Wall Street Unplugged - What's Really Moving These Markets

Episode

• This hospitality disruptor is entering its next growth phase 02.07.2026 42mnt

  Savvy CEO Eric Goldreyer on the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hospitality disruptor.  In this episode: Welcome back, Eric Goldreyer, CEO of Savvy [4:02] The secret to Savvy’s success… and its next growth phase [9:23] How AI is helping unlock customer savings [14:28] The key to building a successful startup [24:14] Eric’s exit plan for this hospitality disruptor [34:48] Why we believe in the Savvy story… and its ROI potential [38:43] 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
• Is Bitcoin close to a bottom? 01.07.2026 41mnt

  Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!  Politics pay: Breaking down Trump's $1B income [2:05] How politicians game the system [5:51] The ultimate winning political strategy (for any party) [15:16] Meta is reading from the Amazon playbook—why it's controversial [17:29] AI companies are fighting data center pushback… with incentives [24:04] Bitcoin's free fall: Is the crypto market near a bottom? [30:48] Happy birthday, America! [40:38] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they’d see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy: 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
• This chipmaker is a screaming buy 24.06.2026 1j

  These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market. In this episode: Curzio Alpha has launched! [2:56] Is it still a "buy-the-dip" market? [6:30] These stats show just how wild market speculation has gotten [10:36] What's driving the outperformance in small caps? [14:53] These tech stocks are buys on the pullback [19:22] A special deal on your next vacation rental [23:48] This chipmaker is a screaming buy [25:01] Steer clear of this SPAC [33:07] Accenture's management should be fired [39:13] Grand Theft Auto VI will be a boon for Take-Two Interactive [46:17] Why is nobody talking about the horrible housing market? [54:08] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they'd see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy. Here's how to book: 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
• AI is now a critical national asset 22.06.2026 30mnt

  Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually going [14:54] Why AI can't be compared to the dot-com boom [19:55] The future of AI: Does the reward outweigh the risk? [23:44] What sets VIVO apart in the AI landscape [28:37] 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
• Will falling oil prices drive the Fed to cut rates? 17.06.2026 58mnt

  Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha. In this episode: Congrats to the New York Knicks! [0:25] Introducing the only newsletter you'll ever need: Curzio Alpha [8:55] SpaceX's move to buy Cursor is brilliant [19:46] Will crashing oil prices lead to lower inflation? [28:29] Get your popcorn ready for Kevin Warsh's first Fed meeting [30:14] AI capex is unlike anything we've ever seen [47:58] 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
• Rick Rule's favorite resources for 2026 15.06.2026 56mnt

  Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium. In this episode: Welcome, Rick Rule, the GOAT of the resource industry [1:41] What to expect from the Rule Symposium, 30 years in the making! [2:53] Why Rick is buying gold stocks again after trimming exposure last year [16:20] Rick is incredibly bullish on oil & gas—and these stocks are his favorite plays [25:38] Is it time to buy uranium stocks again? [33:15] How Battle Bank is turning the banking industry on its head [39:28] Editor's note: This July, Rick is hosting the 2026 Rule Symposium, a premier natural resource investing conference. The speaker lineup is a "who's who"of the resource industry (including yours truly)... and the event is designed to leave you with powerful industry connections, deep market insights, and possibly your next big winner! In-person tickets to the symposium are sold out…But you can still attend the livestream: https://cvent.me/XOqdLa?via=Curzio 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
• Brace for a market pullback 10.06.2026 1j 2mnt

  A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table. In this episode: The California election is chaos [1:06] Why Senator Warren is trying to delay the SpaceX IPO [5:31] Breaking down the market's reaction to the hot CPI [10:22] The cost of living is killing the market [17:02] New Fed chair, old Fed tricks [24:03] Gold prices have more room to fall [31:26] A market correction is coming… and that's good news [38:43] $1 million Bitcoin is off the table [43:08] 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 generational opportunity in offshore oil 08.06.2026 42mnt

  John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside. In this episode: Welcome, John Stephenson, founder of Granite Point Research [5:32] A structural shift is taking place across the oil market [6:30] The risk/reward setup for deepwater drilling has changed [10:27] Why oil companies are flocking to Africa [19:28] A generational opportunity in offshore oil [21:20] How an unknown company beat the majors to a prolific reserve [26:51] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://curzio.me/bluenergies-disclosure. 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
• AI changed my Bitcoin thesis 03.06.2026 57mnt

  $500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/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
• Ivan Bebek's new project could become the world's largest copper mine 27.05.2026 56mnt

  Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of mining investing alongside him… and why this could become the world's largest copper mine.  In this episode: Welcome, mining legend Ivan Bebek! [5:06] Tapping into Peru's incredible mining opportunity [10:34] A world-class project 10 years in the making [18:53] Why this could become the world's largest copper mine [27:40] A "who's who"+ of mining is investing in this project [36:36] Coppernico Metals' game plan over the next 12 months [41:40] The episode sponsored by: Savvy: Stay smarter. https://www.savvy.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 LinkedIn: https://curzio.me/syn_li
• A market pullback is coming 20.05.2026 58mnt

  Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround. In this episode: Skydiving for my birthday [0:28] The New York Knicks' incredible comeback [2:45] Why investors must prepare for a pullback [6:36] A sector to buy—and one to avoid—amid rising inflation [12:58] Nvidia's earnings tonight: Here's what I want to hear [19:24] Could voters slow down the AI train? [35:56] The No. 1 takeaway from Berkshire's latest 13Fs [43:41] It took years, but this retailer finally figured it out [52:04] 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
• Trump's trip to China: These stocks will benefit 13.05.2026 59mnt

  How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass? In this episode: The New York Knicks are on fire! [0:44] Spencer Pratt's insane bid for LA mayor [2:58] CPI takeaways: AI is powering the market… How long can it last? [7:46] Data centers just caught Wall Street off guard in a big way [18:33] DigiPower X is up over 400%—and there's more room to run! [22:12] Cerebras' IPO tomorrow will be insane [27:27] How to profit from Trump's trip to China [38:26] Will the Clarity Act finally pass? Oddsmakers think so [45:11] 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
• This tiny offshore driller is ahead of the majors in the global energy race 06.05.2026 30mnt

  BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadership, and TotalEnergies (TTE) partnership… And catalysts for the stock over the next 12 months. In this episode: Why Big Oil is rushing into West Africa right now [1:10] CEO Craig Steinke on BluEnergies' (BLUGF) "multibillion-barrel" opportunity [4:47] The key to BlueEnergies' success: A major early-mover advantage [8:08] A game-changing partnership with one of the supermajors [12:07] This legendary mining exec is backing BluEnergies [15:24] Catalysts for the stock over the next 12 months [18:52] An all-star management team aligned with shareholders [23:26] Disclosure Statement in Compliance with Section 17(b) of the Securities Act Curzio Research, Inc. (CRI) is a communication and marketing company that provides services to BluEnergies Ltd (TSXV.BLU), a publicly traded company (the "Company"), including awareness and engagement or opinions on the Company. Compensation CRI receives compensation from the Company in the amount of two hundred fifty thousand dollars over a two-month period from April 15, 2026 through June 15, 2026. However, this compensation is not contingent upon any specific opinions or recommendations being issued, and no price targets are set by CRI. All reports are intended to reflect the independent views of those preparing them. As required by Section 17(b) of the Securities Act of 1933, CRI hereby discloses this compensation arrangement, which may result in potential conflicts of interest. Investors should be aware that compensation has been provided by the Company to CRI who is preparing any reports or opinions. You can read the full disclosure here: https://curzio.me/bluenergies-disclosure. 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
• The beginning of the end for OPEC 29.04.2026 59mnt

  The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's exit is the beginning of the end for OPEC [21:11] Big Tech is reporting—and this stock's results matter most [29:36] The Wall Street Journal's piece on OpenAI is B.S. [33:55] Bloom Energy is up 10x… and big changes coming to Curzio Research [50:19] Betting tips for the Kentucky Derby [57:09] 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
• This tiny power company could surge 10x from current levels 22.04.2026 1j

  Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI… 3 key factors that drive Vivo's success… and the single biggest value driver for the stock in 2026. In this episode: Welcome, Kevin Chin, executive chairman of VivoPower (VIVO) [5:00] A generational opportunity: Why power is the new oil [11:55] VivoPower's strategy to dominate AI [19:15] 3 key factors that drive Vivo's success [24:57] The art of structuring great deals for shareholders [32:29] How management is prioritizing giving back [37:46] The single biggest value driver for the stock in 2026 [46:01] 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
• This tiny company is using AI and robotics to transform biotech 21.04.2026 42mnt

  Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned management team and Big Pharma partnerships… and why 2026 will be a game changer for Telescope. In this episode: Welcome, Jason Hein, founder of Telescope Innovations (TELIF) [5:16] Telescope's robotic labs are revolutionizing biotech [8:27] Leveraging AI to reduce costs and improve patent timelines [14:02] Partnerships with the biggest names in Big Pharma [16:28] TELIF's management team is renowned in the scientific community [26:46] Why this year will be a game changer for Telescope Innovations [31:56] Telescope Innovations recommendation disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/04/2603-Telescope-Innovations-Marketing-Disclosure.pdf 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
• Andrew Horowitz: How to play the Iran conflict 15.04.2026 1j 4mnt

  Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)? In this episode: Welcome back, Andrew Horowitz of The Disciplined Investor [0:15] Andrew breaks down the market's non-reaction to the Iran conflict [1:40] How the Strait of Hormuz is driving inflation across the board [8:44] Why this earnings season is unlike any other [16:01] The timing of the private credit crisis was great for retail investors [22:34] Is Musk intentionally tanking Tesla? [26:12] Hyperscalers need to calibrate their AI capex [38:35] Some of Andrew's favorite ideas in the market right now [51:08] Sign up now for the Curzio One Wealth Forum 2026 [1:01:01] 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
• Oil is plunging—are stocks in the clear? 08.04.2026 1j

  Oil’s drop: What’s driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss’ (LEVI) major warning for big box stores… And Tesla’s (TSLA) risk/reward setup. In this episode: My pick for Masters week! [3:21] Oil’s plunge: What’s driving it and what it means for stocks [7:45] Key expectations for earnings season [14:56] Don’t go bottom fishing in this sector [20:26] Proof the market isn’t expensive at current levels [23:59] Microsoft has been hammered—is it a buying opportunity? [26:00] Levi Strauss’ earnings signal a major warning for big box stores [33:09] Is Tesla a good risk/reward setup right now? [45:25]  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
• Is it finally time to buy Nike? 01.04.2026 59mnt

  Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge. In this episode: Tiger Woods is stepping away from golf [0:15] What drove yesterday's historic market move? [4:30] The Strait of Hormuz remains key to the market's health [8:55] Carnival has a credibility problem [14:52] Forget oil—this commodity is about to skyrocket [17:51] This recent report on Disney is nonsense [26:25] Nike is tanking—is it time to buy? [28:41] OpenAI's valuation hit $850 billion—what's behind the surge? [34:43] Reserve your spot at our upcoming Curzio Wealth Forum! [41:24] AI is dead without this sector [44:07] Enjoy the NCAA final four and happy Easter! [51:42] 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
• Is a ceasefire with Iran on the horizon? 25.03.2026 59mnt

  U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership. In this episode: How's your NCAA bracket? [0:49] U.S./Iran ceasefire talks are pushing the market higher [7:04] Why Trump NEEDS a resolution in Iran [14:42] How the Clarity Act drove Circle's plunge [27:18] Agentic AI is coming for big banks [34:51] Disney just blew its OpenAI partnership [43:24] 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