Wall Street Unplugged - What's Really Moving These Markets
30-year financial insider Frank Curzio breaks down mainstream media headlines, exposes the truth about what's really moving the markets, and brings exclusive intel and actionable investment ideas directly from Wall Street pros.
Episodes
This hospitality disruptor is entering its next growth phase
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
Is Bitcoin close to a bottom?
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
This chipmaker is a screaming buy
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 [1
AI is now a critical national asset
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 nationa
Will falling oil prices drive the Fed to cut rates?
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 c
Rick Rule's favorite resources for 2026
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 go
Brace for a market pullback
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
A generational opportunity in offshore oil
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
AI changed my Bitcoin thesis
$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 gua
Ivan Bebek's new project could become the world's largest copper mine
Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of mining investing alongside him… and why this could become the world's largest copper mine. In this episode: Welcome, mining legend Ivan Bebek! [5:06] Tapping into Peru's incredible mining opportunity [10:34] A world-class project 10 years in the makin
A market pullback is coming
Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround. In this episode: Skydiving for my birthday [0:28] The New York Knicks' incredible comeback [2:45] Why investors must prepare for a pullback [6:36] A s
Trump's trip to China: These stocks will benefit
How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass? In this episode: The New York Knicks are on fire! [0:44] Spencer Pratt's insane bid for LA mayor [2:58] CPI takeaways: AI is powering the market… How long can it last? [7:4
This tiny offshore driller is ahead of the majors in the global energy race
BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadership, and TotalEnergies (TTE) partnership… And catalysts for the stock over the next 12 months. In this episode: Why Big Oil is rushing into West Africa right now [1:10] CEO Craig Steinke on BluEnergies' (BLUGF) "multibillion-barrel" opportunity [4:47]
The beginning of the end for OPEC
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's
This tiny power company could surge 10x from current levels
Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI… 3 key factors that drive Vivo's success… and the single biggest value driver for the stock in 2026. In this episode: Welcome, Kevin Chin, executive chairman of VivoPower (VIVO) [5:00] A generational opportunity: Why power is the new oil [11:55] Vivo
This tiny company is using AI and robotics to transform biotech
Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned management team and Big Pharma partnerships… and why 2026 will be a game changer for Telescope. In this episode: Welcome, Jason Hein, founder of Telescope Innovations (TELIF) [5:16] Telescope's robotic labs are revolutionizing biotech [8:27] Leveraging
Andrew Horowitz: How to play the Iran conflict
Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)? In this episode: Welcome back, Andrew Horowitz of The Disciplined Investor [0:15] Andrew breaks down the market's non-reaction to the Iran co
Oil is plunging—are stocks in the clear?
Oil’s drop: What’s driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss’ (LEVI) major warning for big box stores… And Tesla’s (TSLA) risk/reward setup. In this episode: My pick for Masters week! [3:21] Oil’s plunge: What’s driving it and what it means for stocks [7:45] Key expectations for earnings season [14:56]
Is 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 cre
Is 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 plun
What 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
I 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
Should 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 fin
How 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? [17:0
An 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-m
Netflix 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 St
This 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
My 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.
Crypto 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
The 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 i
This 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 commo
Davos 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
Netflix is dead
Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment? In this episode: The NFL season is over for me [0:19] Small caps are starting 2026 off strong [3:45] Why you shouldn't worry about high valuatio
Frank's No. 1 stock pick for 2026
This stock has been a black eye for years—but it’s about to make a comeback. Plus, Trump, Venezuela, and Greenland… The best market ever for big banks… Don't trust the CPI… And this "crappy" sector will benefit massively from AI. In this episode: Happy New Year! [0:16] The Venezuela situation will change the global oil market [7:56] This is the best market ever for big banks [19:20] Why you shoul
The U.S. and China are in a data center arms race
Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:
This tiny disruptor is giving Airbnb and Vrbo a run for their money
Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision. In this episode: One-on-one with hospitality pioneer, Savvy CEO Eric Goldreyer [00:15] Eric's remarkable track record (including 8- and 9-figure exits) [04:15] A br
Are we in an "AI-or-bust" market?
Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more. In this episode: A sitdown with one of the best technical analysts on Wall Street [0:21] Welcome, Katie Stockton, founder of Fairlead Strategies [1:38] How to navigate the
3 sectors set to surge in 2026
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war. In this episode: A rant on college football playoffs [2:24] Interest rates are going down—regardless of the Fed [7:56] 3 sectors set to profit as bond yields steepen [11:28]
Why DGXX could surge over 500%
Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B. In this episode: Welcome back Michel Amar, CEO of DigiPower X [2:45] DGXX's incredible six-month rise: What's driving the upside? [3:12] How the Supermicro partnership will
Google's new chips: Is Nvidia in trouble?
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026. In this episode: Daniel's new "magic" strategy for picking stocks [0:37] Campbell's PR nightmare—and some math on chickens [3:23] Will Google dethrone Nvi
3 reasons to buy this market pullback
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 cataly
A recap of our first-ever Curzio One Wealth Forum
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] "Bolawrap
Microsoft's CEO just confirmed our AI power thesis
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 t
Everyone's watching rates—but they're missing the real Fed signal
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] T
The AI bubble debate: What investors need to know
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
Are stocks in a bubble?
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 mono
The AI energy crisis is here
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
Why uranium prices could surge nearly 100%
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 infle
Your investing guide to the government shutdown
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 inve
AI is about to break the U.S. grid
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 pr
The Fed is creating a goldilocks environment for asset prices
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 ass
The latest jobs data has forced the Fed's hand
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 gro
Google's antitrust case: This stock will be the real winner
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
Rate cuts are coming: What it means for your portfolio
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 mis
Altman warns of an AI bubble—should you worry?
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 [
Inflation came in hot—will the Fed wait on a rate cut?
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
AI is threatening this popular business model
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
Speculation is at record highs—but don't panic
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] Wha
Winners and losers of the U.S.-Japan trade deal
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
Big Banks crush earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum…
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 i
This sector will benefit the most from the Big, Beautiful Bill
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates a
A crypto bubble is brewing
How the "Bitcoin treasury" model is creating a bubble. Plus, breaking down today's ADP numbers… Microsoft's (MSFT) layoffs… The big bank stress tests… Buybacks vs. dividends… Why altcoins are losing their steam… And will Peter Schiff change his anti-Bitcoin tune? In this episode: Is the WNBA trying to kill its brand? [3:03] How today's ADP numbers will impact interest rates [8:32] What's behind M
Why Supermicro and Peter Lynch are betting on this $2 AI stock
Michel Amar, CEO of DigiPower X (DGXX), reveals how DGXX turned a boring utility asset into an AI goldmine… the company's explosive revenue potential… why the market is missing this $750M story (for now)... and a massive tailwind for DGXX. In this episode: Welcome, Michel Amar, Chairman and CEO of DigiPower X [0:15] DGXX is soaring—here's why it's just beginning [0:41] How DGXX turned a boring ut
The GENIUS Act: What it means for crypto (and how to play it)
How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI. In this episode: The easiest bet in hockey [0:36] Inflation is crashing—so why isn't Powell cutting rates? [5:30] Why the next Fed chair will lower interest rates [9:50] The Se
The hands-down best way to play the AI growth trend
The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock. In this episode: What the CPI's cold reading means for the Fed [3:59] Several catalysts are poised to power the markets higher [10:31] A lesson from Circl
This 30-year industry vet is disrupting the travel sector
Eric Goldreyer, CEO of Savvy, explains how he's competing with giants like Airbnb and Expedia… solving the biggest problem with modern travel… and reshaping the hospitality industry. Plus, he shares his top tips for entrepreneurs. In this episode: Eric Goldreyer, CEO of Savvy, on reshaping hospitality [1:03] How Eric competes with giants like Airbnb and Expedia [4:45] Modern travel is broken—Savv
Why biotech is about to see M&A heat up
An M&A wave is coming in biotech. Plus, the U.S. vs. China: Who needs a deal more? … The Fed's B.S. move… Time to buy small caps? … Buy these cryptos… And the next CoreWeave (CRWV)? In this episode: The NHL Stanley Cup: Which team I'm rooting for [0:33] Should investors "sell in May and go away"? [4:31] The U.S. vs. China: Who needs a deal more? [9:15] I agree with Senator Warren about this Fed m
Trump's nuclear EO: Is it time to buy uranium stocks?
What Trump's executive order means for uranium—and how to play it. Plus, the disconnect between large and small caps… Why interest rates will go down in 2026… A great trade opportunity on a crypto stock… And Nvidia's (NVDA) earnings. In this episode: Large vs. small caps: What's behind the disconnect? [2:15] Interest rates will go down in 2026—here's why [6:45] This crypto stock presents a trade
Is the dollar on the brink of losing its reserve status?
Moody’s downgraded the U.S.'s credit—what that means… Will the dollar lose its currency reserve status? … Coreweave's (CRWV) rapid rise… The 2 must-haves of successful retailers… Is Target (TGT) a buy after reporting earnings? … And noteworthy 13Fs. In this episode: Moody's downgraded the U.S.'s credit—what it means [3:46] Will the dollar lose its currency reserve status? [11:16] Why I'm frustrat
The massive energy lie that's costing us trillions
Dr. Scott Tinker dismantles energy myths in this eye-opening interview—covering EVs, renewables, nuclear power, and global energy poverty. Hear the real data behind the headlines and discover what the future of energy means for investors and the world. In this episode: One of my most eye-opening interviews EVER [0:16] Welcome, Dr. Scott Tinker, world-renowned energy expert [3:05] Clean energy isn
The China trade deal takes a recession off the table
In this episode: Trump's big week: China trade deal, ceasefires, and more [3:15] The China deal removes the risk of recession [10:47] The next AI boom will take place in this country [15:47] Stocks poised to rally on the U.S.-China trade deal [20:41] Why the current environment is perfect for big banks [23:00] Buy this AI pure play on a pullback [25:02] This will be the best-performing DOW stock
Buy this AI stock on any pullback
Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this summer? [9:10] What to expect from China trade talks [15:12] Is China finally
Get exposure to one of these 4 energy names
Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin. In this episode: Frank is on a research trip to Denver [0:25] What caused Spain to go dark for 24 hours? [1:52] The U.K.'s answer to climate change: Dimming the sun?
Peter Lynch is backing this undervalued AI disruptor
In this episode: DigiPower X (DGXX) is a hidden gem in today's market [0:20] Introducing Michel Amar, CEO of DigiPower X [3:17] DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59] DigiPower has a massive head start on its competitors [14:17] Why this debt-free revenue machine is so undervalued [16:33] How management takes care of its shareholders [24:40] One of the world's best invest
U.S. Gold Corp: Riding massive tailwinds toward unprecedented gains
In this episode: Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14} Why this stock is up 130% over the past 12 months [3:11] Proof that U.S. Gold Corp. is dramatically undervalued [9:58] CEO George Bee is a gold-mining superstar [12:41] An $800 million opportunity in "waste rock" [16:07] USAU's flagship project is worth 7x the current market cap [21:56] USAU could soon get into Russ
NVDA proves no one is safe in Trump's trade war
In this episode: Stay cool in this crazy market [1:26] Trump must dial back his tariff policy [4:03] Nvidia's $5.5B charge is only the beginning… [10:09] This sector is uninvestable amid Trump's tariffs [16:42] What's up with United Airlines' two sets of guidance? [24:44] This AI company is in a league of its own [32:22] Powell or Bessent: Who will blink first? [38:15] Has the market bottomed? [4
What's behind the surge in bond yields?
In this episode: Pay attention to surging bond yields [2:52] One simple thing could end this market meltdown [6:51] I eat some humble pie on a recent small cap trade [14:50] China's plan to sell U.S. Treasurys—should you be worried? [17:16] Big banks will be able to buy bonds—why that's a huge deal [26:41] This market leader has the most China risk [32:39] Is Cramer right that Ford is a value tra
A $68 trillion opportunity for retail investors
In this episode: Daniel is behind the mic today [0:16] What will Trump announce on tariffs today? [1:34] Could U.S. tariffs go as high as 30%? [4:55] Trump's announcement will be good for the market [6:34] Larry Fink calls out government debt and social security [10:41] A $68 trillion opportunity for investors [19:24] Is AI in a bubble… that's now popping? [25:50] How the Newsmax IPO stuck it to
GameStop's major Bitcoin move is only the beginning
In this episode: Would you pay over $5 million for a rare dog? [0:38] Why Snow White flopped at the box office [3:00] A lost decade for Disney investors [14:25] Dollar Tree's loss highlights an under-the-radar crisis [15:36] Accredited investors: This rare opportunity ends soon! [19:58] GameStop's Bitcoin announcement is the tip of the iceberg [26:58] A handful of major catalysts for crypto [30:3
Is NVDA a buy after its conference?
In this episode: We're happy to see the astronauts back on Earth [1:12] Expectations for the Fed meeting [4:31] Contrarian data is pointing to a market rally [13:38] A market leader caught up in the selloff [16:37] A green light for the Fed to cut interest rates [26:10] Why big banks must walk the Fed's line [30:09] My DOW pick for the year is in rally mode [34:13] Nvidia hosted "the Super Bowl f
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