Wall Street Unplugged
Episode: 1164August 7, 2024

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

Tags:
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]
What’s really moving these markets?
Get free daily updates
Episodes about Market Insights

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.

John Stephenson, Granite Point Research

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.

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!

A market pullback is coming

Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround.

View all →
More Wall Street Unplugged
Bitcoin

AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

OPEC

The beginning of the end for OPEC

The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAI piece.

Andrew Horowitz, The Disciplined Investor

Andrew Horowitz: How to play the Iran conflict

Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?

View all →
Ep. 1360

Why isn’t the oil market reacting to Iran?

Why isn’t oil surging as the Iran conflict escalates? Plus, why Oracle (ORCL) dropped after solid earnings… Will AI force the Fed to hike rates? … Can Kevin Warsh actually change the Fed? … And an El Niño trading opportunity.

Read more
Ep. 1357

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.

Read more
Ep. 1355

A deal with Iran would be bullish for energy stocks

An Iran deal won't solve high oil prices—and that's good news for energy stocks. Plus, the Fed should use this overlooked tool to lower interest rates… Does stopping out change a thesis? … And are drones the next Trump trade?

Read more
Ep. 1353

Will SpaceX be the next Tesla?

The SpaceX (SPCX) IPO: Can Musk pull off another Tesla (TSLA)? Plus, Nvidia (NVDA) is still cheap… Walmart's (WMT) CEO is in a tough spot… Key moves from the latest 13Fs… And a trade on Trump's China trip.

Read more

Most Popular Episodes