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

Prepare yourself… I have a couple of rants to get off my chest today.   I’m recording this podcast before today’s Fed meeting, where central bankers are expected to raise interest rates by 25 basis points, then hint at pausing rate hikes.   I cut through the B.S. and explain why an end to rate hikes won’t save us now.   The biggest story in the market right now is the banking crisis. I share some quotes that show how bank CEOs have been lying through their teeth about the state of the banking sector—including JPMorgan’s Jamie Dimon. The whole thing reminds me of a scene from The Naked Gun.   I break down the sweetheart deal JPMorgan got by taking over First Republic… and pose an important question for all investors to consider about regional banks.   While the Fed refuses to admit it, it’s bailing the sector out. I rant about why the Fed’s actions will lead to a lot more pain… and how banks don’t actually give a s*** about their clients.   Make sure to tune into WSU Premium tomorrow—Daniel and

My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage.   We’re in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald’s (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on your favorite products to come down anytime soon.   The Fed is set to hike interest rates next week and many investors think it will be the last time—but I disagree. I explain why I expect several more rate hikes over the next few months… and why anyone predicting rate cuts later this year is nuts.    Next, I break down the positives and negatives in yesterday’s earnings from Alphabet Inc. (GOOG) and Microsoft (MSFT).   The biggest news for Microsoft came from the U.K. Competition and Markets Authority (CMA), which killed its deal to buy Activision Blizzard (ATVI). I explain why the CMA’s move could

I start today’s show with a quick story about a charity tournament I recently played in… that shows how Florida has managed to ruin golf!    Moving on to the markets… Big banks are reporting incredible numbers in spite of last month’s bank crisis… I question why banks don’t face the same criticism as oil companies when they make massive profits off of struggling consumers.   I also break down how Big Tech is driving the market rally—by making a massive mistake.   Gold is surging towards new highs—but this isn’t a positive sign for the world’s economy. I share how history is repeating itself in the gold markets… why it’s bad news for the U.S. dollar… and why Bitcoin and gold will continue to soar in the years to come. On tomorrow’s episode of WSU Premium, Daniel and I will deep-dive into this subject—including how the BRIC nations are plotting the “de-dollarization” of the global economy… so make sure to join us (Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?ut

Today’s episode of Wall Street Unplugged is sponsored by Masterworks.com, which gives individual investors access to elite blue-chip art. With inflation on the rise, more and more investors are looking for alternative assets—those proven to hold their value... And fine art has a better track record during high inflation than both the S&P 500 and gold—returning 23% on average vs. 3.8% and 0.2%, respectively. For a limited time, Wall Street Unplugged listeners can skip the art auction waitlist—and get immediate access to what the Wall Street Journal calls one of the “hottest markets on Earth.” See important disclosures: masterworks.com/cd   March Madness is over—and what an incredible tournament it was! I start today’s show with a recap of the Final Four… and share some tough truths about recent NCAA championship games.   Moving onto more serious matters…   As I mentioned last month, Bank of America shut off our banking services with little warning and no explanation. It’s a result of the governm

It’s great to be back after a chaotic week of moving into my new house…   Today’s podcast starts with a rant about lazy work ethic here in Florida. I share my recent experience trying to get my TVs hooked up in my new place. I know it sounds petty… but I plan to get a little revenge on the company that was supposed to help me.   Turning to the markets… stocks are struggling to find a direction following the recent banking crisis. I highlight crypto’s incredible performance (even as regulators target the sector)... and the problems that will result from the government’s crypto crackdown.   Next, I share some perspective about the recent “drop” in housing prices… and why you shouldn’t believe anyone who says it’s a sign of falling inflation.   Plus, I highlight why art makes a great alternative hedge against inflation… and a revolutionary platform disrupting this $1.7 trillion industry.   I also highlight what to buy—and avoid—as we head into the next earnings season… and how to stay invested while

Frank is moving into his new home, leaving me (Daniel) behind the mic to break down the chaos in the markets—including the banking crisis, today’s Fed meeting, and two asset classes that are rallying as investors worry that the turmoil will spread.   I highlight the wild volatility hitting bank stocks—including First Republic Bank’s (FRC) 40% move in a single trading day… the Fed’s attempts to calm investors… why it seems like the Fed is “shooting from the hip”… and why the headwinds in the banking sector aren’t going away anytime soon.   By the time you listen to this show, the Fed will have announced its decision on interest rates from today’s meeting. I break down what to expect from the market if the Fed pauses rate hikes… and two rallying asset classes that will continue to do well as the Fed tinkers with rates.   I also share a mega-cap stock that should be on your shopping list (hint: it always comes to the rescue during a market crisis).   In this episode  FRC is the poster child of

The market is punishing the entire banking sector following the collapse of Silicon Valley Bank (SVB) and Signature Bank (SNBY). I start today’s show by explaining why SVB failed—and why the government bailed it out.   I also highlight how the situation has f***ed over the Federal Reserve… and whether a 50-basis-point rate hike is still on the table at next week’s Fed meeting.    The bottom line: The market is in for a lot more pain. That’s why I keep pounding the table on why Moneyflow Trader is a “must-have” service to protect yourself in this market. I want everyone to have access to this incredible strategy—which is why I’ve discounted Moneyflow Trader by 90%.   And make sure to join us for tomorrow’s WSU Premium, where Daniel and I will break down the market chaos in more detail—and share one stock that’s being unfairly punished amid the banking crisis.   In this episode  Why Silicon Valley Bank failed [1:20] The Fed is f***ed [9:05] Why the government bailed out SVB [12:38]

What a busy time of the year… for gymnastics. I kick things off with a rant on why kids' sports are a racket… and how they’re failing to prepare kids for the future.   I also rant about how inflation is hitting prices everywhere—even the games at Dave & Buster’s.   Fed Chair Jerome Powell is in front of the House Financial Services Committee today after testifying before the Senate yesterday. I highlight how much Powell’s tune has changed in a month… how his words impacted the stock market… and why you should expect next week’s inflation data to come in hotter than expected.   Be sure to join us for WSU Premium tomorrow, where Daniel and I will share a list of companies that will get crushed as the Fed ramps up its battle with inflation.    In this episode Kids’ sports are a racket [0:30] Inflation is showing up at Dave & Buster’s [9:00] Powell’s sudden shift in tone [11:08] Expect inflation to come in hot next week [14:50] How to join us at WSU Premium (WSUOffer.com) [27:24

I’m expanding the scope of Wall Street Unplugged in my new members-only version... WSU Premium I’m adding new segments where I’ll dive deeper into the most current news… and debate the most pressing topics with my cohost Daniel Creech.  I’ll talk in detail about the week’s short-term moves that could turn into long-term trends…  The politics that matter to the market, and likely your investments…. And the specific names that keep coming up in the Wall Street chatter.   Of course, Daniel and I will continue our regular market breakdowns – with one big change…  We’ll be adding specific recommendations to the discussion that we’ll track each week.  WSU Premium is MEMBERS ONLY. Find out more about WSU Premium + The Dollar Stock Club at wsuoffer.com. Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ T

Big banks are cracking down on everything related to crypto—even us here at Curzio Research…   I start today’s show by sharing the story of Bank of America dropping us as a customer. I rant about how the government’s interference is terrible for the entire industry… the no-brainer regulations it should enforce… how regulators are acting like bad parents… and how (as with bad parents) the “tough love” is backfiring.   Meanwhile, the crypto market is shrugging off the negativity… with prices holding up well (even as stocks tumble). I break down how the crypto space reminds me of the early days of sports betting.   As a reminder, tomorrow will be our first episode of WSU Premium—which will include a ton of new features aimed at making you richer and more informed. If you haven’t already, be sure to .   In this episode  Bank of America is breaking up with Curzio Research [0:30] The government is trying to pick the crypto winners and losers [6:35] Regulators can’t keep crypto in a corner

Guys, I’m so excited about next week’s launch of WSU Premium, where I’ll be expanding the scope of the podcast and offering more benefits… from tons of new trading ideas to insightful interviews from the smartest minds on Wall Street… and much more.   I explain why I’m starting this new, improved podcast… how I want to change the financial newsletter industry… and why I’m so passionate about helping individual investors. It’s the main reason I made this product affordable for everyone. .   Turning to markets, NVIDIA (NVDA) is up more than 10% after reporting solid earnings.   I deep-dive into the results… why NVDA needed to post strong numbers… the company’s guidance going forward… and the drawback of its recent success (while its competitors have underperformed).    I also explain why analysts are being short-sighted about the stock… and whether I’d buy it at current levels.    In this episode  Why I’m so excited about [0:30] How I want to change the financial newsletter industry [11:35]

First, a quick reminder that we’re launching WSU Premium next week. Subscribers will receive a ton of investing ideas, behind-the-scenes research, special interviews with Wall Street heavy hitters, and much more. If you haven’t already subscribed, .   The minutes from the Fed’s last meeting come out later today. Daniel and I discuss our expectations… whether they’ll be meaningful… and potential surprises that would alarm us.   Morgan Stanley released a report comparing the current state of the market to Mt. Everest’s “death zone” (the deadliest stretch for climbers). Daniel and I highlight the important details, including one critical indicator that’s flashing a warning sign for stocks.   Turning to earnings, shares of ZipRecruiter (ZIP) plunged more than 25% after the company’s latest results. I explain why ZIP’s terrible quarter is actually a positive sign for the economy.   Finally, La-Z-Boy (LZB) just broke out to a 52-week high following a solid earnings report. We break down the No. 1

I kick things off today with a special announcement: This is my last free Tuesday Wall Street Unplugged podcast. We’ll be launching WSU Premium next Wednesday (March 1). Find out all about the new features and benefits we’ll be adding to the show—.    This morning, we got the latest earnings results from two of America’s biggest retailers: Home Depot (HD) and Walmart (WMT)...   I highlight some troubling signs for HD, including one key metric that just fell for the first time since 2009. And there’s more bad news when you look at the company’s costs… and the expensive price tag for its stock.    Turning to WMT, the company delivered solid quarterly results but weak guidance for the year ahead. I share some red flags I see in WMT’s outlook… and why the stock doesn’t look like a bargain at current levels.    Bottom line: The latest results show there’s more pain ahead for retailers. And investors need to be cautious as the bullish thesis for the stock market falls apart.    In this epi

This morning’s Producer Price Index (PPI) data came in hotter than expected—showing a 0.7% increase, vs. 0.4% estimates. It’s just one of several signs that inflation has surged over the past few weeks.   Daniel and I discuss the growing disconnect between what the Fed is saying and what the market is hearing… why investors need to be prepared for more rate hikes… and why the Fed is fighting a battle it can’t win.   Charlie Munger is in the news for his latest anti-Bitcoin comments… even praising China for banning it. Daniel rants about Munger’s belligerent stance—and the hypocrisy of a lifelong capitalist praising communism/authoritarianism.   I also share how regulation could act as a tailwind for the crypto market in the coming years.   Lastly, I’m curious: For those of you who didn’t sell Bitcoin last year amid all the bankruptcies, fraud, and volatility… is there anything that would convince you to sell? .   In this episode    Breaking down the latest PPI data [1:30] Forget ab

I start today’s podcast with a major announcement: We’re launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. .   The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling.    We highlight some of the moves that stood out to us—including a ton of buying in Big Tech stocks. We break down why Nelson Peltz and David Tepper are building positions in Disney (DIS)… and what the company needs to do to get back on track. And we dig into Cathie Wood’s recent moves in Coinbase (COIN)... and whether it can survive the crypto bear market.   Next, we cover the latest earnings reports. Daniel shares why he wouldn’t invest in Hanesbrands (HBI) for at least six months… a tech company catching his attention after posting profits for the first time in 20 years… and why he’s not worried about the 10% drop in Devon Energy (DVN) today.   I go ove

Happy Valentine's Day!   First, I take a victory lap for another successful Super Bowl prediction… sort of: , and I was right!   I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves.   Turning to the markets… The latest Consumer Price Index (CPI) data came out this morning. I break down why the numbers cripple the bullish thesis… and how consumer habits are about to change.   More bad news for the bulls: Earnings estimates keep coming down… and I expect several quarters of lower earnings. I explain why this—combined with several other risk factors—is creating a recipe for disaster.   Bottom line: This market should scare the hell out of you.   …   In this episode    The NFL is a bunch of a**holes [0:30] How this morning’s CPI data hurts the bullish thesis [9:45] The “earnings recession” is just beginning [13:50] Why this ma

I’m taking a break from discussing the markets—and devoting today’s show to Sunday’s Super Bowl matchup between the Kansas City Chiefs and my beloved Philadelphia Eagles.   Long-time listeners know I’ve been analyzing the big game for over a decade… And if you want to make a fortune betting on the Super Bowl, DON’T follow my advice.   I’m obviously rooting for the Eagles… but I’ll try to keep my predictions unbiased…   I start with a quick look at how fantasy football has exploded over the years. I also analyze each team in depth… and break down the stats I use to try to determine the winner.   Finally, I share who I think will win… my prediction for the final score... and some prop bets I’d wager on.   Enjoy the game!   In this episode    The evolution of fantasy football [2:00]  A thorough analysis of the Chiefs [5:25] Breaking down my beloved Eagles [8:45] My predictions for the big game [23:05] Prop bets to take advantage of [26:35]   Enjoyed this episode?  

A Chinese “spy” balloon was shot down in South Carolina over the weekend. Daniel and I joke about how Trump would have handled the situation. But on a more serious note, I’m concerned about the narrative around China—and how it gets a “free pass” thanks to its global trade influence.   The stock market rallied following Fed Chair Jerome Powell’s dovish comments at the Economic Club of Washington yesterday. Daniel shares why the meeting’s vibe didn’t sit right with him… and I explain why the market would drop 10% if the Fed announced a rate cut.   Next, we discuss billionaire Ron Baron’s recent interview on CNBC—including his investment philosophy… why he emphasizes people as well as ideas… and why he believes the market will return to 2021 levels by the end of next year.   In this episode    The drama over the Chinese “spy” balloon [1:00] Why China gets special treatment on the global stage [4:10] The disconnect between the Fed’s comments and the stock market [11:40] Will the market

I start things off this week with some advice to you all: Don’t ever build a house! I share a light-hearted rant about my family's current struggles… and why they’re good problems to have. Earnings season is about 75% over… and honestly, it's been terrible. I break down some numbers that show why the headlines about “beating earnings” aren’t nearly as positive as they sound… why the next few quarters are going to be ugly… and why Wall Street’s expectations are ridiculously high. Put simply, the current market conditions are a recipe for disaster. Next, Ford CEO Jim Farley is getting credit for his “honesty” about the headwinds his company is facing. I explain why this media narrative is wrong… how Ford’s management has been screwing up for a long time… and why its stock should be trading much lower. Gold miner Newmont Corp (NEM) just announced a bid to acquire Australian gold company Newcrest Mining. I highlight the impact the deal would have on NEM… what it says about the current environment for gold miners…