Wall Street Unplugged - What's Really Moving These Markets

Disney's (DIS) board of directors listened to me and fired CEO Bob Chapek… But they replaced one bad choice with another: former CEO Bob Iger. Meanwhile, the media is shocked over Disney's dismal streaming results and stock performance—but no one should be surprised. I explain why analysts refuse to downgrade the stock… what Iger should do as he takes back the "House of Mouse"… why the next few qu...

My nephew, Joe Davide, joins me again to share Gen Z's perspective on stocks and crypto… and how younger investors are handling the recent volatility. He explains what he's learned from the current bear market… and if he's looking to invest in any new stocks right now. Joe's been doing a great job as the lead writer for Curzio Crypto. He shares why he's captivated by crypto… his process for resear...

Earnings are in for Target (TGT), TJX Companies (TJX), and Lowe's (LOW). Daniel and I discuss what Target's dismal results say about the overall economy... why Lowe's CEO Marvin Ellison is full of s***—and why the stock could drop 20%-plus in the coming months… and why the issues faced by other retailers are great for discount retailers like TJX. We also break down the major separation taking plac...

My Philadelphia Eagles lost their first game of the season last night… and I'll tell you why I'm happy about it. The markets are in rally mode as investors celebrate the latest inflation data. I explain why this kind of action is normal in a bear market… why we'll see a big separation between winning & losing sectors… and what Walmart's latest results say about the overall economy (hint: it's not...

Frank Holmes, CEO and chief investment officer of U.S. Global Investors and executive chairman of Hive Blockchain Technologies (HIVE), joins me to discuss the crypto markets. The big story in crypto is the collapse of FTX, one of the world's largest crypto exchanges. Frank breaks down the impact on the industry… and how FTX's business practices remind him of "shadow banking" in China. He shares th...

Midterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets. Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and wh...

Happy Election Day! I hope you all get out and vote today, since, according to the mainstream media, our democracy is at risk… I highlight how wild politics in this country have become… why I'm being labeled a "racist" and a "radical"... and what I wish we'd focus on instead of all the fear-mongering and hate. A split government is typically bullish for the markets… And a "red wave" would be good...

Yesterday, the Fed held its November meeting and raised interest rates by 75 basis points. We break down the market reaction to the Fed… why the Fed won't pivot… an absurd comment Powell made during his press conference… why you need to brace for further downside… and how to rake in profits as that happens. As earnings season continues, we discuss the record results from power management company E...

Later today, the Federal Reserve will hike interest rates yet again… but that's hardly news at this point. The real news is what will happen after during the Q&A—and whether the Fed will start turning dovish… We cover why the Fed is stuck between a rock and a hard place when it comes to combating inflation—and you shouldn't pin your hopes on a dovish Fed… Why we could see a higher inflation target...

Happy belated Halloween! Today's show starts with a rant about how times have changed since I was a kid… why I'm worried kids can't have fun anymore. Turning to the markets… I break down what to expect from tomorrow's Fed meeting… and why the latest jobs data should kill any optimism about the Fed turning dovish. I also dig into some stats on the booming market for HELOC loans… and what it means f...

David Evans, CEO of our partner TCG World, joins me again to discuss all things metaverse. We start by clearing up some misconceptions about what it'll allow users to do (hint: it's a LOT more than just "gamification" and social media). I'm on the executive board of TCG World. David and I share some incredible recent deals the company has made… how it's attracting the best developers in the world…...

Results are in for Alphabet (GOOG) and Microsoft (MSFT). Daniel and I explain how a strong U.S. dollar is hurting these stocks… and why they don't deserve to trade at current levels. In fact, a fundamental shift is leading to the collapse of the big tech growth story. (Interestingly, though, crypto seems to be breaking away from tech stocks…) We recap why all the positive earnings results aren't a...

I just got back from a trip to Las Vegas with my wife. I highlight some of our adventures (including driving excavators)... and why the bustling Vegas economy is a bit of an anomaly. Stocks have been rallying thanks to better-than-expected results (so far) this earnings season. But the headlines aren't telling the real story. I explain what's behind the numbers… why this rally won't last… and why...

We're changing up the format a bit today… Instead of the usual interview, I'm hosting a Q&A session. (By the time you get this, I'll be on a plane to Vegas to celebrate my wife's birthday.) Today's show covers a wide range of topics, including: Is the market pricing in enough future rate hikes? [1:15] What equity risk premium (ERP) is—and why it spells trouble for stocks [4:30] How to make massive...

It's earnings season! Daniel and I start by digging into Netflix's latest quarterly results. Daniel highlights the numbers that impressed him the most... while I point to a few red flags investors should watch out for. Asset manager BlackRock is taking some heat for its ESG (environmental, social, governance) stance. We break down the controversy… how it affects investment in certain areas… and wh...

Markets are in rally mode, having risen a few percentage points in just days. But before you get too bullish, listen to what's behind it… On today's show, I share why the strong start to earnings season is misleading... why the market isn't as cheap as it looks… and why next year's earnings estimates need to come way down. My bearish thesis hasn't changed—and this mini rally gives us the perfect o...

On Tuesday, I held an emergency briefing to explain why I believe stocks could fall significantly from current levels… and how to not only protect your portfolio, but make a fortune. If you missed it, not to worry—you can check out the replay here. Next, Daniel and I discuss Biden's shocking (and tonedeaf) statements about a recession… the latest Consumer Price Index (CPI) and Producer Price Index...

On today's show, I explain why the upcoming earnings season will be ugly—and why a market crash is imminent… How the Fed is using the wrong data to guide its decisions—and why it won't be bailing out the markets anytime soon. But crashes don't just clean people out… they also mint millionaires. You've just got to know how to play them. That's why I'm hosting an urgent briefing tonight at 8 p.m ET—...

Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor podcast, joins me once again to discuss the only thing moving these markets: the Fed. We explain why the Fed is hell-bent on hiking rates—and whether it's conducting an ill-conceived experiment on the economy… Why you shouldn't pin your hopes on the Fed… and Andrew's advice for this market. Plus, Andr...

The ongoing drama between Elon Musk and Twitter… Twitter's threat to democracy… And whether Trump will be returning to the platform. Plus, who blew up the Nord Stream pipelines? Why oil prices will soar past $100 per barrel… And how to use politics to your advantage when it comes to investing. In this episode The Musk/Twitter saga continues [0:30] Tom Brady's divorce… And the lucky fan who caught...

My awful experience buying a new car and what it says about the general economy… Why I don't expect the latest market rally to last… And how to make a fortune from market crashes. In this episode A rant about buying a car [0:30] Our "car salesmen" economy [12:00] Why I don't trust this market rally [19:10] What the Fed should do to preserve it [30:10] How to make a fortune during a market crash [3...

Amir Adnani—president, CEO, and co-founder of Uranium Energy Corp.—returns to the podcast to discuss the "no-brainer" fix to the world's energy problems: uranium. He shares how Russia is weaponizing energy (after all, sanctions are a two-way street)... the two megatrends behind the uranium bull market… and how the U.S. could end up the big winner here. In this episode Russia's impact on the uraniu...

Why the Fed is a bunch of a**holes—and they should all be fired… A billionaire who thinks we're in for a hard landing… Proof the economy is crashing—and we could see a depression by next year... Why October will be particularly painful for the markets… When will we finally see an end to rate hikes? And one sector that will survive the Fed. In this episode A billionaire's advice to the Fed [1:25] A...

What's behind today's market move… Where I agree—and disagree—with Cathie Wood's CNBC interview… How major companies from Walmart to Ford are entering the metaverse (and you can, too)… Why October could be a terrible month for stocks… And the best way to protect yourself—and make a fortune—during a market crash.

This week is all about the Fed. Daniel joins me once again to discuss yesterday's interest rate hike, and what stood out about Fed Chair Jerome Powell's comments… Prepare for a couple of rants on why Powell is driving blind… and what we need to see before stocks become cheap. I break down why the U.S. dollar will keep rising… and how this will impact the global economy. Bottom line, Powell is goin...