Tariffs continue to dominate the headlines… And yes, they can move the markets in the short term… But, unless China makes this one bold trading initiative, they’re not a long-term threat to your portfolio. I go through all of this in today’s show.You know… tech stocks have been on a great run lately. Yet, one industry leader has lagged behind the group over the past few years. But those days are over; this tech giant is about to see incredible growth in the years ahead, which I’ll explain today. Oh, and I’m getting ready to fly to Vancouver for the Sprott Natural Resource Symposium. If you’re attending, make sure to come find me and say hello. I love connecting with listeners/subscribers.Download Transcript
What’s really moving these markets?
Subscribe to access daily market updates and exclusive content
More Frankly Speaking
Don’t buy junior gold miners—until you listen to this
If you’re thinking about investing in junior gold miners, it’s...
Here’s what you need to know about Google’s shocking Q1 miss
This week, Google reported weak first quarter earnings… I won’t...
More from Frank Curzio
This chipmaker is a screaming buy
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.
AI is now a critical national asset
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.
Will falling oil prices drive the Fed to cut rates?
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.
Brace for a market pullback
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.
A generational opportunity in offshore oil
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.
Oil could hit $120 this summer
Get ready for $120 oil. Plus, why Broadcom (AVGO) is selling off… Can politicians derail AI? … The SpaceX (SPCX) IPO… What's the Bitcoin (BTC) bull case? … Prediction markets are moving in on exchanges… And private equity redemption caps.
Latest episodes
