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Frankly Speaking

Curzio Research

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If you’ve never listened to my weekly special edition of Wall Street Unplugged: Frankly Speaking… here’s your chance. Each week, I receive more questions from WSU listeners than I can possibly cover in any one show. So every Friday, I host Frankly Speaking just for this purpose—to answer your top questions.
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Today's episode brought to you by Bridge Tower Group. In this episode: World Series craziness [1:31] A new president by next week's episode? [6:45] Ripple CEO: Either election outcome will be good for crypto [12:00] The most important takeaway from today's GDP data [17:33] Why the U.S. is now the world's safe haven market [20:33] How to profit from…
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In this episode: Halloween in Tampa… and where to retire in Florida [1:28] Election predictions: The betting markets vs. the media [6:37] Look past the presidential candidates—focus on this [11:29] Why billionaire Paul Tudor Jones is avoiding fixed income [19:26] Gold, Bitcoin, and bonds are all saying the same thing about inflation [24:08] Why the…
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In this episode: Why I felt like Warren Buffett on my Vancouver trip [2:48] My plan to help this left-for-dead sector [7:36] Tesla's Robotaxi vs. SpaceX's rocket landing [9:40] The best election outcome for stocks [25:28] How Polymarket is different from other polls [26:10] Big tech's transition to nuclear power [38:24] Why I'm not sold on this nuc…
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In this episode: Where’s Frank? [0:58] Investors are buying the soft landing narrative [4:18] Why are bonds rallying after the Fed’s rate cut? [6:42] The government is propping up the markets [10:49] Gold and crypto are sounding an alarm for investors [16:35] The China rally was short-lived… [17:24] The port strike is over… for now [21:25] Did you …
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In this episode: A remarkable experience talking with our investors [1:10] The VP debate brought back old-school politics [8:06] Why didn’t moderators ask about these topics? [9:41] What run-away deficits mean for the market [15:50] Breaking down the U.S. port strike [17:37] Two catalysts poised to send stocks higher [32:47] Is Nike a buy after its…
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In this episode: From hurricanes to Diddy… the world is a crazy place [0:36] Nearly everything is at all-time highs [5:18] Why JPMorgan likes commercial real estate right now [9:23] The market isn't as expensive as you think [12:00] Are we facing a repeat of 2008? [15:22] Is it time to invest in China after its stimulus package? [23:14] Why GM and …
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In this episode: Welcome Ed Karr, founder of U.S. Gold Corp. [4:13] Gold miners are printing cash at current gold prices [9:36] How gold mining is similar to Big Pharma [11:05] How long it takes to build a gold mine in the U.S. [13:11] The three phases of a gold bull market (we're in Phase 1) [17:02] These events could send gold prices plummeting […
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In this episode: Never forget… Remembering 9/11 [0:31] Takeaways from last night's presidential debate [2:47] This stock's movement proves who won the debate [5:10] How ABC embarrassed itself [8:20] Were any voters swayed by the debate? [14:26] Why markets are bouncing around following the debate [18:05] How much the Fed should cut rates by next we…
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In this episode: When it pays to be a contrarian [1:26] Why the manufacturing slowdown is actually a positive [5:11] A rant about retail "shrink" [8:08] Is NVDA a monopoly? [10:23] Proof AI is not in a bubble [14:17] NVDA is a better buy than MSFT or AAPL [19:40] This Friday’s job data is critical for the Fed [20:17] An alternative to stocks for ne…
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In this episode: It’s Nvidia’s world, and we’re all living in it [0:31] We could see a global selloff if NVDA disappoints [4:56] Why short sellers are targeting Super Micro Computer [11:16] Intel continues to be a disaster [13:26] This alarming tech stock is on the rise [18:15] Why this rate cut cycle is different [22:44] China is in a lot of troub…
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In this episode: The jobs data revisions are a joke [2:56] I’m getting extremely bullish on this aggravating sector [8:18] Are economists worthless? [14:15] The current environment is perfect for Target and Walmart [18:14] The DNC’s price controls are a terrible idea [25:09] Do the Democrats have a shot in November? [33:37] Insights into the auto m…
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The Fed’s green light to cut rates [2:29] What’s behind rising insurance costs? [4:18] The future CPI data you must watch for [11:53] Why the Fed could cut rates by 50 basis points in September [14:38] Is Home Depot a buy after pulling back? [21:40] The market has a lot of bullish momentum through year-end [24:58] Are Starbucks or Chipotle buys aft…
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In this episode: Welcome, Charles Payne from Fox Business [3:17] Why the Fed is behind on cutting interest rates [4:15] Why Harris’ VP pick is great news for Trump [10:15] Harris is selling happy vibes over prosperity [12:34] Why the “green agenda” is great for oil [15:02] Why Payne loves this retail stock [18:00] A “grand slam” investing opportuni…
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In this episode: Why MSFT is pulling back—despite great earnings [3:49] Will Harris destroy the oil industry? [8:26] Am I changing my tune on AMD after impressive AI growth? [11:11] What MAR’s guidance tells us about consumers [19:03] The terrible SBUX experience goes way beyond high prices [25:45] Why CRWD is poised to keep melting down [27:38] Tr…
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In this episode: Welcome Andrew Horowitz of The Disciplined Investor [1:34] Why Andrew isn’t sold on a September rate cut [4:43] A look at the crazy housing market [7:44] What’s behind the rally in small caps [20:58] A Trump presidency will impact these sectors the most [26:04] The CrowdStrike debacle is raising big questions for Big Tech [41:16] T…
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In this episode: John Petrides on the economy vs. the market [3:00] The most crowded trade on Wall Street [6:23] Where to find value in the markets right now [10:49] What’s more important than interest rate cuts? [13:59] How big bank regulations lead to “shadow banking” [23:30] How to position your portfolio for the next 12 months [26:52] This sect…
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In this episode: You must be cautious this earnings season [8:52] Is Tesla a meme stock? [11:35] Not all buybacks are created equal [17:54] Consumers keep spending—despite mounting debt [25:09] Has President Biden reassured voters following his debate debacle? [31:42] Should you buy the dip in Bitcoin? [45:07] What Intuit’s latest move says about A…
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