Wall Street Unplugged - What's Really Moving These Markets

I start today's show by recapping my family's awesome Halloween. By the time you get this episode, we'll know the results of the Fed's latest monetary policy meeting. I share my expectations about future rate hikes… and explain why the market is finally starting to believe the Fed. Quarterly earnings results are rolling in… and so far, they've been terrible. I highlight several companies getting c...

For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it's packed—but not this year. I highlight the terrible experience… and what it says about the economy. Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation… and why we must prepare for a recession. We'll see earnings growth from two sectors… but it will mean...

I'm back in the office after attending a major industry conference for the financial newsletter business. I start today's show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why the buzz is building around this trend… why it's a win-win for investors and businesses alike… and why it's set to be the biggest trend of my lifetime. (And behemoth...

Frank is on the road for business for the week, so I, Daniel, am leading the show today. I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I'm not being sarcastic.) Stocks are rallying even as war is breaking out in the Middle East. It's a great example of how markets and reality can be vastly different. I explain w...

I just returned from a business trip to Miami… and start today's show with a rant about how consumers are getting "fee'd" to death. Stocks are selling off as investors digest higher-for-longer interest rates and lingering inflation. And I see way more downside ahead… I share some data on the impact of student loan payments, which have resumed after a three-year pause. I also highlight the biggest...

Frank is out of the office on a research trip… leaving me, Daniel, behind the mic. Target's (TGT) shares are near 52-week lows after it announced it will be closing nine stores due to rampant theft. It's a troubling sign that will have a big impact on local economies. I highlight how it's the latest example of the problems that happen when politicians enact stupid policies… why long-term investors...

I start today's show by explaining why I won't be retiring anytime soon… By the time you listen to this, the Fed will have decided whether to hike interest rates… or keep them at current levels. I break down what I expect to happen… and why investors should be concerned about the latest inflation data. Global debt has hit record levels… and higher rates will add trillions more in interest payments...

Frank is out of the office, so I (Daniel) am taking the reins on today's show. The latest Consumer Price Index (CPI) data is in—and the sharp rise in energy prices is dominating the report. I break down what's behind the surge… and why the situation creates a big problem for the Fed. Speaking of energy, the International Energy Agency (IEA) expects oil demand to peak before 2030 as clean energy re...

AeroVironment (AVAV) reported incredible earnings yesterday, sending the stock up more than 20%. I start today's show with a breakdown of the results… and why the massive demand for AVAV's products won't slow down anytime soon (hint: it's an unfortunate side effect of global politics). I'm dedicating this podcast to an important—and polarizing—topic: de-dollarization. Some folks believe the dollar...

It's crazy here in Florida as Hurricane Idalia just made landfall—and it seems like some people are preparing for the apocalypse. Stay safe out there, my fellow Floridians. Bitcoin rallied over 5% on Tuesday following a win in court for asset manager Grayscale Investments vs. the SEC. The SEC had tried to deny Graysale's application to convert its Bitcoin trust into a Bitcoin ETF… but the judge ru...

This episode is brought to you by Masterworks, a one-of-a-kind platform that lets you invest in multimillion-dollar art from the likes of Picasso, Banksy, and more. By the time you listen to this episode, Nvidia (NVDA) will have reported its latest earnings… Right now, the market is holding its breath ahead of the results. I break down Nvidia's insanely high valuation… whether I expect it to meet...

I'm back in the saddle again after a successful hip replacement. Thanks to everyone who sent me well wishes. During my downtime, I've been researching a topic that hasn't been getting the attention it deserves: the disaster unfolding in China. In case you haven't heard, real estate developer Country Garden is in default… the yuan is selling off hard… and the country's recent economic data shows no...

By the time you listen to this, I'll have had my second hip replacement surgery. The first time, it cost me almost nothing out of pocket. But this time, I'll be paying $8,000! Prepare for a rant about rising healthcare costs and the insurance racket. Following Fitch's downgrade of U.S. debt last week, Moody's just downgraded its ratings on 10 U.S. banks. It's another concerning sign of what's happ...

Prepare yourself for several rants today… I start the show with some comments about CNBC's Squawk Box, which is usually a solid show—but not today. Next, I highlight some of this week's most important earnings reports—including results from General Motors (GM) and Ford (F). I break down how GM's CEO is lying through her teeth about electric vehicles (EVs)… why most automakers are afraid to face th...

Today's episode is sponsored by Masterworks. Today's episode starts with a look at the Hollywood strikes that have been dominating the headlines. I explain why a win for the actors could spell serious trouble for the industry. The Fed is meeting this afternoon (after I finish recording this). I break down why no one seems to care about the Fed's rate hikes… and why that's a big mistake. Next, I hi...

I'm back from my mini-vacation to Saratoga for the opening day of horse racing. I reminisce about my childhood experience (and success) at the tracks… and share the rude awakening I got on my trip about being old. Next, I highlight some wild action in the stock market… including why telecom giants AT&T (T) and Verizon (VZ) are selling off… and why Carvana (CVNA) has surged 1,000% since the start o...

I recently installed a Ring doorbell camera at my new house—and my favorite part is getting access to the online Ring community. I start today's show with some hilarious stuff that people post. For some reason, the proposed merger between the PGA and LIV Golf has been elevated to the Senate. I rant about political interference in sports… and how pro leagues should just admit that all they care abo...

Today's episode was presented live on RagingBull's 360° WALL ST Chatroom. Investors should expect more volatility in the second half of 2023, especially as the Fed continues its battle with inflation. I break down several risk factors… some sentiment data that's flashing a warning sign for investors… and explain why even the mighty tech sector is showing signs of cracking. But that doesn't mean yo...

With all of our newsletter issues… subscriber updates… this podcast… and special offers… I've been working as hard as ever. Meanwhile, the kids are home for the summer—and driving my wife insane. I start today's show with a funny anecdote about how my dad got us to behave as kids… and why I almost called the cops on my own kids this week. There's a huge story that isn't getting the attention it de...

This market is unlike any other I've seen in my 30-year career… and I'm getting a ton of questions about how to play it. I start today's show by breaking down the mixed signals investors are dealing with right now… why Big Tech is surging—even as the Fed tries to cool the economy… and why it's clear the Fed has no idea what it's doing. The good news is that all of this uncertainty is creating a lo...

I just finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course, the business is illegal). The stock rally is on. I highlight several names making explosive moves—including Tesla (TSLA), Sofi Technologies (SOFI), and one Curzio Venture Opportunities holding that's up about 27% in less than a year. But despite these impressive gains, investors...

Frank is at an industry meeting this week—leaving me, Daniel, behind the mic. Over the past two days, the Securities and Exchange Commission (SEC) declared war on crypto exchanges Binance (BNB) and Coinbase (COIN). I break down why the SEC has gone full "Elmer Fudd" on crypto… why investors should expect more strong-arming from regulators… and how I'd play the crypto space over the short and long...

Summer is here—which means the kids are home from school all day. I hope you all have some fun plans to look forward to. Unfortunately, it won't be a good summer for stocks. In fact, I expect a lot of pain over the next 18 months. Guys, this might be the most important podcast you listen to all year. I break down how a few large stocks are propping up the entire market… why we could see a big sell...

It's been an exciting couple of weeks for the sports world. I start today's show with a quick recap of the most thrilling moments from the NHL and NBA playoffs. The market headlines are currently dominated by several risks—including the debt ceiling debate… the Fed's plan for interest rates… and the stubbornly high inflation. Yet, for some reason, the TV pundits are calling for the next bull marke...

Between the debt ceiling drama… interest rate hikes… inflation and stagflation… and mixed economic signals… it's hard to make sense of all the chaos right now. The media says inflation is coming down… But I have a quick rant about why you shouldn't be fooled by the latest economic data—or the talking heads. I also explain why it's insane for anyone to expect a rate cut this year. Next, I break dow...