Wall Street Unplugged - What's Really Moving These Markets

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...

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: environm...

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...

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] Wi...

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...

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 h...

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 th...

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. [1...

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 i...

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 of...

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 t...

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 ove...

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 discu...

For months, I've been receiving emails from skeptical listeners questioning where I get my COVID statistics… Today, I reveal my sources… and dive into the latest numbers on the Delta variant. [0:30] We've been seeing tremendous growth in digital securities in recent months… Kyle Fry, president of Digital Markets, explains what's behind the recent momentum in the space… He also shares several benef...

This week's show is a little different. For one thing, it's just me today. And for another, I introduce a new format coming to Wall Street Unplugged. Today, I give you a glimpse into the future of the show... And stay tuned for more details in the coming weeks. [INTRO] You can get a great read on the economy by paying attention to your surroundings. I kick things off by sharing a lot of new ideas...

It seems like everyone is calling for the next major market drop. Today, I'll give you my take... [INTRO] David Garofalo—CEO of Gold Royalty and 30-year resource veteran—explains how to gain exposure to different areas of the gold market... and why certain types of gold companies are in a perfect position to benefit as the next bull market unfolds. [33:36] Then, Daniel and I discuss how mandatory...

We have a big announcement: We're launching Luke Downey's new growth advisory, The Big Money Report, to the masses. Listen as Luke shares why he started following the "Big Money"… his proprietary strategy for finding the market's best outlier stocks… and what subscribers can expect from The Big Money Report. Luke also highlights a few of his favorite sectors. [12:14] Then, Daniel and I discuss som...

Brace yourself for a rant about the Federal Reserve. With the Fed constantly moving the goalposts… here's what investors need to keep in mind during market volatility. [INTRO] Greg Yenoli, managing partner and director of copywriting here at Curzio Research, says a massive shift is taking place in the advisory industry… He joins me to discuss the evolution of the newsletter business over the last...

Space travel is here… if you can afford the crazy price of a ticket. I kick things off this week by pouring cold water on Sir Richard Branson's recent trip to space… and explain his true "mission." [00:30] We're about to see an unusual earnings season, according to Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor. Andrew explains why he'll be paying...

I start this week with a classic rant… and say what a lot of people are thinking about political correctness in our society. Luke Jacobi, director of operations at Benzinga and host of Power Hour, explains how Reddit's WallStreetBets became one of the most powerful forces on Wall Street… and how Benzinga grew into one of the biggest financial media companies in the world. He also shares a couple u...

Last week, the Fed announced the results of its annual stress test… and all the major U.S. banks passed. Now, banks are raising dividends and buybacks—all good news for the economy. But a few days later, Neel Kashkari, president of the Federal Reserve Bank of Minneapolis, shared an op-ed slamming bank bailouts. Here's why he's full of s***. [00:35] Then, Genia Turanova, editor of Curzio's MoneyFlo...

You might be familiar with Hester Peirce, commissioner of the Securities & Exchange Commission (SEC). Appointed by then-President Donald Trump to the SEC on January 11, 2018… Hester has become known as the "crypto mom." Today, Hester joins the show for an in-depth discussion on crypto regulation. She shares what to expect from the SEC in the future… why too much crypto regulation could be a bad th...

Harris "Kuppy" Kupperman, founder of Praetorian Capital and editor of Adventures in Capitalism, joins me to discuss the environmental, social, and corporate governance (ESG) movement—and why it could be terrible for energy prices going forward. Kuppy also shares his take on the Reddit army of retail investors… how he finds his best ideas… and a few of his favorites right now… [26:13] With the Fede...

Long-time listeners are familiar with Frank Holmes, CEO of U.S. Global Investors and executive chairman of Hive Blockchain Technologies. Frank recently returned from the Miami Bitcoin 2021 conference. Today, he shares why he's as excited as ever about crypto. We discuss the ongoing debate over regulation within the crypto community… And Frank explains why he believes the world is big enough for bo...

We hope you had a great Memorial Day weekend! This week, I dive deep into the auto industry… and why the current semiconductor shortage will cause a lot more pain than most investors realize for this sector. And I share who'll come out on top—and bottom—of the trend. [00:35] Then, Reddit's army of retail investors has done it again… sending shares of AMC Entertainment Holdings (AMC) skyrocketing t...