This sector will benefit the most from the Big, Beautiful Bill
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is long this mega-cap AI stock… and short on another [33:09] Check out The Disciplined Investor podcast [46:03] Find The Disciplined Investor --- https://thedisciplinedinvestor.com/ 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
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47:33
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47:33
A crypto bubble is brewing
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. dividends: Which is better for investors? [19:13] Michael Saylor created a crypto bubble… [26:47] Why altcoins are suddenly losing their steam [33:59] Why I think Peter Schiff will change his anti-Bitcoin tune [41:57] On tomorrow's show: Apple's upgrade… And a warning to investors [50:50] 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
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53:57
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53:57
Why Supermicro and Peter Lynch are betting on this $2 AI stock
Michel Amar, CEO of DigiPower X (DGXX), reveals how DGXX turned a boring utility asset into an AI goldmine… the company's explosive revenue potential… why the market is missing this $750M story (for now)... and a massive tailwind for DGXX. In this episode: Welcome, Michel Amar, Chairman and CEO of DigiPower X [0:15] DGXX is soaring—here's why it's just beginning [0:41] How DGXX turned a boring utility asset into a rare AI goldmine [3:10] Bitcoin mining + AI data centers = explosive revenue potential [8:33] Why the market is missing this $750M story (for now) [9:50] A game-changing partnership to fast-track execution [11:11] A massive tailwind for DGXX: Power scarcity [15:31] This legendary investor is backing DGXX [17:35] 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
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19:57
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19:57
The GENIUS Act: What it means for crypto (and how to play it)
How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI. In this episode: The easiest bet in hockey [0:36] Inflation is crashing—so why isn't Powell cutting rates? [5:30] Why the next Fed chair will lower interest rates [9:50] The Senate just passed a stablecoin bill—how to play it [15:54] The Iran conflict: Why we could see $100 oil [22:26] These sectors will suffer as oil prices rise [33:36] Altman vs. Zuckerberg: A shady CEO standoff [35:42] The No. 1 way to make a fortune from AI [42:57] Subscribe to Curzio AI: https://secure.curzioresearch.com/checkout/cai-product.php?utm_source=Libsyn&utm_medium=250618_cai_evgof_wsu_toc_libsyn&utm_campaign=CAI-evgof 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
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54:59
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54:59
The hands-down best way to play the AI growth trend
The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock. In this episode: What the CPI's cold reading means for the Fed [3:59] Several catalysts are poised to power the markets higher [10:31] A lesson from Circle's rise: Ignore valuation—focus on this [16:34] Disney's flawed growth strategy—and stocks to own instead [23:18] The hands-down best way to play the AI growth trend [35:30] Follow Peter Lynch into this stock [55:22] 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
About Wall Street Unplugged - What's Really Moving These Markets
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.
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