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The Fed is creating a goldilocks environment for asset prices

Wall Street Unplugged - What's Really Moving These Markets

Release Date: 09/17/2025

The Fed is creating a goldilocks environment for asset prices

Wall Street Unplugged - What's Really Moving These Markets

Why the Fed doesn't care about inflation—for now… and how it's creating a goldilocks environment for asset prices. Plus, President Trump wants semiannual reporting—is it a good idea? … And the CoreWeave (CRWV)/Nvidia (NVDA) deal. In this episode: Is today's interest rate cut already priced in? [2:10] Why the Fed doesn't care about inflation—for now [8:46] We're in a goldilocks environment for asset prices [17:13] President Trump wants semiannual reporting—is it a good idea? [23:01] The smartest business decision I ever made [36:39] When AI companies go public, it's a red flag…...

The latest jobs data has forced the Fed's hand

Wall Street Unplugged - What's Really Moving These Markets

Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis. In this episode: Football season is off to a great start [0:33] One software stock just stunned Wall Street with its AI guidance [2:48] This metric is key to finding the best growth stories (it's not P/E) [18:14] Don't miss our upcoming live event on the AI energy crisis [22:24] The latest jobs data has forced the Fed's hand [28:50] These beaten-up gold stocks are poised...

Google's antitrust case: This stock will be the real winner

Wall Street Unplugged - What's Really Moving These Markets

Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC). In this episode: Why the Powerball is the world's biggest scam [0:58] Are we in for another terrible September for the market? [5:47] The Fed's big dilemma [8:06] We're in a ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will the momentum continue? [17:26] The real winner of Google's antitrust case [19:38]...

Rate cuts are coming: What it means for your portfolio

Wall Street Unplugged - What's Really Moving These Markets

How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings. In this episode: MongoDB's earnings are a warning to other software companies [3:43] Rate cuts are coming: What it means for the market [9:03] Shorting stocks? Avoid this common mistake [16:48] The AT&T/EchoStar spectrum deal: Are the stocks buys? [22:44] Has Eli Lilly finally bottomed? [31:12] Nvidia's earnings report: Key things to watch [38:47] I've changed my...

Altman warns of an AI bubble—should you worry?

Wall Street Unplugged - What's Really Moving These Markets

Is 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...

Inflation came in hot—will the Fed wait on a rate cut?

Wall Street Unplugged - What's Really Moving These Markets

How the latest CPI data will impact the Fed's next move. Plus, is Alphabet (GOOG) breaking up? … An AI stock to avoid and one with huge upside… The Hims & Hers Health (HIMS) CEO's big sale… And crypto's surge. In this episode: My dad-and-daughter trip to Ohio [1:34] How the latest CPI data will impact the Fed's next move [7:03] A record-breaking year for buybacks [17:57] Is Google about to break up? [22:18] This AI company is waving major red flags [24:49] Why Wall Street sees huge upside in this chipmaker [29:54] Starbucks: A bet on the jockey, not the horse [33:40] The HIMS CEO...

AI is threatening this popular business model

Wall Street Unplugged - What's Really Moving These Markets

Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy. In this episode: Howard Stern is hanging it up after 20 years [1:45] Can economic data be trusted? [5:12] The lesson Palantir keeps teaching about growth stocks [16:57] A rant on the broken higher education system [26:21] Is Disney finally a buy? [31:23] Can Apple correct its big AI misstep? [39:54] Private equity access for individual investors: Pros vs. cons [45:29] Gartner (IT)...

Speculation is at record highs—but don't panic

Wall Street Unplugged - What's Really Moving These Markets

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a...

Winners and losers of the U.S.-Japan trade deal

Wall Street Unplugged - What's Really Moving These Markets

The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that belong in your portfolio. In this episode: Lock in the date for Curzio Research's first-ever conference! [0:34] The Japan trade deal will benefit these companies [8:26] These under-the-radar countries could soon be trade partners [15:21] Is it time to buy GM after its post-earnings fall? [19:18] What the PJM power auction says about energy demand [28:08] Get exposure to these power plays...

Big Banks crush earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum…

Wall Street Unplugged - What's Really Moving These Markets

I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on crypto In this episode: Daniel's incredible experience at the Rule Symposium [0:29] Stop hating on Bitcoiners: A rant for the gold bugs[4:54] Armageddon delayed [11:14] Right now is the perfect environment for big banks [13:11] When will tariffs show up in the inflation data? [24:00] PSA: Admit when you're wrong [28:24] Simple economics driving Bitcoin to record highs...

More Episodes

In this episode:

Is today's interest rate cut already priced in? [2:10]
Why the Fed doesn't care about inflation—for now [8:46]
We're in a goldilocks environment for asset prices [17:13]
President Trump wants semiannual reporting—is it a good idea? [23:01]
The smartest business decision I ever made [36:39]
When AI companies go public, it's a red flag… [38:35]
CoreWeave's deal with Nvidia just upended the short report [40:17]
Join us for our upcoming live event on the AI power crisis! [44:29]

Editor's note: Next Thursday at 7 p.m. ET, Frank and Daniel go live to reveal the numbers driving the AI power crisis… share the under-the-radar stocks poised to skyrocket… and answer your most pressing questions during a live Q&A.

Save your spot for AI's Power Crisis: How to Profit Before the Lights Go Out here: https://secure.curzioresearch.com/ai-powerplay/waitlist.php?utm_source=Libsyn

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