Wall Street Unplugged - What's Really Moving These Markets

I start today's show with a rant on my experience building a home… from paying the bills before my family can even move in… to workers smoking in the house… to a shower leaking through the ceiling… and getting ripped off on allowances. Housing demand remains strong—for now. I explain why I expect the outlook for homebuilders to turn ugly over the next 12 months. By the time you listen to this epis...

Prepare yourself… I have a couple of rants to get off my chest today. I'm recording this podcast before today's Fed meeting, where central bankers are expected to raise interest rates by 25 basis points, then hint at pausing rate hikes. I cut through the B.S. and explain why an end to rate hikes won't save us now. The biggest story in the market right now is the banking crisis. I share some quotes...

My wife and I recently celebrated our 15-year anniversary… and it's incredible to think about the changes we've gone through. I share some advice for younger listeners about life and marriage. We're in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald's (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on y...

I start today's show with a quick story about a charity tournament I recently played in… that shows how Florida has managed to ruin golf! Moving on to the markets… Big banks are reporting incredible numbers in spite of last month's bank crisis… I question why banks don't face the same criticism as oil companies when they make massive profits off of struggling consumers. I also break down how Big T...

Today's episode of Wall Street Unplugged is sponsored by Masterworks.com, which gives individual investors access to elite blue-chip art. With inflation on the rise, more and more investors are looking for alternative assets—those proven to hold their value... And fine art has a better track record during high inflation than both the S&P 500 and gold—returning 23% on average vs. 3.8% and 0.2%, res...

It's great to be back after a chaotic week of moving into my new house… Today's podcast starts with a rant about lazy work ethic here in Florida. I share my recent experience trying to get my TVs hooked up in my new place. I know it sounds petty… but I plan to get a little revenge on the company that was supposed to help me. Turning to the markets… stocks are struggling to find a direction followi...

Frank is moving into his new home, leaving me (Daniel) behind the mic to break down the chaos in the markets—including the banking crisis, today's Fed meeting, and two asset classes that are rallying as investors worry that the turmoil will spread. I highlight the wild volatility hitting bank stocks—including First Republic Bank's (FRC) 40% move in a single trading day… the Fed's attempts to calm...

The market is punishing the entire banking sector following the collapse of Silicon Valley Bank (SVB) and Signature Bank (SNBY). I start today's show by explaining why SVB failed—and why the government bailed it out. I also highlight how the situation has f***ed over the Federal Reserve… and whether a 50-basis-point rate hike is still on the table at next week's Fed meeting. The bottom line: The m...

What a busy time of the year… for gymnastics. I kick things off with a rant on why kids' sports are a racket… and how they're failing to prepare kids for the future. I also rant about how inflation is hitting prices everywhere—even the games at Dave & Buster's. Fed Chair Jerome Powell is in front of the House Financial Services Committee today after testifying before the Senate yesterday. I highli...

I'm expanding the scope of Wall Street Unplugged in my new members-only version... WSU Premium I'm adding new segments where I'll dive deeper into the most current news… and debate the most pressing topics with my cohost Daniel Creech. I'll talk in detail about the week's short-term moves that could turn into long-term trends… The politics that matter to the market, and likely your investments…. A...

Big banks are cracking down on everything related to crypto—even us here at Curzio Research… I start today's show by sharing the story of Bank of America dropping us as a customer. I rant about how the government's interference is terrible for the entire industry… the no-brainer regulations it should enforce… how regulators are acting like bad parents… and how (as with bad parents) the "tough love...

Guys, I'm so excited about next week's launch of WSU Premium, where I'll be expanding the scope of the podcast and offering more benefits… from tons of new trading ideas to insightful interviews from the smartest minds on Wall Street… and much more. I explain why I'm starting this new, improved podcast… how I want to change the financial newsletter industry… and why I'm so passionate about helping...

First, a quick reminder that we're launching WSU Premium next week. Subscribers will receive a ton of investing ideas, behind-the-scenes research, special interviews with Wall Street heavy hitters, and much more. If you haven't already subscribed, join us here. The minutes from the Fed's last meeting come out later today. Daniel and I discuss our expectations… whether they'll be meaningful… and po...

I kick things off today with a special announcement: This is my last free Tuesday Wall Street Unplugged podcast. We'll be launching WSU Premium next Wednesday (March 1). Find out all about the new features and benefits we'll be adding to the show—and how to become a member. This morning, we got the latest earnings results from two of America's biggest retailers: Home Depot (HD) and Walmart (WMT).....

This morning's Producer Price Index (PPI) data came in hotter than expected—showing a 0.7% increase, vs. 0.4% estimates. It's just one of several signs that inflation has surged over the past few weeks. Daniel and I discuss the growing disconnect between what the Fed is saying and what the market is hearing… why investors need to be prepared for more rate hikes… and why the Fed is fighting a battl...

I start today's podcast with a major announcement: We're launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. Learn more here. The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling. We highlight some of the moves that stood out...

Happy Valentine's Day! First, I take a victory lap for another successful Super Bowl prediction… sort of: I told you not to listen to me, and I was right! I highlight why this was one of the best Super Bowls in recent memory—despite the fact that my beloved Eagles should have won… and the NFL is a bunch of a**holes who should be ashamed of themselves. Turning to the markets… The latest Consumer Pr...

I'm taking a break from discussing the markets—and devoting today's show to Sunday's Super Bowl matchup between the Kansas City Chiefs and my beloved Philadelphia Eagles. Long-time listeners know I've been analyzing the big game for over a decade… And if you want to make a fortune betting on the Super Bowl, DON'T follow my advice. I'm obviously rooting for the Eagles… but I'll try to keep my predi...

A Chinese "spy" balloon was shot down in South Carolina over the weekend. Daniel and I joke about how Trump would have handled the situation. But on a more serious note, I'm concerned about the narrative around China—and how it gets a "free pass" thanks to its global trade influence. The stock market rallied following Fed Chair Jerome Powell's dovish comments at the Economic Club of Washington yes...

I start things off this week with some advice to you all: Don't ever build a house! I share a light-hearted rant about my family's current struggles… and why they're good problems to have. Earnings season is about 75% over… and honestly, it's been terrible. I break down some numbers that show why the headlines about "beating earnings" aren't nearly as positive as they sound… why the next few quart...

To start today's bonus episode, I have an announcement about a new product I've been working on called WSU Premium. For this special interview, I welcome Chris Champion, founder of the Crypto Dinner Club. I met Chris at the Consumer Electronic Show (CES) in Las Vegas last month. He's one of the most connected people in crypto—with an impressive network of celebrities and business contacts… and acc...

Scott Lynn, founder and CEO of Masterworks, returns to the podcast to discuss the incredible growth in blue chip art tokenization. Scott explains what led him to create Masterworks… its incredible growth in assets under management… and why it's the perfect platform for Main Street investors looking to break into the art world. He also highlights how fine art outperformed most "traditional" asset c...

Today's episode of Wall Street Unplugged is brought to you by Masterwork. Fine art is delivering some incredible returns right now… and Masterworks opens up this elite asset class to Main Street investors. Their art offerings sell out quickly… but as a Curzio reader, you can skip the waitlist. Find out what's currently available here. Description We start today's show with some breaking news from...

Today's episode of Wall Street Unplugged is sponsored by Masterworks. This unicorn investment platform allows everyday people to invest in shares of multimillion-dollar art by names like Banksy and Picasso. Get in on what The Wall Street Journal calls one of "the hottest markets on Earth" here. Description: Congratulations to my beloved Eagles on winning the NFC Championship. On Thursday, I'll do...