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Why the ‘drop’ in home prices won’t bring down inflation

Wall Street Unplugged - What's Really Moving These Markets

Release Date: 03/29/2023

Why is Tesla surging—despite terrible earnings? show art Why is Tesla surging—despite terrible earnings?

Wall Street Unplugged - What's Really Moving These Markets

Tesla (TSLA) reported its latest earnings yesterday… and the results were terrible. So why is the stock soaring today? I start today’s show by looking under the hood at the difficulties Tesla faces—from lower EV demand… to high costs… to Chinese competition… And I highlight the single most important factor that continues to buoy the stock and ultimately makes Tesla a winner—regardless of headwinds. Gold stocks have been on a rollercoaster recently—the yellow metal hit new all-time highs this month before pulling back. I explain what’s behind the action… why gold...

info_outline Why is crypto crashing? show art Why is crypto crashing?

Wall Street Unplugged - What's Really Moving These Markets

The next Bitcoin halving is right around the corner… This event has historically been super bullish for crypto. Yet, Bitcoin is trading significantly off its all-time high of just two months ago. In fact, it’s down 12% in the last week alone. The pullback has investors wondering what the hell is going on with crypto… I start today’s show by explaining why the pullback isn’t nearly as alarming as it seems… and why the halving will ultimately drive Bitcoin’s price higher.  I’m hosting my next Crypto 2024 LIVE event on April 30 at 7 p.m. ET—where I’ll break down the...

info_outline The Fed is in ‘hope-and-pray’ mode show art The Fed is in ‘hope-and-pray’ mode

Wall Street Unplugged - What's Really Moving These Markets

The Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers… why the Fed is in an impossible position when it comes to interest rates… the serious implications for our economy… and how to position your portfolio to profit from the turmoil. Since my live event a few weeks ago—The AI Story No One’s Telling—listeners have been lighting up my inbox with questions about artificial intelligence (AI). Guys, I can’t overstate just how much of a...

info_outline Disney just broke the law show art Disney just broke the law

Wall Street Unplugged - What's Really Moving These Markets

I start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected.  Yet, stocks are selling off. Why? I break down what’s behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dangerous right now. Disney’s (DIS) annual meeting is today—and shareholders will vote on whether billionaire and major shareholder Nelson Peltz will get two seats on the board. I explain why CEO Bob Iger doesn’t want Peltz anywhere near the board… how Disney has resorted to...

info_outline Will we see more interest rate hikes this year? show art Will we see more interest rate hikes this year?

Wall Street Unplugged - What's Really Moving These Markets

Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I’m most looking forward to in the coming weeks.  We saw an incredible turnout for our special event last night, “The AI Story No One's Telling.” Our live Q&A lasted almost two hours—covering everything from the current state of AI… to where we're headed with artificial general intelligence (AGI). Thank you to everyone who...

info_outline A biotech stock that could deliver 20x gains… because of AI show art A biotech stock that could deliver 20x gains… because of AI

Wall Street Unplugged - What's Really Moving These Markets

I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector. I’m so excited about the investment opportunities in AI that I’ve created a new service – Curzio AI – that focuses on the technology. Join me on Tuesday, March 26 at 7 p.m. for a FREE presentation and LIVE Q&A session. Sign up for...

info_outline NYC… CPI… AI… Oh my! show art NYC… CPI… AI… Oh my!

Wall Street Unplugged - What's Really Moving These Markets

I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Another trend getting mainstream attention is the massive amount of layoffs at big tech companies,...

info_outline AI is still in the very early stages of growth show art AI is still in the very early stages of growth

Wall Street Unplugged - What's Really Moving These Markets

After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple’s stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Presidential election could have on the U.S. and China trade wars… and why you shouldn’t get...

info_outline AI will lead to an earnings explosion show art AI will lead to an earnings explosion

Wall Street Unplugged - What's Really Moving These Markets

I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You’re going to hear me say this often… There’s no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going viral for all the wrong reasons. AI will disrupt all kinds of industries… It’s a chance...

info_outline AI… bubble or disruptor? show art AI… bubble or disruptor?

Wall Street Unplugged - What's Really Moving These Markets

A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and...

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More Episodes

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]

 

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