Wall Street Unplugged
Episode: 1164August 7, 2024

Charles Payne: Harris’ VP pick is great news for Trump

Inside this episode:
  • Welcome, Charles Payne from Fox Business [3:17]
  • Why the Fed is behind on cutting interest rates [4:15]
  • Why Harris’ VP pick is great news for Trump [10:15]
  • Harris is selling happy vibes over prosperity [12:34]
  • Why the “green agenda” is great for oil [15:02]
  • Why Payne loves this retail stock [18:00]
  • A “grand slam” investing opportunity [19:51]
  • Get your free copy of Payne’s new book, Unbreakable Investor [26:20]
  • The best compliment I could give Payne [28:38]
  • Why crypto crashed alongside stocks on Monday [31:07]
  • Now is the best opportunity to invest in the crypto space [33:27]

Have a question for Frank and Daniel,
submit it here: askcurzio.com

Follow Frank's Wall Street Unplugged podcast

I follow you. I’ve gotten amazing ideas for my shows from you.

Jim CramerMad Money
Episodes about Market Insights

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 "kill us all"? … And Robinhood's "tokenization" efforts.

Prepare for a 10–20% market pullback

The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.

Will Washington kill the AI trade?

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing?

A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs.

The Treasury’s latest move is a warning sign

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.

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 your humanoid robot watchlist… And politicians need to change the data center narrative.

More Wall Street Unplugged

The 10-year note could break the market

If the 10-year note hits 5%, we're in trouble. Plus, will the Fed raise rates in September? … One of Dell's (DELL) best quarters ever… 2 pick-and-shovel stocks to play rising oil prices… And more.

Tokenization

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 the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors.

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 (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

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 (AMD) down on solid earnings? … And a political headwind for data centers.