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Wall Street Unplugged - What's Really Moving These Markets

Wall Street Unplugged - What's Really Moving These Markets

1,215 episodes — Page 1 of 25

Will Washington kill the AI trade?

Aug 27, 202651 min

A major bear case against AI is falling apart

Aug 26, 202654 min

Is the tokenization opportunity over?

Aug 20, 202649 min

The Treasury's latest move is a warning sign

Aug 19, 20261h 0m

Should you buy Cerebras on this pullback?

Aug 13, 202648 min

Stop believing this lie about the U.S. dollar

Aug 12, 202648 min

This tiny copper explorer just unlocked a multibillion-dollar opportunity

Aug 10, 202643 min

Japan's currency crisis is more dangerous than you might realize

Aug 6, 20261h 3m

Is SpaceX a buy on its pullback?

Aug 5, 20261h 1m

Could South Korea trigger another 2008 crash?

Jul 30, 202659 min

BlackRock and Meta's $12B bond deal changes the AI landscape

Jul 29, 20261h 3m

Alphabet is in a league of its own among hyperscalers

Jul 23, 202651 min

Are smarter AI models creating a cyber threat?

Jul 22, 20261h 6m

How DigiPower X's $1B Cerebras deal is powering execution

Jul 17, 202629 min

This could be an ugly earnings season

Jul 16, 202658 min

Is IBM a buy after its worst day in decades?

Jul 15, 202659 min

How much longer can this bull market last?

Jul 9, 202642 min

The markets are poised for a painful July

Jul 8, 202638 min

This hospitality disruptor is entering its next growth phase

Jul 2, 202642 min

Is Bitcoin close to a bottom?

Jul 1, 202641 min

This chipmaker is a screaming buy

Jun 24, 20261h 0m

AI is now a critical national asset

Jun 22, 202630 min

Will falling oil prices drive the Fed to cut rates?

Jun 17, 202658 min

Rick Rule's favorite resources for 2026

Jun 15, 202656 min

Brace for a market pullback

Jun 10, 20261h 2m

A generational opportunity in offshore oil

Jun 8, 202642 min

AI changed my Bitcoin thesis

Jun 3, 202657 min

Ivan Bebek's new project could become the world's largest copper mine

May 27, 202656 min

A market pullback is coming

May 20, 202658 min

Trump's trip to China: These stocks will benefit

May 13, 202659 min

This tiny offshore driller is ahead of the majors in the global energy race

May 6, 202630 min

The beginning of the end for OPEC

Apr 29, 202659 min

This tiny power company could surge 10x from current levels

Apr 22, 20261h 0m

This tiny company is using AI and robotics to transform biotech

Apr 21, 202642 min

Andrew Horowitz: How to play the Iran conflict

Apr 15, 20261h 4m

Oil is plunging—are stocks in the clear?

Apr 8, 20261h 0m

S1 Ep 1337Is it finally time to buy Nike?

Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge. In this episode: Tiger Woods is stepping away from golf [0:15] What drove yesterday's historic market move? [4:30] The Strait of Hormuz remains key to the market's health [8:55] Carnival has a credibility problem [14:52] Forget oil—this commodity is about to skyrocket [17:51] This recent report on Disney is nonsense [26:25] Nike is tanking—is it time to buy? [28:41] OpenAI's valuation hit $850 billion—what's behind the surge? [34:43] Reserve your spot at our upcoming Curzio Wealth Forum! [41:24] AI is dead without this sector [44:07] Enjoy the NCAA final four and happy Easter! [51:42] 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

Apr 1, 202659 min

S1 Ep 1335Is a ceasefire with Iran on the horizon?

U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership. In this episode: How's your NCAA bracket? [0:49] U.S./Iran ceasefire talks are pushing the market higher [7:04] Why Trump NEEDS a resolution in Iran [14:42] How the Clarity Act drove Circle's plunge [27:18] Agentic AI is coming for big banks [34:51] Disney just blew its OpenAI partnership [43:24] 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

Mar 25, 202659 min

S1 Ep 1333What the hot PPI means for the market

The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs. In this episode: Happy late St. Patrick's Day! (And my Irish car bomb story) [0:15] The PPI came in hot: What it means for interest rates [5:30] Why the market NEEDS a rate cut [7:57] Key takeaways from Nvidia's GTC conference [22:02] Is NVDA a buy at current levels? [24:47] Is AI to blame for the massive tech layoffs? [38:14] My pick for the March Madness champion [48:56] 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

Mar 18, 20261h 1m

S1 Ep 1332I just bought more DGXX—here's why

Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the next few weeks will be a game-changer for the company. In this episode: Breaking down the DigiPower X (DGXX) drama [0:20] Welcome back, Michel Amar, CEO of DGXX [5:13] Why USDC is great for DGXX shareholders [7:21] Power demand continues to outpace supply [23:56] Major news at the North Carolina and Alabama sites [28:30] Why the next few weeks will be a game-changer for DGXX [37:12] Plans for the future: $100M per month in revenue [41:27] A word for the social media haters [48:26] 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

Mar 17, 202657 min

S1 Ep 1330Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%. Inside this Episode Did anyone catch this incredible NBA performance? Hedge funds are ramping up oil volatility Should you buy stocks during the Iran War? Did Oracle finally find its bottom? The AI power crisis is 10X bigger than people realize The spots in our latest private placement are going fast! Stay patient with Wrap Tech An overlooked—and critical—metric when picking stocks Everything I've learned from Jim Cramer This tiny uranium stock could easily surge over 250% We're making some big changes to better serve you 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

Mar 11, 20261h 20m

S1 Ep 1328How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade. In this episode: War with Iran: Why all eyes are on the Strait of Hormuz [1:27] U.S. producers will benefit from the Iran War [5:55] Should you buy stocks during a war? [17:07] Is AI to blame for Block's big layoff? [19:11] Private equity is crashing—is it time to buy? [32:07] The betting markets are going wild over the Iran War [41:20] I hate Bank of America's Tesla upgrade [48:39] 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

Mar 4, 202655 min

S1 Ep 1327An under-the-radar lithium play with a big AI tailwind

Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company. In this episode: Welcome, Chris Doornbos, President and CEO of E3 Lithium [2:12] AI is driving massive demand for lithium batteries [7:07] E3's early-mover advantage [11:22] Why government support is key for junior resource companies [17:32] An oil & gas partnership could be on the horizon [24:09] E3 has a stellar management team at the helm [29:17] Why 2026 marks a paradigm shift for E3 Lithium [32:30] Disclosure Statement in Compliance with Section 17(b) of the Securities Act Curzio Research, Inc. (CRI) is a communication and marketing company that provides services to E3 Lithium, a publicly traded company (the "Company"), including awareness and engagement or opinions on the Company. Compensation CRI received compensation from the Company in the amount of EIGHT THOUSAND FIVE HUNDRED DOLLARS for a one-time interview published on March 2, 2026. However, this compensation is not contingent upon any specific opinions or recommendations being issued, and no price targets are set by CRI. All reports are intended to reflect the independent views of those preparing them. As required by Section 17(b) of the Securities Act of 1933, CRI hereby discloses this compensation arrangement, which may result in potential conflicts of interest. Investors should be aware that compensation has been provided by the Company to CRI who is preparing any reports or opinions. 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

Mar 2, 202653 min

S1 Ep 1325Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge. In this episode: Shots to celebrate Daniel's 40th! [0:25] Congrats to the USA men's and women's hockey teams [3:04] Key takeaways from Trump's State of the Union [6:38] Trump Accounts are a game-changer [12:58] Why I expect Nvidia to fall after reporting earnings tonight [21:43] Act now if you want in on this coffee disruptor [31:55] Should you follow Tepper into Whirlpool? [35:41] Netflix will lose Warner Bros.—and that's great for the stock [44:39] What's behind Circle's surge? [51:48] 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

Feb 25, 20261h 0m

S1 Ep 1323This megacap is a steal at current prices

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller. In this episode: The Olympic curling cheating scandal [1:46] This megacap stock could surge 50% this year [7:41] The Palo Alto Networks CEO is dead wrong on AI [14:53] Why software stocks are getting rerated [17:35] The latest moves from ServiceNow insiders are great for the stock [27:01] Key takeaways from the Trumps' World Liberty Forum [36:35] 13F moves that caught our eye: Buffett, Tepper & Druckenmiller [47:24] One of the best private placement opportunities of my career [58:01] 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

Feb 18, 20261h 4m

S1 Ep 1321My 3 favorite small caps for 2026

3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more. In this episode: Wall Street Unplugged Premium LIVE on X! [0:12] Which was better: the Super Bowl or the commercials? [1:30] The No. 1 factor that could crash markets in 2026 [10:32] Truflation vs. government data: Who can you trust? [16:31] Proof the AI trend is alive and well—and how to play it [19:46] Small cap No. 1: This data center play has a ton of upside [27:30] Are rare earth stocks buys? [36:58] Is it time to sell Uranium Energy Corp.? [46:54] How to join our exclusive Curzio One membership [48:19] Small cap no. 2: A tiny company bringing commodities to the blockchain [59:50] Small cap no. 3: This public safety stock is one major contract away from surging [1:06:55] Why investors must pay attention to politics [1:14:40] 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

Feb 11, 20261h 23m

S1 Ep 1320Crypto expert Lark Davis: Signs we're close to a crypto bottom

Crypto expert Lark Davis breaks down the signs we're near a crypto bottom… why tokenization will bring trillions into the crypto industry… two digital asset treasuries to watch… advice to entrepreneurs… and 3 cryptos to buy on the dip. In this episode: Welcome, crypto expert Lark Davis [0:02] Signs we're near a crypto bottom [4:13] Tokenization will bring trillions into the crypto industry [13:09] Two digital asset treasuries to watch [22:12] Lark's advice to entrepreneurs [26:03] 3 cryptos to buy on the dip [36:44] 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

Feb 9, 202645 min

S1 Ep 1318The G.O.A.T. of the resource sector is all in on this $3 stock

Morgan Lekstrom of Streamex (STEX) breaks down how the company is bringing commodities to the blockchain… how it got the Warren Buffett of the resource sector on board… its visionary gold-backed token, GLDY… and its multitrillion-dollar total addressable market. In this episode: Streamex (STEX) is the 'Uber of tokenization' [0:16] Welcome, Morgan Lekstrom, cofounder and chairman [6:15] How STEX is bringing commodities to the blockchain [14:25] The Warren Buffett of the resource sector is all in [16:10] Streamex's visionary process for generating yield from gold [25:04] Introducing the first gold-backed token: GLDY [35:55] STEX's total addressable market is in the trillions of dollars [42:04] How STEX is building a moat against the competition [43:23] Core insiders own ~50% of the stock—why that's key [46:40] 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

Feb 4, 20261h 0m

S1 Ep 1316This uranium leader could be Trump's next investment

Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside. In this episode: Recapping my trip to VRIC [0:56] This commodities bull market is unlike any other [4:16] What Trump's USA Rare Earth stake means for commodities [12:02] This uranium leader could be Trump's next investment [18:11] Today's Fed meeting could surprise the market [26:23] Starbucks' turnaround story is alive and well [34:17] Boeing is going to $400 per share [39:36] This tech stock has a bright future for the first time in 20 years [45:15] Only a few spots left in our Savvy private placement [53:33] 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

Jan 28, 202659 min

S1 Ep 1314Davos takeaways: How to invest as the global system breaks down

World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail. In this episode: Congrats to Indiana University, college football champs! [0:27] The market jumped after Trump's latest Greenland remarks [4:58] Canada is picking a losing fight with the U.S. [9:32] How investors should react to a political Davos [15:15] France just confirmed central bankers are clueless on Bitcoin [19:22] Ray Dalio's investment advice as the global system breaks down [23:53] Is the U.S. dollar at risk of losing its reserve currency status? [31:10] Why Netflix is down after reporting solid earnings [39:52] This megacap stock is still a buy at 52-week highs [44:58] Why AI could make 2026 the year of the retailers [49:10] 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

Jan 21, 202653 min