Wall Street Unplugged - What's Really Moving These Markets

Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds? In this episode: Wall Street Unplugged went live on X [0:16] Get ready for a significant pullback over the next 6 months [5:25] For the first time, the government can’t fix the market [10:24] The all-time highs in indices are hiding a bloodbath in stocks [17:12] Earnings season: Approach with caution [21:05] My favorite opportunity in offshore oil [40:16] Why I’m scooping up more shares of this power stock [49:36] Will AI kill the American dream? [1:10:10] Should investors own index funds right now? [1:19:53] 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 MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal. In this episode: Join us live on X tomorrow at 11 a.m. ET! [0:15] The PCE came in cooler than expected—but there's a catch [9:06] What inflation means for the upcoming earnings season [19:37] A "who's who" of the AI leaders at Trump's meeting [23:39] Anthropic's S-1 is a joke [27:47] Not all upgrades and downgrades are equal [41:03] 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

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium. In this episode: Should you buy oil stocks now… or wait for a pullback? [1:14] Why inverse ETFs won't protect you during a selloff [7:49] These 2 power stocks are buys amid AI volatility [14:01] Several indicators are sounding the alarm for a pullback [19:28] A great trade setup in uranium [25:31] 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 MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Find full BluEnergies disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day. In this episode: Early injuries are shaking up the NFL [0:26] Breaking down the crazy market: Surging indices, crashing stocks [6:47] What the strong PMI data means for inflation [14:27] Why does Trump want to ban diesel exports? [22:29] BofA's year-end targets: How much should you invest in the market? [26:48] AI fear mongers are full of s*** [30:28] Forget the politics: Power's supply/demand story is stronger than ever [41:51] McDonald's CEO shows what not to do on Investor Day [46:44] Happy 16th to my youngest daughter and cheers to my late dad [50:00] 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

Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government. In this episode: Selling stocks: Where do taxes come into play? [1:02] Is the selloff in financial stocks a warning sign to investors? [5:53 Are "small language models" a headwind for data centers? [14:12] A Curzio Research matchmaking service? [22:41] Why Anthropic is suddenly turning to the government for help [29:57] How to bet on tonight's NFL matchup [43:21] Ask us anything at askcurzio.com [46:07] 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