Wall Street Unplugged - What's Really Moving These Markets

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 oil stocks… How to manage big winners… And one of the best business models in the world. In this episode: Wall Street Unplugged went live on X! [0:15] Why the market could pull back 20% from current levels [0:40] Bessent's bond move should scare you [8:44] Sectors to buy (and avoid) as long-term rates rise [27:04] These companies benefit the most from offshore oil production [37:11] How to manage big winners… and where to park your cash [40:43] This industry has one of the best business models in the world [1:27:50] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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 pick-and-shovel stocks to play rising oil prices… And more. In this episode: Wall Street Unplugged goes live tomorrow on X! [0:13] Sounds like Tiger Woods needs a new driver [3:01] If the 10-year note hits 5%, we're in serious trouble [8:20] Will the Fed raise rates in September? [13:08] Here's what's driving the surge in bond yields [21:00] A look at one of Dell's (DELL) best quarters ever [32:42] 2 pick-and-shovel stocks to play rising oil prices [44:00] Take-Two Interactive (TTWO) could hit $300 inside 12 months [52:44] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing? In this episode: A tough start for the 49ers [0:56] What Nvidia's results mean for the AI trade [5:09] Why Nvidia still looks like a bargain at current levels [15:02] Dick's disastrous quarter: Is it time to go bottom-fishing? [19:39] Smith & Wesson is a great business—but that doesn't mean it's a buy [28:43] How midterms will impact the data center trade [36:16] Why is Peter Thiel's Bullish (BLSH) crashing? [43:45] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs. In this episode: These stocks could rally after Nvidia reports earnings [2:59] A huge AI worry has been eliminated [13:05] Is Bessent's bond tinkering a big mistake? [23:48] Why everyone is up in arms over Druckenmiller's AI op-ed [36:30] These assets will benefit from Bessent's intervention [40:30] Two trading ideas from the latest 13Fs [49:10] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter.: href="https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors. In this episode: Is Northern Dynasty Minerals (NAK) worth another look? [2:11] Coppernico Metals (CPPMF) is a great buy right now [7:045] Walmart (WMT) vs. Target (TGT): Which is the better stock? [8:28] My No. 1 pick for fantasy football [17:02] Will the Clarity Act finally pass this year? [20:46] Institutions are ruining tokenization [28:11] Another horrible SPAC crushing retail investors [33:16] Ask us anything at askcurzio.com! [49:07] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li