Wall Street Unplugged - Your Best Source For Finance, Investing & Economics

Disney’s (DIS) board of directors … But they replaced one bad choice with another: former CEO Bob Iger. Meanwhile, the media is shocked over Disney’s dismal streaming results and stock performance—but no one should be surprised. I explain why analysts refuse to downgrade the stock… what Iger should do as he takes back the “House of Mouse”… why the next few quarters will be terrible for Disney… and how I would play the situation.   Best Buy (BBY) is in rally mode following a better-than-expected earnings report. I highlight what’s behind the earnings beat... what the results say about the consumer... and why you should expect crazy deals this Black Friday. In this episode  Happy Thanksgiving week! [0:30] Why Bob Iger is a bad choice for Disney’s CEO [1:57] Why Wall Street loves Disney [7:10]  Iger has some tough choices ahead [16:45] Best Buy’s results aren’t as good as they look [31:28] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.c

My nephew, Joe Davide, joins me again to share Gen Z’s perspective on stocks and crypto… and how younger investors are handling the recent volatility.  He explains what he’s learned from the current bear market… and if he’s looking to invest in any new stocks right now. Joe’s been doing a great job as the lead writer for . He shares why he’s captivated by crypto… his process for researching new projects (and some of his favorites right now)… and why .  And finally, as huge NFL fans, we share our predictions for who will win the Super Bowl.  In this episode  How Gen Z is handling its first major bear market [6:38] Why Joe is drawn to crypto [8:40] Joe’s process for finding great projects [11:55] Why investing is a humbling learning process [23:00] Check out Joe’s writings on [37:52] Our predictions for who will win the Super Bowl [41:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged po

Earnings are in for Target (TGT), TJX Companies (TJX), and Lowe’s (LOW). Daniel and I discuss what Target’s dismal results say about the overall economy... why Lowe’s CEO Marvin Ellison is full of s***—and why the stock could drop 20%-plus in the coming months… and why the issues faced by other retailers are great for discount retailers like TJX. We also break down the major separation taking place in stocks across all sectors… why fundamentals finally matter for the first time in over a decade… what to focus on when looking for great investments… and why one group of hated traders is about to have its heyday. In this episode  What Target’s terrible quarter tell us about the economy [0:30] I have a bone to pick with the CEO of Lowe’s [7:10]    It’s a great environment for discount retailers [15:42] Why we’re seeing a separation in stocks across sectors [18:36]  This group of hated investors knows what it’s talking about [24:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox eve

My Philadelphia Eagles lost their first game of the season last night… and I’ll tell you why I’m happy about it.  The markets are in rally mode as investors celebrate the latest inflation data. I explain why this kind of action is normal in a bear market… why we’ll see a big separation between winning & losing sectors… and what Walmart’s latest results say about the overall economy (hint: it’s not good). Plus, I share four stocks that are poised for big gains in 2023… and four others you should avoid.  The Fed remains hell-bent on destroying the economy as it fights inflation… And while the current rally feels great, 2023 is shaping up to be a difficult year for investors.  I explain why you should expect many stocks to fall 30% or more from current levels… and how to play both sides of the market using the put strategy Genia recommends in Moneyflow Trader. Learn how it can make you a fortune as stocks crash. And if you have any questions, .  In this episode  My Eagles finally lost a game [0:30] This is

Frank Holmes, CEO and chief investment officer of U.S. Global Investors and executive chairman of Hive Blockchain Technologies (HIVE), joins me to discuss the crypto markets.  The big story in crypto is the collapse of FTX, one of the world’s largest crypto exchanges. Frank breaks down the impact on the industry… and how FTX’s business practices remind him of “shadow banking” in China. He shares the one question that helped him avoid massive losses when crypto lender Celsius went bankrupt… the “no-brainer” piece of crypto regulation that’s needed now… and what we need to see for crypto to rally. Frank also explains what has him excited about the metaverse and NFTs… why green energy is the future of crypto mining… and why crypto conferences are still seeing such strong demand, despite sinking prices for cryptocurrencies. (Speaking of conferences, Frank will soon be hosting his own virtual crypto conference. Stay tuned for more details… Here’s how to get tickets/(depending on link)/Save the date, X/Y/Z) He also

Midterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets.  Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and why regulation is a must. And finally, Disney (DIS) reported pathetic earnings and the stock is down double digits. I explain why the company is losing billions… and why CEO Bob Chapek should be fired immediately. In this episode  Takeaways from the midterm elections [0:59] A new leader for Republicans [5:35] How a split government will impact the markets [8:20] The FTX bailout is causing havoc in the crypto market [13:55]  Why we need crypto regulation… ASAP [18:55] Why Disney’s CEO should be fired [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curz

Happy Election Day! I hope you all get out and vote today, since, according to the mainstream media, our democracy is at risk…  I highlight how wild politics in this country have become… why I’m being labeled a “racist” and a “radical”... and what I wish we’d focus on instead of all the fear-mongering and hate. A split government is typically bullish for the markets… And a “red wave” would be good for business… But regardless of how the election turns out, it won’t save your portfolio—the only thing that matters is the Fed. I explain why there’s zero chance of a soft landing… Goldman Sachs’ alarming forecast… and why we’re facing a recession in 2023. Luckily, Genia Turanova’s simple but effective Moneyflow Trader strategy was designed for exactly this kind of dangerous market. In fact, she just closed out her 17th and 18th winners year to date. And for a limited time, you can join at a deep discount. In this episode  Have you voted yet? [0:28] A pro-business “red wave” won’t be enough to save the markets [4:

Yesterday, the Fed held its November meeting and raised interest rates by 75 basis points.  We break down the market reaction to the Fed… why the Fed won’t pivot… an absurd comment Powell made during his press conference… why you need to brace for further downside… and how to rake in profits as that happens. As earnings season continues, we discuss the record results from power management company Eaton (ETN)... what pawn shop operator FirstCash Holdings’ (FCFS) strong earnings say about the economy... and how energy policies are letting one coal company—a Curzio Research Advisory holding—print cash. In this episode  The market’s up-and-down reaction to the Fed meeting [0:30] Powell’s ridiculous comparison on historical interest rates [6:45] Eaton’s record earnings [9:15] What one pawn shop operator says about the economy [18:00] Energy policies mean this coal company is printing cash [23:40] How to profit as the market plunges [32:27] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your in

Later today, the Federal Reserve will hike interest rates yet again… but that’s hardly news at this point. The real news is what will happen after during the Q&A—and whether the Fed will start turning dovish… We cover why the Fed is stuck between a rock and a hard place when it comes to combating inflation—and you shouldn’t pin your hopes on a dovish Fed… Why we could see a higher inflation target by the end of the year… How the Senate and Congress are attempting to pressure Powell… Why there’s no hope of a soft landing at this point… And why the Fed can’t save the markets. Plus, I share how to multiply your money as the Fed’s mistakes crash the market.   In this episode  We could see a major change on inflation targets [2:30] The Fed’s hands are tied on rate hikes [4:20] How elected officials are pressuring Powell [13:25] The Fed can’t save the markets [16:30] Despite the bear market, equities still aren’t cheap [24:40]  How to profit from the Fed’s errors [26:25]  Enjoyed this episode? Get Wall Street

Happy belated Halloween!  Today’s show starts with a rant about how times have changed since I was a kid… why I’m worried kids can’t have fun anymore. Turning to the markets… I break down what to expect from tomorrow's Fed meeting… and why the latest jobs data should kill any optimism about the Fed turning dovish. I also dig into some stats on the booming market for HELOC loans… and what it means for the economy. We’re still in a bear market, but that doesn’t mean you should be selling everything. I break down exactly which sectors investors should be buying right now… which ones to avoid… and the best strategy to profit from the ongoing volatility in stocks. In this episode  Happy Halloween! [0:30] What killed this morning’s rally [5:10] Inflation has NOT peaked [10:05] Why strong demand for HELOCs is a bad sign for the economy [18:40] Which sectors to buy and avoid now [23:35] How to make a fortune in this volatile market [31:19] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox

David Evans, CEO of our partner , joins me again to discuss all things metaverse. We start by clearing up some misconceptions about what it’ll allow users to do (hint: it’s a LOT more than just “gamification” and social media). I’m on the executive board of TCG World. David and I share some incredible recent deals the company has made… how it’s attracting the best developers in the world… its next crucial steps as it prepares to launch its metaverse at the end of this year… and why understanding NFTs is critical to profiting from the metaverse. In this episode  Some common misconceptions about the metaverse [5:38] TCG World’s recent deals will create an amazing user experience [7:40] How the metaverse will create boundless opportunities for users [15:10] “Gamification” is only the beginning [22:50]  Stay tuned for a special deal on TCG World real estate [41:25] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/

Results are in for Alphabet (GOOG) and Microsoft (MSFT). Daniel and I explain how a strong U.S. dollar is hurting these stocks… and why they don’t deserve to trade at current levels. In fact, a fundamental shift is leading to the collapse of the big tech growth story. (Interestingly, though, crypto seems to be breaking away from tech stocks…) We recap why all the positive earnings results aren’t as good as they look… and share two strategies to profit from this bear market rally. In this episode  What’s behind the strong start to earnings season [1:00] Why Alphabet’s earnings were a disaster [6:30] A fundamental shift is killing the tech stock growth story [9:05] Why a strong U.S. dollar is a major headwind for big tech [18:45] Is Bitcoin breaking away from the tech sector? [30:30] Use this bear market rally to multiply your money [32:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged p

I just got back from a trip to Las Vegas with my wife. I highlight some of our adventures (including driving excavators)... and why the bustling Vegas economy is a bit of an anomaly. Stocks have been rallying thanks to better-than-expected results (so far) this earnings season. But the headlines aren’t telling the real story. I explain what’s behind the numbers… why this rally won’t last… and why investors need to brace for the downtrend to continue. But that doesn’t mean you should sell everything. I share how to make a fortune as stocks move lower with the Moneyflow Trader strategy… while holding onto quality long positions (like the one I’m recommending tomorrow in Curzio Venture Opportunities). In this episode  A recap of my trip to Vegas [0:30] Don’t trust this earnings rally [7:22] Inflation still hasn’t peaked [16:10] Why there’s more pain ahead for the market [20:50] How to make a fortune when stocks crash [26:30] How to find high-quality long positions [29:45] Enjoyed this episode? Get Wall Street

We're changing up the format a bit today…  Instead of the usual interview, I’m hosting a Q&A session. (By the time you get this, I’ll be on a plane to Vegas to celebrate my wife's birthday.) Today’s show covers a wide range of topics, including: Is the market pricing in enough future rate hikes? [1:15] What equity risk premium (ERP) is—and why it spells trouble for stocks [4:30] How to make massive profits during a market crash [14:00] Why I thought Goldman's earnings were terrible [16:05] Are long field goals ruining the NFL? [22:30] Do I ever re-recommend old stock picks? [25:18] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https:/

It’s earnings season!  Daniel and I start by digging into Netflix’s latest quarterly results. Daniel highlights the numbers that impressed him the most... while I point to a few red flags investors should watch out for.  Asset manager BlackRock is taking some heat for its ESG (environmental, social, governance) stance. We break down the controversy… how it affects investment in certain areas… and whether it’s a good idea for asset managers to play politics. The White House just released a fact sheet about its plans to keep draining the strategic petroleum reserve (SPR) before refilling it next year. Daniel breaks down this absurd plan to suppress energy prices… and why it creates a major tailwind for investors looking for reliable and growing income. In this episode Daniel’s take on Netflix’s earnings [0:50] A few Netflix red flags to watch out for [6:10] Blackrock’s ESG drama [17:44] The White House’s absurd plan for the SPR [24:35] Frank’s favorite picks in the oil sector [35:00] Where to find reliable and

Markets are in rally mode, having risen a few percentage points in just days. But before you get too bullish, listen to what’s behind it…  On today’s show, I share why the strong start to earnings season is misleading... why the market isn’t as cheap as it looks… and why next year’s earnings estimates need to come way down.  My bearish thesis hasn't changed—and this mini rally gives us the perfect opportunity to bet against the market. Last week, I hosted an emergency briefing to share an amazing strategy for multiplying your money as stocks fall. In this episode What’s really behind this rally [0:30] Earnings aren’t as good as they look [8:35] Why stocks can’t keep rising [19:20] The current market P/E is misleading [22:55] How to make a fortune once stocks start crashing again [34:30] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/

On Tuesday, I held an emergency briefing to explain why I believe stocks could fall significantly from current levels… and how to not only protect your portfolio, but make a fortune. If you missed it, not to worry—you can check out the . Next, Daniel and I discuss Biden’s shocking (and tonedeaf) statements about a recession… the latest Consumer Price Index (CPI) and Producer Price Index (PPI) data—and whether we’ll see any relief from inflation… why valuations are still way too high… and why this earnings season will be one for the ages. Plus, some good news about my beloved Eagles. In this episode  [1:55] What is Biden smoking? [6:15] Breaking down the latest CPI and PPI numbers [8:00] Why stock valuations must come down [16:10] This earnings season will be ugly [18:15] Why the Moneyflow Trader strategy is like shooting fish in a barrel [30:30] The Eagles are at it again [40:48] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wal

On today’s show, I explain why the upcoming earnings season will be ugly—and why a market crash is imminent… How the Fed is using the wrong data to guide its decisions—and why it won’t be bailing out the markets anytime soon. But crashes don’t just clean people out… they also mint millionaires. You’ve just got to know how to play them. That’s why I’m hosting an urgent briefing tonight at 8 p.m ET—to share not only how to protect yourself… but make a fortune in the coming market crash. . In this episode  Tonight at 8 p.m.: [0:30] Brace yourself for a rough earnings season [2:15]  Why the market will remain weak for a long time 13:20] The Fed is looking at the wrong data [15:35] Central banks won’t stop a market crash [24:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitch

Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor podcast, joins me once again to discuss the only thing moving these markets: the Fed. We explain why the Fed is hell-bent on hiking rates—and whether it’s conducting an ill-conceived experiment on the economy… Why you shouldn’t pin your hopes on the Fed… and Andrew’s advice for this market. Plus, Andrew’s new fetish could make him a lot of money in the metaverse. In this episode  Don’t pin your market hopes on the Fed [4:28] Why is the Fed hiking rates so aggressively? [8:15] How the Fed could start saving face [21:30] Andrew’s advice for this market [26:35] How Andrew could make money in the metaverse [38:30]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast

The ongoing drama between Elon Musk and Twitter… Twitter’s threat to democracy… And whether Trump will be returning to the platform. Plus, who blew up the Nord Stream pipelines? Why oil prices will soar past $100 per barrel… And how to use politics to your advantage when it comes to investing.   In this episode  The Musk/Twitter saga continues [0:30] Tom Brady’s divorce… And the lucky fan who caught Aaron Judge’s home run ball [10:30] OPEC’s major production announcement [15:15] Who’s behind the pipeline explosion? [20:55]  Saudi Arabia's warning to the U.S. [27:15] How to use politics to your advantage when investing [32:50] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/p