Wall Street Unplugged - What's Really Moving These Markets

Chris MacIntosh, founder of Capitalist Exploits and the Asymmetric Opportunities Fund, sees major changes coming down the pipeline... With market valuations stretched and markets hitting all-time highs, Chris gives a macro view of the global financial system... explains why he’s preparing for a commodities supercycle… and shares the sectors that will explode higher as commodities break out. Chris also breaks down the risks he sees for bitcoin... and why investors need to pay attention to the crypto investing cycle. [28:40] Then, Daniel and I discuss earnings season and some feuds between billionaire CEOs. We also break down some major changes coming from the Biden Administration… and stocks that will benefit from rising inflation and reopening economies. [01:15:41]  Today’s episode of Wall Street Unplugged is sponsored by Blockchain.com… one of the most trusted cryptocurrency platforms in the world, with over 70 million wallets… and over $800 billion in transactions since 2011. Not only can you trade your favorite cryptos… Blockchain.com lets you earn up to 13% interest annually on your digital currency. To start your account, visit Blockchain.com.      Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Commodities are known for epic boom-and-bust cycles… like the one uranium experienced from 2005–2007. But Amir Adnani, CEO of Uranium Energy Corp. and a long-time personal friend, believes we’re seeing something entirely different with the current uranium bull market. For one thing, there’s been a huge shift in focus from fossil fuels to clean energy in recent years… For another, the government has completely changed its attitude—and approach—towards uranium. [44:53] Then, Daniel and I discuss how continued lockdown measures across certain countries could impact the global economy… why Netflix is trading lower despite its solid earnings report… and the bidding war for Kansas City Southern. [01:27:18] Today’s episode of Wall Street Unplugged is sponsored by Blockchain.com… one of the most trusted cryptocurrency platforms in the world. Not only can you trade your favorite cryptos on Blockchain.com… you can earn up to 13% interest annually on cryptos like bitcoin and ethereum, or on stablecoins like USD Tether. To start your account, visit Blockchain.com.   Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Although bitcoin is relatively a new asset, Dan Held, growth lead at Kraken, is a veteran in the space. He highlights the “early days” (2013) in crypto and how just about everyone thought it was a crazy idea.  Later, Dan shares why he’s excited about Coinbase going public... how high he thinks bitcoin’s price will go… and why bitcoin is gold 2.0. [45:10] Then, Daniel and I discuss the positives and negatives surrounding Coinbase’s IPO… Goldman Sachs’ blowout earnings… and the pause in the Johnson & Johnson coronavirus vaccine. [01:12:34] *This episode of Wall Street Unplugged is sponsored by Blockchain.com... one of the most trusted cryptocurrency platforms in the world, over $800 billion in transactions since 2011. To start your account, visit Blockchain.com.   Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Major corporations are more politically motivated than ever—and this dangerous trend will come back to bite many of these companies in the a**. Some blue chip names could get hurt the most as profits face pressure due to boycotts. [00:55] Then, John Petrides, portfolio manager at Tocqueville Asset Management, highlights some of the biggest risks investors face in this bull market—including higher corporate taxes. He also breaks down first quarter earnings, and shares his favorite sectors and stocks to own over the next three to six months. [23:02] Next, regulators in the U.S. have been slow to adapt to cryptocurrencies. Now, the U.S. is in a tough position as countries around the world are taking full advantage of this now $2 trillion market. This includes China, which just announced a new digital currency. Here’s why this will disrupt the world... And finally, with Daniel out of town, I welcome my nephew, Joe Davide, back on the podcast. We discuss Joe’s portfolio… the mistakes he’s making… and how a few simple changes will maximize his profits and help him become a better investor. [54:33] *This episode of Wall Street Unplugged is sponsored today by Blockchain.com… one of the most trusted cryptocurrency platforms in the world. Not only can you trade your favorite digital assets… you can earn up to 13% interest annually on your crypto. For more information, visit Blockchain.com.   Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

We’re joined today by first-time guest Zac Prince, founder and CEO of BlockFi—a company that’s raking in $50 million in revenue monthly.  Among its many incredible services, BlockFi lets you earn interest on your crypto and take out crypto-backed loans. Learn what led Zac to launch the company… its competitive landscape… and future projects it will be undertaking… and where Zac thinks cryptos are headed. [22:44] Then, Daniel and I discuss President Biden’s infrastructure plans and how they will affect the market… the massive losses from a hedge fund that just blew up... and some wild details about the Suez Canal incident. [59:32]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday:   Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

As stimulus is distributed and the market looks forward, it seems everyone is bullish.   But Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor, warns that tough year-over-year inflation comparisons are coming up. When it comes to inflation, slowly rising rates are fine… but a quick spike could quickly cause further volatility.   We also discuss one of the hottest topics on Wall Street: environmental, social, and corporate governance (ESG) investing. Is this something investors should be paying attention to… or is it merely the latest Wall Street fad? Andrew explains… And, of course, he shares some of his own favorite ideas right now. [29:27]   Speaking of ESG, a research firm has recently placed a sky-high price target on one of the market’s favorite companies in the space: Tesla. In today’s educational segment, Daniel and I debate the firm’s findings.    And, as politicians gear up for a multitrillion-dollar infrastructure package, Daniel shares a few names he expects to benefit from the upcoming legislation. [54:19]       Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

Heads-up: I don’t have a guest this week — he needed to reschedule at the last minute. But don’t worry, I still have an exciting show for you today. I kick things off with a rant about COVID-19. Then, Daniel and I discuss the pent-up demand across the board as economies open back up and individuals are flush with stimulus cash. [0:35] Now that the stimulus bill has been passed, we break down the next major piece of legislation the market is looking forward to: infrastructure. We also discuss—and debate—the craziness around non-fungible tokens (NFTs). It’s that time of year: March Madness is upon us. As the college basketball tournament kicks off this week, I give a detailed breakdown of how to fill out a winning bracket. [46:39]       Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

A warning to all investors: “Cancel culture” is attacking Wall Street.   Nowadays, public opinion changes with the tide… and smart investors know to separate themselves from negativity and stick to their convictions. [00:30]   While most goldbugs are negative about anything but gold… Ed Karr, executive chairman of U.S. Gold Corp, is a fan of both the yellow metal and bitcoin. He shares his thoughts on bitcoin’s bull run… what’s behind the pullback in gold prices… and why he’s bullish on both assets long-term. [19:40]   Then, Daniel and I discuss the latest stimulus bill… why the market is rallying… and some ideas we like right now. I explain why interest rates won’t crash this market… and share a newly public stock I believe will hit $100 billion in valuation. [50:30]       Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

What a difference a couple of months make… Last time millennial investor (and my nephew) Joe Davide , he’d been making a lot of money on speculative trades. Now, he’s taking some losses as volatility swings in both directions. Joe and I discuss dealing with losses… and the most important lessons for investors of any age. [12:50] Then, Frank Holmes, CEO and chief investment officer at U.S. Global Investors, explains why young investors prefer bitcoin over gold… and why this trend could last for a very long time. Other topics we discuss include: Hive Technologies (Holmes is a chairman) and its record quarter mining cryptos… the airline industry and travel-related stocks… and why one of Holmes’ ETFs is set to benefit as the economy reopens. [35:10] Then, Daniel and I examine why analysts are raising earnings estimates, and the effect this could have on stock prices. And we debate the ethics of a new ETF that uses artificial intelligence to scan social media. [1:11:25]     Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com

You’ve got to take what the market gives you.  Genia Turanova, editor of Unlimited Income and Moneyflow Trader here at Curzio Research, breaks down the current market environment from a macro level—including why valuations could remain elevated for the foreseeable future, given the actions of the Fed. We discuss the role interest rates play in valuations… which sectors to watch as economic lockdowns are lifted… and how investors can generate yield in today’s tough environment. And, since we all know the market can turn on a dime, Genia also shares the proper way to hedge your portfolio. [27:55] Then, Daniel and I discuss the incredible results from Lowe’s… the housing market... rising interest yields... Fed Chair Jerome Powell’s recent Q&A… and of course, bitcoin. [58:14]       Enjoyed this episode?  Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/       Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com