Wall Street Unplugged - What's Really Moving These Markets artwork

Wall Street Unplugged - What's Really Moving These Markets

1,072 episodes - English - Latest episode: 15 days ago - ★★★★★ - 1K ratings

30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what’s really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.

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Episodes

The Fed is in ‘hope-and-pray’ mode

April 10, 2024 19:30 - 44 minutes - 40.9 MB

The Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers… why the Fed is in an impossible position when it comes to interest rates… the serious implications for our economy… and how to position your portfolio to profit from the turmoil. Since my live event a few weeks ago—The AI Story No One’s Telling—listeners have been lighting up my inbox with quest...

Disney just broke the law

April 03, 2024 19:30 - 54 minutes - 49.8 MB

I start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected.  Yet, stocks are selling off. Why? I break down what’s behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dangerous right now. Disney’s (DIS) annual meeting is today—and shareholders will vote on whether billionaire and major shareholder Nelson Peltz will get two seats on the board. I explain why CEO Bob Iger...

Will we see more interest rate hikes this year?

March 27, 2024 19:30 - 51 minutes - 46.9 MB

Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I’m most looking forward to in the coming weeks.  We saw an incredible turnout for our special event last night, “The AI Story No One's Telling.” Our live Q&A lasted almost two hours—covering everything from the current state of AI… to where we're headed ...

A biotech stock that could deliver 20x gains… because of AI

March 20, 2024 19:30 - 48 minutes - 44.2 MB

I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector. I’m so excited about the investment opportunities in AI that I’ve created a new service – Curzio AI – that focuses on the technology. Join me on ...

NYC… CPI… AI… Oh my!

March 13, 2024 19:30 - 39 minutes - 36.4 MB

I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Anoth...

AI is still in the very early stages of growth

March 06, 2024 20:30 - 52 minutes - 47.8 MB

After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple’s stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Preside...

AI will lead to an earnings explosion

February 28, 2024 20:30 - 49 minutes - 45.4 MB

I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You’re going to hear me say this often… There’s no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going...

AI… bubble or disruptor?

February 21, 2024 20:30 - 41 minutes - 37.8 MB

A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artifi...

The Bitcoin bull market is just getting started

February 14, 2024 20:30 - 38 minutes - 35.6 MB

Happy Valentine's Day. I hope your day is smoother than mine—I’m running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we’re still in the early stages of this bull market. Last week, during Part 2 of my Crypto 2024 series, I explained why the next Bitcoin halving event will ignite several major crypto catalysts… and how to position yourself for windfall profits. If you missed it, don’t worry—you can watch the replay and schedule ...

Buy this 'Mag 7' stock right now

February 07, 2024 20:30 - 40 minutes - 36.9 MB

I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn’t trade experiences like these for anything… but they do remind me how old and fragile I’m getting. We’re facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks. ...

This tech giant is a screaming buy

January 31, 2024 20:30 - 43 minutes - 40 MB

Big Tech companies—including Microsoft (MSFT), Alphabet (GOOG), and AMD (AMD)—are the latest to report their fourth quarter (Q4) earnings. And despite all three names posting relatively strong results, all three stocks are down. I dig into the numbers… and highlight which stock is a buy on the pullback—and which one will get crushed going forward. On tomorrow’s episode of WSU Premium, Daniel and I will break down several more earnings reports, and reveal our latest Dollar Stock Club pick. Don...

Why NFLX is in a league of its own

January 24, 2024 20:30 - 33 minutes - 30.8 MB

Netflix (NFLX) jumped over 10% today after reporting blowout quarterly results. That’s great news for our WSU Premium members—since I just recommended NFLX last week. If you’re not getting my weekly trade recommendations, you’re missing out. Join us for tomorrow’s new pick. Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240124_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn I break do...

The good, the bad, and the sexy from CES 2024

January 17, 2024 20:30 - 36 minutes - 33.7 MB

I’m back in the office after attending the annual Consumer Electronics Show (CES 2024). I break down the various technologies that were on display—both the good and the bad—from wireless TVs and language processors… to autos and ESG… to the latest (surprising) sex tech. I also share my favorite hands-on experience from the show, which included a combination of augmented and virtual reality. Unsurprisingly, the theme that dominated the show was artificial intelligence (AI). I highlight how AI ...

Frank Holmes: Bitcoin and gold are both set to soar

January 10, 2024 20:30 - 1 hour - 62.2 MB

I’m currently in Las Vegas attending the annual Consumer Electronics Show (CES 2024). Make sure to follow me on X @FrankCurzio for live updates on the biggest tech trends of the year! I have a special episode for you today. I sat down with fan-favorite guest Frank Holmes—CEO and chief investment officer of U.S. Global Investors—for a wide-ranging interview. He starts by explaining why 2024 should be a bullish year… why he expects gold to nearly double from current levels… and which gold stock...

Apple is flashing major warning signs

January 03, 2024 20:30 - 32 minutes - 29.3 MB

Happy New Year! I kick off today’s show with a fun gambling tip I received while attending a college football game… and how it highlights some glaring issues with the college football playoffs. The stock market started 2024 on a down note, with the Nasdaq dropping 1.5% yesterday. I put the move into perspective… and explain why the “Magnificent 7” won’t lead the market this year. The market remains incredibly dangerous. I highlight some of the major risks I’m seeing across sectors, from housi...

How crypto changed my life

December 20, 2023 20:30 - 59 minutes - 54.2 MB

Thank you to everyone who attended last night’s special live event: Crypto 2024.   For anyone who missed it, I start today’s show with a recap of the biggest highlights, including: the paradigm shift taking place across the crypto space right now… the major catalysts that will send Bitcoin shooting higher… the REAL reason politicians want to ban digital assets (spoiler: it’s all about control)... and why crypto offers investors an opportunity unlike anything I’ve seen in my 30-year career. ...

Debunking Elizabeth Warren's crypto lies

December 13, 2023 20:30 - 46 minutes - 42.9 MB

I start today’s show with my take on the conflict unfolding across our nation’s universities… from the recent congressional hearing on antisemitism (and Bill Ackman’s fight to shake up Harvard’s leadership)… to issues of free speech and the politics behind climate change.   Next, I have a bone to pick with Ukraine President Volodymyr Zelenskyy about a recent photo he appeared in (and who he’s with) as he tries to secure more military funding from the U.S.   By the time you listen to this ...

2024 will be a banner year for crypto

December 06, 2023 20:30 - 48 minutes - 44.1 MB

I’m turning into the parent who yells at soccer games. I want your opinion: Am I the problem… or am I just supporting the kids’ best interests?   Crypto’s recent rally has been incredible—especially as it comes out of a terrible bear market. I break down the catalysts driving crypto higher… why this bull market is far from temporary… one company’s brilliant Bitcoin strategy… and how crypto gives investors the chance at 10,000% gains.   In fact, I think there is so much opportunity in cryp...

You’d be crazy to count on a rate cut

November 29, 2023 20:30 - 50 minutes - 46.7 MB

My family and I are back from our Thanksgiving vacation in the Dominican Republic. We had a fantastic time—except for the travel. Prepare for a rant on budget airlines… why I’ll never fly Spirit again… and a tangent about how the Department of Justice fights every merger (including the Spirit/JetBlue deal).   The markets are on a four-week winning streak as economic data shows inflation is easing and investors are looking ahead to interest rate cuts next year. I explain why it’s crazy to ex...

Why this uranium bull market is unlike any other in history

November 21, 2023 20:30 - 56 minutes - 52 MB

In this special episode of WSU Premium, Amir Adnani, co-founder and CEO of Uranium Energy Corp. (UEC), joins me for a wide-ranging interview on the developing uranium bull market.   We start by looking at uranium prices, which have surged nearly 50% in 2023 after a two-decade bear market. Amir breaks down the catalysts setting the stage for a bull market unlike any other in history—including the government’s new push to triple nuclear power by 2050… and the Russia-Ukraine war.   Amir als...

Inflation is slowing… But don’t get too bullish yet

November 15, 2023 20:30 - 42 minutes - 39 MB

What a difference a few days makes. The mainstream media has turned from bearish to ultra-bullish—and stocks have surged—as the latest data shows inflation slowing.   And, as I explained in last week’s WSU Premium, several stocks could soar to new highs by year-end as money managers try to catch up to their benchmarks.   But while markets will likely continue to rise, don’t get too bullish yet… The economy is still facing major headwinds in 2024. I explain why this rally will be short-li...

These stocks will surge through year-end

November 08, 2023 20:30 - 29 minutes - 26.8 MB

Both of my daughters participate in organized sports… And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now… but why I wouldn’t change a minute of it.   Stocks are in rally mode. The S&P 500 is up 6% over the last seven trading sessions… while the Nasdaq is up 8% over eight trading sessions. I break down what’s behind the surge… and why it’s a little crazy given the environment and the Fed’s current agenda.   Speaking of t...

This $16 trillion opportunity is just getting started

November 01, 2023 19:30 - 48 minutes - 44.1 MB

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 crushed by higher interest rates… and a handful of names that have more upside as rates st...

Prep for a recession with these assets

October 25, 2023 19:49 - 38 minutes - 35.3 MB

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 even more pain to the economy (and consumers).   But don’t let the negative news scare ...

The biggest trend of my lifetime

October 18, 2023 19:30 - 37 minutes - 34.6 MB

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 asset manager BlackRock agrees.)   Plus, I explain the advice I gave my colleagues about po...

The perfect recipe for higher energy prices

October 11, 2023 19:30 - 29 minutes - 26.7 MB

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 why this bounce could continue through the end of the year.   As expected, oil prices po...

McCarthy’s ousting will draw out the selloff

October 04, 2023 19:30 - 43 minutes - 40 MB

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 headwind for the economy (hint: it’s a rising cost that none of us can escape).   I’ve ...

Politics are to blame for Target's store closures

September 27, 2023 19:30 - 26 minutes - 24.4 MB

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 should be excited by the declines… and a few other retail stocks that belong on every invest...

This sector will thrive thanks to crazy government policies

September 20, 2023 19:30 - 30 minutes - 28.1 MB

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. I rant about how insane government spending is to blame… and how the Inflation Reductio...

These scientists believe climate change is NOT a threat

September 13, 2023 19:30 - 30 minutes - 28.2 MB

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 replaces fossil fuels. I explain why I don’t believe this will happen… and why you’d be wis...

Will the U.S. dollar lose its world reserve currency status?

September 06, 2023 19:30 - 40 minutes - 37.2 MB

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 is about to lose its status as the world reserve currency… while others insist it could neve...

The greatest risk/reward opportunity I’ve ever seen

August 30, 2023 19:30 - 34 minutes - 31.1 MB

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 ruled the SEC’s decision was “unlawful.” I break down the ruling… why it’s super bullish for c...

The Fed is done hiking rates

August 23, 2023 19:30 - 39 minutes - 36.5 MB

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 the market’s huge expectations… and some obstacles it will face in the coming quarters. Plu...

China’s problems are only beginning

August 16, 2023 19:30 - 38 minutes - 35.3 MB

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 signs of improving anytime soon.   Daniel and I break down the latest data points out of C...

3 Big Tech leaders to buy… and 3 to avoid

August 09, 2023 19:30 - 32 minutes - 29.4 MB

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 happening beneath the surface of the market.   I highlight several reasons for investors to...

Why Fitch was right to downgrade the U.S.

August 02, 2023 19:30 - 35 minutes - 32.9 MB

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 the truth about the EV trend… and how a little common sense could help their shareholders...

Microsoft’s warning about AI

July 26, 2023 19:30 - 37 minutes - 34.3 MB

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 highlight two contradictory calls from a couple of Wall Street analysts. One was right ...

Commodities are starting a new bull market

July 19, 2023 19:30 - 40 minutes - 36.9 MB

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 of the year.   I explain why the markets will continue rallying—even as the Fed keeps hiking...

The cold, hard truth about what the Fed must do

July 12, 2023 19:30 - 44 minutes - 40.9 MB

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 about is money.   By the time you get this podcast, the latest Consumer Price Index (CPI) data...

Why Bitcoin and Ethereum will hit new highs within 6 months

July 05, 2023 19:30 - 54 minutes - 49.8 MB

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 you have to stay on the market sidelines. I highlight one sector where I’m seeing a ton of ...

Trouble is brewing in China—and it should scare every investor

June 28, 2023 19:30 - 37 minutes - 34.5 MB

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 deserves: The U.S. government could soon put restrictions on tech companies that sell chips...

2 sectors you need exposure to right now

June 21, 2023 19:30 - 49 minutes - 45.2 MB

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 lot of opportunities for investors. I highlight two sectors I’m extremely bullish on right ...

Get ready for a bull market in small caps

June 14, 2023 19:30 - 29 minutes - 27.1 MB

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 shouldn't expect a new bull market. I break down why this market is similar to the dot...

The SEC is going 'Elmer Fudd' on crypto

June 07, 2023 19:30 - 31 minutes - 28.8 MB

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 term.     The PGA Tour shocked (and angered) the sports world this week when it announced i...

How to survive the painful summer ahead

May 31, 2023 19:30 - 50 minutes - 45.8 MB

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 selloff following the debt ceiling deal… and a major factor that’s about to crush consume...

How to profit from the debt ceiling drama

May 24, 2023 19:30 - 33 minutes - 30.3 MB

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 market.   I explain the truth about the debt ceiling negotiations… and how to use the resulting ...

Don’t be fooled… Inflation is NOT coming down

May 17, 2023 19:30 - 31 minutes - 29.1 MB

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 down the government’s crazy spending spree… and why it’s going to be a big problem going for...

The biggest mistake the Fed can make right now

May 10, 2023 19:30 - 36 minutes - 33.7 MB

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 episode, the latest Consumer Price Index (CPI) data will be out. I break down why the Fed can...

How much longer will banks lie to us?

May 03, 2023 19:30 - 32 minutes - 29.7 MB

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 that show how bank CEOs have been lying through their teeth about the state of the b...

Is the U.K. retaliating against the U.S.?

April 26, 2023 19:30 - 35 minutes - 32.6 MB

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 your favorite products to come down anytime soon.   The Fed is set to hike interest rate...

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@frankcurzio 398 Episodes