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

Chris 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

Fed Chair Jerome Powell finally admitted inflation isn’t transitory… and his change of tune shook the markets. Daniel and I give our take on Powell’s comments and the market selloff that followed.  The Fed’s new stance marks the beginning of the end for the easy money policies we’ve seen since the start of the pandemic. We highlight several sectors and companies that will thrive… as well as ones that will suffer… as the Fed implements new policies to fend off inflation.  Rising inflation—not to mention the new COVID variant, Omicron—will mean more volatility in the coming weeks and months. Daniel shares a handful of “boring” stocks that investors should consider as we prepare for a shaky market.  We still don’t have a lot of data around Omicron... Yet, governments and markets are already overreacting. And individual investors can use these overblown fears to their advantage.  Jim Cramer recently made some alarming comments about using the military to enforce vaccines. Prepare for a rant... Enjoyed this episod

So much for a relaxing Thanksgiving break… Markets sold off on news of the new COVID variant, Omicron, and volatility is soaring. I expect both the media and the government to overreact… But don’t worry: In today’s show, I lay out what you need to know—and do—in the coming weeks to prepare your portfolio. [0:30] While we still don’t know much about Omicron, countries around the world are already restricting travel. I highlight the dangers of governments reacting prematurely… what we currently know about the new variant… and how the narrative has changed around vaccines. [7:25] I also explain why the market selloff we’re seeing is illogical… and how the media and big business—especially Big Pharma—use fear to make profits. [13:00] But volatility leads to opportunities... Here’s what investors should be focused on as we prepare for the Omicron circus. [21:30] Fed Chair Jerome Powell testified on Capitol Hill today regarding the country’s economic outlook—including ongoing inflationary pressures. I break down th

Today we welcome back one of our most downloaded—and controversial—guests of all time... Kristin Tate, author of The Liberal Invasion of Red State America, is back on the podcast to discuss public policy, culture, and cryptos. [1:35] During the COVID lockdowns, as businesses shifted to remote work, we saw a huge migration of people out of big cities and into more suburban and rural parts of the country. But Kristin says the shift had been taking place long before COVID forced the push forward. She explains why big cities will never return to the major corporate and cultural hubs they once were. [2:38] For instance, New York City’s newly elected Mayor Eric Adams has a mission: convince former residents to return to the Big Apple. Kristin highlights why he’s unlikely to succeed. [6:00] You’ve undoubtedly heard of the Kyle Rittenhouse trial… It’s just another example of how everything is politicized today—drawing a hard line between conservatives and liberals. We discuss how moderates are getting sick of the nar

With a short holiday week, we’re changing up the format a bit… so no monologue today. But I have an exciting—and controversial—interview for you tomorrow (hint: It’s one of our most downloaded guests of all time). [0:35] I love this time of year… It means I get to look forward to the annual Consumer Electronics Show (CES), held in Las Vegas in January. Here’s how I’m preparing… [3:05] Following another great quarter from Dick’s Sporting Goods, Daniel and I debate whether now is a good time to buy the stock. [3:55] Best Buy also reported solid earnings… yet it’s trading over 10% lower. I share why, despite strong results, many retailers are in a tough position compared to this time last year. [6:35] Keeping with retail, Daniel explains why he’s more bullish than ever on Amazon, Target, and Walmart… and why last week’s selloff in the latter two names isn’t anything to worry about. [12:20] Markets are near all-time highs and many growth companies are sporting huge valuations (electric truck maker Rivian comes to

Today’s guest is someone you may have talked to personally: my sister, Christine Curzio. She’s head of human resources and customer service here at Curzio Research (among the many other hats she wears). Customers don’t typically call when things are going great. Most often, they call when there’s a fire to put out. Christine shares some of the wildest issues we’ve faced at Curzio... and how we implement our mission of always doing right by you, the customer. [1:25] Now, customer service isn’t all negative stories... Christine highlights some great feedback she’s received from folks looking out for us. [5:28] But if you’re thinking, “the customer is always right,” well… think again. We explain why you’ve got to protect your brand and employees… and even be willing to part ways with customers under certain circumstances. [7:28] We reminisce about the old days working with our late father... and break down the major industry changes we’ve seen over the years—like the advent of security tokens. And Christine shar

Yes, Elon… Sanders is still alive. If you haven’t heard the latest drama surrounding Tesla CEO Elon Musk’s Twitter account, he and Senator Bernie Sanders exchanged jabs this week over the two things humans can’t escape: death and taxes. Daniel and I share a laugh over the spat. [1:06] The end of earnings season means the release of 13Fs... where the largest money managers disclose what they bought and sold during the previous quarter. As Peloton shares tumbled this quarter, Viking Global—a popular hedge fund—scooped up millions of shares… We speculate whether it’s already unloaded shares for a loss. [4:20] 13Fs can be a great place to find new ideas… Daniel highlights a couple of new names he discovered that he’s now digging into… And I point out what caught my attention in big tech. [11:18] The price of bitcoin dropped 10% overnight... and other cryptos are following suit. Here’s the best way for investors to handle the volatility… (It’s how we manage our Crypto Intelligence portfolio, which currently holds

AMC is currently trading over $40 per share… Yet, one analyst note I recently read is calling for a target price of $1 on the stock. The company may have seemed left for dead following the COVID lockdowns… but it’s made some impressive strides over the past year.  Today, I explain why this analyst’s way of thinking is the easiest way to lose millions in the stock market. [0:40] Is the supply chain crisis “fake news”? One listener says he’s not seeing any shortages on the shelves while shopping. I break down why the supply chain crisis doesn’t impact every company the same way… but it’s very real, especially in specific sectors. [23:25] After a slow start to 2021 for security tokens, the market is picking up as we approach the end of the year. A listener wants my take on the industry's progress and what to expect in the coming months. I highlight several exciting updates in the space… including a coming Securities & Exchange Commission (SEC) regulation that will be a major tailwind for security tokens. [30

Gold hasn’t been a particularly exciting asset class recently… but that’s quickly changing. Gold prices are approaching their six-month highs… near $1,900 per ounce. And Ed Karr—former chairman of U.S. Gold Corp. and fan-favorite guest—predicts the price will hit $3,000 next year. Today, he’s back on the show to discuss current market conditions—including two factors that will lead to a rally in gold prices. [1:30] Listen as Ed shares some positive news—and a huge catalyst—for his company, U.S. Gold, and what investors should expect over the coming months… including a major under-the-radar boost from the infrastructure bill. [10:00] Ed’s built an incredible team at U.S. Gold… and he recently turned over the reins to CEO George Bee. He recounts George’s successes… and explains why he’s excited to see a man he describes as “the Tom Brady of mining” in the driver’s seat. [20:45] One thing I love about Ed is he isn’t your typical goldbug… Today, he shares why he’s bullish on crypto… and what he expects as this in

Tesla CEO Elon Musk is once again making headlines, polling his Twitter followers about whether to sell billions’ worth of Tesla stock. Daniel and I discuss the drama around the famously polarizing CEO... and whether investors should pay attention to his latest tweet storm. [1:00] Keeping with the theme of electric vehicles (EVs), electric pickup maker Rivian begins trading today… and the numbers are absolutely crazy. I explain what this says about current market conditions… and why Ford made a huge mistake investing in this rival. [8:05] Crypto exchange Coinbase reported weak earnings this week. While I have some concerns around this company… Daniel makes a case for why investors should buy the stock at current levels. [17:30] Musk wasn’t the only one causing a stir on social media this week… Daniel and I wade into Pfizer’s Twitter meme drama… and the uproar over Aaron Rodgers’ vaccination status. [27:00] In , I just updated Amazon from a hold to a buy. The move might have surprised members, given Amazon is

Congress has finally passed an infrastructure bill, and it’s now heading to President Biden's desk… Here’s what that means for inflation and supply chain issues... [0:30] Right now, we’re in the best market conditions I’ve ever seen: Stocks are near all-time highs as we come off an excellent earnings season… Bitcoin and gold are both moving higher… But this can’t last forever—especially since the Fed can’t afford to misstep. Here’s how to prepare... [6:40] Just this morning, online gaming platform Roblox reported strong earnings… and the momentum is primed to continue. This incredible company gives investors exposure to what will become one of the most important trends of our lifetime... [27:30] Finally, I explain General Electric’s split into three separate companies… and whether it’s a good idea. [30:05] 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

My friend and colleague Luke Downey—editor of The Big Money Report here at Curzio Research—joins the show to help me make a big announcement... [1:35] But first, Luke shares the story of how he began following the “Big Money”—the growth stock strategy that helped him retire from Wall Street at 31—and what led him to his latest macro prediction… which proved to be spot on. [2:55] It can be hard to commit to buying growth stocks, since they tend to trade at such high valuations… But Luke says you should look past valuations and focus on three other factors instead… [6:20] If you think it takes big money to follow the “Big Money”... think again. Luke gives two examples of how he turned two small positions into massive gains... And shares exactly how he uncovers great ideas like these. [9:05] OK, onto the big announcement… Luke’s new options trading advisory, Big Money Trader, is launching soon. Here’s what subscribers can expect... [15:20] And if you’re not familiar with options, don’t worry: Luke explains why t

Back from a quick trip to Ohio, Daniel shares his latest experience with the airports and traveling. [0:15] We discuss the Virginia governor race… what it says about the current mood in the U.S… and how the results will impact spending bills being negotiated right now. [3:10] We’ve seen some wild price action in Avis Budget and Bed Bath & Beyond this earnings season. I lay out the reasons behind these parabolic moves... and a critical lesson about shorting stocks. [8:05] Zillow Group’s weak Q3 earnings were shortly followed by news that the company would be canceling its artificial intelligence (AI) house-flipping program. Daniel highlights some crazy stats around its real estate… and why you shouldn’t get caught up in the euphoria around the housing boom. [16:45] Nike is set to report earnings next month. Daniel and I debate the pros and cons of buying the stock going into the report. [24:25] And finally, we share our thoughts on JPMorgan limiting its clients’ ability to buy certain marijuana stocks... a

The “great separation” is starting… and if you’re not paying attention to it… you’re at risk... But first, I’m humbled and grateful that so many of you took advantage of our Crypto Intelligence special offer. Members: Expect a new recommendation to hit your inbox tomorrow! [0:34] I hope you had a great Halloween. Ours was amazing… with tons of families out trick-or-treating in my neighborhood. It was like it’s supposed to be. [2:20] Turning to the markets… The major indices are hitting record highs as earnings season winds down. I share what stood out the most as I went through the latest results. And I break down the “great separation” I’m seeing in certain industries. [7:40] It’s been over 18 months since the COVID lows… and the markets are starting a new chapter. I point out several examples of the “great separation” across industries... including the opposite paths that Intel and AMD are taking… as well as Under Armour and Nike. Plus, I share why Amazon will continue to dominate (even though it pulled bac

The security token market is seeing some exciting changes… Kyle Sonlin, CEO at Security Token Market, joins the show to share what’s changed in the space over the last year—including clearer insights on regulatory issues. [1:15] Speaking of regulatory breakthroughs, Kyle also explains why recent changes to the Securities & Exchange Commission’s (SEC) Regulation A is creating incredible momentum for security tokens [4:00]... and what needs to happen for this industry to scale in a massive way. [9:30] Plus, Kyle highlights some great companies leading the way in tokenization… explains the services his own company provides… and shares his plans for raising money from investors. [12:00] Miami is becoming a big town for crypto. Kyle analyzes why all the talent in the space seems to be moving to southern Florida... [16:20] Finally, we break down why tokenization makes sense for businesses and investors... and a few companies in particular that could benefit. [19:10] Enjoyed this episode? Get Wall Street Unplugg

Robinhood just reported a terrible quarter. Prepare for a rant at the end of the show… But first, let’s look at some other company earnings… Some of the biggest names in tech have reported—and Daniel and I discuss which companies are separating themselves from the pack. [1:20] Next, a company Daniel’s been bullish on reported a bad quarter. Daniel breaks down what he got wrong about the tech leader... why the stock dropped 10%... and one post-earnings silver lining. [4:18] While Facebook and Twitter both reported incredible earnings… their stocks pulled back on the news. Is now a good time to buy these social media giants? [9:15] Speaking of Facebook, the company has some impressive goals for building out the “metaverse.” Investors need to pay attention and keep an open mind about this coming megatrend. [14:15] When it comes to successful investing, one of the best strategies is to invest in smart people with strong convictions. There are some you just don’t bet against—like Mark Zuckerberg, Jack Dorsey, and

  Earnings season is in full swing... and some of the largest companies report this week. I highlight a few winners and losers—like Tesla, Facebook, UPS, and Intel—and the most important characteristics to pay attention to as companies report. [0:40] Gold—which has been out of favor for some time—is quietly moving higher… and conditions are perfect for certain stocks to explode from current levels. [3:05] As cryptocurrencies continue towards new highs… the biggest story in the space this week has been the partnership between Mastercard and crypto payments network Bakkt—which will bring bitcoin access to more than two million people. [5:25] Next, I share some exciting news in the security token industry... and how investors can take advantage of this multitrillion-dollar opportunity. [12:20] Plus, I recap an incredible offer on my Crypto Intelligence advisory—including how to lock in a free crypto pick. [20:50] Crypto exchange Exodus recently began trading on tZERO. I give my take on the recent price action in

Historically, multimillion-dollar artwork has only been available to the highest level of social elites… But a new company is bringing priceless works of art to the average investor—and disrupting a $1.7 trillion industry in the process… Scott Lynn, co-founder and CEO of , shares how his firm gives anyone the chance to invest in multimillion-dollar artwork through securitization. [2:20] When you’re first to market—especially with a brilliant idea—there’s always a risk of copy-cat competitors... But Scott breaks down the hard work and regulatory hurdles a company would have to go through to offer a similar service. [4:40] He also explains how fine art can enhance a diversified portfolio... highlights some impressive returns over the past two decades compared to the S&P 500… and gives us a walkthrough of the website—including how it picks artwork… and its unique secondary market. [6:50] Of note… when he was still in high school, Scott created the most popular internet game of the late ’90s. Today he shares

Earnings season is well underway… Netflix just reported solid earnings and continues to gain subscribers. Daniel and I discuss the streaming giant’s new hit show, Squid Game, and how the company continues to be the king of great content. [2:00] United Airlines also reported a strong quarter... and foresees a coming bottom to COVID impacts. This is great news as travel returns to pre-pandemic levels. [8:40] In other airline news, Southwest decided to back off vaccine mandates. Daniel explains why this issue goes beyond airlines… and how mandates can hurt local economies. [10:40] Facebook has chosen Coinbase to roll out its crypto wallet, Novi. Daniel shares why he’s bullish on the social media giant despite not being a fan of its services. [22:05]  Bitcoin hit a fresh all-time high today. The news comes on the heels of the launch of the ProShares Bitcoin Strategy ETF (BITO), which began trading this week. I explain why I expect the momentum to continue—and whether you should buy BITO. [25:45]  Next, I break do

There are always risks when it comes to investing… I touch on the major ones we’re dealing with today. [0:30] But with risk comes opportunity… and we’re seeing big winners across our publications as a result—especially in these three sectors. [4:00] I highlight a few recent picks from our and newsletters you should be paying attention to. [5:47] There’s one asset class on my radar that’s in a league of its own. I break down why it’s creating some of the best opportunities I’ve ever seen for retail investors. Plus, our Crypto Intelligence advisory has been killing it lately… And I want to give all of my listeners a chance to get in on it. So, I’m putting together a special limited-time discount. [10:45] One listener is having problems buying ethereum (ETH) on a popular exchange… and wants advice on where to purchase cryptocurrency. I share a few of my favorite crypto exchanges… and explain how it keeps getting easier for investors to get exposure to this amazing asset class. [24:00] And lastly, what would I