Episodios

  • The China trade deal takes a recession off the table
    May 14 2025

    In this episode:

    • Trump's big week: China trade deal, ceasefires, and more [3:15]
    • The China deal removes the risk of recession [10:47]
    • The next AI boom will take place in this country [15:47]
    • Stocks poised to rally on the U.S.-China trade deal [20:41]
    • Why the current environment is perfect for big banks [23:00]
    • Buy this AI pure play on a pullback [25:02]
    • This will be the best-performing DOW stock this year [32:31]
    • Daniel eats humble pie on Coinbase [37:33]
    • The latest crypto IPO underscores Bitcoin's momentum [40:10]
    • Don't miss tomorrow's new stock pick [48:22]

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    52 m
  • Buy this AI stock on any pullback
    May 7 2025

    Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k.

    In this episode:

    • Highlights from my boots-on-the-ground research trip [1:17]
    • Will we see rate cuts this summer? [9:10]
    • What to expect from China trade talks [15:12]
    • Is China finally a buy? [18:12]
    • Disney is finally making some smart business moves [22:41]
    • Should you buy Uber on its pullback? [34:46]
    • What caused the plunge in the healthcare sector? [38:32]
    • This AI stock is a buy on any pullback [43:03]
    • Bitcoin will push past $200k—here's why [49:15]
    • How to play the crypto bull market [53:51]

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    59 m
  • Get exposure to one of these 4 energy names
    Apr 30 2025

    Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin.

    In this episode:

    • Frank is on a research trip to Denver [0:25]
    • What caused Spain to go dark for 24 hours? [1:52]
    • The U.K.'s answer to climate change: Dimming the sun? [6:59]
    • The irony of the new highway cutting through the Amazon [8:09]
    • What GE Vernova's Q1 earnings say about the future of natgas [10:57]
    • You should have exposure to one of these 4 energy names [15:50]
    • Breaking down the new Bitcoin SPAC, Twenty One Capital [18:48]
    • Twenty One Capital is NOT another Strategy [28:27]
    • Proof of massive Big Money demand for Bitcoin [30:48]
    • The financialization of Bitcoin is upon us [32:47]

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    39 m
  • Peter Lynch is backing this undervalued AI disruptor
    Apr 28 2025

    In this episode:

    • DigiPower X (DGXX) is a hidden gem in today's market [0:20]
    • Introducing Michel Amar, CEO of DigiPower X [3:17]
    • DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59]
    • DigiPower has a massive head start on its competitors [14:17]
    • Why this debt-free revenue machine is so undervalued [16:33]
    • How management takes care of its shareholders [24:40]
    • One of the world's best investors is backing this company [28:30]
    • How this $30M company plans to unlock $500M in value in 2 years [32:28]

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    35 m
  • U.S. Gold Corp: Riding massive tailwinds toward unprecedented gains
    Apr 23 2025

    In this episode:

    • Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14}
    • Why this stock is up 130% over the past 12 months [3:11]
    • Proof that U.S. Gold Corp. is dramatically undervalued [9:58]
    • CEO George Bee is a gold-mining superstar [12:41]
    • An $800 million opportunity in "waste rock" [16:07]
    • USAU's flagship project is worth 7x the current market cap [21:56]
    • USAU could soon get into Russell 2000—why that's a huge deal [24:00]
    • Big companies are now knocking on USAU's door [26:49]

    U.S. Gold Corp. (USAU) Recommendation Disclaimer: https://www.curzioresearch.com/wp-content/uploads/2025/04/US-Gold-Corp-Marketing-Disclosure.pdf

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    37 m
  • NVDA proves no one is safe in Trump's trade war
    Apr 16 2025

    In this episode:

    • Stay cool in this crazy market [1:26]
    • Trump must dial back his tariff policy [4:03]
    • Nvidia's $5.5B charge is only the beginning… [10:09]
    • This sector is uninvestable amid Trump's tariffs [16:42]
    • What's up with United Airlines' two sets of guidance? [24:44]
    • This AI company is in a league of its own [32:22]
    • Powell or Bessent: Who will blink first? [38:15]
    • Has the market bottomed? [42:06]
    • Curzio One: Another incredible private placement [46:24]

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    1 h
  • What's behind the surge in bond yields?
    Apr 9 2025

    In this episode:

    • Pay attention to surging bond yields [2:52]
    • One simple thing could end this market meltdown [6:51]
    • I eat some humble pie on a recent small cap trade [14:50]
    • China's plan to sell U.S. Treasurys—should you be worried? [17:16]
    • Big banks will be able to buy bonds—why that's a huge deal [26:41]
    • This market leader has the most China risk [32:39]
    • Is Cramer right that Ford is a value trap? [36:35]
    • Be prepared for a lot of companies to cut guidance [38:50]
    • An easy trading tip as earnings season kicks off [47:44]

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    56 m
  • A $68 trillion opportunity for retail investors
    Apr 2 2025

    In this episode:

    • Daniel is behind the mic today [0:16]
    • What will Trump announce on tariffs today? [1:34]
    • Could U.S. tariffs go as high as 30%? [4:55]
    • Trump's announcement will be good for the market [6:34]
    • Larry Fink calls out government debt and social security [10:41]
    • A $68 trillion opportunity for investors [19:24]
    • Is AI in a bubble… that's now popping? [25:50]
    • How the Newsmax IPO stuck it to Wall Street [28:50]
    • The future is bright for tokenization [35:51]

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    40 m
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