Wall Street Unplugged - What's Really Moving These Markets

Wall Street Unplugged - What's Really Moving These Markets

Ranked the #1 “most listened-to” financial podcast on iTunes, Wall Street Unplugged features interviews with Frank Curzio's renowned network of industry insiders—including hedge fund managers, stock analysts, CEOs, economists, world leaders, and many more. Frank and his guests break down the headlines, expose the TRUTH about what’s really moving the markets, and bring you exclusive intel directly from Wall Street pros every week—intel you won't hear from mainstream media.

Episodes

October 8, 2025 111 mins

In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short?

In this episode:

  • We just held our first-ever LIVE podcast and Q&A on X! [0:28]
  • The energy crisis is already here: Presentation [2:30]
  • These 3 energy stocks have way more room to run [15:10]
  • On...
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Amir Adnani, CEO of Uranium Energy Corp. (UEC), explains why this is the most exciting uranium market he's ever seen… why uranium is critical to the AI growth trend… and why uranium prices could surge nearly 100%.

In this episode:

  • This is the most exciting uranium market Amir has ever seen [2:35]
  • Uranium used to be a partisan issue—not anymore [5:12]
  • Microsoft's Three Mile Island deal is an inflection point for AI [11:40]
  • MSFT...
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What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment.

In this episode:

  • Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03]
  • What history says about the government shutdown—and how to invest [10:51]
  • Why gold and Bitcoin...
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September 24, 2025 46 mins

AI spending is out of control—and it’s creating a p...

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Why the Fed doesn't care about inflation—for now… and how it's creating a goldilocks environment for asset prices. Plus, President Trump wants semiannual reporting—is it a good idea? … And the CoreWeave (CRWV)/Nvidia (NVDA) deal.

In this episode:

  • Is today's interest rate cut already priced in? [2:10]
  • Why the Fed doesn't care about inflation—for now [8:46]
  • We're in a goldilocks environment for asset prices [17:13]
  • President Tru...
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Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis.

In this episode:

  • Football season is off to a great start [0:33]
  • One software stock just stunned Wall Street with its AI guidance [2:48]
  • This metric is key to finding the best growth stories (it's not P/E) [18:...
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Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC).

In this episode:

  • Why the Powerball is the world's biggest scam [0:58]
  • Are we in for another terrible September for the market? [5:47]
  • The Fed's big dilemma [8:06]
  • We're in a ‘...
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How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings.

In this episode:

  • MongoDB's earnings are a warning to other software companies [3:43]
  • Rate cuts are coming: What it means for the market [9:03]
  • Shorting stocks? Avoid this common mistake [16:48]
  • The AT&T/EchoStar ...
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Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back.

In this episode:

  • The PGA Tour: Scheffler's odds are laughable [0:39]
  • Sam Altman says AI is in a bubble—is he right? [3:30]
  • Powell at Jackson Hole: What to expect from the Fed Chair [11:40]
  • Why Google is scaling up...
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How the latest CPI data will impact the Fed's next move. Plus, is Alphabet (GOOG) breaking up? … An AI stock to avoid and one with huge upside… The Hims & Hers Health (HIMS) CEO's big sale… And crypto's surge.

In this episode:

  • My dad-and-daughter trip to Ohio [1:34]
  • How the latest CPI data will impact the Fed's next move [7:03]
  • A record-breaking year for buybacks [17:57]
  • Is Google about to break up? [22:18]
  • This AI company is ...
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Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy.

In this episode:

  • Howard Stern is hanging it up after 20 years [1:45]
  • Can economic data be trusted? [5:12]
  • The lesson Palantir keeps teaching about growth stocks [16:57]
  • A rant on the broken higher education system [26:21...
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What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall.

In this episode:

  • College tours with my daughter [1:17]
  • Speculation is at record highs: What it means for investors [6:11]
  • Big Tech must knock their earnings out of the park [9:31]
  • What's driving the strongest retai...
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The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that belong in your portfolio.

In this episode:

  • Lock in the date for Curzio Research's first-ever conference! [0:34]
  • The Japan trade deal will benefit these companies [8:26]
  • These under-the-radar countries could soon be trade partners [1...
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I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on crypto

In this episode:

  • Daniel's incredible experience at the Rule Symposium [0:29]
  • Stop hating on Bitcoiners: A rant for the gold bugs[4:54]
  • Armageddon delayed [11:14]
  • Right now is the perfect environment for b...
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Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short.

In this episode:

  • Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16]
  • How’s the economy? Depends on your perspective [1:12]
  • What if interest rates aren’t lower in 12 months? [6:21...
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July 2, 2025 53 mins

How the "Bitcoin treasury" model is creating a bubble. Plus, breaking down today's ADP numbers… Microsoft's (MSFT) layoffs… The big bank stress tests… Buybacks vs. dividends… Why altcoins are losing their steam… And will Peter Schiff change his anti-Bitcoin tune?

In this episode:

  • Is the WNBA trying to kill its brand? [3:03]
  • How today's ADP numbers will impact interest rates [8:32]
  • What's behind Microsoft's mass layoffs [11:39]
  • ...
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Michel Amar, CEO of DigiPower X (DGXX), reveals how DGXX turned a boring utility asset into an AI goldmine… the company's explosive revenue potential… why the market is missing this $750M story (for now)... and a massive tailwind for DGXX.

In this episode:

  • Welcome, Michel Amar, Chairman and CEO of DigiPower X [0:15]
  • DGXX is soaring—here's why it's just beginning [0:41]
  • How DGXX turned a boring utility asset into a rare AI gold...
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How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI.

In this episode:

  • The easiest bet in hockey [0:36]
  • Inflation is crashing—so why isn't Powell cutting rates? [5:30]
  • Why the next Fed chair will lower interest rates [9:50]
  • The Senate just passed a stablecoin b...
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The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock.

In this episode:

  • What the CPI's cold reading means for the Fed [3:59]
  • Several catalysts are poised to power the markets higher [10:31] 
  • A lesson from Circle's rise: Ignore valuation—focu...
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Eric Goldreyer, CEO of Savvy, explains how he's competing with giants like Airbnb and Expedia… solving the biggest problem with modern travel… and reshaping the hospitality industry. Plus, he shares his top tips for entrepreneurs.

In this episode:

  • Eric Goldreyer, CEO of Savvy, on reshaping hospitality [1:03]
  • How Eric competes with giants like Airbnb and Expedia [4:45]
  • Modern travel is broken—Savvy is fixing it [11:47]
  • The key ...
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