Sinopsis
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!
Episodios
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The best opportunity to buy small caps in a decade
25/01/2022 Duración: 39minMarket volatility is rampant. I break down the wild action so far this week… and why this market is unlike anything we’ve ever seen. [0:30] While I didn't expect this strong of a pullback this quickly, I’ve been warning about risks to the downside. I explain what inflation rates tell us about the possibility of a recession—and why that possibility isn’t as scary as it seems. [6:05] While it may be hard to see through the volatility, this is one of the best times to buy small caps in 10 years… and I expect one small-cap sector to see a major comeback in 2022. (It’s the sector I highlight in this month’s issue of , being released tomorrow.) [12:20] I compare two growth stocks—Roblox (RBLX) and Rivian (RIVN)—that are selling off hard… and tell you which one I’d buy at current levels. [22:30] Turning to questions… Is now a good time to buy gold and silver stocks? In short, yes. I share why the environment for precious metals is fantastic… and how I would invest in the sector. [31:40] Could the Fed surprise the m
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A no-brainer way to profit from higher gold prices
20/01/2022 Duración: 28minAs you may know by now, ith Frank traveling, I (Daniel) am leading the show this week. Market volatility continues to dominate the headlines, and gold prices are quietly moving higher. I share why it’s a great idea for all investors to have exposure to gold… and a few different ways you can invest… including one stock that’s management team, yield, and operating costs make it an absolute no-brainer. [1:40] My gold thesis somewhat overlaps with my crypto thesis. I highlight why everyone should have exposure to this asset class too… and one of my favorite stocks in the space. [14:15] Frank recently returned from the 2022 Consumer Electronics Show (CES) in Las Vegas. to find out which tech companies every investor should watch in 2022. [21:50] Finally, I share research from a listener who disagreed with . [22:25] 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: --:
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How Microsoft’s megadeal will launch it into the metaverse
19/01/2022 Duración: 28minI (Daniel) am behind the mic this week as Frank conducts some boots-on-the-ground research into some of his latest ideas. Microsoft (MSFT) is buying gaming giant Activision Blizzard (ATVI) for around $70 billion. I highlight some details around the merger… Microsoft CEO Satya Nadella’s incredible deal-making track record… and how this deal sets up Microsoft to become a massive player in the metaverse trend. [1:35] And Microsoft isn’t alone… The world’s largest companies are all investing heavily in the metaverse. In fact, Frank just released his 2022 Consumer Electronics Show (CES) , which includes several stocks set to benefit from this massive growth trend over the coming years. [15:40] I explain why MSFT is a great long-term investment… and why I see a potential arbitrage opportunity in ATVI right now. [16:45] As inflation continues to move higher, so does crude oil—it just hit a seven-year high. I break down the current geopolitical risks to the sector… why investors should brace for oil prices to continu
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Three industry titans on inflation… and future market returns
18/01/2022 Duración: 23minWith Frank on a boots-on-the-ground research trip, I (Daniel) am behind the mic to cover today’s top headlines. Earnings season is officially underway. I share my thoughts on the latest results from JP Morgan, Goldman Sachs, and Delta Airlines… and what they tell us about the macro environment. [2:12] Focusing on Delta, I explain why CEO Ed Bastian’s recent comments are positive for the economy. [4:33] BlackRock CEO Larry Fink talked to CNBC about inflation, earnings season, and why he expects market gains to be muted going forward. I highlight why it’s important for investors to manage expectations accordingly. [10:07] Hedge fund titan Bill Ackman took to Twitter to express his views on how the Fed should approach inflation. I break down why the Fed is in a tough position as it tries to balance economic needs with market concerns. [14:48] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged
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‘The Mooch’ unplugged
13/01/2022 Duración: 55minThe one and only Anthony “The Mooch” Scaramucci—renowned investment banker and former White House Director of Communications—joins me to discuss the volatility and opportunity in Bitcoin and cryptocurrencies. Listen as Anthony gives a macro view on Bitcoin… why El Salvador’s recent adoption of the crypto as a national currency is a huge breakthrough… and how the current crypto market reminds him of the early days of Amazon. [1:40] He explains why cryptos are great for society… and how investors should think about allocating money to the space. [8:00] In addition to Bitcoin and Ethereum, Anthony shares another crypto catching his attention (which also happens to be a holding)... and why he’s bullish on the massive opportunity in the metaverse. [15:35] Anthony also explains why he believes Bitcoin will hit $500,000 by 2025. [23:00] You probably know of Anthony not just for his prestige as an investor… but also because for the 11 days he served under former President Trump (before ultimately advising a Republic
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This CEO is the most powerful person in crypto
12/01/2022 Duración: 34minI’m back from the 2022 Consumer Electronics Show (CES)... and you might not believe some of the wild tech I saw showcased—from microchips for sexual health… to flying cars… to a thumb-sucking stuffed animal (as in… it sucks YOUR thumb). To see some of this tech yourself, check out my updates from the show on , , and our . [0:30] Inflation is at its highest level in 40 years… but the markets seem to be taking it in stride. Daniel and I discuss the market narrative around inflation—including JPMorgan CEO Jamie Dimon’s recent comments on the strength of the economy and consumer debt levels. [9:00] I share a great lesson on how to think about debt—based on a popular company that’s unfairly criticized for its debt. [11:40] Daniel shares why he’s looking to “boring” companies for the current market environment… Speaking of which, today’s recommendation is one of my favorite “boring” companies… but its growth story is more exciting than you might think. [15:53] With Bitcoin bouncing higher after dipping below $40
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The best and worst of CES 2022
11/01/2022 Duración: 37minWhat a great and busy start to the year… I just returned from the 2022 Consumer Electronics Show (CES 2022)... and today, I’ll highlight the best and worst companies that showcased at the event. [0:30] But first, Goldman Sachs just increased its prediction for the number of interest rate hikes we’ll see this year as the Federal Reserve attempts to control inflation… I pound the table on why inflation is the biggest risk to the markets today… the single, painful solution I see for the Fed… and how to start protecting your portfolio NOW. [1:30] Cryptos are also seeing a lot of volatility, with Bitcoin dropping from $60,000 to around $40,000 over the past month or so. I explain why the pullback is creating a great buying opportunity. [7:50] Turning to CES, while Omicron had an obvious impact on the number of attendees (several companies ended up canceling last-minute)... there were still plenty of amazing products being showcased—like BMW’s new electric vehicle (EV), which I got to test-drive. [9:20] One of t
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This ‘adults-only’ trend is creating a stir at CES 2022
06/01/2022 Duración: 29minAs many of you know, Frank is in Las Vegas this week attending the 2022 Consumer Electronic Show (CES 2022). In the meantime, I (Daniel) am taking over the mic. A recent report highlighted why Americans are “unhappy” with the handling of the COVID pandemic. But it does indicate a positive shift for the economy—and the markets. [2:17] I’ve been critical of Jim Cramer in the past… but credit where it’s due. Cramer recently made a strong argument about the risks we face from China. I explain why I’d steer clear of China as a long-term investment… but it might make a good trade in the short term. [10:15] With inflation set to ramp up this year, I highlight several “boring” stocks that are set to benefit from an inflationary environment. [17:35] Finally, I share a few updates from Frank on the most dominant tech trends showcasing at CES 2022… including one that’s “adults only.” [21:46] For CES updates, including interviews with tech leaders and potential stock ideas, you can follow Frank on , , and on Curzio's .
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The company that stole the show at CES media day
05/01/2022 Duración: 28minWhile Frank is in Las Vegas at the Consumer Electronics Show (CES), I (Daniel Creech), will be your podcast host the next couple of days. I start with a quick recap of this year’s crazy holiday travel environment… and what I saw on my trip home to Ohio. Turning to the markets, I break down the 2021 results and highlight some of the best-performing sectors. And I share my thoughts on which areas will lead the way as inflation continues this year. Healthcare stocks did great in 2021. But the current legislation in D.C. could push a lot more money into the sector… Next, I recap the Fed’s plan to raise interest rates in the coming months. I tell you how to prepare for a massive shift that’s about to happen… and a potential surge in volatility. The coronavirus continues to make headlines, with the Omicron variant causing a spike in new cases. I break down the shifting media narrative around COVID over the past year… and the changes in quarantine policy from the CDC. It’s a frustrating situation for investors,
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The companies to watch at CES 2022
04/01/2022 Duración: 24minHappy New Year! I just touched down in Vegas for the annual . This conference is one reason I love the month of January for finding ideas. [0:30] Some companies have cancelled plans to attend CES 2022 because of Omicron. But thousands of others will still be showcasing new technology. I have a lot of meetings and interviews lined up… and because of this podcast, and my wonderful listeners, I get a media badge and special access to this incredible event. [3:00] There are a few companies I especially want to research at this year's event—including some that may surprise you… [5:40] Daniel will be behind the mic for the rest of the week while I attend CES. But I’ll be reporting my boots-on-the-ground research to him to share with you. I’ll also be posting live updates on and . If you’re not using TikTok yet, here’s why it’s my favorite social media platform... [8:15] I recap last year’s virtual CES… and one more reason I’m excited for this year’s event: It will include a lot of crypto and blockchain companies.
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An iconic brand lost its way… Here’s how it can get back on track
23/12/2021 Duración: 36minAs inflation keeps surging, I break down why I’m bullish on oil for 2022… and several ways you can gain exposure to the space. [0:40] Turning to crypto, I highlight why Bitcoin will continue to go much higher—and why its limited supply is good for investors. [7:08] It’s the end of an era for Disney (DIS) as executive chairman and former CEO Bob Iger is stepping down. I explain why the company is in a difficult spot… and what it should do to get back on track. [21:45] A few housekeeping notes: There won’t be a podcast next week, as the Curzio team takes time off for the holidays. Be sure to check out the amazing sale we’re offering: 66% off products for all investors—like my flagship newsletter, Curzio Research Advisory… and 50% off elite services like Moneyflow Trader—the perfect strategy for today’s risky market. [32:15] Happy holidays to you and your loved ones… We’ll see you in the New Year! Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curziores
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My favorite—and least favorite—large-cap stocks for 2022
22/12/2021 Duración: 40minI went to the movie theater last night to see Spider-Man: No Way Home… and it was absolutely packed. I highlight what that says about Omicron (and a few new trailers that have me excited). [0:30] But today’s show is all about answering your most asked questions… Why did I choose to list the Curzio Equity Owners (CEO) token on tZERO instead of another platform like Coinbase? What’s the difference between exchanges that trade utility tokens vs. security tokens? And tZERO’s huge advantage when it comes to the latter... [3:05] What’s the best trade of my career? I share a couple of my big winners—from energy to crypto… and why most investors should focus on investing vs. trading. I also go over the incredible opportunities you can find with private placements. (By the way, members of our most elite club, Curzio One, have had the chance to get into several of these exclusive deals.) [15:12] Finally, what are my favorite—and least favorite—large-cap stocks for 2022? [26:26] And… we have several incredible deals for
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5 trends EVERY investor must have exposure to in 2022
21/12/2021 Duración: 36minThe market is more volatile than ever, with the average U.S. stock down 25% from its highs. This is mostly due to the uncertainty behind the Fed’s future interest rate hikes and Omicron. [0:25] I explain why this volatility will be the norm in 2022… and how investors can make a fortune by following one simple investment strategy. [2:28] Turning to your questions… I highlight why gold will finally start to outperform the stock market… despite the Fed aggressively raising rates next year. [5:50] A listener wants to understand why his portfolio is getting crushed, despite major indices sitting just off their highs. [11:50] Then, I break down why the non-fungible token (NFT) trend is still in its infancy… and how this market is set to expand beyond digital artwork and collectibles. [18:05] Finally, I share the top 5 trends everyone should have exposure to… especially if they want to outperform the market over the next 12–24 months. [31:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your in
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My conversation with a leader in digital securities
16/12/2021 Duración: 37mintZERO is the leader in digital securities trading… It’s also where our Curzio Equity Owners (CEO) token … And today, Solomon Tesfaye, the head of business development and capital markets at tZERO, joins the show to share where the industry is headed as adoption accelerates. [0:30] We discuss the evolution (and steep learning curve) of capital-raising in the sector—from initial coin offerings (ICOs) to security token offerings (STOs)... and why the latter will continue to see massive growth. [1:35] In September, crypto wallet provider Exodus began trading on the tZERO platform… successfully raising capital through a Reg A offering. Solomon explains why this is a huge deal for the industry—and individual investors. [4:45] Next, he breaks down tZERO’s extensive security token pipeline—from real estate to mining to tech to healthcare… how the firm is partnering with institutional investors… and its work with regulators—with a goal to bring stocks and digital assets onto a single platform. [7:25] We wrap our inter
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Are you ready for 11 straight interest rate hikes?
15/12/2021 Duración: 33minChristmas season is here… and I love this time of year—not just for the holidays, but because I get to attend the annual Consumer Electronics Show (CES) held in Las Vegas every January. Be sure to by January 5 to get my most important updates on CES 2022… including the latest tech set to take the world by storm. [0:35] After finally admitting inflation isn’t transitory during last month’s policy meeting, the Federal Reserve has some difficult decisions to make as it gathers for its final meeting of the year… One investment bank is predicting nearly a dozen rate hikes over the next three years. While Daniel and I have different takes, we do agree: The Fed must act aggressively… Here’s what that means for 2022 market conditions. [4:25] Last week, executives from six large crypto firms appeared on Capitol Hill for a hearing on the future of crypto regulation. Daniel explains why the hearing has him more bullish on crypto than ever. [15:45] Pfizer (PFE) released positive results for its COVID pill. This is, of c
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2022 forecasts call for huge volatility… Here’s how to play it
14/12/2021 Duración: 31minAs we near the end of 2021, investment banks are making predictions for 2022… and they’re calling for volatility. Paying attention to these predictions can give you a massive edge in the markets. [0:30] Now, we all know consensus predictions aren’t always accurate—take the early forecasts on COVID, for instance. You’ve got to be willing to question the “status quo”... and invest accordingly. [2:00] I list several companies poised to continue growing regardless of volatility in 2022. [5:00] Speaking of predictions, I share my expectations for interest rate hikes next year… and why investors should prepare for some large pullbacks in the market. [8:15] Another factor adding to the uncertainty for next year: inflation. I break down why Genia Turanova’s strategy is my favorite way to hedge against downside risk… while still profiting from market momentum. [18:10] Turning to questions… a listener wants to know how we plan to keep investors updated once our Curzio Equity Owners (CEO) token begins trading on tZERO.
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These companies are rewarding shareholders in a major way
09/12/2021 Duración: 26minHey guys—Frank is traveling today, so I (Daniel) am taking the reins. [0:15] Pfizer (PFE) announced positive news about its vaccine booster shots. I share my take… and why the current macro picture makes Pfizer a good buy. [2:08] Mike Novagratz, CEO of Galaxy Digital, spoke with CNBC about what to expect from institutional buyers in the crypto space… and it’s great news for the asset class. He also explained why ethereum could outperform bitcoin as inflation moves higher… [7:40] Finally, I highlight my method for finding quality stocks… and a few catching my attention for rewarding shareholders in a big way... [14:55] 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://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/w
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This 10x crypto winner is still a screaming buy
08/12/2021 Duración: 35minWe’ve been seeing some wild volatility in the markets over the last week… and the Fed’s change of tune on inflation is at least partially responsible. Daniel and I share why inflation is the worst enemy of the markets… why the Fed must raise rates to fight it… and whether we think they’ll actually do it. [0:30] It’s not just stocks experiencing volatility—bitcoin and other cryptocurrencies also dropped a quick 20% in just a few days. I explain why you shouldn’t worry about what crypto critics have to say… why you need to look further down the road when it comes to digital assets... and why you should scale into crypto positions. [8:28] Silvergate Capital (SI)—a bank focused on the crypto industry—raised additional capital this week. This stock is up over 1,200% for members… but it’s still an incredible buy at current levels. [16:10] Former President Trump’s new special purpose acquisition company (SPAC) is stirring the pot on social media. Daniel and I break down the drama… and whether there’s a legitimate i
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The “Goldilocks” economy is officially over
07/12/2021 Duración: 36minI have a serious message in today’s podcast: Prepare for a tough 2022 in the stock market. In just the past week, we’ve seen wild swings in the markets over Omicron concerns, surging inflation, and Federal Reserve Chair Jerome Powell changing his tune on whether inflation is transitory. [0:40] The bottom line is that the “Goldilocks” conditions for a bull market—record low interest rates and trillions in government stimulus—are over. We’re in unprecedented times… and the only choice the Fed has to fight inflation is going to result in a bumpy ride for stocks. [5:40] We’re already seeing volatility around the expectation of rising interest rates. I highlight many stocks well off their highs.... and why you should expect more volatility going forward. [8:00] Next, I explain why the Fed’s money printing tactics were successful during the 2008-2009 financial crisis... and why that playbook won’t work this time. [12:10] It’s not all doom and gloom, though. I share some sectors and stocks that will continue to do
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3 secrets to finding a 100x winner
02/12/2021 Duración: 46minChris Mayer, author of and fan-favorite guest, is back. Last time Chris was on the podcast, he recommended Texas Pacific Land (TPL)... which is now up over 150% for members. [0:30] Today, he returns to the show to discuss recent winners, current market conditions, and small-cap opportunities. [2:25] As markets near all-time highs and inflation ramps up, listen to how Chris still finds great ideas. [4:00] Turning to emerging markets, Chris explains why overseas companies tend to be cheap compared to U.S. stocks—and whether it makes sense to invest across the border. [7:00] Next, Chris highlights the research that went into his book… and the 3 characteristics of companies that become 100-baggers. [12:45] We discuss the changes we've seen in the markets during our careers… the importance of balancing growth with profits... and the rise of passive investing. [24:00] Chris also shares his favorite way to gain exposure to the exciting crypto space… [27:00] And of course, he names a few stocks he likes right now