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Your investing guide to the government shutdown

Wall Street Unplugged - What's Really Moving These Markets

Release Date: 10/01/2025

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...

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...

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...

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...

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...

Are stocks in a bubble?

Wall Street Unplugged - What's Really Moving These Markets

Ignore the fearmongers—the market is NOT in a bubble. Plus, big bank earnings… How Trump is fighting back against China's monopoly… The Trump investing playbook… And should you follow big money into crypto? In this episode: What's driving the incredible results from big banks? [1:12] Ignore the fearmongers—stocks are NOT in a bubble [15:42] Trump's equity stakes: How they're fighting China's monopoly [23:31] These two free AI stock picks are already surging [29:41] The Trump investing playbook [42:30] Big players are buying the crypto pullback—should you follow suit? [48:09] What...

The AI energy crisis is here

Wall Street Unplugged - What's Really Moving These Markets

In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short? In this episode: We just held our first-ever LIVE podcast and Q&A on X! [0:28] The energy crisis is already here: Presentation [2:30] These 3 energy stocks have way more room to run [15:10] One on one with Amir Adnani, CEO of Uranium Energy Corp. [19:25] Will the government take more equity stakes in companies? [39:44] Curzio AI: The ultimate AI energy...

Why uranium prices could surge nearly 100%

Wall Street Unplugged - What's Really Moving These Markets

Amir Adnani, CEO of Uranium Energy Corp. (UEC), explains why this is the most exciting uranium market he's ever seen… why uranium is critical to the AI growth trend… and why uranium prices could surge nearly 100%. In this episode: This is the most exciting uranium market Amir has ever seen [2:35] Uranium used to be a partisan issue—not anymore [5:12] Microsoft's Three Mile Island deal is an inflection point for AI [11:40] MSFT also joined the World Nuclear Association: Why it's a big deal [16:50] The U.S. uranium market is coming back with a vengeance [21:52] President Trump's energy...

Your investing guide to the government shutdown

Wall Street Unplugged - What's Really Moving These Markets

What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment. In this episode: Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03] What history says about the government shutdown—and how to invest [10:51] Why gold and Bitcoin are surging during the shutdown [18:19] Is Ford a buy following its major EV announcement? [21:26] Why I'm cautious on Nike—and a better stock to buy...

AI is about to break the U.S. grid

Wall Street Unplugged - What's Really Moving These Markets

AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader. In this episode: Happy birthday to my youngest daughter! [1:08] AI spending is insane—but we’re far from a bubble [2:49] The AI power crisis is coming… Are you prepared? [7:32] Why I’ve changed my tune on the solar sector [17:34] CoreWeave is pulling back… Should you buy? [26:17] How Alibaba went from ecommerce giant to AI...

More Episodes

In this episode:

Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03]
What history says about the government shutdown—and how to invest [10:51]
Why gold and Bitcoin are surging during the shutdown [18:19]
Is Ford a buy following its major EV announcement? [21:26]
Why I'm cautious on Nike—and a better stock to buy [29:34]
What short sellers got wrong about CoreWeave [41:29]
BlackRock is the latest Big Money energy investor [46:41]

Editor's note: Last week, Frank and Daniel went live to reveal how the AI boom is breaking America's power grid… and how smart investors can turn this crisis into massive gains. (One of their stock picks is already surging!)

Did you miss the event? Don't worry!

Watch the replay of "AI's Power Crisis: How to Profit Before the Lights Go Out": https://secure.curzioresearch.com/ai-powerplay/event.php?utm_source=Libsyn&utm_medium=251001_cai_ai_energy_crisis_wsu

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