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

Changing things up a bit this week… Daniel returns to discuss current events. We start by going over a bizarre situation involving Southwest Airlines...  The airline canceled nearly 2,000 flights over the weekend, blaming it on bad weather. Daniel and I discuss the role vaccine mandates are playing in the disruption. [1:30] Speaking of vaccine mandates, I’m done sugarcoating this: Freedoms are being taken away from individuals here in the U.S. While I'm personally vaccinated, I strongly believe it should be an individual choice… and these mandates will crush our economy. [5:30] Inflation is making it a tough environment for finding ideas. Daniel explains why he’s focusing on ESG (environmental, social, and governance). [18:40] With earnings season kicking into full gear, we share what we’re most excited about as we dig through earnings results. [28:20] Lastly, if you’re looking for an easy way to add crypto to your portfolio, keep an eye out for a special offer I’m putting together for my Crypto Intelligence

William Shatner is heading to space! Daniel and I open today’s show with some banter about our favorite Shatner roles... and whether we’d go to space for a thrill. [0:40] Earnings season is officially underway... And now is a great time to sift through company reports for the best ideas… We discuss what stood out to us about Delta Airlines’ quarterly results... and why this company has a fantastic long-term outlook. [4:10] On JPMorgan’s earnings call, CEO Jamie Dimon said he doesn’t think supply chains will be a talking point by next year. While I disagree with this, Daniel believes a recent sign is pointing to the bottom of supply chain woes. [8:50] On BlackRock’s earnings call, CEO Larry Fink pointed out the obvious—that inflation isn’t transitory… and energy prices will continue rising for the foreseeable future. Daniel and I discuss the factors behind rising costs... and why you need to prepare for higher prices across the board. [15:55] And finally, the U.S. is now the leader in bitcoin mining. Daniel ex

The media sells fear to get clicks... And that makes it difficult to sift through the noise and find the truth. I run through a few recent headlines designed to scare the hell out of you… a potential U.S. debt default, China fears, and inflation. [0:30] But amid the fearmongering and government recklessness… bitcoin is poised to benefit. We’re still in the early stages of this incredible industry… I expect other countries to follow in El Salvador’s footsteps and recognize bitcoin as a legal tender. And 3 new trends within the digital asset space are particularly disrupting Wall Street... [7:30] I have a fun exercise for you: Next time you’re at Starbucks, pay with bitcoin. You’ll see how easy and cheap it is and why mass adoption is a matter of “when,” not “if.” [16:45] Cryptocurrencies are the best risk/reward opportunity for individual investors… I explain why you need exposure to this asset class right away. [25:05] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesda

Andrew Horowitz, president of Horowitz & Company and fan-favorite guest, joins me to discuss the volatile market… and why you shouldn’t worry about the debt ceiling debate. [0:46] He explains why investors need to pay attention to who has pricing power this earnings season… and why investors are losing confidence in the Federal Reserve. [4:10] Next, he shares how investors should position themselves for the risks in the market… why supply chains are being disrupted by COVID... and how complications in manufacturing and trucking could lead to an economic slowdown. [7:48] Andrew also gives his thoughts on the Fed’s game plan going forward... why the coming “taper” may not mean what most investors think… and why the Fed can’t simply print money forever.  [11:25] He urges investors to lean toward value stocks... reveals some names that could suffer as the economy reopens… and shares his favorite ideas right now. [18:10]  Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednes

Daniel just returned from a trip to Arizona… and has some interesting observations about the labor shortage in airports. [0:35] While on his trip, Daniel was able to speak with business owners involved in construction and real estate… He shares some insight on these sectors… and explains why inflation will get much worse before it gets better. [5:30] Automakers continue to deal with semiconductor shortages and supply chain issues… but Tesla seems to be bucking this trend. Quite frankly, some of the bearish price targets on Tesla seem ridiculous. Daniel and I discuss whether sell-side analysis is meaningless in today’s investing world… and Daniel divulges which automaker he’d buy right now, and why (hint: it involves politics). [22:30] As bitcoin prices jumped over $50k, JPMorgan CEO and famous bitcoin skeptic Jamie Dimon took yet another dig at the asset’s “intrinsic value.” Daniel and I examine the “intrinsic value” argument… and highlight why you don’t need to worry about the U.S. banning crypto anytime soo

It’s been a crazy several months here at Curzio Research. (If you haven’t heard, our will soon be trading here in the U.S. on the tZERO platform.)   My wife and I decided to get away for the weekend... And inflation is everywhere… from the cost of food and drink… to hotels and parking (which we found out at a Guns N’ Roses concert). [00:30]   If that wasn’t bad enough, the casino’s jackpot sizes were tiny.    The casino we visited is on Native American land. I share some wild stats on how Native American casinos are regulated... and what makes them different from other casinos. [12:05]   Next, I explain why FedEx is warning about the rising costs of raw material and labor… and why we need to be prepared for a lot more companies to do the same. [18:00]   A listener gives me a pat on the back for my COVID coverage and shares his experience with the virus. I share some data on why some folks are willing to get the vaccine... while others are still reluctant. Plus, I reiterate why it should be a personal choice

The market continues to be volatile. Daniel and I discuss the political theatrics surrounding the U.S. debt ceiling... and whether investors need to worry. [0:40] Two Fed presidents resigned this week over controversial personal stock trades. Daniel goes on a quick rant about why this is a sliver of positive news... and why you shouldn’t feel sorry for them. [6:50] As interest rates continue to move higher, investors are realizing inflation isn’t transitory. For months, I’ve been saying inflation is the biggest risk to the markets. Today, I lay out why tech stocks are hurt the most by higher rates... and why we haven’t seen a bottom in the supply chain woes. [8:35] Meanwhile, rising costs have led a couple of major corporations to issue lower guidance… Be prepared: As winter approaches—and particularly the holiday season—hundreds of companies across sectors will be forced to do the same... [11:40] And, with supply chain pressure expected to continue for months, Daniel and I share several names to pay attentio

My nephew, Joe Davide, is back on the show to discuss investing from the Gen Z perspective. If you’ve never heard Joe before, you’re in for a treat... Listeners love his authenticity and transparency. [0:38] Today, he gives an update on how his portfolio has fared over the last six months. [3:45] In a great teachable moment, we discuss how to manage winners and losers... and what led Joe to have a change of heart and sell several positions. [6:30] He explains where he’s finding his ideas... and how he conducts research before pulling the trigger on stocks. [9:37] Next, Joe shares why he only holds one position right now—a SPAC—and explains why he’s planning to hold for the long term.  I share my opinion on this name… point out a few things to pay attention to when looking at the fundamentals… and explain why SPACs could have a lot of pain ahead. [11:25] Finally, we discuss the most important investing lesson… why you must focus on portfolio management... and staying in the investing game over the long term. [

One of the best things about my job is getting in early on the biggest trends. I recap some of the biggest bull markets we’ve seen over recent years, from commodities… to crypto… to the Internet of Things (IoT)... and much more. [0:30] Smart investors were able to make life-changing gains off of all of these trends… But there’s one I believe will be bigger than any we’ve ever seen before: environmental, social, and governance (ESG) ordinances to fight climate change. [7:19] I lay out some data on why ESG is set to create one of the biggest investing opportunities we’ve ever seen in the history of the markets… including how the government is forcing upside. [11:48] And I share several companies set to profit from this trend, ranging from solar companies to automakers… including where I just personally invested $100k. [15:30] Speaking of energy, as the price of uranium moves higher, a subscriber asks if she’s missed the window of opportunity. In short, no… and I explain why you want to scale into these position

Frank Holmes, CEO and chief investment officer of U.S. Global Investors (and fan-favorite guest), joins me to discuss everything from travel… to retail investors… to the “central banking cartel” and more... As travel begins to get somewhat back to normal, Frank explains why he’s bullish on airlines. [0:55] We also discuss how the internet has helped retail investors outperform Wall Street... [4:55] Turning to cryptos… Frank gives his take on rumors of more government regulation… and why the “central banking cartel” is attacking crypto and gold. [7:36] Frank is executive chairman and interim CEO of Hive Blockchain, a crypto mining company. He explains why the company is a perfect fit for the environmental, social, and governance (ESG) movement. [11:32] He also shares why, despite government resistance, he believes cryptos are here to stay. [17:41] It’s a perfect environment for higher gold and silver prices. Central banks are printing endless amounts of paper money... inflation continues to rise… and silver is

This week, we’re doing things a little differently. Today’s episode covers Daniel’s and my take on the top news… The regular weekly interview segment (featuring the legendary Frank Holmes) will air tomorrow. Let’s get to it... You undoubtedly know by now about the collapse of Chinese property juggernaut Evergrande. Daniel and I debate whether now is a good time to gain exposure to China. [1:23]  Will we see an infrastructure bill this year? Daniel explains why it would make more sense (politically) for Democrats to wait until next year… While I think they’ll want to pass it right away. But regardless of when it happens… I explain why you should be prepared to sell a lot of your stocks when the bill does pass. [12:21] FedEx missed earnings expectations and announced massive price increases… [16:53] Cracker Barrel also missed earnings, and warned about higher commodity and wage costs… [25:14] Finally, Disney warned investors about slowing growth… causing a hit to the stock. [28:17] Is it a good time to buy any

What a wild week so far—and it’s only Tuesday… Yesterday, we saw stocks drop 2%, leading the way for everything else—gold, bitcoin, you name it—to sell off as well. [0:34] You’ve probably heard by now that Evergrande—a Chinese real estate company and one of the biggest property developers in the world—is crumbling… But this shouldn’t be surprising: Recent events have foreshadowed the juggernaut’s demise. The bigger question on everyone’s mind: Will this pose a systemic risk to the world economy? [2:24] Meanwhile, the volatility caused by Evergrande has brought the bears out of hiding... Now they’re roaring about further downside risk. [10:39] Some are even comparing Evergrande to the financial crisis of 2008-2009… I give my take on this comparison… how I believe the Chinese government will choose to handle the situation… and what the biggest risk to the market is (hint: it’s not Evergrande). [17:40] As the situation plays out, I explain why I’m not selling Chinese stocks… In fact, I’m looking to add exposure

I just returned from a quick business trip to Texas, where I had the opportunity to meet several elites… from the state governor to well-known billionaires. I share details of the great trip… and explain the power of a massive network. [0:30] Vaccine mandates continue to dominate headlines. Daniel and I discuss the various impacts of possible mandatory vaccines for air travel. [9:15] China—which has caused volatility across industries in recent months—is now taking aim at the casino sector. We discuss why uncertainty is terrible for investors… and debate whether it’s time to build some exposure to China. [19:00] With uranium prices continuing to surge, our interview with Amir Adnani from a couple of weeks ago couldn’t have come at a better time. I explain why you want exposure to this sector… [26:13] 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://i

John Petrides, portfolio manager at Tocqueville Asset Management, is a good friend and a favorite regular here on Wall Street Unplugged.  Today, John shares his predictions for the Fed meeting later this month... including what he expects to hear in terms of tapering plans. [00:50] There are still a lot of unknowns surrounding the new tax plan making its way through Congress... and John lays out the issues it could create for investors. [4:18] Then, he explains why “buy now, pay later” (BNPL)—an exciting new consumer trend we’re seeing across sectors—is great for both consumers and companies… [16:10] Finally, John highlights one sector he likes for income investors... and one of his favorite plays on it. [28:00]

It was an emotional weekend with the 20th anniversary of 9/11. I remember visiting Ground Zero just a couple of days after the attack... Today, I deliver a heartfelt message about how dramatic events change our lives... [0:14] On a much lighter note, it’s been an exciting first week of the football season. I share a couple of sleeper picks to pay attention to... and who I think will win it all. [14:20] You might be surprised to hear that youth club sports weren't hindered by COVID at all…. And this secular growth trend isn’t slowing down anytime soon. I share a few of my favorite ways to invest alongside it… and the one risk I see for these investments. [16:55] Finally, I reveal the biggest mistake investors make… one that can blow up your entire portfolio. [26:44] 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-stre

Football season is here... and I'm looking forward to fantasy football. Daniel and I discuss the massive amounts of gambling that will take place this football season. [1:15] Crypto exchange Coinbase is fighting back against threats from the SEC. Prepare for a rant on why the SEC’s lawsuit is beyond frustrating… But it could ultimately be bullish for the crypto industry. [4:50] The semiconductor industry continues to suffer from supply strains. I take a small victory lap as automakers finally admit the chip shortage will last much longer than they initially thought. [25:15] And finally, anytime we talk about COVID, we’re going to ruffle some feathers. But investors are getting comfortable with the fact that COVID is here forever. And one sector is shaping up to be a no-brainer for making money in the new normal… [33:43] 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 availab

The last few years have been a whirlwind here at Curzio Research...  Today, my publisher Veronica Charette joins me to give you a behind-the-scenes look at growing our business. If you’re a business owner… or thinking of becoming one… you’ll appreciate our frank discussion on the struggles of building a company and a dedicated team.  Veronica also played a key role in launching our security token offering, . Learn her perspective on the hurdles to be overcome in order to make a security token a reality.  Listen as we discuss what's driving the changes to Wall Street Unplugged... an exciting new investment service soon to launch… and our idea of the perfect business.    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

Big news: I’m getting my vaccine shot.  I dig into the controversial topic of vaccines on today’s show… and explain why COVID isn’t going away… ever. It’s a frustrating problem, but it’s also a great teachable moment about investing.   As economies reopen and we adjust to a “new normal,” there are a lot of opportunities to take advantage of. Listen as I share some of the best risk/reward setups out there right now...  [0:16] I’ve been bearish on Disney (DIS) for a while now… But a Curzio One member wants to know if my thesis is changing based on the company’s new streaming content. [23:47] A member doesn’t agree with . He thinks producers can control the market, similar to OPEC and oil. But these sectors are apples and oranges… [28:31] And finally, what profession would I choose if I wasn’t building Curzio Research? Don’t miss this rant about the jobs that REALLY pay today… and my second passion. [30:55]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://w

It’s the end of an era... sort of. We’re rolling out the new Wall Street Unplugged format next week… and listeners can expect some exciting changes. [00:30] If you’ve been listening to the podcast for any length of time, you’re probably familiar with Amir Adnani, founder and CEO of Uranium Energy Corp. Today, Amir explains why, after hitting a five-year high, uranium prices could easily double over the next 12 months… and why he sees more upside potential for uranium than at any other time in his 16-year career. [30:07] Then, as China implements further crackdowns across industries, Daniel and I discuss the risks to individual companies and investors… [1:08:00] Using Zoom’s amazing earnings results, we lay out some important lessons for investing in growth stocks… or the kind of stocks Luke recommends in his new advisory, . [1:21:07] Finally, we look at the impact of the Delta variant on the travel industry. [1:30:15] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday

Many experts say the housing market is in a bubble that’s about to burst. But this is B.S. My research tells me there’s a lot more growth ahead for housing. [00:30] When you think of helium, you probably think of balloons… But David Johnson, CEO of Imperial Helium, explains why the gas is critical to our economy. (Hint: It has a lot more uses than you might think.) [31:33] Then, Daniel and I discuss the blockbuster earnings from Best Buy and Dick Sporting Goods. There are two huge lessons investors should take away from these reports… [1:01:36] Luke Downey’s Big Money Report lets the data do the talking. Here’s why I couldn’t be more excited about our latest product. [1:10:00] We also share what to expect from the Fed meeting in Jackson Hole, Wyoming later this week…  And finally, with bitcoin prices back up to $50k, we break down the “new normal” of big players getting into crypto… and a mayor who wants to give free bitcoin to citizens. [1:14:55] Enjoyed this episode?  Get Wall Street Unplugged delivered FRE