Synopsis
Listen to renowned analyst Frank Curzio talk with leading economists and respected investment professionals. Frank also breaks down the news of the week so all listeners can make money in these markets!
Episodes
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How to trade the crypto bear market
01/06/2022 Duration: 33minDaniel joins me to tackle your questions on the crypto bear market… and the box office blowout of Top Gun: Maverick. We cover how to handle crypto volatility.... factors to help guide your selling decisions… and a strategy for exiting positions. Daniel also shares his thesis on digital asset financial services company Galaxy Digital Holdings (BRPHF)… how to deal with emotions when a position goes against you… and when he’ll sell his stock holdings. Despite the bear market, money continues to pour into the crypto space. We discuss some key examples, including VC firm Andreessen Horowitz, which just raised to take advantage of crypto bargains. And we’ve partnered with TCG World to buy a $5 million stake in metaverse real estate. (If you’re accredited and want to invest alongside us, .) Finally… Top Gun: Maverick made box office history Memorial Day weekend. We share whether we’d buy AMC or IMAX to benefit from the massive $156 million opening. In this episode: Is Daniel still bullish on Galaxy Digital? [3:5
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Stocks are setting up for a big rally
31/05/2022 Duration: 28minToday’s episode starts with a look at previous bear markets… how long it took for investors’ fears to be fully priced into stocks… and why earnings growth will fuel the next big rally. I also break down the factors behind surging energy and food prices… and one sector that will ride the uptrend. Next, I update my inflation predictions… and explain why—despite the current risks—there’s a lot of upside for stocks right now. That’s why I added three new positions to the portfolio last week. Finally, I recap the we announced last week… and how accredited investors can join us on the deal. In this episode: Why fear will drive huge returns for investors [0:20] What to expect from energy and food prices [5:12] One sector to buy right now [11:07] Why inflation is about to start falling [14:10] It’s a high-risk/high-reward environment [16:29] How accredited investors can get in on our [23:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.c
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Why demand for metaverse real estate is exploding
26/05/2022 Duration: 46minWe just announced here at Curzio Research: We’re partnering with TCG World to purchase $5 million worth of land in its metaverse. In September, TCG will launch what I believe to be the best metaverse in existence. Regular listeners have heard me talk about the enormous opportunity the metaverse offers early investors. But today, you get to hear it directly from David Evans, the CEO of TCG World. David shares what attracted him to the metaverse… how it differs from other virtual worlds… and how it will soon blend with real life. He also highlights his vision for TCG World and the metaverse over the next several years—including how it will give all users the ability to profit. In this episode: Our historic metaverse deal is official [0:30] David’s vision for TCG World [6:10] How the metaverse gives users a global opportunity for success [12:30] Why metaverse real estate is seeing strong demand [23:50] Commercial real estate is key to the metaverse [38:15] [42:50] Enjoyed this episode? Get Wall Street Unpl
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My largest personal investment—ever
25/05/2022 Duration: 43minI’m taking more of your questions and comments about the market (and one about the NBA). A listener comments on our major deal with TCG World to buy land in the metaverse. I explain why this will be a game-changer for our business—and how accredited investors can get a stake alongside us. Next, I take a question on whether EV maker Rivian Automotive’s stock is worth looking at… and the same listener wants to know who I like for the NBA playoffs. Finally, I explain why I’m bullish on markets despite China’s COVID lockdowns… and why it’s different from the lockdowns of March 2020. In this episode: Be careful as earnings season comes to an end [1:00] We’ve officially launched our metaverse deal [5:30] Is Rivian a buy? [24:15] Who I think will win the NBA playoffs [28:45] Why I’m bullish on markets despite China lockdowns [31:50] 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
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Stocks to sell before earnings
24/05/2022 Duration: 41minI won’t sugarcoat it: The last several weeks have been sh***y for the markets. I want to be here for you, so I’m answering more questions from listeners and subscribers. (I’ll continue taking questions over the next few weeks, so if you have any, email me at frank@curzioresearch.com.) To start, I cover the latest painful market movements—and why you need to steer clear of companies that haven’t reported earnings yet… but highlight some positive signs I’m seeing. Then, I answer questions on whether Amazon is a buy... and how much cash you should hold in your portfolio. Plus, a listener shares how I saved him money earlier this year. Lastly, I break down the state of the supply chain crisis for automakers—and whether any of these companies are worth considering. In this episode: Investors with an 18-month time horizon should be excited [2:37] Stay away from companies that haven’t reported earnings [4:47] Is Amazon a buy? [10:00] What should you do with your cash? [17:31] How I helped one listener get ahead of
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How the Fed can control inflation
19/05/2022 Duration: 52minJoe Zhao, former Fed economist and founder of venture fund Millennial Capital, shares an inside view of the Fed’s policymaking process and the private equity market. We discuss what the Fed should do to control inflation… Joe’s take on SPACs… how a successful private equity fund approaches opportunities in the private market… how the government will regulate crypto… and why it’s time to buy IPOs. In this episode: How the Fed can slow inflation [0:19] The psychology behind successful investing [12:58] How a successful private equity fund decides what to buy [18:32] The main goal of both venture capitalists and SPACs [26:57] How the government with regulate crypto [32:15] Why it’s time to starting buying IPOs [40:27] 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.c
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Why safe havens are no longer safe
18/05/2022 Duration: 45minToday is my 50th birthday! With the major indices down across the board, I want to answer a few more questions from listeners about this volatile market. I cover why safe havens aren’t so safe anymore… whether it’s worth investing overseas right now… if Walmart and other big names are buys after massive pullbacks… why the metaverse is far from just a fad… and who I see as the winner in the electric vehicle (EV) market (hint: it’s not Tesla). In this episode: Why the market’s safe havens are getting hit [0:35] “Is there any interest in investing in emerging markets?” [4:25] “Should you buy Walmart on this pullback?” [13:25] “Is the metaverse a fad?” [27:32] “Is Tesla the clear EV winner?” [39:50] 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-resea
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What I’m looking for before buying stocks right now
17/05/2022 Duration: 38minEnjoyed 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://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
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How to make a fortune from the market carnage
12/05/2022 Duration: 26minGenia Turanova, our in-house editor of Moneyflow Trader and Unlimited Income, joins me to discuss current market conditions… and how to use put options to limit risk—and make huge profits—during market downturns. Don’t let options scare or confuse you—Genia explains why this strategy is simple for anyone to follow… And how she’s used it repeatedly during this bear market to lock in triple-digit gains for her subscribers. She also shares one sector set to thrive… and one with more pain ahead. In this episode: The basics to buying put options [4:17] How to find buying opportunities in downturns [7:25] Genia’s recent 200%-plus winning trade [10:24] One sector set to thrive and one with more pain ahead [14:15] Signals to watch for a market bottom [19:00] 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-unplugg
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80 stocks on my buy list
11/05/2022 Duration: 35minWe start today’s show by discussing hedge fund titan David Tepper’s recent call for a market bottom… Tepper’s known for making macro calls that turn out to be correct—is he right about the bottom? We also highlight a few diamonds in the rough amid the market selloff… And I share 80 stocks trading at absurdly cheap valuations. Finally, we explain why the Bitcoin selloff is healthy… and why the end of SPACs is great for individual investors. In this episode: David Tepper’s huge market call [1:15] Solid companies to watch in this selloff [8:25] 80 stocks trading at cheap valuations [13:50] Will Bitcoin hold the $30,000 level? [18:50] Why Bitcoin isn’t going anywhere [25:50] Why SPACs fell apart [28:24] 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
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A safe haven in this market
10/05/2022 Duration: 29minI just got back from a surprise birthday trip to New York City… It was a great time seeing old friends and celebrating the big 5-0. I start today’s show with why people are leaving NYC in droves… I also cover which sector could provide a safe haven in this market… why the Federal Reserve is in for a rude awakening… what changing consumer spending habits say about inflation… and which sectors I’m personally looking to buy. In this episode: Why everybody is rushing out of New York [5:27] A safe haven in this market [9:43] What consumer habits tell us about inflation [18:04] What I’m looking to buy now [21:15] The Fed is a bunch of idiots [24:23] I’m releasing later today [28:00] 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-u
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The market now controls the Fed… and that’s dangerous
05/05/2022 Duration: 35minThe major indices surged over 2% yesterday following the Fed's interest rate hike announcement. Daniel joins me to discuss Fed chair Jerome Powell’s comments… if the markets are in the clear… this year’s midterm elections… why earnings season is proving it’s a stock picker’s market… and the key thing to look for in a great investment. In this episode: The Fed hikes interest rates as expected [1:50] Why the Fed should be more aggressive [4:40] How the Fed has lost control of the market [8:50] Why commodities have room to run much higher [16:30] A sector to be cautious about heading into midterm elections [19:40] The market rally in perspective [23:15] It’s a stock pickers market—Here’s what to look for… [27:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/p
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The case for Bitcoin vs. gold
04/05/2022 Duration: 36minBy the time you get this today, the Federal Reserve will have announced its latest action on interest rates. Daniel and I kick off the podcast with what we expect from the Fed… and how it will be received by the markets. Speaking of interest rates, we discuss why rising rates are terrible for gold… how Bitcoin is replacing the yellow metal… and which gold investments are still worth owning today. Fidelity recently announced it will allow investors to invest in Bitcoin through retirement 401(k) plans. Daniel and I dig into the details… and the impact it will have on the crypto sector. In this episode: The Fed’s latest interest rate actions [1:10] Why you should own Bitcoin vs. gold [6:00] Wall Street continues to move into crypto [16:50] Fidelity offers bitcoin in 401k(s) [22:50] 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/podc
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Why the worst inflation has yet to come…
03/05/2022 Duration: 38minThere’s a lot to unpack in today’s episode… Volatility continues to plague the markets. I dig into the major uncertainties we’re currently facing… why every investor needs to pay attention to this week’s Fed meeting… why supply chain issues continue to impact earnings… and why oil and other commodities will keep rising for the near future. Next, I break down why inflation is about to get worse… And the sector you can buy to make a killing from this trend. I close the show with a recap of the Fed’s (many) recent mistakes… and what it should do next. In this episode: What’s driving the massive market volatility [0:28] The most uncertainty I’ve ever seen [7:20] Does the Fed know what it’s doing? [8:45] Why supply chain issues are a guessing game [14:52] More details about inflation and oil [19:35] Why food prices are about to soar [22:37] The Fed is “talking out of its ass” [30:30] Don’t give up on this market yet [33:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wedne
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This is the worst Fed of our generation
28/04/2022 Duration: 43minFan-favorite guest Andrew Horowitz, founder and president of Horowitz & Company and host of The Disciplined Investor podcast, is back for a wide-ranging conversation about the current environment. We discuss why the markets are due for a bounce higher… what actions (if any) the Fed should take to control inflation… why bear markets cause good companies to sell off… the future of the metaverse… and more. In this episode: Why the markets are due for a bounce [1:40] This is the worst Fed in recent history [5:00] Can the Fed control inflation? [9:00] The easy money has been made in NFTs and SPACs [12:30] Netflix vs. Disney [15:38] Why good stocks sell off in bear markets [17:35] What sectors Andrew is watching [31:30] How consumers will drive the metaverse [34:40] 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/wal
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It’s time to start picking away at big tech
27/04/2022 Duration: 34minEarnings season for the first quarter (Q1) of 2022 is underway… And as we battle with the bear market, the results are shedding light on what we can expect for the rest of the year. Today, we highlight the latest reports from Alphabet (GOOGL) and Microsoft (MSFT)—and the incredible opportunity we’re seeing in these big tech names. We also explain what Visa’s (V) results indicate about the possibility of a near-term global recession… and how to manage your expectations during a bear market. In this episode: How to think about bear markets [1:25] Google's massive buyback plan [5:50] Microsoft’s incredible earnings [14:50] Microsoft vs. Disney [19:10] What Visa’s earnings say about a global slowdown [24:20] This “boring” business is one of the best in the world [29:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/pod
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Take part in this trend—or die
26/04/2022 Duration: 36minEnjoyed 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://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
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Why central banks can’t compete with Bitcoin
21/04/2022 Duration: 27minBitcoin influencer and host of Natalie Brunell joins the show today to discuss all things Bitcoin. She shares her journey from award-winning journalist to Bitcoin enthusiast… what she’s learned from interviewing brilliant guests… and a recap of the Bitcoin 2022 conference in Miami. She also explains the benefits of regulation… whether she likes any altcoins… and why a central banking coin is a terrible idea. In this episode: Why journalist Natalie Brunell turned to Bitcoin [1:40] What Natalie learned from Bitcoin bear Peter Schiff [7:50] Recapping the Bitcoin 2022 conference in Miami [10:35] The pros of regulation… And the cons of a central bank coin [15:25] Can any altcoins compete with Bitcoin? [19:15] 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.stitcher.com/podcast/cur
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Netflix won’t be the only company to bomb its quarterly earnings
20/04/2022 Duration: 32minStreaming giant Netflix (NFLX) is down nearly 40% after reporting dismal quarterly earnings. Daniel and I go over the numbers… whether the stock is a buy at current levels… what these results say about the streaming business in general… and why we’ll see other companies suffer similarly bad results this quarter. We also cover how the metaverse will solve the internet’s biggest problems. In this episode: Breakdown of Netflix’s 30%-plus plunge [1:05] Why the steaming business is getting harder [3:35] How Russia hurt Netflix—and why other companies will suffer [7:10] The competitive market for consumers’ screen time [11:35] Why billions are flowing into the metaverse [16:40] Frank says banks need to do this… or they’ll be gone [20:30] The metaverse will fix everything you hate about the internet [26:30] 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://itu
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The best-case scenario for Twitter investors
19/04/2022 Duration: 31minEarnings season is about to kick into high gear. I highlight the most important data to look for… and what companies need to do to beat Wall Street expectations. Next, I dig into the ongoing drama surrounding Elon Musk and Twitter… how our free speech is in jeopardy… and the best-case scenario for Twitter shareholders. Plus, my latest thoughts on the Fed’s losing battle vs. inflation. In this episode: What to focus on this earnings season [0:20] The beef between billionaires and free speech [4:45] Social media will turn into the metaverse [10:55] The bigger picture behind a Twitter buyout [12:35] The Fed is running out of options to fight inflation [15:15] How a “poison pill” works [17:15] Why Twitter’s board is in the wrong [20:55] 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://