Wall Street Unplugged - What's Really Moving These Markets

In this episode:

• Trump's big week: China trade deal, ceasefires, and more [3:15]
• The China deal removes the risk of recession [10:47]
• The next AI boom will take place in this country [15:47]
• Stocks poised to rally on the U.S.-China trade deal [20:41]
• Why the current environment is perfect for big banks [23:00]
• Buy this AI pure play on a pullback [25:02]
• This will be the best-performing DOW stock this year [32:31]
• Daniel eats h...

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k.

In this episode:

• Highlights from my boots-on-the-ground research trip [1:17]
• Will we see rate cuts this summer? [9:10]
• What to expect from China trade talks [15:12]
• Is China finally a buy? [18:12]
• Disney is finall...

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.

In this episode:

• Frank is on a research trip to Denver [0:25]
• What caused Spain to go dark for 24 hours? [1:52]
• The U.K.'s answer to climate change: Dimming the sun? [6:59]
• The irony of the new hi...

In this episode:

• DigiPower X (DGXX) is a hidden gem in today's market [0:20]
• Introducing Michel Amar, CEO of DigiPower X [3:17]
• DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59]
• DigiPower has a massive head start on its competitors [14:17]
• Why this debt-free revenue machine is so undervalued [16:33]
• How management takes care of its shareholders [24:40]
• One of the world's best investors is backing this company [28...

In this episode:

• Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14}
• Why this stock is up 130% over the past 12 months [3:11]
• Proof that U.S. Gold Corp. is dramatically undervalued [9:58]
• CEO George Bee is a gold-mining superstar [12:41]
• An $800 million opportunity in "waste rock" [16:07]
• USAU's flagship project is worth 7x the current market cap [21:56]
• USAU could soon get into Russell 2000—why that's a huge deal...

In this episode:

• Stay cool in this crazy market [1:26]
• Trump must dial back his tariff policy [4:03]
• Nvidia's $5.5B charge is only the beginning… [10:09]
• This sector is uninvestable amid Trump's tariffs [16:42]
• What's up with United Airlines' two sets of guidance? [24:44]
• This AI company is in a league of its own [32:22]
• Powell or Bessent: Who will blink first? [38:15]
• Has the market bottomed? [42:06]
• Curzio One: Another incre...

In this episode:

• Pay attention to surging bond yields [2:52]
• One simple thing could end this market meltdown [6:51]
• I eat some humble pie on a recent small cap trade [14:50]
• China's plan to sell U.S. Treasurys—should you be worried? [17:16]
• Big banks will be able to buy bonds—why that's a huge deal [26:41]
• This market leader has the most China risk [32:39]
• Is Cramer right that Ford is a value trap? [36:35]
• Be prepared for a lo...

In this episode:

• Daniel is behind the mic today [0:16]
• What will Trump announce on tariffs today? [1:34]
• Could U.S. tariffs go as high as 30%? [4:55]
• Trump's announcement will be good for the market [6:34]
• Larry Fink calls out government debt and social security [10:41]
• A $68 trillion opportunity for investors [19:24]
• Is AI in a bubble… that's now popping? [25:50]
• How the Newsmax IPO stuck it to Wall Street [28:50]
• The future ...

In this episode:

• Would you pay over $5 million for a rare dog? [0:38]
• Why Snow White flopped at the box office [3:00]
• A lost decade for Disney investors [14:25]
• Dollar Tree's loss highlights an under-the-radar crisis [15:36]
• Accredited investors: This rare opportunity ends soon! [19:58]
• GameStop's Bitcoin announcement is the tip of the iceberg [26:58]
• A handful of major catalysts for crypto [30:33]
• Alphabet's AI win… and the n...

In this episode:

• We're happy to see the astronauts back on Earth [1:12]
• Expectations for the Fed meeting [4:31]
• Contrarian data is pointing to a market rally [13:38]
• A market leader caught up in the selloff [16:37]
• A green light for the Fed to cut interest rates [26:10]
• Why big banks must walk the Fed's line [30:09]
• My DOW pick for the year is in rally mode [34:13]
• Nvidia hosted "the Super Bowl for semiconductors" [36:32]
• Hype...

In this episode:

• Frank is the reason markets are selling off [0:42]
• What the latest CPI data means for the market [2:09]
• President Trump's risky plan to justify economic pain [6:15]
• Treasury Secretary Bessent says to invest in this sector [9:30]
• Watch these dates for a boost in asset prices [14:41]
• What will end the crypto selloff? [19:21]
• How to play the new, bearish market environment [22:25] 
• A silver lining of today's high...

In this episode:

• A rant on credit card disclosures [1:26]
• Takeaways from Trump's speech to Congress [7:47]
• My question for the Democratic Party [13:00]
• Why tariffs will be short-lived [16:13]
• Breaking down today's ADP report [19:39]
• What would cause the Fed to cut rates this year? [22:29]
• The market selloff could end as soon as Friday [28:33]
• Our hopes for this week's crypto summit [35:02]
• Simple math shows Bitcoin could soar ...

In this episode:

• Frank is out of town—so Daniel is behind the mic [0:49]
• Why investors are so fearful right now [2:29]
• Will DOGE force the Fed to cut rates? [9:35]
• When will Trump's bill ripple through the economy? [12:37]
• Hedge fund king Steven Cohen's 3 big market concerns [17:46]
• Crypto investors are also afraid [25:07]
• Will Bitcoin fall to $70k? [27:51]
• Has Trump changed his tune on crypto? [32:17]
• Don't miss this private ...

In this episode:

• The U.S.-Canada hockey game: Three fights in 9 seconds [0:39]
• A special deal coming to Curzio One members [5:39]
• Jamie Dimon’s Zoom rant: Spot-on or too late? [14:52]
• The best earnings season in three years [19:45]
• Are these 2 energy stocks buys after solid earnings? [22:12]
• Why small caps should be on your radar [30:01]
• This fund manager survey is flashing a massive warning sign [34:20]
• Should you follow Druc...

• Congrats to my beloved Eagles on their Super Bowl win! [1:02]
• A major announcement on our most exclusive membership [6:05]
• The latest CPI data proves inflation is back [17:31]
• Why Coca-Cola is garbage (I don't mean the soda) [20:49]
• Rate cuts are off the table for 2025 [25:35]
• This growth stock is upending the trillion-dollar loan business [28:49]
• (Micro)Strategy's rebrand [39:39]
• Will David Tepper's China trade come back to b...

In this episode:

• Why are airline stocks thriving? [1:31]
• This sub canceled due to tariffs—my response [4:44]
• How to trade Trump's tariff war [14:51]
• Meme tokens are crashing—and that's good for crypto [19:27]
• This crypto is a buy on its pullback [20:06]
• How to manage crypto's volatility [26:17]
• Is DIS a buy after earnings? [28:34]
• AMD's selloff is overdone [38:55]
• My pick for the Superbowl winner [44:27]

Editor's note: O...

In this episode:

• Another great private placement for Curzio One members [0:48]
• DeepSeek is the biggest story on the planet [4:38]
• NVDA loses $600 billion in one trading day [7:45]
• China is suppressing some telling videos [11:05]
• Is this a Pearl Harbor event for U.S. tech? [18:43]
• Is DeepSeek working with the Chinese government? [23:36]
• Dark questions about OpenAI and DeepSeek that need answers [26:11]
• A mysterious death in the...

In this episode:

• Why Frank was nervous during the college football championship [0:35]
• A word of advice to small business owners [8:22]
• Big banks are eager to get into crypto [12:19]
• Trump's policies are bullish for this sector [18:37]
• World Economic Forum 2025: The reaction to Trump [24:13]
• Netflix should buy this media powerhouse [26:53]
• Why automakers continue to struggle [44:54]
• This corner of the banking sector is poised ...

In this episode:

• A recap of my experience at CES 2025 [0:45]
• This was hands-down the best product at CES [10:51]
• The dark side of AI [20:11]
• What to make of the latest inflation data [26:24]
• Bitcoin is going to $150k this year [30:08]
• Mark your calendars for January 23 [30:39]
• Big banks have the ultimate downside protection [38:40]
• Trump's plans for an "External Revenue Service" [52:08]
• Why 2025 will be a banger year for gold ...