Andrew Horowitz: A 'boring' sector with an exciting tailwind

In this episode: Uranium investors' patience will pay off [0:31] Welcome, Scott Melbye, president and CEO of Uranium Royalty Corp. [5:14] How AI and geopolitics changed the narrative around uranium [10:02] Republicans and Democrats agree on nuclear power [15:18] What it's like to start a company during a bear market [19:50] One of the best business models in the world [22:59] What's driving the disconnect between uranium prices and UROY? [29:32] Physical uranium vs. the royalty model [33:08] Why Scott is more excited than ever about the uranium space [45:53] Don't miss our mega sale! [55:39] Don't miss our year-end mega sale! Now’s your chance to try our investment research services at drastically discounted rates. This offer is only available for a very limited time—and once it's over, it's over. So lock in your discounted memberships now: Sponsor: This episode sponsored by Bridge Tower Group: Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Welcome, Andrew Horowitz, president of Horowitz & Co. [0:30] This powerful psychological motivator is driving the market [4:12] Why Andrew is fed up with the Fed [7:30] Tariffs are inflationary [9:00] Does Jerome Powell deserve any credit? [11:00] Why interest rates are poised to rise [15:40] Don't bet against the consumer [20:10] Not all analysts are created equal [22:35] This "boring" sector has an exciting tailwind [28:35] The big winners of 2024 [32:20] Crocs, Nike, or both? [38:20] Check out the Disciplined Investor podcast [43:22] This episode sponsored by Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb

In this episode: I'm buying more of this stock at noon tomorrow [0:29] Welcome Alastair Still, CEO of GoldMining (GLDG) [2:11] A look at GoldMining's impressive projects [6:47] A huge disconnect in GLDG stock [9:10] How GoldMining built a winning portfolio in a bear market [14:21] The gold industry is about to see an M&A boom [17:53] How GoldMining got a great under-the-radar uranium asset [24:44] These factors will drive GoldMining higher over the next 6–12 months [32:00] Why insiders are scooping up shares of GoldMining [38:55] The tremendous opportunities for our consulting business [42:23] Don't miss tomorrow's new trade on WSU Premium [49:02] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Welcome Scot Cohen, CEO of Wrap Tech [0:10] Wrap just undertook a major restructuring [0:54] Wrap's mission to disrupt Axxon's monopoly [5:38] Don't compare the BolaWrap to the Taser [7:04] Wrap's move to Virginia is huge for national public safety [17:14] This episode is sponsored by Bridge Tower Group [19:54] The company's solutions go way beyond the BolaWrap [22:28] Chile's order is just the start of a massive global opportunity  [26:00] Why Scot believes WRAP has a higher purpose [41:38] Sponsor: Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu   Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Welcome David Goone, CEO of tZERO [0:30] David's journey from ICE to tZERO [3:53] The biggest problem with the SEC's war on crypto [8:26] tZERO's Special Purpose Broker Dealer license is a game changer [12:59] Tokenization will level the playing field for retail investors [19:50] Tech innovation isn't even in the first inning [25:45] Why tZERO isn't scared of competition [34:55] How AI will revolutionize many industries [38:21] This episode is sponsored by Bridge Tower Group [44:21] A rare chance to join our most exclusive membership [48:45] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu   Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Frank’s not missing—he’s traveling [0:16] A stock to play the 4B movement [1:04] Trump’s controversial cabinet could send stocks soaring [4:49] The biggest financial event since Nixon cut the gold standard [11:59] This episode is sponsored by Bridge Tower Group [21:35] An important lesson from a restaurant stock on fire [23:10]  On tomorrow’s episode: Did this oil stock foreshadow Trump’s win? [28:39] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

These sectors will surge under Trump… Time to sell solar stocks? … Financial stocks to buy and sell… Buy this crypto stock… Why Europe, China, and gold are selling off… Will oil stocks plummet? … And more interest rate cuts? In this episode: The markets are rallying following the election [0:15] One of the greatest political comebacks in history [8:24] I was disappointed with this move by Harris [12:14] Why small caps are celebrating Trump's win [19:14] Is it time to give up on solar stocks? [21:15] What to buy and sell in the financial sector [25:03] The Bitcoin rally is just getting started [28:12] This crypto stock is a screaming buy after Trump's victory [32:36]  Why Europe, China, and gold are selling off today [36:40] Will oil stocks plummet under Trump? [37:35] Don't fear tariffs [45:26] Will the Fed cut interest rates again tomorrow? [51:48] This stock's selloff should be sounding alarms [1:01:00]  On tomorrow's WSU Premium: Trades for the Trump era [1:04:20] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Today's episode brought to you by Bridge Tower Group. In this episode: World Series craziness [1:31] A new president by next week's episode? [6:45] Ripple CEO: Either election outcome will be good for crypto [12:00] The most important takeaway from today's GDP data [17:33] Why the U.S. is now the world's safe haven market [20:33] How to profit from America's housing supply shortage [24:02] A look at Alphabet's blowout earnings [29:57] This social media company could triple from current levels [33:55] A telecom stock is turning the corner—is it a buy? [40:48] What AMD needs to do to compete with Nvidia [46:24] Is Ford finally a buy? [53:41] Don't miss our latest trade on tomorrow's WSU Premium [59:04] Today's sponsor: Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu   Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Halloween in Tampa… and where to retire in Florida [1:28] Election predictions: The betting markets vs. the media [6:37] Look past the presidential candidates—focus on this [11:29] Why billionaire Paul Tudor Jones is avoiding fixed income [19:26] Gold, Bitcoin, and bonds are all saying the same thing about inflation [24:08] Why the Fed might have to raise rates next year [30:15] Is Starbucks uninvestable? [33:17] GM shares are poised to shoot higher [46:12] This strategy is much better than paying dividends [49:59] Our capital raise closes in two weeks [55:02] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here:   Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat   Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

In this episode: Why I felt like Warren Buffett on my Vancouver trip [2:48] My plan to help this left-for-dead sector [7:36] Tesla's Robotaxi vs. SpaceX's rocket landing [9:40] The best election outcome for stocks [25:28] How Polymarket is different from other polls [26:10] Big tech's transition to nuclear power [38:24] Why I'm not sold on this nuclear savior [41:33] What earnings say about a possible banking crisis [45:41] What ASML's plunge means for semiconductors [51:20] A screaming buy in the healthcare space [53:41] Our deal for accredited investors closes soon [57:25] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li