Wall Street Unplugged - What's Really Moving These Markets

BM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM.  In this episode: The Rule Symposium was great—with one catch [2:40] Key takeaways from Day 1 of Fed Chair Warsh's testimony [8:34] Why the odds of a rate hike dropped significantly [16:08] IBM just had its worst day in 58 years. Is it a buying opportunity? [20:39] These two power plays are buys on the AI pullback [26:27] The greatest environment ever for big banks [29:34] Wrap's total addressable market just grew by 3x [41:13] Everything included in our new all-in-one investing hub, Curzio Alpha [51:31] Today’s episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you’ll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. 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

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad. In this episode: Welcome back, Meb Faber, cofounder of Cambria Investment Management [0:01] How long can this bull market last? [2:16] Why U.S. investors should look abroad [11:30] How Cambria navigates the market for investors [16:21] The power of networking [27:26] Meb's new book breaks down America's 250-year bull run [28:47] 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

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin. In this episode: Say hello to Frank in Boca Raton [0:19] What the end of the ceasefire means for oil prices [1:26] July will be a rough month for stocks [5:32] The release of the Fed minutes should shake the market [8:29] Can Q2 earnings meet Wall Street's huge expectations? [17:41] Saylor is backtracking on Bitcoin… Why that's good for crypto [26:48] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter 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

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

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