loader from loading.io

What's behind this disastrous earnings season?

Wall Street Unplugged - What's Really Moving These Markets

Release Date: 05/01/2024

David Goone: Tokenization will be the great equalizer for all investors show art David Goone: Tokenization will be the great equalizer for all investors

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Welcome David Goone, CEO of tZERO [0:30] David's journey from ICE to tZERO [3:53] The biggest problem with the SEC's war on crypto [8:26] tZERO's Special Purpose Broker Dealer license is a game changer [12:59] Tokenization will level the playing field for retail investors [19:50] Tech innovation isn't even in the first inning [25:45] Why tZERO isn't scared of competition [34:55] How AI will revolutionize many industries [38:21] This episode is sponsored by Bridge Tower Group [44:21] A rare chance to join our most exclusive membership [48:45] Did you like this episode? Get...

info_outline
Trump's controversial cabinet could send stocks soaring show art Trump's controversial cabinet could send stocks soaring

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Frank’s not missing—he’s traveling [0:16] A stock to play the 4B movement [1:04] Trump’s controversial cabinet could send stocks soaring [4:49] The biggest financial event since Nixon cut the gold standard [11:59] This episode is sponsored by Bridge Tower Group [21:35] An important lesson from a restaurant stock on fire [23:10]  On tomorrow’s episode: Did this oil stock foreshadow Trump’s win? [28:39] 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 Unplugged...

info_outline
Trump's win will benefit these sectors show art Trump's win will benefit these sectors

Wall Street Unplugged - What's Really Moving These Markets

These sectors will surge under Trump… Time to sell solar stocks? … Financial stocks to buy and sell… Buy this crypto stock… Why Europe, China, and gold are selling off… Will oil stocks plummet? … And more interest rate cuts? In this episode: The markets are rallying following the election [0:15] One of the greatest political comebacks in history [8:24] I was disappointed with this move by Harris [12:14] Why small caps are celebrating Trump's win [19:14] Is it time to give up on solar stocks? [21:15] What to buy and sell in the financial sector [25:03] The Bitcoin rally is just...

info_outline
This social media stock that could triple from current levels show art This social media stock that could triple from current levels

Wall Street Unplugged - What's Really Moving These Markets

Today's episode brought to you by Bridge Tower Group. In this episode: World Series craziness [1:31] A new president by next week's episode? [6:45] Ripple CEO: Either election outcome will be good for crypto [12:00] The most important takeaway from today's GDP data [17:33] Why the U.S. is now the world's safe haven market [20:33] How to profit from America's housing supply shortage [24:02] A look at Alphabet's blowout earnings [29:57] This social media company could triple from current levels [33:55] A telecom stock is turning the corner—is it a buy? [40:48] What AMD needs to do to compete...

info_outline
Is Starbucks uninvestable? show art Is Starbucks uninvestable?

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Halloween in Tampa… and where to retire in Florida [1:28] Election predictions: The betting markets vs. the media [6:37] Look past the presidential candidates—focus on this [11:29] Why billionaire Paul Tudor Jones is avoiding fixed income [19:26] Gold, Bitcoin, and bonds are all saying the same thing about inflation [24:08] Why the Fed might have to raise rates next year [30:15] Is Starbucks uninvestable? [33:17] GM shares are poised to shoot higher [46:12] This strategy is much better than paying dividends [49:59] Our capital raise closes in two weeks [55:02] Did you...

info_outline
Buy this healthcare stock before December 4 show art Buy this healthcare stock before December 4

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Why I felt like Warren Buffett on my Vancouver trip [2:48] My plan to help this left-for-dead sector [7:36] Tesla's Robotaxi vs. SpaceX's rocket landing [9:40] The best election outcome for stocks [25:28] How Polymarket is different from other polls [26:10] Big tech's transition to nuclear power [38:24] Why I'm not sold on this nuclear savior [41:33] What earnings say about a possible banking crisis [45:41] What ASML's plunge means for semiconductors [51:20] A screaming buy in the healthcare space [53:41] Our deal for accredited investors closes soon [57:25] Did you like...

info_outline
Gold and Bitcoin are sounding an alarm for investors show art Gold and Bitcoin are sounding an alarm for investors

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Where’s Frank? [0:58] Investors are buying the soft landing narrative [4:18] Why are bonds rallying after the Fed’s rate cut? [6:42] The government is propping up the markets [10:49] Gold and crypto are sounding an alarm for investors [16:35] The China rally was short-lived… [17:24] The port strike is over… for now [21:25] 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 Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes:...

info_outline
What the U.S. port strike means for the economy show art What the U.S. port strike means for the economy

Wall Street Unplugged - What's Really Moving These Markets

In this episode: A remarkable experience talking with our investors [1:10] The VP debate brought back old-school politics [8:06] Why didn’t moderators ask about these topics? [9:41] What run-away deficits mean for the market [15:50] Breaking down the U.S. port strike [17:37] Two catalysts poised to send stocks higher [32:47] Is Nike a buy after its disastrous earnings? [34:19] Will the China rally last? [39:46] RIP John Amos, Dikembe Mutombo, and Pete Rose [52:09] Why all brands should speak directly to investors [55:23]   Did you like this episode? Get more Wall...

info_outline
Are we facing a repeat of 2008? show art Are we facing a repeat of 2008?

Wall Street Unplugged - What's Really Moving These Markets

In this episode: From hurricanes to Diddy… the world is a crazy place [0:36] Nearly everything is at all-time highs [5:18] Why JPMorgan likes commercial real estate right now [9:23] The market isn't as expensive as you think [12:00] Are we facing a repeat of 2008? [15:22] Is it time to invest in China after its stimulus package? [23:14] Why GM and Ford are in serious trouble [30:14] This fine art dealer proves leverage is a double-edged sword [38:34] The SEC's war on NFTs [43:53] The digital asset revolution is here [52:29] An incredible deal for accredited investors [54:25] Did you like...

info_outline
Ed Karr: We're at the start of a massive gold bull market show art Ed Karr: We're at the start of a massive gold bull market

Wall Street Unplugged - What's Really Moving These Markets

In this episode: Welcome Ed Karr, founder of U.S. Gold Corp. [4:13] Gold miners are printing cash at current gold prices [9:36] How gold mining is similar to Big Pharma [11:05] How long it takes to build a gold mine in the U.S. [13:11] The three phases of a gold bull market (we're in Phase 1) [17:02] These events could send gold prices plummeting [22:25] What separates U.S. Gold from the competition [25:50] We're living in an incredible era of human history [39:12] The latest tZERO news is a game changer for tokenization [49:16] My plans to transform the newsletter industry [54:39] Did you...

info_outline
 
More Episodes

Thank you to everyone who joined our live event last night—Crypto 2024: After the Halving—where I shared how to position yourself for outsized returns in crypto over the next 18 months. If you missed it, you can check out the replay here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn

We’re about halfway through earnings season… and so far, the results have been disastrous. I highlight some dismal numbers and dreary guidance from several companies, including Starbucks (SBUX)... Paramount (PARA)... McDonald’s (MCD)... Comcast (CMCSA)... CVS (CVS)... and more. 

But it’s not all bad news… 

I go through some incredible results from Big Tech… and why Amazon’s (AMZN) pullback is the best sign investors could ask for. 

As a final note, don’t miss tomorrow’s episode of WSU Premium, where I interview Andrew Horowitz, host of The Disciplined Investor, about the Fed's biggest mistake… where to be invested right now… how AI will impact the markets… and more.

In this episode 

  • Check out the replay of Crypto 2024: After the Halving [0:52]

  • Why earnings season is my favorite time of year [6:26]

  • Breaking down SBUX’s horrible quarter [8:13]

  • The PARA situation is a complete joke [13:24]

  • MCD’s warning about consumers [16:32]

  • AMZN’s pullback is a gift to investors [21:20]

  • This stock is not an AI play [25:23]

  • CVS’s dismal commentary [28:11]

  • Don’t miss tomorrow’s interview with Andrew Horowitz [36:47]

Catch the replay of Crypto 2024: After the Halving here: https://secure.curzioresearch.com/crypto24-after-halving/event-live.php?utm_source=Libsyn&utm_medium=240501_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2404-CCI-Crypto24-GY&utm_term=inline&utm_content=Libsyn

Enjoyed this episode?
Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/

Wall Street Unplugged podcast is available at:
--iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/
--Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2
--Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/
 
Twitter: twitter.com/frankcurzio
Facebook: www.facebook.com/CurzioResearch/
Linkedin: www.linkedin.com/in/frank-curzio-690561a7/
Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/
Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450