [24:54] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: 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/ :
38:2408/02/2023
Current market conditions are a recipe for disaster
I start things off this week with some advice to you all: Don’t ever build a house! I share a light-hearted rant about my family's current struggles… and why they’re good problems to have. Earnings season is about 75% over… and honestly, it's been terrible. I break down some numbers that show why the headlines about “beating earnings” aren’t nearly as positive as they sound… why the next few quarters are going to be ugly… and why Wall Street’s expectations are ridiculously high. Put simply, the current market conditions are a recipe for disaster. Next, Ford CEO Jim Farley is getting credit for his “honesty” about the headwinds his company is facing. I explain why this media narrative is wrong… how Ford’s management has been screwing up for a long time… and why its stock should be trading much lower. Gold miner Newmont Corp (NEM) just announced a bid to acquire Australian gold company Newcrest Mining. I highlight the impact the deal would have on NEM… what it says about the current environment for gold miners… which group of gold stocks is in big trouble... and whether I’d buy NEM here. In this episode Don’t ever build a house! [00:30] This earnings season has been terrible [7:05] Why the current market is a recipe for disaster [9:55] Ford should be down a lot more after its awful results [10:30] Is NEM a buy right here? [12:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: 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/ :
26:3407/02/2023