How much longer will banks lie to us?
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 05/03/2023
Wall Street Unplugged - What's Really Moving These Markets
Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this summer? [9:10] What to expect from China trade talks [15:12] Is China finally a buy? [18:12] Disney is finally making some smart business moves [22:41] Should you buy Uber on its pullback? [34:46] What caused the plunge in the healthcare sector? [38:32] This AI...
info_outlineWall Street Unplugged - What's Really Moving These Markets
Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin. In this episode: Frank is on a research trip to Denver [0:25] What caused Spain to go dark for 24 hours? [1:52] The U.K.'s answer to climate change: Dimming the sun? [6:59] The irony of the new highway cutting through the Amazon [8:09] What GE Vernova's Q1 earnings say about the future of natgas [10:57] You should have exposure to one of these 4 energy...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: DigiPower X (DGXX) is a hidden gem in today's market [0:20] Introducing Michel Amar, CEO of DigiPower X [3:17] DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59] DigiPower has a massive head start on its competitors [14:17] Why this debt-free revenue machine is so undervalued [16:33] How management takes care of its shareholders [24:40] One of the world's best investors is backing this company [28:30] How this $30M company plans to unlock $500M in value in 2 years [32:28] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox....
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14} Why this stock is up 130% over the past 12 months [3:11] Proof that U.S. Gold Corp. is dramatically undervalued [9:58] CEO George Bee is a gold-mining superstar [12:41] An $800 million opportunity in "waste rock" [16:07] USAU's flagship project is worth 7x the current market cap [21:56] USAU could soon get into Russell 2000—why that's a huge deal [24:00] Big companies are now knocking on USAU's door [26:49] U.S. Gold Corp. (USAU) Recommendation Disclaimer: ...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Stay cool in this crazy market [1:26] Trump must dial back his tariff policy [4:03] Nvidia's $5.5B charge is only the beginning… [10:09] This sector is uninvestable amid Trump's tariffs [16:42] What's up with United Airlines' two sets of guidance? [24:44] This AI company is in a league of its own [32:22] Powell or Bessent: Who will blink first? [38:15] Has the market bottomed? [42:06] Curzio One: Another incredible private placement [46:24] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Pay attention to surging bond yields [2:52] One simple thing could end this market meltdown [6:51] I eat some humble pie on a recent small cap trade [14:50] China's plan to sell U.S. Treasurys—should you be worried? [17:16] Big banks will be able to buy bonds—why that's a huge deal [26:41] This market leader has the most China risk [32:39] Is Cramer right that Ford is a value trap? [36:35] Be prepared for a lot of companies to cut guidance [38:50] An easy trading tip as earnings season kicks off [47:44] Did you like this episode? Get more Wall Street Unplugged FREE each...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Daniel is behind the mic today [0:16] What will Trump announce on tariffs today? [1:34] Could U.S. tariffs go as high as 30%? [4:55] Trump's announcement will be good for the market [6:34] Larry Fink calls out government debt and social security [10:41] A $68 trillion opportunity for investors [19:24] Is AI in a bubble… that's now popping? [25:50] How the Newsmax IPO stuck it to Wall Street [28:50] The future is bright for tokenization [35:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Would you pay over $5 million for a rare dog? [0:38] Why Snow White flopped at the box office [3:00] A lost decade for Disney investors [14:25] Dollar Tree's loss highlights an under-the-radar crisis [15:36] Accredited investors: This rare opportunity ends soon! [19:58] GameStop's Bitcoin announcement is the tip of the iceberg [26:58] A handful of major catalysts for crypto [30:33] Alphabet's AI win… and the next stage of artificial intelligence [46:06] A word of caution on trading China [54:05] Editor's note: Time is running out to join Frank in his biggest private...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: We're happy to see the astronauts back on Earth [1:12] Expectations for the Fed meeting [4:31] Contrarian data is pointing to a market rally [13:38] A market leader caught up in the selloff [16:37] A green light for the Fed to cut interest rates [26:10] Why big banks must walk the Fed's line [30:09] My DOW pick for the year is in rally mode [34:13] Nvidia hosted "the Super Bowl for semiconductors" [36:32] Hyperscalers can't slow their AI spending [44:20] Is NVDA a buy right now? [50:36] My picks for the Final Four [51:47] An unbelievable deal for accredited investors [57:51] ...
info_outlineWall Street Unplugged - What's Really Moving These Markets
In this episode: Frank is the reason markets are selling off [0:42] What the latest CPI data means for the market [2:09] President Trump's risky plan to justify economic pain [6:15] Treasury Secretary Bessent says to invest in this sector [9:30] Watch these dates for a boost in asset prices [14:41] What will end the crypto selloff? [19:21] How to play the new, bearish market environment [22:25] A silver lining of today's higher rates [25:03] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street...
info_outlinePrepare 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.
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A pause in the Fed’s rate hikes won’t save us [1:40]
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These bank CEOs lied through their teeth [3:30]
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Jamie Dimon’s comments remind me of The Naked Gun [9:50]
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The FDIC’s bailouts encourage bad behavior [18:30]
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Don’t miss tomorrow’s episode of WSU Premium (Subscribe at WSUoffer.com) [20:35]
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How to profit in this market environment [28:30]
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