Prepare for a 10–20% market pullback
The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore...
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Wall Street Unplugged - What's Really Moving These Markets
Listen to renowned small cap stock analyst Frank Curzio talk with leading economists and respected investment professionals. Frank also breaks down the news of the week so all listeners can...
Episodes
20 of 1,217 episodesThe 10-year note could break the market
If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pic...
Will Washington kill the AI trade?
How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter…...
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...
Is the tokenization opportunity over?
Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Ta...
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...
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 Ir...
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 (CR...
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 bet...
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 (...
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 uninve...
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 attract...
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...
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...
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-b...
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...
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...
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 significantl...
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 bul...
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 mark...