Episode 6 - Marc Lichtenfeld and Andrew Horowitz give their favorite stock picks for 2010 | Wall Street Unplugged - What's Really Moving These Markets Podcast

This popular uranium stock will go to $0: Today’s show starts with a deep dive into one of everyone’s favorite topics: uranium… I explain why the uranium bull market is only just beginning… and how artificial intelligence (AI) is driving it. I also share one popular uranium... by Wall Street Unplugged - What's Really Moving These Markets

44 min listen

What's behind this disastrous earnings season?: Thank you to everyone who joined our live event last night—Crypto 2024: After the Halving—where I shared how to position yourself for outsized returns in crypto over the next 18 months. If you missed it, you can check out the replay here:... by Wall Street Unplugged - What's Really Moving These Markets

41 min listen

Why is Tesla surging—despite terrible earnings?: Tesla (TSLA) reported its latest earnings yesterday… and the results were terrible. So why is the stock soaring today? I start today’s show by looking under the hood at the difficulties Tesla faces—from lower EV demand… to high costs… to... by Wall Street Unplugged - What's Really Moving These Markets

36 min listen

Why is crypto crashing?: The next Bitcoin halving is right around the corner… This event has historically been super bullish for crypto. Yet, Bitcoin is trading significantly off its all-time high of just two months ago. In fact, it’s down 12% in the last week alone. The... by Wall Street Unplugged - What's Really Moving These Markets

45 min listen

The Fed is in ‘hope-and-pray’ mode: The Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers… why the Fed is in an impossible position... by Wall Street Unplugged - What's Really Moving These Markets

45 min listen

Disney just broke the law: I start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected. Yet, stocks are selling off. Why? I break down what’s behind the pullback… why it puts the Fed in... by Wall Street Unplugged - What's Really Moving These Markets

54 min listen

Will we see more interest rate hikes this year?: Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games... by Wall Street Unplugged - What's Really Moving These Markets

51 min listen

A biotech stock that could deliver 20x gains… because of AI: I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st... by Wall Street Unplugged - What's Really Moving These Markets

48 min listen

NYC… CPI… AI… Oh my!: I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I... by Wall Street Unplugged - What's Really Moving These Markets

40 min listen

AI is still in the very early stages of growth: After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto... by Wall Street Unplugged - What's Really Moving These Markets

52 min listen

AI will lead to an earnings explosion: I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment.... by Wall Street Unplugged - What's Really Moving These Markets

49 min listen

AI… bubble or disruptor?: A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I... by Wall Street Unplugged - What's Really Moving These Markets

41 min listen

The Bitcoin bull market is just getting started: Happy Valentine's Day. I hope your day is smoother than mine—I’m running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we’re still in the early stages of this bull market. Last... by Wall Street Unplugged - What's Really Moving These Markets

39 min listen

Buy this 'Mag 7' stock right now: I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn’t trade experiences like these for anything… but they do remind me how old and fragile I’m... by Wall Street Unplugged - What's Really Moving These Markets

40 min listen

This tech giant is a screaming buy: Big Tech companies—including Microsoft (MSFT), Alphabet (GOOG), and AMD (AMD)—are the latest to report their fourth quarter (Q4) earnings. And despite all three names posting relatively strong results, all three stocks are down. I dig into the... by Wall Street Unplugged - What's Really Moving These Markets

44 min listen

Why NFLX is in a league of its own: Netflix (NFLX) jumped over 10% today after reporting blowout quarterly results. That’s great news for our WSU Premium members—since I just recommended NFLX last week. If you’re not getting my weekly trade recommendations, you’re missing out.... by Wall Street Unplugged - What's Really Moving These Markets

34 min listen

The good, the bad, and the sexy from CES 2024: I’m back in the office after attending the annual Consumer Electronics Show (CES 2024). I break down the various technologies that were on display—both the good and the bad—from wireless TVs and language processors… to autos and ESG… to the... by Wall Street Unplugged - What's Really Moving These Markets

37 min listen

Frank Holmes: Bitcoin and gold are both set to soar: I’m currently in Las Vegas attending the annual Consumer Electronics Show (CES 2024). Make sure to follow me on X @FrankCurzio for live updates on the biggest tech trends of the year! I have a special episode for you today. I sat down with... by Wall Street Unplugged - What's Really Moving These Markets

68 min listen

Apple is flashing major warning signs: Happy New Year! I kick off today’s show with a fun gambling tip I received while attending a college football game… and how it highlights some glaring issues with the college football playoffs. The stock market started 2024 on a down note, with... by Wall Street Unplugged - What's Really Moving These Markets

32 min listen

How crypto changed my life: Thank you to everyone who attended last night’s special live event: Crypto 2024. For anyone who missed it, I start today’s show with a recap of the biggest highlights, including: the paradigm shift taking place across the crypto space... by Wall Street Unplugged - What's Really Moving These Markets

59 min listen

Debunking Elizabeth Warren's crypto lies: I start today’s show with my take on the conflict unfolding across our nation’s universities… from the recent congressional hearing on antisemitism (and Bill Ackman’s fight to shake up Harvard’s leadership)… to issues of free speech and... by Wall Street Unplugged - What's Really Moving These Markets

47 min listen

2024 will be a banner year for crypto: I’m turning into the parent who yells at soccer games. I want your opinion: Am I the problem… or am I just supporting the kids’ best interests? Crypto’s recent rally has been incredible—especially as it comes out of a terrible bear... by Wall Street Unplugged - What's Really Moving These Markets

48 min listen

You’d be crazy to count on a rate cut: My family and I are back from our Thanksgiving vacation in the Dominican Republic. We had a fantastic time—except for the travel. Prepare for a rant on budget airlines… why I’ll never fly Spirit again… and a tangent about how the Department of... by Wall Street Unplugged - What's Really Moving These Markets

51 min listen

Why this uranium bull market is unlike any other in history: In this special episode of WSU Premium, Amir Adnani, co-founder and CEO of Uranium Energy Corp. (UEC), joins me for a wide-ranging interview on the developing uranium bull market. We start by looking at uranium prices, which have surged... by Wall Street Unplugged - What's Really Moving These Markets

57 min listen

Inflation is slowing… But don’t get too bullish yet: What a difference a few days makes. The mainstream media has turned from bearish to ultra-bullish—and stocks have surged—as the latest data shows inflation slowing. And, as I explained in last week’s WSU Premium, several stocks could... by Wall Street Unplugged - What's Really Moving These Markets

43 min listen

These stocks will surge through year-end: Both of my daughters participate in organized sports… And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now… but why I wouldn’t change a minute of it. Stocks are in... by Wall Street Unplugged - What's Really Moving These Markets

29 min listen

This $16 trillion opportunity is just getting started: I start today’s show by recapping my family’s awesome Halloween. By the time you get this episode, we’ll know the results of the Fed’s latest monetary policy meeting. I share my expectations about future rate hikes… and explain why... by Wall Street Unplugged - What's Really Moving These Markets

48 min listen

Prep for a recession with these assets: For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it’s packed—but not this year. I highlight the terrible experience… and what it says about the economy. Speaking of the economy, I... by Wall Street Unplugged - What's Really Moving These Markets

39 min listen

The biggest trend of my lifetime: I’m back in the office after attending a major industry conference for the financial newsletter business. I start today’s show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why... by Wall Street Unplugged - What's Really Moving These Markets

38 min listen

The perfect recipe for higher energy prices: Frank is on the road for business for the week, so I, Daniel, am leading the show today. I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I’m not being... by Wall Street Unplugged - What's Really Moving These Markets

29 min listen

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Episode 6 - Marc Lichtenfeld and Andrew Horowitz give their favorite stock picks for 2010

Episode 6 - Marc Lichtenfeld and Andrew Horowitz give their favorite stock picks for 2010

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