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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.
How to spot the best stocks for the current market
I just got back from my daughter’s basketball tournament in Orlando… and it was eye-opening to see how costs are rising. Speaking of rising prices, the Fed is finally serious about fighting inflation. I highlight what businesses must do to stay afloat in this environment… why supply chain constraints aren’t going away anytime soon… and which industries to avoid. I share the qualities you should look for when buying stocks… a couple of names that belong on your radar… and some positive signs that the market is near a bottom. I see huge upside potential for stocks right now. That’s why I added three new positions to the portfolio last week… and why I’ll be releasing two new recommendations to members tomorrow. In this episode: Consumers are spending less money [0:23] What businesses must do to survive [8:00] Avoid these supply chain-sensitive industries [11:25] Critical qualities to look for when buying stocks [20:00] Signs we’re near a market bottom [24:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
32:2707/06/2022
Is it too late to buy oil stocks?
Frank is traveling this week, so I (Daniel Creech) am behind the mic to cover the markets and rising energy prices… Jamie Dimon, CEO of JPMorgan Chase, is warning investors to “brace yourself” for an economic hurricane. I give my thoughts on his prediction. I also explain why President Biden's Wall Street Journal op-ed shows how government policies will lead to even higher oil prices… and the European Union’s latest Russian sanctions will only hurt local economies. Bottom line, if you think you’ve missed the gains in energy stocks, think again… In this episode: Jamie Dimon warns of economic hurricane [1:10] High rates and inflation are the new market normal [4:15] President Biden's op-ed missed the mark on energy prices [7:25] Why the new EU sanctions on Russian are a bad idea [11:55] You haven’t missed the opportunity in oil stocks [14:45] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
20:4002/06/2022
How to trade the crypto bear market
Daniel joins me to tackle your questions on the crypto bear market… and the box office blowout of Top Gun: Maverick. We cover how to handle crypto volatility.... factors to help guide your selling decisions… and a strategy for exiting positions. Daniel also shares his thesis on digital asset financial services company Galaxy Digital Holdings (BRPHF)… how to deal with emotions when a position goes against you… and when he’ll sell his stock holdings. Despite the bear market, money continues to pour into the crypto space. We discuss some key examples, including VC firm Andreessen Horowitz, which just raised to take advantage of crypto bargains. And we’ve partnered with TCG World to buy a $5 million stake in metaverse real estate. (If you’re accredited and want to invest alongside us, .) Finally… Top Gun: Maverick made box office history Memorial Day weekend. We share whether we’d buy AMC or IMAX to benefit from the massive $156 million opening. In this episode: Is Daniel still bullish on Galaxy Digital? [3:55] How to manage crypto losses and prepare for next bull market [14:25] Will AMC or IMAX soar with Top Gun: Maverick? [24:25] How accredited investors can get in on our [32:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
33:3001/06/2022
Stocks are setting up for a big rally
Today’s episode starts with a look at previous bear markets… how long it took for investors’ fears to be fully priced into stocks… and why earnings growth will fuel the next big rally. I also break down the factors behind surging energy and food prices… and one sector that will ride the uptrend. Next, I update my inflation predictions… and explain why—despite the current risks—there’s a lot of upside for stocks right now. That’s why I added three new positions to the portfolio last week. Finally, I recap the we announced last week… and how accredited investors can join us on the deal. In this episode: Why fear will drive huge returns for investors [0:20] What to expect from energy and food prices [5:12] One sector to buy right now [11:07] Why inflation is about to start falling [14:10] It’s a high-risk/high-reward environment [16:29] How accredited investors can get in on our [23:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
28:3731/05/2022
Why demand for metaverse real estate is exploding
We just announced here at Curzio Research: We’re partnering with TCG World to purchase $5 million worth of land in its metaverse. In September, TCG will launch what I believe to be the best metaverse in existence. Regular listeners have heard me talk about the enormous opportunity the metaverse offers early investors. But today, you get to hear it directly from David Evans, the CEO of TCG World. David shares what attracted him to the metaverse… how it differs from other virtual worlds… and how it will soon blend with real life. He also highlights his vision for TCG World and the metaverse over the next several years—including how it will give all users the ability to profit. In this episode: Our historic metaverse deal is official [0:30] David’s vision for TCG World [6:10] How the metaverse gives users a global opportunity for success [12:30] Why metaverse real estate is seeing strong demand [23:50] Commercial real estate is key to the metaverse [38:15] [42:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
46:1526/05/2022
My largest personal investment—ever
I’m taking more of your questions and comments about the market (and one about the NBA). A listener comments on our major deal with TCG World to buy land in the metaverse. I explain why this will be a game-changer for our business—and how accredited investors can get a stake alongside us. Next, I take a question on whether EV maker Rivian Automotive’s stock is worth looking at… and the same listener wants to know who I like for the NBA playoffs. Finally, I explain why I’m bullish on markets despite China’s COVID lockdowns… and why it’s different from the lockdowns of March 2020. In this episode: Be careful as earnings season comes to an end [1:00] We’ve officially launched our metaverse deal [5:30] Is Rivian a buy? [24:15] Who I think will win the NBA playoffs [28:45] Why I’m bullish on markets despite China lockdowns [31:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
43:5725/05/2022
Stocks to sell before earnings
I won’t sugarcoat it: The last several weeks have been sh***y for the markets. I want to be here for you, so I’m answering more questions from listeners and subscribers. (I’ll continue taking questions over the next few weeks, so if you have any, email me at [email protected].) To start, I cover the latest painful market movements—and why you need to steer clear of companies that haven’t reported earnings yet… but highlight some positive signs I’m seeing. Then, I answer questions on whether Amazon is a buy... and how much cash you should hold in your portfolio. Plus, a listener shares how I saved him money earlier this year. Lastly, I break down the state of the supply chain crisis for automakers—and whether any of these companies are worth considering. In this episode: Investors with an 18-month time horizon should be excited [2:37] Stay away from companies that haven’t reported earnings [4:47] Is Amazon a buy? [10:00] What should you do with your cash? [17:31] How I helped one listener get ahead of inflation [28:34] Are any automakers buys amid the supply chain crisis? [31:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
41:1124/05/2022
How the Fed can control inflation
Joe Zhao, former Fed economist and founder of venture fund Millennial Capital, shares an inside view of the Fed’s policymaking process and the private equity market. We discuss what the Fed should do to control inflation… Joe’s take on SPACs… how a successful private equity fund approaches opportunities in the private market… how the government will regulate crypto… and why it’s time to buy IPOs. In this episode: How the Fed can slow inflation [0:19] The psychology behind successful investing [12:58] How a successful private equity fund decides what to buy [18:32] The main goal of both venture capitalists and SPACs [26:57] How the government with regulate crypto [32:15] Why it’s time to starting buying IPOs [40:27] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
52:0919/05/2022
Why safe havens are no longer safe
Today is my 50th birthday! With the major indices down across the board, I want to answer a few more questions from listeners about this volatile market. I cover why safe havens aren’t so safe anymore… whether it’s worth investing overseas right now… if Walmart and other big names are buys after massive pullbacks… why the metaverse is far from just a fad… and who I see as the winner in the electric vehicle (EV) market (hint: it’s not Tesla). In this episode: Why the market’s safe havens are getting hit [0:35] “Is there any interest in investing in emerging markets?” [4:25] “Should you buy Walmart on this pullback?” [13:25] “Is the metaverse a fad?” [27:32] “Is Tesla the clear EV winner?” [39:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
45:3818/05/2022
What I’m looking for before buying stocks right now
Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:5217/05/2022
How to make a fortune from the market carnage
Genia Turanova, our in-house editor of Moneyflow Trader and Unlimited Income, joins me to discuss current market conditions… and how to use put options to limit risk—and make huge profits—during market downturns. Don’t let options scare or confuse you—Genia explains why this strategy is simple for anyone to follow… And how she’s used it repeatedly during this bear market to lock in triple-digit gains for her subscribers. She also shares one sector set to thrive… and one with more pain ahead. In this episode: The basics to buying put options [4:17] How to find buying opportunities in downturns [7:25] Genia’s recent 200%-plus winning trade [10:24] One sector set to thrive and one with more pain ahead [14:15] Signals to watch for a market bottom [19:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
26:3812/05/2022
80 stocks on my buy list
We start today’s show by discussing hedge fund titan David Tepper’s recent call for a market bottom… Tepper’s known for making macro calls that turn out to be correct—is he right about the bottom? We also highlight a few diamonds in the rough amid the market selloff… And I share 80 stocks trading at absurdly cheap valuations. Finally, we explain why the Bitcoin selloff is healthy… and why the end of SPACs is great for individual investors. In this episode: David Tepper’s huge market call [1:15] Solid companies to watch in this selloff [8:25] 80 stocks trading at cheap valuations [13:50] Will Bitcoin hold the $30,000 level? [18:50] Why Bitcoin isn’t going anywhere [25:50] Why SPACs fell apart [28:24] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
35:0111/05/2022
A safe haven in this market
I just got back from a surprise birthday trip to New York City… It was a great time seeing old friends and celebrating the big 5-0. I start today’s show with why people are leaving NYC in droves… I also cover which sector could provide a safe haven in this market… why the Federal Reserve is in for a rude awakening… what changing consumer spending habits say about inflation… and which sectors I’m personally looking to buy. In this episode: Why everybody is rushing out of New York [5:27] A safe haven in this market [9:43] What consumer habits tell us about inflation [18:04] What I’m looking to buy now [21:15] The Fed is a bunch of idiots [24:23] I’m releasing later today [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
29:1610/05/2022
The market now controls the Fed… and that’s dangerous
The major indices surged over 2% yesterday following the Fed's interest rate hike announcement. Daniel joins me to discuss Fed chair Jerome Powell’s comments… if the markets are in the clear… this year’s midterm elections… why earnings season is proving it’s a stock picker’s market… and the key thing to look for in a great investment. In this episode: The Fed hikes interest rates as expected [1:50] Why the Fed should be more aggressive [4:40] How the Fed has lost control of the market [8:50] Why commodities have room to run much higher [16:30] A sector to be cautious about heading into midterm elections [19:40] The market rally in perspective [23:15] It’s a stock pickers market—Here’s what to look for… [27:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
35:0805/05/2022
The case for Bitcoin vs. gold
By the time you get this today, the Federal Reserve will have announced its latest action on interest rates. Daniel and I kick off the podcast with what we expect from the Fed… and how it will be received by the markets. Speaking of interest rates, we discuss why rising rates are terrible for gold… how Bitcoin is replacing the yellow metal… and which gold investments are still worth owning today. Fidelity recently announced it will allow investors to invest in Bitcoin through retirement 401(k) plans. Daniel and I dig into the details… and the impact it will have on the crypto sector. In this episode: The Fed’s latest interest rate actions [1:10] Why you should own Bitcoin vs. gold [6:00] Wall Street continues to move into crypto [16:50] Fidelity offers bitcoin in 401k(s) [22:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:3304/05/2022
Why the worst inflation has yet to come…
There’s a lot to unpack in today’s episode… Volatility continues to plague the markets. I dig into the major uncertainties we’re currently facing… why every investor needs to pay attention to this week’s Fed meeting… why supply chain issues continue to impact earnings… and why oil and other commodities will keep rising for the near future. Next, I break down why inflation is about to get worse… And the sector you can buy to make a killing from this trend. I close the show with a recap of the Fed’s (many) recent mistakes… and what it should do next. In this episode: What’s driving the massive market volatility [0:28] The most uncertainty I’ve ever seen [7:20] Does the Fed know what it’s doing? [8:45] Why supply chain issues are a guessing game [14:52] More details about inflation and oil [19:35] Why food prices are about to soar [22:37] The Fed is “talking out of its ass” [30:30] Don’t give up on this market yet [33:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:3203/05/2022
This is the worst Fed of our generation
Fan-favorite guest Andrew Horowitz, founder and president of Horowitz & Company and host of The Disciplined Investor podcast, is back for a wide-ranging conversation about the current environment. We discuss why the markets are due for a bounce higher… what actions (if any) the Fed should take to control inflation… why bear markets cause good companies to sell off… the future of the metaverse… and more. In this episode: Why the markets are due for a bounce [1:40] This is the worst Fed in recent history [5:00] Can the Fed control inflation? [9:00] The easy money has been made in NFTs and SPACs [12:30] Netflix vs. Disney [15:38] Why good stocks sell off in bear markets [17:35] What sectors Andrew is watching [31:30] How consumers will drive the metaverse [34:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
43:4828/04/2022
It’s time to start picking away at big tech
Earnings season for the first quarter (Q1) of 2022 is underway… And as we battle with the bear market, the results are shedding light on what we can expect for the rest of the year. Today, we highlight the latest reports from Alphabet (GOOGL) and Microsoft (MSFT)—and the incredible opportunity we’re seeing in these big tech names. We also explain what Visa’s (V) results indicate about the possibility of a near-term global recession… and how to manage your expectations during a bear market. In this episode: How to think about bear markets [1:25] Google's massive buyback plan [5:50] Microsoft’s incredible earnings [14:50] Microsoft vs. Disney [19:10] What Visa’s earnings say about a global slowdown [24:20] This “boring” business is one of the best in the world [29:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
34:2427/04/2022
Take part in this trend—or die
Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:2726/04/2022
Why central banks can’t compete with Bitcoin
Bitcoin influencer and host of Natalie Brunell joins the show today to discuss all things Bitcoin. She shares her journey from award-winning journalist to Bitcoin enthusiast… what she’s learned from interviewing brilliant guests… and a recap of the Bitcoin 2022 conference in Miami. She also explains the benefits of regulation… whether she likes any altcoins… and why a central banking coin is a terrible idea. In this episode: Why journalist Natalie Brunell turned to Bitcoin [1:40] What Natalie learned from Bitcoin bear Peter Schiff [7:50] Recapping the Bitcoin 2022 conference in Miami [10:35] The pros of regulation… And the cons of a central bank coin [15:25] Can any altcoins compete with Bitcoin? [19:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
27:0021/04/2022
Netflix won’t be the only company to bomb its quarterly earnings
Streaming giant Netflix (NFLX) is down nearly 40% after reporting dismal quarterly earnings. Daniel and I go over the numbers… whether the stock is a buy at current levels… what these results say about the streaming business in general… and why we’ll see other companies suffer similarly bad results this quarter. We also cover how the metaverse will solve the internet’s biggest problems. In this episode: Breakdown of Netflix’s 30%-plus plunge [1:05] Why the steaming business is getting harder [3:35] How Russia hurt Netflix—and why other companies will suffer [7:10] The competitive market for consumers’ screen time [11:35] Why billions are flowing into the metaverse [16:40] Frank says banks need to do this… or they’ll be gone [20:30] The metaverse will fix everything you hate about the internet [26:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
32:0620/04/2022
The best-case scenario for Twitter investors
Earnings season is about to kick into high gear. I highlight the most important data to look for… and what companies need to do to beat Wall Street expectations. Next, I dig into the ongoing drama surrounding Elon Musk and Twitter… how our free speech is in jeopardy… and the best-case scenario for Twitter shareholders. Plus, my latest thoughts on the Fed’s losing battle vs. inflation. In this episode: What to focus on this earnings season [0:20] The beef between billionaires and free speech [4:45] Social media will turn into the metaverse [10:55] The bigger picture behind a Twitter buyout [12:35] The Fed is running out of options to fight inflation [15:15] How a “poison pill” works [17:15] Why Twitter’s board is in the wrong [20:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
31:4619/04/2022
How to fight back against a rigged financial system
Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
32:4114/04/2022
Is Warren Buffett ‘sociopathic’?
FIrst quarter (Q1) earnings season is underway—and the results are in for Delta (DAL), JPMorgan (JPM), and Blackrock (BLK). On today’s show, we cover the earnings… whether any of these companies are buys… and the enormous influence and power of asset managers like Blackrock. And turning to crypto, Daniel highlights last week’s Bitcoin conference in Miami—including Peter Thiel’s “Bitcoin public enemies” list… which includes the CEOs of 2 of the above companies. But Warren Buffett makes the top of the list—and Thiel didn’t hold back in his criticisms. In this episode: Delta’s Q1 earnings [0:35] JPMorgan’s Q1 earnings [7:40] Blackrock’s Q1 earnings—and massive influence [14:14] Peter Thiel’s harsh words for his “Bitcoin public enemies” list [22:00] Does bitcoin use too much energy? [27:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
35:5113/04/2022
The latest data has me f***ing scared
Guys, the latest data has me f***ing scared. Today, I break down the alarming numbers I’m seeing around inflation and interest rates—and how to protect your portfolio… and set yourself up to profit. I’m also nervous about the slowing growth out of China. I highlight the chaotic COVID lockdowns in Shanghai… how they’ll impact global supply chains… and how China’s economic woes foreshadow bad news for the U.S. It’s a scary market for investors. That’s why tomorrow, I’m releasing an urgent briefing to Curzio Research Advisory members, detailing how to position yourself for what’s ahead—including a new recommendation. In this episode: The latest (scary) data on inflation and rising rates [0:52] China’s government is facing major issues [3:53] The world's growth engine is slowing down [9:00] How inflation will affect earnings season [17:15] Curzio Research Advisory gets an urgent briefing tomorrow [20:17] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
29:4412/04/2022
How to profit from ridiculous U.S. energy policies
Today’s podcast is all about oil. With gasoline prices soaring over $4 per gallon across much of the U.S., lawmakers are blaming Big Oil. Yesterday, oil company executives were called to testify on Capitol Hill… and essentially accused of gouging consumers. On today’s show, we break down the hearing… the argument over federal drilling leases… and the simple solution for rising prices at the pump. We also explain how to cut through the divisive political grandstanding… and profit from the U.S. government’s crazy energy policies. In this episode: Why Daniel doesn’t want a sign on our office door [0:40] The Capitol Hill hearing on gas prices [3:05] Energy stocks have a ton of room to run [6:30] Capitalism is under attack [9:00] The truth about federal drilling permits [12:10] Do gas stations play a role in pricing? [17:15] The oil stocks that belong on your watch list [25:10] Who’s to blame for high oil prices?[27:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
29:3207/04/2022
Is Trump coming back to Twitter?
I’m back from my incredible trip to the NCAA Men's Basketball Championship game… On today’s show, I break down Elon Musk’s Twitter (TWTR) skakeup—including whether the stock is a buy… and if Donald Trump will be allowed back on the platform anytime soon. Daniel and I also discuss the fundamental shift taking place in cryptocurrencies… Why billions of dollars will continue to flow into the space… And why everyone should have some crypto exposure. Speaking of which, Crypto Intelligence members can expect an exciting new recommendation on Friday… In this episode: My spur-of-the-moment Final Four trip [0:30] Is Twitter a buy right now? [7:45] Will Trump be back on Twitter after Elon Musk’s shakeup? [9:30] The software company scaling into Bitcoin [18:00] Why you should get out of the trading mindset with crypto [26:40] Everyone should have crypto exposure [30:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
32:4306/04/2022
Two easy ways to profit from the new global financial system
Frank is traveling, leaving me (Daniel Creech) behind the mic today to discuss the headlines… I break down what recent actions by Russia’s central bank say about commodity prices… why the Russian ruble recovered all its losses following the invasion of Ukraine… how future sanctions will impact commodities like oil, gas, and gold… and how individual investors can profit as the global financial system undergoes massive changes. On a more lighthearted note, I explain what Elon Musk’s latest move says about activist investors… and if Twitter (TWTR) could become the next meme stock. In this episode: Where’s Frank? [0:15] Why you should pay attention to the ruble [3:35] Will currencies become linked to commodities? [6:00] Stocks that will profit from sanctions against Russia [13:10] The new activist investor [14:00] Is Elon Musk the new BlackRock? [20:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
23:2805/04/2022
A watershed moment for the crypto industry
Ken Falcon, Esq., managing partner at Falcon Rappaport & Berkman PLLC, joins me to discuss digital assets from a lawyer’s perspective—and how his firm serves clients in the space. He also explains why President Biden’s executive order is . Finally, as the metaverse continues to attract massive capital, Ken explains why digital real estate has his attention. Inside this episode: How Ken first got involved in crypto [4:05] Why Biden’s crypto EO is a watershed moment [6:10] Where Ken sees crypto regulation heading [9:35] Will cryptos officially be labeled as securities? [12:45] The emerging opportunity in digital real estate [17:00] Why we need regulation around non-fungible tokens (NFTs) [22:05] What the crypto space will look like in 10 years [26:00] Falcon Rappaport & Berkman PLLC services [30:20] Ken’s favorite idea for the metaverse [32:35] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
41:4131/03/2022
How to take advantage of the growth stock rally
The U.S. Treasury yield curve just inverted for the first time since 2019. On today’s show, I break down this warning sign from the bond market… Plus, Daniel and I share a few of our favorite sectors for a slowing economy… and a strategy to take advantage of market volatility and the rally in growth stocks. Finally, we cover several headlines in the crypto space—from the huge hack of Axie Infinity… to coming regulations, which will be game-changing for the space. Inside this episode: Don’t fear an inverted yield curve [0:35] Sectors for a slowing economy [12:20] The game has changed for growth stocks [18:05] What the crypto hack says about regulation [27:20] Why you need exposure to digital assets [31:00] Our special offer on Crypto Intelligence ends soon [35:05] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:0330/03/2022
The ‘necessary’ risks to make a fortune in crypto
In today's episode, I break down the opportunity created by the combination of inflation and rising interest rates. And I reveal the two sectors I’m personally buying to take advantage of this unique environment. Next, I highlight the new era developing in the crypto space… and explain the risks investors need to take in order to make a fortune over the long term. Now is a great time to start building a crypto portfolio. If you’re looking for some guidance, … while some of the best digital assets in this portfolio are still in buy range. Tomorrow, Daniel and I will be covering the latest market news… and Daniel will share his strategy for profiting from the current market volatility. Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : -- : : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
28:4929/03/2022
This is the “new growth sector” amid rising rates
The 30-year mortgage rate is up significantly in the last couple of weeks. On today’s show, I break down how rising mortgage payments impact not only housing but the overall economy… and the one group of stocks that will benefit. I’m calling this the “new growth sector.” Just yesterday, members received one of my favorite plays on this massive opportunity. Daniel and l also cover oil prices… the clean energy market… what to watch for next earnings season… and Carl Icahn’s attempted shake up at Southwest Gas. Show highlights: How rising mortgage rates impact the economy [0:40] The “new growth sector” [5:40] How higher rates will affect real estate [9:20] What investors should watch next earnings season [13:45] Why we’ll see higher oil prices long term [15:40] An easy fix for higher oil prices and increasing clean energy [25:00] Why Carl Icahn’s latest shakeup is good for the overall market [30:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:4024/03/2022
Understanding tech vs. growth could make you massive gains in this market
The Federal Reserve is driving me crazy… A week after raising interest rates for the first time since 2018 by a measly 0.25%. Fed Chair Jerome Powell is trying to sound tough on inflation. But Daniel offers a different perspective… [0:35] The Fed needs to get its act together right away. I explain what it must do to keep inflation from getting completely out of hand. [7:40] Large-cap China stocks have rallied hard off their lows over the last week. Daniel highlights what’s behind the move… and why it’s a great trading opportunity. [9:25] Next, we review a Bloomberg article on how to deal with inflation—and poke fun at some of the truly ridiculous suggestions—like getting rid of your pets. [12:10] Nike (NKE) reported solid earrings this week, displaying its pricing power amid rising costs. But I still wouldn’t buy this stock right now. I explain why the difference between growth stocks and tech stocks is key to making big gains in this market… tell you about a few tech stocks I’m watching right now… and one sector I’m particularly bullish on as rates rise. [21:10] Big news in the world of crypto: Goldman Sachs (GS) recently made a first-of-its-kind Bitcoin trade with the help of Galaxy Digital (BRPHF) (one of our portfolio assets). Daniel shares why this is a major event… and why he’s bullish on all parties involved. [26:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
41:2123/03/2022
A beaten-down sector ready to soar as interest rates rise
I kick off today with March Madness… and some of the best matchups for the rest of the tournament. Speaking of basketball… I just got back from my daughter’s first traveling tournament. I shed some light on the increasing travel demand I’m seeing. [0:17] We all know inflation is causing prices to rise everywhere… And we should be prepared for them to soar even higher. [5:12] The Fed recently raised interest rates for the first time since 2018… but it remains well behind the curve fighting inflation. I break down Fed Chair Jerome Powell’s terrible performance. [9:35] Sectors like the auto industry are struggling amid supply chain woes. I explain which sectors will continue to experience volatility… and which ones to watch for opportunities. [12:05] President Biden just signed a game-changing executive order for the crypto industry. I share how individual investors can make a fortune in digital assets over the coming years. [13:32] One sector has been unfairly punished in recent years… But as interest rates move higher, it’s poised to reap the benefits. [17:38] Higher prices will cause consumers to change their spending habits… and you may need to restructure your portfolio… [20:45] Finally, I take a question about Disney (DIS). Long-term listeners know I’m bearish on this stock… Today, I explain what would cause me to change my tune. [24:26] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
35:5022/03/2022
Bitcoin could hit $1 million, according to this simple math
It’s one of my favorite days of the year, as the NCAA men’s basketball tournament kicks off today. More on that later… [0:30] First-time guest Lark Davis, crypto investor and mega-influencer, shares why he decided to quit his job as an English teacher and go all in on finance… and some great advice for new crypto investors. [3:10] President Biden recently signed a broad executive order regarding digital assets. Lark explains how it will impact the crypto sector. [9:55] Next, non-fungible tokens (NFTs): innovation or fad? [14:15] Then, Lark breaks down the massive opportunity in the metaverse… and 3 ways to participate. [17:20] Looking at the longer term, he explains the simple math that shows why Bitcoin could reach $1 million. [24:50] Finally, as promised… I share my prediction for the winner of this year’s NCAA basketball tournament. [35:25] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
45:4217/03/2022
We’ll see 10% inflation unless the Fed does this
The Federal Reserve wraps up its March meeting today and Chair Jerome Powell is expected to announce the first interest rate hike since 2018. Daniel gives his take on how the Fed should move forward from here… and why the volatility in oil gives the Fed some wiggle room. [0:30] The Fed is so far behind the curve on fighting inflation, it’s a joke at this point… And if it doesn’t take a certain set of actions… we’ll end up seeing 10% inflation this year—or higher. [4:00] Next, we dive into an ethical question: Is it wrong to invest in Russia right now? [10:38] Turning to cryptocurrencies... Daniel and I debate the usefulness of President Biden’s broad executive order calling for further analysis of the industry. (I believe it’s a game-changer…) [20:48] Finally, movie theater company AMC recently made headlines by investing in a gold and silver mining company. As crazy as it might sound, I explain why this isn’t a bad move. [34:49] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
43:2316/03/2022
What needs to happen for the market to bottom
March Madness is almost here! Today’s podcast starts with my predictions… Some comments on Tom Brady’s “unretirement”… and the unlucky fan who bought his final touchdown ball earlier this week. [0:20] Volatility is raging in 2022… I explain why the “superbull” market of recent years is over… and why the current environment is like nothing we’ve ever seen before. [1:45] The bull market in SPACs and meme stocks is dead… I highlight how younger investors are getting crushed in this market… and the implications for the crypto space. [8:00] Inflation is hitting everyone. I dig into the Fed’s tough situation… why we’re likely to see further downside in the market. [13:07] Next, I break down why fundamentals are useless right now… and highlight some examples of great companies getting hit in spite of their solid earnings results. [16:30] Lots of folks are wondering when we’ll see a bottom in the current bear market. I explain what needs to happen before we see a new uptrend for stocks. [20:00] Lastly, everyone is feeling the pain in their portfolios. I share why Moneyflow Trader the best strategy to protect yourself AND generate gains when the market sells off. [27:57] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:5215/03/2022
We need to produce more uranium—for the sake of our national security
Amir Adnani, founder, president, and CEO of Uranium Energy Corp. (UEC), is back on the podcast to discuss the bull market in commodities. Uranium prices are surging as the Russian-Ukraine war continues. Amir gives his take on the changing landscape for energy markets… why uranium is critical to our national security… and how UEC is positioned to benefit from higher uranium prices. [0:30] Speaking of which… Uranium prices are currently around $50 per pound… But Amir explains why we could quickly see this number reach $100 or higher… and the effects of higher uranium prices vs. higher oil prices on the economy. [15:05] U.S. utility companies are lobbying for sanction waivers to continue business with Russia… Amir is fired up and calls them out. [20:30] Turning to his company, Amir shares why UEC is in a position to become a global powerhouse in uranium production. [25:40] Finally, he breaks down why uranium is critical for industries like the military and space travel… and why we need to get back to our ’70s roots when it comes to uranium production. [30:10] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:1510/03/2022
Should you be allowed to invest in Russia?
I, Daniel, am leading the show today… and this episode is all about Russia. [0:30] JPMorgan and Goldman Sachs are catching the attention of politicians such as Elizabeth Warren over trading Russian bonds… I break down why—despite the bad perception for Wall Street—these banks aren’t breaking any sanctions. [2:35] But what about Main Street? Should individual investors have the option to invest in Russia? [7:25] Several of the world’s largest and most successful brands are cutting ties to Russia—including Coca-Cola, PayPal, PepsiCo, and McDonald’s, to name a few. I highlight one step McDonald’s is taking… that could create shareholder momentum. [12:15] If Russia’s invasion of Ukraine ends, and the sanctions were removed… would Russia become a buying opportunity? [21:10] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/
25:3109/03/2022
The bull market in commodities is just getting started
We’re in a crisis unlike any other in recent memory. I break down the massive volatility amid the Russia-Ukraine war… and the Fed’s plans to raise interest rates. [0:30] Meanwhile, politics are helping send oil prices rocketing higher. Prepare for a rant... The situation goes to show how much—and how quickly—government policies can change the market landscape… as we’ve seen since Biden replaced Trump in office. [5:00] And there are several simple solutions to high oil prices the government is ignoring… [13:55] As politicians ramp up the economic sanctions on Russia, I name a few sectors that should see a lot of increased investment dollars. [22:40] And you definitely want exposure to commodities. I share some stats on why we’re still in the early stages of this bull market. [26:45] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
41:4708/03/2022
Kuppy: Oil and uranium could soar as high as…
Listener favorite Harris “Kuppy” Kupperman, chief investment officer at Praetorian Capital and author of Kuppy’s Event Driven Monitor (KEDM), is back on the show today. We kick it off with a discussion of the economic sanctions placed on Russia. Are they enough, and what about the risks to global businesses? Kuppy explains why the situation could lead to Lehman Brothers-scale bankruptcies outside of Russia. [2:30] One beneficiary of the market uncertainty is oil. Listen as Kuppy breaks down why today’s high prices are only the beginning… [7:40] Uranium continues to move higher as governments look to replace “dirty energy” like coal and oil. Kuppy shares what investors should pay attention to beyond the price of uranium… how he’s investing in the sector… and the most contrarian trade in today’s market. [16:00] Finally, Kuppy’s newsletter, KEDM, is a great idea generator. He gives us the background story on how it got started… and who his research helps. [26:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
40:0703/03/2022
What Biden could learn from Mike Tyson
President Biden delivered his first State of the Union address last night. Daniel shares what he thought Biden did well… while I focus on what upset me about the speech—and what politicians could learn from Mike Tyson. [0:45] Of course, much of the address centered on Russia’s invasion of Ukraine. Daniel and I discuss the economic sanctions against Russia… whether they’re working as planned… and how the war will impact energy prices. [9:53] Fed Chair Jerome Powell announced plans to raise interest rates by 0.25% later this month... saying he “hopes” inflation goes down. While I’m riled up about the flip-flopping Fed, Daniel says I shouldn’t be surprised. [14:25] Warren Buffett released his annual letter to Berkshire Hathaway (BRK.A) shareholders over the weekend. Daniel explains why every investor should read these letters… and a couple of items that stood out to him from this year’s. And we discuss why Berkshire will benefit from inflation. [20:10] Next, we focus on Buffett's comments regarding share buybacks. I break down why you should pay attention to Buffett’s share repurchases… And Daniel highlights one company aggressively buying back its stock. [26:16] During its recent earnings report, semiconductor company Ambarella (AMBA) said the supply chain crisis is far from over. This will have a huge impact across sectors—and automakers in particular. [31:48] Speaking of autos, Ford (F) continues to spew bulls*** about its electric vehicles (EVs). I go on a small rant about the company’s tactics to distract from its problems… and why I’d consider shorting Ford right now. [33:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
39:3402/03/2022
Russia's actions are bullish for this sector…
I’ve spent a ton of time on the road lately for… gymnastics. My daughter’s competitions have given me a front-row seat on some impressive athletes… and some made-for-TV drama. [0:30] I share a few observations from my travels—including a bullish sign for Disney (DIS)... and how interest rate hike fears appear to be impacting the Florida housing market. [3:40] A big unknown right now is whether we’ll see any economic fallout from the Russia sanctions. I explain the war’s effects on two critical market factors: oil and inflation. [8:00] Another unknown is how aggressive the Fed will be in 2022… Following Russia’s invasion of Ukraine, Wall Street thinks the Fed will only hike interest rates by 25 basis points (0.25%) this month—instead of the 0.50% increase it was previously expecting. I disagree… and explain why you should be ready for a 50-point rate hike. [12:05] I highlight some names that are doing great and a few that are struggling… my strategy for buying stocks in this volatile market… one “no-brainer” sector right now… and another I expect to keep surging due to Russian aggression. [20:10] Pivoting to digital assets… crypto is rallying hard this week. I break down why this asset class continues to attract money from around the globe. [28:10] The current market shows why hedging your portfolio is more important than ever. I share some of my preferred hedging strategies… and things to look for if you’re putting money into the market right now. [32:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:3501/03/2022
One biotech’s 80% single-day plunge: A case study for investors
Biotech Kodiak Sciences (KOD) plunged 80% in one day after a major drug trial setback. In today’s episode, we focus on why this company captivated Wall Street… and what investors can learn from the selloff. [1:45] I’ve been following Kodiak for a while… We once bought and sold it for a gain in . Even recently, the Baker Brothers—some of the best biotech investors—were buying heavily. [3:40] But this week… the Phase 3 study for its most exciting drug missed expectations. [7:50] The situation is a strong example of why investors must pay attention to expectations—both high and low… and be willing to adjust as facts change. [11:00] When expectations are leaning either bullish or bearish, consider the contrarian trade… It’s how you make the biggest gains as an investor. [26:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
35:3424/02/2022
The commodity trade is far from over
Daniel’s back in the office and I rib him about taking a sick day… the day before his birthday! [0:30] Markets continue to be volatile around the Russia-Ukraine conflict. We discuss Russia’s latest “peacekeeping missions”... and why Biden’s sanctions will actually help the Kremlin. [2:45] I point out the huge difference in public perception between Russia and China… and why the U.S. (wrongly) takes a different approach in its dealings with these two countries. [7:50] Hopefully the Russia-Ukraine situation is a short-term problem for markets… and once it resolves, it could be the perfect time to buy oil stocks and other commodity-related plays. [11:45] Speaking of commodities, coal is surging—and the price will remain elevated for the foreseeable future. While “coal” is a swear-word in most investing circles… investors in this commodity stand to make a ton of money. [14:00] Another swear-word in the investing world: Uranium. We share why we’re shocked prices aren’t much higher. [19:55] Turning to inflation… markets continue to anticipate multiple interest rate hikes this year. JPMorgan thinks we’ll see nine in a row. Daniel and I debate whether the Fed will be aggressive enough… and Daniel explains why rising oil prices will give the Fed some wiggle room. [24:15] Virgin Galactic, a popular SPAC, is making headlines following its earnings report. I break down why SPACs are terrible for individual investors—for the most part… And whether there’s any value to Trump’s SPAC, Digital World Acquisition Corp. (DWAC). [32:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:3623/02/2022
A major indicator suggests stocks are about to roar higher
I just came back from Baltimore, where I recorded a new special report I'm excited to share with you… how to make an absolute fortune from future government policies. [0:17] The Russia-Ukraine crisis is creating tons of market volatility and uncertainty—but this will be a short-term problem for investors. [4:00] I call out Europe for talking a big game against Russia… without any serious consequences. I also call out Germany and Great Britain for their weak actions in the conflict. [5:57] Why Russia has the most leverage of any country in the world right now… why it may not invade Ukraine after all… and why Ukraine isn’t as innocent of a country as it seems… [10:15] While Russia/Ukraine tensions have taken center stage… the bigger risk investors should be worrying about is the Fed and how it plans to control runaway inflation. Some believe this risk is already priced in based on a leading indicator… [14:10] I highlight companies/sectors you should continue to avoid… while explaining how to structure your portfolio to take advantage of the volatility. [20:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
29:0522/02/2022
The greatest strategy most investors will never use
Genia Turanova, editor of and here at Curzio Research, joins me to discuss why higher inflation and rising interest rates will help separate certain companies from the rest of the market… and one sector with massive upside potential. [0:45] Moneyflow Trader was designed to help investors hedge against market risks and volatility. Since taking over the product two years ago, Genia has closed, on average, one triple-digit winner every 10 weeks! She walks us through her strategy… why options don’t have to be scary… and the difference between shorting stocks and hedging your portfolio. [6:20] But options don’t just help you protect against the downside… Genia explains how you also can use them to benefit from the upside. [16:20] Finally, she shares her favorite ideas today—both on the short and long side. [18:05] I wrap the show by explaining why Moneyflow Trader is one of my favorite products we offer—and why . [27:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
38:1317/02/2022
This ‘obvious’ trade could generate 100% gains in 12 months
Sectors from autos to apparel to semiconductors are warning of the impact inflation could have if it’s not brought under control… and the Fed needs to move aggressively to fight it. Daniel and I discuss whether the market is pricing in inflation… and why we’re skeptical of the Fed doing the right thing. [0:45] Speaking of higher interest rates, I share my experience getting a construction loan for my new house… and the impact higher rates could have on the housing market. [8:40] Growth stocks continue to be extremely volatile as higher rates loom… And one of Daniel’s favorites has been unfairly hit over the past few months. Daniel explains why investors should be watching this remarkable growth story. [16:45] Crocs (CROX) announced it would be suspending share buybacks to focus on lowering its debt. I explain why I think this is a smart move… and whether Crocs is a buy at current levels. [22:10] Plus, we discuss the impact of easing mask requirements… and the best opportunity for 100% gains over the next year as we continue to adjust to the new normal. [25:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
36:2216/02/2022
The real story behind the Russia-Ukraine conflict
What a weekend… I give my thoughts on the big game, which included a few frustrating play calls. [0:30] Speaking of frustrating… I need to rant about the impending conflict between Russia and Ukraine. I’ve done a ton of homework on the tensions between these two countries. A lot of folks won’t like what I have to say. Brace yourself for the truth about who’s right in this conflict… and why the U.S. has no business being involved. [4:55] I break down why Ukraine is one of the most corrupt countries in the world… What history tells us about the issues between the two nations… And the ridiculous politics involved. [7:40] Plus, I highlight which country is the real threat to the U.S. even though most folks are afraid to admit it. [12:00] I explain why Ukraine (potentially) joining NATO is such a huge deal… and why it will probably never happen. [15:50] Finally, how worried should investors be about the Ukraine situation? It’s triggering a lot of volatility in the market… but you can use it to your advantage. [19:45] And speaking of the choppy market, we’re running a special promotion for —which focuses on profiting from volatility. I break down Genia Turanova’s strategy… and highlight a recent trade that generated a 165% gain in less than a month. [23:35] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
30:1415/02/2022
How to pick the Super Bowl winner with 80% accuracy
Andrew Horowitz, founder of Horowitz & Company, host of The Disciplined Investor podcast, and fan-favorite guest, starts the show with a New Year’s resolution that’s going well… [0:30] Usually, Andrew’s a laid-back guy… but the Fed has him fired up. He shares the only solution to higher inflation—if the Fed doesn’t screw it up. [3:05] Next, we discuss the huge moves in Meta (FB) and Amazon (AMZN)... and what they say about the current market environment. [11:00] Another thing that’s got Andrew fired up: SPACs. He breaks down how these companies use gimmicks to drive up prices… and calls out one popular hedge fund manager for screwing over individual investors. [16:10] As always, Andrew shares some of his favorite stock ideas—including one company poised to benefit from the massive metaverse trend. [20:40] To wrap the interview, Andrew shares what’s catching his attention outside the U.S… why diversification is critical, especially in today’s markets… and what to watch out for if the U.S. dollar starts rising. [26:25] Super Bowl weekend is almost here, which means it’s time for my yearly tradition: breaking down the matchup to pick a winner. I’ve been doing this for years, and my system has an 80% win rate. I share some interesting stats on this year’s teams—the Los Angeles Rams and the Cincinnati Bengals… and which one I believe will be this year’s champion. [30:40] Finally, as you probably know, our security is now trading on the (Alternative Trading Platform) under the ticker CURZ. [47:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
50:1110/02/2022