Altman warns of an AI bubble—should you worry?
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 08/20/2025
This tiny disruptor is giving Airbnb and Vrbo a run for their money
Wall Street Unplugged - What's Really Moving These Markets
Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision. In this episode: One-on-one with hospitality pioneer, Savvy CEO Eric Goldreyer [00:15] Eric's remarkable track record (including 8- and 9-figure exits) [04:15] A brilliant model disrupting Airbnb and Vrbo [12:10] How Savvy plans to make money without charging traveler fees [19:45] Eric's 3–5-year vision: 1 million listings and beyond [25:40] Curzio...
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Are we in an "AI-or-bust" market?
Wall Street Unplugged - What's Really Moving These Markets
Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more. In this episode: A sitdown with one of the best technical analysts on Wall Street [0:21] Welcome, Katie Stockton, founder of Fairlead Strategies [1:38] How to navigate the market as government policies shift [4:57] Are we in an "AI-or-bust" market? [8:08] Katie's definition of market corrections might surprise you [11:19] Bitcoin vs. altcoins: What matters more?...
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3 sectors set to surge in 2026
Wall Street Unplugged - What's Really Moving These Markets
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war. In this episode: A rant on college football playoffs [2:24] Interest rates are going down—regardless of the Fed [7:56] 3 sectors set to profit as bond yields steepen [11:28] These 2 housing stocks are buys [14:45] The real winner in Trump's China chip deal [21:03] Why Paramount made a hostile bid for Warner Bros. [27:34] Netflix should walk away from WBD...
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Why DGXX could surge over 500%
Wall Street Unplugged - What's Really Moving These Markets
Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B. In this episode: Welcome back Michel Amar, CEO of DigiPower X [2:45] DGXX's incredible six-month rise: What's driving the upside? [3:12] How the Supermicro partnership will spur massive growth [7:13] Why DGXX's market cap could soar from $250M to over $2B [9:53] Investors shouldn't worry about stock dilution [23:22] DGXX is going all in on AI [29:09] 2026 and...
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Google's new chips: Is Nvidia in trouble?
Wall Street Unplugged - What's Really Moving These Markets
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026. In this episode: Daniel's new "magic" strategy for picking stocks [0:37] Campbell's PR nightmare—and some math on chickens [3:23] Will Google dethrone Nvidia with its new chips? [9:13] Dell's earnings prove the AI trend is alive and well [18:48] The best spinoff I've ever seen [25:04] Why is Bitcoin in a freefall? [27:40] JPMorgan is picking...
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3 reasons to buy this market pullback
Wall Street Unplugged - What's Really Moving These Markets
3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett? In this episode: Adrenaline put on an amazing show in Vegas! [0:20] How to play the market pullback [5:07] What to expect from Nvidia's earnings tonight [7:17] 3 catalysts that will send stocks surging within six months [20:30] Ford's CEO just issued a major warning on the workforce [30:02] Is Berkshire still relevant without Buffett? [37:01] Two great...
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A recap of our first-ever Curzio One Wealth Forum
Wall Street Unplugged - What's Really Moving These Markets
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One. In this episode: We're back from our inaugural conference! [0:14] Investor showdown: My dad vs. a monkey [4:25] Hyperscalers are in dire need of power [13:16] "Bolawrapped": Scot Cohen covers the past and the future [16:52] Wonder Woman's stunt double made an appearance! [21:54] From biotech to luxury candy: Deals for One members [24:21] When it comes to...
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Microsoft's CEO just confirmed our AI power thesis
Wall Street Unplugged - What's Really Moving These Markets
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook [19:41] Nadella just confirmed our thesis on the AI power crisis [36:41] JPMorgan just took...
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Everyone's watching rates—but they're missing the real Fed signal
Wall Street Unplugged - What's Really Moving These Markets
Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate. In this episode: Is the NBA fixed? [1:58] Forget interest rates—watch the Fed's balance sheet [7:52] Big Tech reports earnings this week: Key metrics to watch [13:05] The “secret sauce” to Nvidia's AI dominance [16:35] Is Apple going to $300 per share? [24:37] What Caterpillar's record results tell us about tariffs [30:04] Amazon's massive layoffs...
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The AI bubble debate: What investors need to know
Wall Street Unplugged - What's Really Moving These Markets
Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love. In this episode: Denver's crazy NFL comeback [1:54] The AI bubble debate: Should investors be worried? [5:55] Netflix is selling off after earnings—is it time to buy? [18:56] Warner Bros. is crazy to ask for $24 per share [22:33] Why Disney just can't keep up with the big streamers [26:53] Galaxy Digital's best quarter ever: Key takeaways [29:39] Travis...
info_outlineIs Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.
In this episode:
- The PGA Tour: Scheffler's odds are laughable [0:39]
- Sam Altman says AI is in a bubble—is he right? [3:30]
- Powell at Jackson Hole: What to expect from the Fed Chair [11:40]
- Why Google is scaling up its stake in this highly shorted stock [15:05]
- Amazon's FLEX deal: What are cashless warrants? [21:30]
- Why Wall Street is punishing Target's executive move [27:55]
- The government's stake in Intel: Good for taxpayers or slippery slope? [33:50]
- SPACs are back—will retail investors get screwed again? [47:33]
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