Wall Street Unplugged - What's Really Moving These Markets
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Wall Street Unplugged - What's Really Moving These Markets
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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1214 episodes
A major bear case against AI is falling apart
A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will...
Is the tokenization opportunity over?
Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)...
The Treasury's latest move is a warning sign
The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI…...
Should you buy Cerebras on this pullback?
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stoc...
Stop believing this lie about the U.S. dollar
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Su...
This tiny copper explorer just unlocked a multibillion-dollar opportunity
Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Co...
Japan's currency crisis is more dangerous than you might realize
How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) lose...
Is SpaceX a buy on its pullback?
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Wh...
Could South Korea trigger another 2008 crash?
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?....
BlackRock and Meta's $12B bond deal changes the AI landscape
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stock...
Alphabet is in a league of its own among hyperscalers
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is...
Are smarter AI models creating a cyber threat?
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI...
How DigiPower X's $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as...
This could be an ugly earnings season
Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major head...
Is IBM a buy after its worst day in decades?
BM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI...
How much longer can this bull market last?
Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market…...
The markets are poised for a painful July
What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2...
This hospitality disruptor is entering its next growth phase
Savvy CEO Eric Goldreyer on the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hos...
Is Bitcoin close to a bottom?
Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI com...
This chipmaker is a screaming buy
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear...
AI is now a critical national asset
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually...
Will falling oil prices drive the Fed to cut rates?
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex...
Rick Rule's favorite resources for 2026
Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battl...
Brace for a market pullback
A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has mo...
A generational opportunity in offshore oil
John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oi...
AI changed my Bitcoin thesis
$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off...
Ivan Bebek's new project could become the world's largest copper mine
Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of min...
A market pullback is coming
Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Co...
Trump's trip to China: These stocks will benefit
How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX)...
This tiny offshore driller is ahead of the majors in the global energy race
BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadershi...
The beginning of the end for OPEC
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results...
This tiny power company could surge 10x from current levels
Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI…...
This tiny company is using AI and robotics to transform biotech
Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned man...
Andrew Horowitz: How to play the Iran conflict
Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflatio...
Oil is plunging—are stocks in the clear?
Oil’s drop: What’s driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss’ (LEVI...
Is it finally time to buy Nike?
Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity...
Is a ceasefire with Iran on the horizon?
U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks...
What the hot PPI means for the market
The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a b...
I just bought more DGXX—here's why
Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the n...
Should you buy stocks during the Iran War?
Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis…...