Should you follow David Tepper into China?
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 02/12/2025
A major contrarian indicator is flashing red
Wall Street Unplugged - What's Really Moving These Markets
In this episode: The U.S.-Canada hockey game: Three fights in 9 seconds [0:39] A special deal coming to Curzio One members [5:39] Jamie Dimon’s Zoom rant: Spot-on or too late? [14:52] The best earnings season in three years [19:45] Are these 2 energy stocks buys after solid earnings? [22:12] Why small caps should be on your radar [30:01] This fund manager survey is flashing a massive warning sign [34:20] Should you follow Druckenmiller into this pharma stock? [39:30] Is it time to buy China as its stocks move higher? [44:46] Gold is going to $3,500 this year [46:41] Is Fort Knox actually...
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Should you follow David Tepper into China?
Wall Street Unplugged - What's Really Moving These Markets
Congrats to my beloved Eagles on their Super Bowl win! [1:02] A major announcement on our most exclusive membership [6:05] The latest CPI data proves inflation is back [17:31] Why Coca-Cola is garbage (I don't mean the soda) [20:49] Rate cuts are off the table for 2025 [25:35] This growth stock is upending the trillion-dollar loan business [28:49] (Micro)Strategy's rebrand [39:39] Will David Tepper's China trade come back to bite him? [47:00] Happy birthday to my daughter! [56:09] Editor's note: Our elite Curzio One service comes with several incredible benefits—including exclusive access...
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How to profit from Trump's tariff
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Why are airline stocks thriving? [1:31] This sub canceled due to tariffs—my response [4:44] How to trade Trump's tariff war [14:51] Meme tokens are crashing—and that's good for crypto [19:27] This crypto is a buy on its pullback [20:06] How to manage crypto's volatility [26:17] Is DIS a buy after earnings? [28:34] AMD's selloff is overdone [38:55] My pick for the Superbowl winner [44:27] Editor's note: On today's episode, Frank teases a cryptocurrency that recently pulled back—creating a great buying opportunity. This project previously delivered triple-digit gains for...
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Lies, corruption, theft, murder: The real story behind DeepSeek
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Another great private placement for Curzio One members [0:48] DeepSeek is the biggest story on the planet [4:38] NVDA loses $600 billion in one trading day [7:45] China is suppressing some telling videos [11:05] Is this a Pearl Harbor event for U.S. tech? [18:43] Is DeepSeek working with the Chinese government? [23:36] Dark questions about OpenAI and DeepSeek that need answers [26:11] A mysterious death in the DeepSeek saga: Suicide or murder? [35:44] The most important thing to remember about China [39:44] Should you buy the dip in NVDA? [43:05] Join us tomorrow for...
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Netflix should buy this struggling media company
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Why Frank was nervous during the college football championship [0:35] A word of advice to small business owners [8:22] Big banks are eager to get into crypto [12:19] Trump's policies are bullish for this sector [18:37] World Economic Forum 2025: The reaction to Trump [24:13] Netflix should buy this media powerhouse [26:53] Why automakers continue to struggle [44:54] This corner of the banking sector is poised to thrive [53:55] January 30: Becoming a crypto millionaire in 2025 [59:00] Save your spot for Frank's Jan 30 crypto event: Did you like this episode? Get more Wall...
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The best product at CES 2025
Wall Street Unplugged - What's Really Moving These Markets
In this episode: A recap of my experience at CES 2025 [0:45] This was hands-down the best product at CES [10:51] The dark side of AI [20:11] What to make of the latest inflation data [26:24] Bitcoin is going to $150k this year [30:08] Mark your calendars for January 23 [30:39] Big banks have the ultimate downside protection [38:40] Trump's plans for an "External Revenue Service" [52:08] Why 2025 will be a banger year for gold stocks [56:50] Don't miss our LIVE event: "Becoming a Crypto Millionaire in 2025" on January 23 at 7 p.m. ET. Frank will share his predictions for crypto under the...
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'AI agents' will have a breakout 2025
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Checking in with Frank from CES 2025 [1:49] What CES tells us about the health of the economy [2:45] How Frank skipped a 20,000-person line for Nvidia’s keynote [6:47] The only reason to bet against AI [9:19] Why NVDA will be king of AI for years to come [11:10] "AI agents" will be a game changer for nearly every business [15:34] Clear leaders in the autonomous vehicle sector [30:36] A massive breakthrough for virtual reality [38:12] Follow Frank on X @frankcurzio for live CES 2025 updates [41:36] Some crazy stats about consumers, debt, and spending [42:05] Did you like...
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Scott Melbye: A major disconnect in the uranium market is about to end
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Uranium investors' patience will pay off [0:31] Welcome, Scott Melbye, president and CEO of Uranium Royalty Corp. [5:14] How AI and geopolitics changed the narrative around uranium [10:02] Republicans and Democrats agree on nuclear power [15:18] What it's like to start a company during a bear market [19:50] One of the best business models in the world [22:59] What's driving the disconnect between uranium prices and UROY? [29:32] Physical uranium vs. the royalty model [33:08] Why Scott is more excited than ever about the uranium space [45:53] Don't miss our mega sale! [55:39] ...
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Andrew Horowitz: A 'boring' sector with an exciting tailwind
Wall Street Unplugged - What's Really Moving These Markets
In this episode: Welcome, Andrew Horowitz, president of Horowitz & Co. [0:30] This powerful psychological motivator is driving the market [4:12] Why Andrew is fed up with the Fed [7:30] Tariffs are inflationary [9:00] Does Jerome Powell deserve any credit? [11:00] Why interest rates are poised to rise [15:40] Don't bet against the consumer [20:10] Not all analysts are created equal [22:35] This "boring" sector has an exciting tailwind [28:35] The big winners of 2024 [32:20] Crocs, Nike, or both? [38:20] Check out the Disciplined Investor podcast [43:22] This episode sponsored by Bridge...
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Alastair Still: The gold industry is about to see an M&A boom
Wall Street Unplugged - What's Really Moving These Markets
In this episode: I'm buying more of this stock at noon tomorrow [0:29] Welcome Alastair Still, CEO of GoldMining (GLDG) [2:11] A look at GoldMining's impressive projects [6:47] A huge disconnect in GLDG stock [9:10] How GoldMining built a winning portfolio in a bear market [14:21] The gold industry is about to see an M&A boom [17:53] How GoldMining got a great under-the-radar uranium asset [24:44] These factors will drive GoldMining higher over the next 6–12 months [32:00] Why insiders are scooping up shares of GoldMining [38:55] The tremendous opportunities for our consulting business...
info_outline- Congrats to my beloved Eagles on their Super Bowl win! [1:02]
- A major announcement on our most exclusive membership [6:05]
- The latest CPI data proves inflation is back [17:31]
- Why Coca-Cola is garbage (I don't mean the soda) [20:49]
- Rate cuts are off the table for 2025 [25:35]
- This growth stock is upending the trillion-dollar loan business [28:49]
- (Micro)Strategy's rebrand [39:39]
- Will David Tepper's China trade come back to bite him? [47:00]
- Happy birthday to my daughter! [56:09]
Editor's note: Our elite Curzio One service comes with several incredible benefits—including exclusive access to private placement deals you won't see anywhere else.
Frank is wrapping up his due diligence on the next opportunity now…
If you're an accredited investor and want more information as soon as the details are ready, join the Curzio One waitlist at https://www.curzioresearch.com/curzio-one-wait-list/?utm_source=libsyn&utm_medium=250112_curzio_one_waitlist _libsyn
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