Wall Street Unplugged - What's Really Moving These Markets

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...

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 ...

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...

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...

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...

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...

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...

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]
...

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...

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...

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...

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 ...

An M&A wave is coming in biotech. Plus, the U.S. vs. China: Who needs a deal more? … The Fed's B.S. move… Time to buy small caps? … Buy these cryptos… And the next CoreWeave (CRWV)?

In this episode:

• The NHL Stanley Cup: Which team I'm rooting for [0:33]
• Should investors "sell in May and go away"? [4:31]
• The U.S. vs. China: Who needs a deal more? [9:15]
• I agree with Senator Warren about this Fed move [16:24]
• Is it time to buy s...

What Trump's executive order means for uranium—and how to play it. Plus, the disconnect between large and small caps… Why interest rates will go down in 2026… A great trade opportunity on a crypto stock… And Nvidia's (NVDA) earnings.

In this episode:

• Large vs. small caps: What's behind the disconnect? [2:15]
• Interest rates will go down in 2026—here's why [6:45]
• This crypto stock presents a trade opportunity [15:00]
• The key to ...

Moody’s downgraded the U.S.'s credit—what that means… Will the dollar lose its currency reserve status? … Coreweave's (CRWV) rapid rise… The 2 must-haves of successful retailers… Is Target (TGT) a buy after reporting earnings? … And noteworthy 13Fs.

In this episode:

• Moody's downgraded the U.S.'s credit—what it means [3:46]
• Will the dollar lose its currency reserve status? [11:16]
• Why I'm frustrated by Coreweave's rally [16:22]
...

Dr. Scott Tinker dismantles energy myths in this eye-opening interview—covering EVs, renewables, nuclear power, and global energy poverty. Hear the real data behind the headlines and discover what the future of energy means for investors and the world.

In this episode:

• One of my most eye-opening interviews EVER [0:16]
• Welcome, Dr. Scott Tinker, world-renowned energy expert [3:05]
• Clean energy isn't just about low emissions [4:...

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...