Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.
Trade alongside Marin Katusa with these two bets
Welcome back to another episode of Wall Street Unplugged.This week’s guest is long-time friend and resource expert, Marin Katusa. He is the founder and CEO of Katusa Research.Today, Marin not only breaks down the gold market – and where prices of the yellow metal are headed within the next 3 to 6 months…But he also gives listeners insight on two junior resource idea’s he’s going “all-in” on. One of which is his largest personal position in the entire small cap space.Whenever Marin, one of the world’s most respected deal-makers in the sector, talks his book… it’s a must listen.Marin then discusses a few different rare-earth metal plays… including one pure-play on today’s disruptive electric vehicle (EV) revolution.But don’t sign off once Marin leaves us. For this week’s Educational Segment, I talk about another sector that’s poised for a rebound. Here’s why this so called ‘apocalypse’ is completely overblown…
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.”
More Wall Street Unplugged
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 the American dream? … And should investors own index funds?
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… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.
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 a great trade setup in uranium.
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? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.
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 Anthropic is turning to the government.
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 alarm on energy prices… And why did the Clarity Act fail?
Latest episodes
