Shows / Curzio Research
Episodes
- Curzio Research
Will AI kill Google?
Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft's (MSFT) remarkable earnings… Will infrastructure…
- Curzio Research
Why higher rates aren’t hurting Bitcoin
Bitcoin is holding near $80,000 despite rising interest rates and attractive yields on cash. Here's why investors are still buying, what could drive the next…
- Curzio Research
What Musk’s neocloud warning means for investors
Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap of the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI…
- Curzio Research
3 simple steps for finding winners in the AI selloff
AI stocks are getting crushed, but not every company deserves the punishment. Here's a simple 3-step system to separate potential winners from the hype... and…
- Curzio Research
The biggest growth trends have a scarcity problem
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more…
- Curzio Research
The biggest growth trends have a scarcity problem
AI needs more power. Oil majors need new reserves. Electrification needs more copper. Here's how we're investing in the scarce assets positioned to become more…
- Curzio Research
Wall Street’s biggest risks are starting to collide
High interest rates, rising energy costs, and a more expensive AI buildout are creating new risks for stocks. Here's how these headwinds reinforce one…
- Curzio Research
Uranium is at an inflection point
After years of stagnation and skepticism, the uranium market is poised for significant growth for the foreseeable future. Here's what's driving the "uranium…
- Curzio Research
How to find bargains—and avoid losers—in a selloff
In today's volatile environment, we're seeing strong companies pull back sharply alongside weaker ones. That creates opportunity… but also risk. Let's take a…
- Curzio Research
Why strong results aren’t saving stocks this earnings season
Goldman Sachs (GS) just crushed earnings estimates, yet its stock fell alongside other market leaders. Here's why strong results aren't enough anymore... and…
- Curzio Research
CoreWeave is in freefall—is it time to buy?
Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026……
- Curzio Research
The big bank trade is over
The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors…
- Curzio Research
A silent bear market is hiding under the S&P 500’s record high
The S&P 500 is near a record, but the majority of its stocks trade at least 10% below their highs. Here's why that's an opportunity, three sectors to buy…
- Curzio Research
Old GPUs are changing the math behind the AI boom
One of the strongest AI bear arguments says expensive GPUs will become obsolete faster than Big Tech is accounting for. But new data suggests older AI hardware…
- Curzio Research
The biggest winner of the GLP-1 trend
The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why…
- Curzio Research
Wall Street is overlooking a major tailwind for uranium
Alphabet (GOOG) just locked in nuclear power for the next two decades, yet uranium stocks are still trading near their lows. Here's why the deal could be the…
- Curzio Research
Did Google just revive the nuclear trade?
Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the…
- Curzio Research
Forget the P/E ratio—focus on these metrics instead
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look…
- Curzio Research
America is 100 gigawatts short of power
AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here…
- Curzio Research
Why this gold mining legend is betting on offshore oil
Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind…
- Curzio Research
3 tips to use credit cards wisely and make your money work for you
Credit cards get a bad rap—but when used correctly, they can be a powerful financial tool. And whether you're 18 or 80, understanding how to use them wisely…
- Curzio Research
This earnings season will wreak havoc on the market
Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill…
- Curzio Research
A stock can fall 50% and still be expensive
A beaten-down stock can still be expensive… and a soaring stock can still be cheap. Here's why earnings matter more than the stock chart when judging…
- Curzio Research
The cooler PCE isn’t the win you might think
The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders……
- Curzio Research
The stock market is hiding a major warning sign
The Nasdaq is hovering near record highs, but many recognizable stocks are struggling underneath. Here's why a handful of megacaps can mask widespread…
- Curzio Research
Can inverse ETFs save you from a pullback?
Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And…
- Curzio Research
AI is leveling the playing field for small caps
After spending years lagging the broader market, small caps are starting to quietly outperform Big Tech. And AI may be the reason. Here's what investors should…
- Curzio Research
Political headwinds can’t derail the AI trade
Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? ……
- Curzio Research
This region is the ‘hidden frontier’ of the energy trade
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers…
- Curzio Research
This region is the ‘hidden frontier’ of the energy trade
The world's biggest oil companies are draining reserves faster than they're replacing them. That creates a powerful second-order trade: the frontier explorers…
- Curzio Research
Is the selloff in financial stocks a warning sign?
Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why…
- Curzio Research
The market is facing the perfect storm
The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the…
- Curzio Research
The AI power gap Wall Street still hasn’t priced in
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power…
- Curzio Research
The AI power gap Wall Street still hasn’t priced in
Elon Musk says the AI race is accelerating beyond anyone’s control. But every competitor faces the same physical limit: electricity. PJM’s widening power…
- Curzio Research
Don’t sign another contract before you listen to this
Leo Mann, author of Don't Sign That, shares the contract clause that could cost you your soul… the five clauses (and six words) you must pay attention to…
- Curzio Research
Forget chips—these overlooked sectors are the real AI winners
AI is fueling a power crisis—and the biggest winners aren't chipmakers. Discover why two under-the-radar sectors could deliver the next wave of massive gains…
- Curzio Research
Hot inflation just raised the risk of a market correction
Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL)…
- Curzio Research
The dark side of Wall Street’s tokenization boom
Tokenization promises to give everyday investors access to private markets. But Wall Street may be using the technology for another purpose: finding new buyers…
- Curzio Research
The Fed needs to hike rates by 50 basis points
Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI…
- Curzio Research
Nobody’s asking the most important AI question
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war…
- Curzio Research
Nobody’s asking the most important AI question
Everyone's debating which AI model will ultimately win… But the smarter trade has been hiding in plain sight for two years. No matter who wins the model war…
- Curzio Research
Bitcoin miners just found a better business model
Bitcoin miners built their businesses around cheap power and mining rigs. Now, many are realizing their power assets may be worth far more as AI data center…
- Curzio Research
Why this confusing market may be healthier than it looks
The market is sending wildly conflicting signals, from rising yields to strong earnings and record stock prices. But history suggests investor skepticism can…
- Curzio Research
The bond market just overruled the Fed
Investors obsess over every Fed decision. But the borrowing costs pressuring housing, businesses, and stocks are increasingly tied to long-term rates the Fed…
- Curzio Research
Is the tokenization opportunity over?
Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will…
- Curzio Research
Crypto could save the U.S. dollar
Many investors worry that crypto is a threat to the U.S. dollar… But in truth, one of the fastest-growing segments of crypto is quietly reinforcing the…
- Curzio Research
Should you buy Cerebras on this pullback?
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for…
- Curzio Research
Is AI in a bubble?
Everyone's calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these…
- Curzio Research
Stop believing this lie about the U.S. dollar
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro…
- Curzio Research
The AI payoff Wall Street has been waiting for is finally here
Big Tech has spent hundreds of billions building AI infrastructure. Now, cloud revenue is surging across Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOG)……
- Curzio Research
Japan’s currency crisis is more dangerous than you might realize
How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key…
- Curzio Research
7 pick-and-shovel plays on the AI gold rush
AI is this century's gold rush—and the biggest fortunes will once again go to the companies selling the "shovels." These seven sectors are providing the energy…
- Curzio Research
Is SpaceX a buy on its pullback?
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD…
- Curzio Research
‘Discovery’ could be the next trillion-dollar AI business
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records…
- Curzio Research
‘Discovery’ could be the next trillion-dollar AI business
Advanced computing is lowering the cost of discovery… and increasing the value of information companies already own—like seismic surveys, exploration records…
- Curzio Research
The easiest way to take the guesswork out of investing
Our biases can lead to costly investment decisions. But one simple strategy can help you overcome biases by minimizing the "guesswork" in your portfolio… and…
- Curzio Research
The hidden leverage crisis behind the AI selloff
Some of the strongest AI companies kept delivering solid results while their stocks collapsed. The missing piece was leverage. Here's how margin calls and…
- Curzio Research
Could South Korea trigger another 2008 crash?
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And…
- Curzio Research
BlackRock and Meta’s $12B bond deal changes the AI landscape
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are…
- Curzio Research
Alphabet is in a league of its own among hyperscalers
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive…