Explore every episode of the podcast Wall Street Unplugged - What's Really Moving These Markets

Will the blue wave fix the affordability crisis? Plus, everyone is panicking about AI capex—but there's a silver lining… Is the data center trade over? … And Galaxy Digital (GLXY) is tanking—is it a buying opportunity? In this episode: Will the blue wave fix the affordability crisis? [0:23] Everyone is panicking about AI capex—but there's a silver lining [9:42] Is the data center trade over? [12:58] Galaxy Digital is tanking—is it a buying opportunity? [22:05 Gas prices: Historical context doesn't trump sentiment [28:40] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power shell" business model… sovereign AI… and why VIVO is a tremendous long-term opportunity. In this episode: Welcome, Alex Cuppage, CIO of VivoPower [0:01] Addressing VIVO's 30% plunge after its press release [1:37] Why VIVO walked away from two tenant deals [3:03] VivoPower is in a position of financial strength [14:31] The value of megawatts is surging [25:28] The brilliant business model behind VIVO's "power shells" [30:02] Power demand continues to outpace supply [36:23] What is sovereign AI—and why is it critical for national security? [39:13] VIVO is a tremendous opportunity for investors [51:13] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earnings… And higher energy prices will outlast the Iran war. In this episode: Democrats dominated the midterms [0:19] Why a divided government is good for the market [14:29] These AI stocks are poised to get crushed [19:06] The U.S. can't afford to lose the AI race to China [26:42] Why Apple and Palantir fell after great earnings [32:37] Quick hits: My take on McDonald's, CVS, and Uber [48:10] Higher energy prices will outlast the Iran war [53:30] Stay tuned for an interview with the CIO of VivoPower [58:31] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft’s (MSFT) remarkable earnings… Will infrastructure spending boost these commodity stocks? … And how will AI impact the cybersecurity sector? In this episode: The Fed is in no hurry to hike rates… [0:55] …But more are coming before year-end [7:25] Breaking down Microsoft’s remarkable earnings [10:44] Is Alphabet a buy on this pullback? [14:07] Will infrastructure spending boost these commodity stocks? [24:49] How will AI impact the cybersecurity sector? [32:50] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI trade is alive… And why aren't higher interest rates hurting Bitcoin (BTC)? In this episode: The Curzio One Wealth Forum was a massive success! [0:22] I'll be watching for this talking point at tonight's Fed meeting [2:49] Musk's neocloud warning: What to watch this earnings season [10:44] This pick-and-shovel play proves the AI trade is alive [25:17] Higher rates should be hurting Bitcoin—so why aren't they? [32:37] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is Cerebras (CRBS) a buy at its 52-week low? Plus, Meta's (META) Q3 earnings—and what its new share class means for investors… Why scaling is critical on both the upside and downside… And penny stock red flags to avoid. In this episode: Meta's Q3: Muse delivers in a big way [1:35] What does Meta's new share class mean for investors? [9:21] Is Cerebras a buy at its 52-week low? [15:30] Why scaling is critical on both the upside and downside [24:43] Interested in penny stocks? Watch out for these red flags [33:40] I'm watching these 2 earnings reports closely tonight [41:32] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector. In this episode: SpaceX came out of the gates swinging [0:16] CoreWeave should be over $100 per share [13:50] 2 AI companies that should double from here [19:47] This hyperscaler is a better buy than SpaceX [25:34] Should you buy Netflix on this selloff? [29:49] Looking for dividends? Check this sector first [40:36] History rewind: The time my dad called Black Monday [47:22] The Curzio One Wealth Forum is this weekend! [54:13] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move. In this episode: A "threepeat" Dodgers championship looks unlikely [0:43] Is CoreWeave a buy amid its plunge? [3:52] How CRWV management could build a floor under the stock [12:20] Sectors to buy on the pullback [17:45] Telecom companies are losing their monopoly [23:40] Will the 10-year hit 6%? And how much does the Fed need to hike? [32:35] DigiPower X and VivoPower are getting hit—has the thesis changed? [41:26] Should you follow Berkshire Hathaway into Lennar? [47:35] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more. In this episode: The Curzio One Wealth Forum is 10 days away! [1:04] The market's risk/reward setup is NOT in investors' favor [10:17] I'm no longer bullish on big banks [13:20] Why good news isn't stopping the selloff [27:03] Are we in the middle of a bubble popping? [31:01] This leading indicator is signaling pain ahead [33:25] CPI data: We need at least 4 interest rate hikes [35:14] These 3 sectors are holding up amid the market carnage [49:46] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why baseball sucks. In this episode: The only hurricane precaution you need [0:16] What does it take to be a great stock analyst? [5:35] The winners and losers of the GLP-1 craze [22:07] Only a few spots left at the Curzio One Wealth Forum! [31:30] Be cautious of this power stock… And one to buy instead [39:53] Sports question: Why do I hate baseball so much? [47:04] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more. In this episode: Several market headwinds are colliding at once [0:50] Constellation Brands' CEO is crazy to pull this move [7:19] A handful of stocks are doing all the heavy lifting [13:26] Why Big Tech should raise more equity right now [25:43] Will Alphabet's latest deal put a bottom under nuclear stocks? [31:37] You'd be insane to invest in OpenAI at current valuations [37:55] Marvell Technology projects the AI opportunity will hit $400B [42:26] Is Disney finally turning things around? [51:38] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity. In this episode: Welcome, Ian Telfer, mining legend and co-founder of BluEnergies [1:38] Why gold has way more upside ahead [2:26] Gold vs. gold stocks: Which should you own? [3:32] The overlooked ingredient behind investing success in mining [5:56] The biggest hiring mistake CEOs make—and how to avoid it [8:06] Why this gold legend came off the sidelines for BluEnergies [9:26] One of the best risk/reward opportunities I've seen in oil [17:34] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds? In this episode: Wall Street Unplugged went live on X [0:16] Get ready for a significant pullback over the next 6 months [5:25] For the first time, the government can’t fix the market [10:24] The all-time highs in indices are hiding a bloodbath in stocks [17:12] Earnings season: Approach with caution [21:05] My favorite opportunity in offshore oil [40:16] Why I’m scooping up more shares of this power stock [49:36] Will AI kill the American dream? [1:10:10] Should investors own index funds right now? [1:19:53] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal. In this episode: Join us live on X tomorrow at 11 a.m. ET! [0:15] The PCE came in cooler than expected—but there's a catch [9:06] What inflation means for the upcoming earnings season [19:37] A "who's who" of the AI leaders at Trump's meeting [23:39] Anthropic's S-1 is a joke [27:47] Not all upgrades and downgrades are equal [41:03] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium. In this episode: Should you buy oil stocks now… or wait for a pullback? [1:14] Why inverse ETFs won't protect you during a selloff [7:49] These 2 power stocks are buys amid AI volatility [14:01] Several indicators are sounding the alarm for a pullback [19:28] A great trade setup in uranium [25:31] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Find full BluEnergies disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day. In this episode: Early injuries are shaking up the NFL [0:26] Breaking down the crazy market: Surging indices, crashing stocks [6:47] What the strong PMI data means for inflation [14:27] Why does Trump want to ban diesel exports? [22:29] BofA's year-end targets: How much should you invest in the market? [26:48] AI fear mongers are full of s*** [30:28] Forget the politics: Power's supply/demand story is stronger than ever [41:51] McDonald's CEO shows what not to do on Investor Day [46:44] Happy 16th to my youngest daughter and cheers to my late dad [50:00] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government. In this episode: Selling stocks: Where do taxes come into play? [1:02] Is the selloff in financial stocks a warning sign to investors? [5:53 Are "small language models" a headwind for data centers? [14:12] A Curzio Research matchmaking service? [22:41] Why Anthropic is suddenly turning to the government for help [29:57] How to bet on tonight's NFL matchup [43:21] Ask us anything at askcurzio.com [46:07] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail? In this episode: Fantasy football is off to a rough start [0:52] What Warsh should do to help ease market fears [5:45] The perfect storm to push stocks lower [13:30] Why hyperscalers need to slow AI spending [15:48] JB Hunt just sounded the alarm on energy prices [19:06] Does anyone actually believe this "Big AI" lie? [28:17] Food prices are about to surge again [39:15] Why did the Clarity Act fail? [44:03] The midterms look like a layup for Democrats [50:57] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Leo Mann, author of Don't Sign That, shares the contract clause that could cost you your soul… the five clauses (and six words) you must pay attention to before signing anything… and the hidden danger of "shadow equity." In this episode: Welcome Leo Mann, author of Don't Sign That [2:34] The contract clause that could cost you your soul [8:47] The five contract clauses everyone should read [12:15] Search for these six words before signing any contract [24:36] Why smart people still sign bad contracts [33:07] Why Leo started the contract literacy movement [43:45] The hidden danger of "shadow equity" [50:16] Contract Literacy: https://contractliteracy.com/curzio/ "Don't Sign That": https://www.amazon.com/dp/B0GX2ZXNVW The Clause substack: https://clauseweekly.substack.com/   Editor's note: Leo will be joining us at the Curzio One Wealth Forum! Want to meet him in person? Curzio One members can register for the forum here: https://secure.curzioresearch.com/checkout/conference-tickets.php. Not a Curzio One member? Schedule a call with Frank to see if it's right for you: https://calendar.app.google/8Uu6PuYAAkgtg4YB7 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO), Meta (META), and Nike (NKE). In this episode: A horrible start to the NFL season [0:35] The PPI came in hot—here's how the Fed can control inflation [2:30] Higher energy prices will hit the market's earnings momentum [9:26] How to prepare for the coming market correction [16:32] I expect a strong quarter from Oracle [28:31] This entertainment stock is a buy at current levels [31:11] Muse AI is a game changer for Meta [36:02] Is it time to buy Nike? [40:34] How to know when to buy or sell a stock [45:51] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI "kill us all"? … And Robinhood's "tokenization" efforts. In this episode: LIV’s bankruptcy doesn't erase its legacy [1:10] Rising yields will crush stocks [5:14] Republicans are toast for the midterms [8:34] The Fed should raise rates by 50 basis points next week [14:10] The coming pullback will be a buying opportunity [22:28] An Anthropic ex-employee is sounding the AI alarm [36:18] Be leery of Robinhood's "tokenization" efforts [46:01] Private equity tokenization is screwing retail investors [53:56] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world. In this episode: Wall Street Unplugged went live on X! [0:15] Why the market could pull back 20% from current levels [0:40] Bessent's bond move should scare you [8:44] Sectors to buy (and avoid) as long-term rates rise [27:04] These companies benefit the most from offshore oil production [37:11] How to manage big winners… and where to park your cash [40:43] This industry has one of the best business models in the world [1:27:50] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more. In this episode: Wall Street Unplugged goes live tomorrow on X! [0:13] Sounds like Tiger Woods needs a new driver [3:01] If the 10-year note hits 5%, we're in serious trouble [8:20] Will the Fed raise rates in September? [13:08] Here's what's driving the surge in bond yields [21:00] A look at one of Dell's (DELL) best quarters ever [32:42] 2 pick-and-shovel stocks to play rising oil prices [44:00] Take-Two Interactive (TTWO) could hit $300 inside 12 months [52:44] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing? In this episode: A tough start for the 49ers [0:56] What Nvidia's results mean for the AI trade [5:09] Why Nvidia still looks like a bargain at current levels [15:02] Dick's disastrous quarter: Is it time to go bottom-fishing? [19:39] Smith & Wesson is a great business—but that doesn't mean it's a buy [28:43] How midterms will impact the data center trade [36:16] Why is Peter Thiel's Bullish (BLSH) crashing? [43:45] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs. In this episode: These stocks could rally after Nvidia reports earnings [2:59] A huge AI worry has been eliminated [13:05] Is Bessent's bond tinkering a big mistake? [23:48] Why everyone is up in arms over Druckenmiller's AI op-ed [36:30] These assets will benefit from Bessent's intervention [40:30] Two trading ideas from the latest 13Fs [49:10] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter.: href="https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors. In this episode: Is Northern Dynasty Minerals (NAK) worth another look? [2:11] Coppernico Metals (CPPMF) is a great buy right now [7:045] Walmart (WMT) vs. Target (TGT): Which is the better stock? [8:28] My No. 1 pick for fantasy football [17:02] Will the Clarity Act finally pass this year? [20:46] Institutions are ruining tokenization [28:11] Another horrible SPAC crushing retail investors [33:16] Ask us anything at askcurzio.com! [49:07] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us. In this episode: What an amazing time at Saratoga! [0:30] Penn State in the news for the wrong reasons [1:22] A confusing market is historically good for stocks, here's why [5:10] Why the latest move by the U.S. Treasury should scare the sh*t out of you [11:02] The credit crisis monster [22:43] These assets and sectors will benefit from higher interest rates [31:44] The battle of AI: Anthropic vs OpenAI, who's really in the lead? [37:24] This Magnificent 7 stock is in trouble [44:51] 13F moves that caught our attention [48:56] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter: https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative. In this episode: Trump pulled off an illusion… and the Lakers sold for $12 billion! [0:34] Here's what's really driving Trump's sudden shift on Iran [5:16] 2 stocks for your humanoid robot watchlist [14:03] Politicians need to change the data center narrative [22:54] Cerebras is sinking after its earnings miss—is it a buying opportunity? [37:09] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia's (NVDA) $500B announcement… And the gold rally. In this episode: Sports scandals: WNBA, golf, and college football [0:51] Inflation is still hot—will the Fed do anything about it? [4:57] CoreWeave and Super Micro earnings show AI demand is alive and well [18:18] Nvidia's $500B announcement is great for AI stocks [29:15] What gold's rally says about the Fed's interest rate plans [35:59] Think the U.S. dollar isn't backed by anything? Think again [38:51] Today’s episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you’ll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter: https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what investors can expect over the next 18 months… and the stock's enormous upside potential. In this episode: Welcome back, Ivan Bebek, CEO of Coppernico Metals [4:34] The permit that completely changes Coppernico's story [5:25] Why mining giants are betting on Coppernico [8:04] Could Sombrero become a multibillion-dollar copper discovery? [12:48] Coppernico's next move: Adding a major U.S. asset? [23:27] What investors can expect over the next 18 months [31:22] The blueprint for turning a tiny miner into a billion-dollar company [35:02] The math behind a potential 35,000% return [40:09] MARKETING DISCLOSURE: Coppernico Metals pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/08/2608-Coppernico-Metals-Marketing-Disclosure.pdf 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more. In this episode: Is AI creating a cybersecurity crisis? [0:24] AI brought back the short sale: What it means for the market [8:53] Why sector rotations are good for the market [14:17] Alphabet keeps losing key executives—should investors be worried? [18:44] How Japan's currency crisis could ripple through the global markets [28:56] Gold and oil companies have undergone a transformation [44:45] Why we took gains and moved on from Boeing [46:43] How to get in on our private placement opportunities [51:16] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers. In this episode: A volatile pattern is emerging this earnings season [0:28] The market isn’t as expensive as it looks [5:54] Hyperscaler earnings: The massive capex is paying off [11:05] Should you buy SpaceX (SPCX) on its pullback? [17:07] Disney (DIS) is uninvestable [30:39] Why is AMD (AMD) down on solid earnings? [44:38] The midterms are a huge headwind for data centers [54:18] Ask us anything! [1:00:19] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event. In this episode: South Korea's meltdown could spread to the U.S. market [0:48] Did a hedge fund cause the AI crash? [11:30] Today's AI stock surge is a double-edged sword [16:50] Here's what could cause a 2008-style crash [29:11] Which hyperscaler stock is most attractive here? [32:11] How to get in on our latest Curzio One private placement [45:25] Steer clear of SpaceX until after this event [55:06] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more. In this episode: Fireworks at Fauci's hearing [0:28] Will the Fed surprise the market with a rate hike? [7:06] Inside BlackRock's historic bond deal funding Meta's next data center [11:36] AI is getting hit, but the power thesis is alive and well [12:45] The pullback is creating several opportunities: Stocks to watch [17:39] Several non-AI stocks are trading at 52-week highs—here's why [24:14] Tim Cook should be on Mt. Rushmore of CEOs [29:08] Energy bulls should look offshore [37:21] GM and Ford were smart to get out of EVs [38:55] Our latest private placement deal for Curzio One members [43:10] This stock is perfectly positioned for the future of the film industry [56:15] Today’s episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you’ll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades. In this episode: Sports recap: Big wins for Ryan Fox and the Boston Red Sox [0:30] Oil's volatility isn't going anywhere: Several stocks to profit [2:29] Alphabet is in a league of its own among hyperscalers [8:50] Data centers will be a major topic during the midterms [17:52] The thesis for this power stock is alive and well [25:54] The Clarity Act is close to passing—and that's great for crypto [31:06] Coinbase just scored a major victory for crypto against the SEC [38:32] Are crypto treasury companies still solid trades? [45:12] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX). In this episode: OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? [2:06] SuperMicro's latest numbers prove AI demand is alive and well [16:06] Does open-source AI have a chance vs. closed-source models? [23:01] 2 no-brainer stocks to play the AI power trade [27:07] This sector faces the most AI competition risk [38:59] How to trade China's market manipulation [51:08] Be cautious about SpaceX right now [55:10] A private placement deal coming to Curzio One members! [59:31] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own. In this episode: Welcome back, Michel Amar, CEO of DigiPower X [0:01] DigiPower's $1 billion contract with Cerebras is a major milestone [0:53] Why DGXX is exempt from New York's moratorium on data centers [6:33] From real estate to GPU-as-a-service: DigiPower's full AI stack roadmap [10:51] Management's plans to keep executing through 2026 and beyond [19:49] DigiPower X is in a league of its own [24:43] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

BM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.  In this episode: The Rule Symposium was great—with one catch [2:40] Key takeaways from Day 1 of Fed Chair Warsh's testimony [8:34] Why the odds of a rate hike dropped significantly [16:08] IBM just had its worst day in 58 years. Is it a buying opportunity? [20:39] These two power plays are buys on the AI pullback [26:27] The greatest environment ever for big banks [29:34] Wrap's total addressable market just grew by 3x [41:13] Everything included in our new all-in-one investing hub, Curzio Alpha [51:31] Today’s episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you’ll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad. In this episode: Welcome back, Meb Faber, cofounder of Cambria Investment Management [0:01] How long can this bull market last? [2:16] Why U.S. investors should look abroad [11:30] How Cambria navigates the market for investors [16:21] The power of networking [27:26] Meb's new book breaks down America's 250-year bull run [28:47] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin. In this episode: Say hello to Frank in Boca Raton [0:19] What the end of the ceasefire means for oil prices [1:26] July will be a rough month for stocks [5:32] The release of the Fed minutes should shake the market [8:29] Can Q2 earnings meet Wall Street's huge expectations? [17:41] Saylor is backtracking on Bitcoin… Why that's good for crypto [26:48] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Savvy CEO Eric Goldreyer on the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hospitality disruptor.  In this episode: Welcome back, Eric Goldreyer, CEO of Savvy [4:02] The secret to Savvy’s success… and its next growth phase [9:23] How AI is helping unlock customer savings [14:28] The key to building a successful startup [24:14] Eric’s exit plan for this hospitality disruptor [34:48] Why we believe in the Savvy story… and its ROI potential [38:43] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!  Politics pay: Breaking down Trump's $1B income [2:05] How politicians game the system [5:51] The ultimate winning political strategy (for any party) [15:16] Meta is reading from the Amazon playbook—why it's controversial [17:29] AI companies are fighting data center pushback… with incentives [24:04] Bitcoin's free fall: Is the crypto market near a bottom? [30:48] Happy birthday, America! [40:38] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they’d see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy: https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market. In this episode: Curzio Alpha has launched! [2:56] Is it still a "buy-the-dip" market? [6:30] These stats show just how wild market speculation has gotten [10:36] What's driving the outperformance in small caps? [14:53] These tech stocks are buys on the pullback [19:22] A special deal on your next vacation rental [23:48] This chipmaker is a screaming buy [25:01] Steer clear of this SPAC [33:07] Accenture's management should be fired [39:13] Grand Theft Auto VI will be a boon for Take-Two Interactive [46:17] Why is nobody talking about the horrible housing market? [54:08] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they'd see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy. Here's how to book: https://www.savvy.com/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually going [14:54] Why AI can't be compared to the dot-com boom [19:55] The future of AI: Does the reward outweigh the risk? [23:44] What sets VIVO apart in the AI landscape [28:37] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha. In this episode: Congrats to the New York Knicks! [0:25] Introducing the only newsletter you'll ever need: Curzio Alpha [8:55] SpaceX's move to buy Cursor is brilliant [19:46] Will crashing oil prices lead to lower inflation? [28:29] Get your popcorn ready for Kevin Warsh's first Fed meeting [30:14] AI capex is unlike anything we've ever seen [47:58] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium. In this episode: Welcome, Rick Rule, the GOAT of the resource industry [1:41] What to expect from the Rule Symposium, 30 years in the making! [2:53] Why Rick is buying gold stocks again after trimming exposure last year [16:20] Rick is incredibly bullish on oil & gas—and these stocks are his favorite plays [25:38] Is it time to buy uranium stocks again? [33:15] How Battle Bank is turning the banking industry on its head [39:28] Editor's note: This July, Rick is hosting the 2026 Rule Symposium, a premier natural resource investing conference. The speaker lineup is a "who's who"of the resource industry (including yours truly)... and the event is designed to leave you with powerful industry connections, deep market insights, and possibly your next big winner! In-person tickets to the symposium are sold out…But you can still attend the livestream: https://cvent.me/XOqdLa?via=Curzio 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table. In this episode: The California election is chaos [1:06] Why Senator Warren is trying to delay the SpaceX IPO [5:31] Breaking down the market's reaction to the hot CPI [10:22] The cost of living is killing the market [17:02] New Fed chair, old Fed tricks [24:03] Gold prices have more room to fall [31:26] A market correction is coming… and that's good news [38:43] $1 million Bitcoin is off the table [43:08] 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside. In this episode: Welcome, John Stephenson, founder of Granite Point Research [5:32] A structural shift is taking place across the oil market [6:30] The risk/reward setup for deepwater drilling has changed [10:27] Why oil companies are flocking to Africa [19:28] A generational opportunity in offshore oil [21:20] How an unknown company beat the majors to a prolific reserve [26:51] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://curzio.me/bluenergies-disclosure. 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu 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: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li