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PODCAST

Wall Street Unplugged - What"s Really Moving These Markets

Curzio Research

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.

business investing

All Episodes

53:01

An under-the-radar lithium play with a big AI tailwind

Wall Street Unplugged - What"s Really Moving These... ·

2026/03/02

Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company. In this episode: Welcome, Chris Doornbos, President and CEO of E3 Lithium [2:12] AI is driving massive demand for lithium batteries [7:07] E3's early-mover advantage [11:22] Why government support is key for junior resource companies [17:32] An oil & gas

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01:00:36

Netflix is a screaming buy—thanks to politics

Wall Street Unplugged - What"s Really Moving These... ·

2026/02/25

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge. In this episode: Shots to celebrate Daniel's 40th! [0:25] Congrats to the USA men's and women's hockey teams [3:04] Key takeaways from Trump's State of the Union [6:38] Trump Accounts are a game-changer [12:58] Why I expect Nvidia to fall after

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01:23:06

My 3 favorite small caps for 2026

Wall Street Unplugged - What"s Really Moving These... ·

2026/02/11

3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more. In this episode: Wall Street Unplugged Premium LIVE on X! [0:12] Which was better: the Super Bowl or the commercials? [1:30] The No. 1 factor that could crash markets in 2026 [10:32] Truflation vs. government data: Who can you trust? [16:31] Proof the AI trend is alive and well—and how to play it

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44:02

The U.S. and China are in a data center arms race

Wall Street Unplugged - What"s Really Moving These... ·

2025/12/31

Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:11] Why the gold-vs.-Bitcoin debate is absurd [25:37] The key ingredient to finding value in the market

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39:34

This tiny disruptor is giving Airbnb and Vrbo a run...

Wall Street Unplugged - What"s Really Moving These... ·

2025/12/23

Savvy CEO Eric Goldreyer breaks down his remarkable track record (including 8- and 9-figure exits)... how Savvy's brilliant model is disrupting the vacation rental market… the company's explosive early growth… and his 3–5-year vision. In this episode: One-on-one with hospitality pioneer, Savvy CEO Eric Goldreyer [00:15] Eric's remarkable track record (including 8- and 9-figure exits) [04:15] A brilliant model disrupting Airbnb and Vrbo [12:10] How Savvy plans to make money without charging traveler

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01:00:59

3 reasons to buy this market pullback

Wall Street Unplugged - What"s Really Moving These... ·

2025/11/19

3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett? In this episode: Adrenaline put on an amazing show in Vegas! [0:20] How to play the market pullback [5:07] What to expect from Nvidia's earnings tonight [7:17] 3 catalysts that will send stocks surging within six months [20:30] Ford's CEO just issued a major warning on the

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56:26

Microsoft's CEO just confirmed our AI power thesis

Wall Street Unplugged - What"s Really Moving These... ·

2025/11/05

Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook

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01:03:18

The AI bubble debate: What investors need to know

Wall Street Unplugged - What"s Really Moving These... ·

2025/10/22

Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love. In this episode: Denver's crazy NFL comeback [1:54] The AI bubble debate: Should investors be worried? [5:55] Netflix is selling off after earnings—is it time to buy? [18:56] Warner Bros. is crazy to ask for $24 per share [22:33] Why Disney just can't keep up with the big

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47:11

Why uranium prices could surge nearly 100%

Wall Street Unplugged - What"s Really Moving These... ·

2025/10/07

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 also joined the World Nuclear Association: Why it's a big deal [16:50]

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01:00:05

Your investing guide to the government shutdown

Wall Street Unplugged - What"s Really Moving These... ·

2025/10/01

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 are surging during the shutdown [18:19] Is Ford a buy following its

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59:20

The latest jobs data has forced the Fed's hand

Wall Street Unplugged - What"s Really Moving These... ·

2025/09/10

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) [18:14] Don't miss our upcoming live event on the AI energy crisis [22:24]

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01:02:04

Google's antitrust case: This stock will be the real...

Wall Street Unplugged - What"s Really Moving These... ·

2025/09/03

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 ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will

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59:27

Inflation came in hot—will the Fed wait on a rate cut?

Wall Street Unplugged - What"s Really Moving These... ·

2025/08/13

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 waving major red flags [24:49] Why Wall Street sees huge upside in this

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45:26

Speculation is at record highs—but don't panic

Wall Street Unplugged - What"s Really Moving These... ·

2025/07/30

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 retail buying in years? [12:40] The CSX railroad deal would be incredible for

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01:01:34

Winners and losers of the U.S.-Japan trade deal

Wall Street Unplugged - What"s Really Moving These... ·

2025/07/23

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 [15:21] Is it time to buy GM after its post-earnings fall? [19:18] What the

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53:13

Big Banks crush earnings… Where is tariff...

Wall Street Unplugged - What"s Really Moving These... ·

2025/07/16

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 big banks [13:11] When will tariffs show up in the inflation data? [24:00]

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53:57

A crypto bubble is brewing

Wall Street Unplugged - What"s Really Moving These... ·

2025/07/02

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] Key takeaways from the big banks' stress tests [16:50] Buybacks vs

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58:54

Why biotech is about to see M&A heat up

Wall Street Unplugged - What"s Really Moving These... ·

2025/06/04

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 small caps? [24:12] A regional bank for your watchlist [25:01] Why biotech

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59:34

Is the dollar on the brink of losing its reserve status?

Wall Street Unplugged - What"s Really Moving These... ·

2025/05/21

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] The 2 must-haves for retailers to be successful [28:04] Is Target a buy

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38:52

Get exposure to one of these 4 energy names

Wall Street Unplugged - What"s Really Moving These... ·

2025/04/30

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 highway cutting through the Amazon [8:09] What GE Vernova's Q1 earnings say

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