This sector will benefit the most from the Big, Beautiful Bill

Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is long this mega-cap AI stock… and short on another [33:09] Check out The Disciplined Investor podcast [46:03] Find The Disciplined Investor --- https://thedisciplinedinvestor.com/ 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

How the "Bitcoin treasury" model is creating a bubble. Plus, breaking down today's ADP numbers… Microsoft's (MSFT) layoffs… The big bank stress tests… Buybacks vs. dividends… Why altcoins are losing their steam… And will Peter Schiff change his anti-Bitcoin tune? In this episode: Is the WNBA trying to kill its brand? [3:03] How today's ADP numbers will impact interest rates [8:32] What's behind Microsoft's mass layoffs [11:39] Key takeaways from the big banks' stress tests [16:50] Buybacks vs. dividends: Which is better for investors? [19:13] Michael Saylor created a crypto bubble… [26:47] Why altcoins are suddenly losing their steam [33:59] Why I think Peter Schiff will change his anti-Bitcoin tune [41:57]  On tomorrow's show: Apple's upgrade… And a warning to investors [50:50] 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

Michel Amar, CEO of DigiPower X (DGXX), reveals how DGXX turned a boring utility asset into an AI goldmine… the company's explosive revenue potential… why the market is missing this $750M story (for now)... and a massive tailwind for DGXX. In this episode: Welcome, Michel Amar, Chairman and CEO of DigiPower X [0:15] DGXX is soaring—here's why it's just beginning [0:41] How DGXX turned a boring utility asset into a rare AI goldmine [3:10] Bitcoin mining + AI data centers = explosive revenue potential [8:33] Why the market is missing this $750M story (for now) [9:50] A game-changing partnership to fast-track execution [11:11] A massive tailwind for DGXX: Power scarcity [15:31] This legendary investor is backing DGXX [17:35] 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

How to profit from the GENIUS stablecoin bill. Plus, why isn't Powell cutting rates? … The Iran conflict: Why we could see $100 oil—and which sectors will suffer… Altman vs. Zuckerberg… And the No. 1 way to profit from AI. In this episode: The easiest bet in hockey [0:36] Inflation is crashing—so why isn't Powell cutting rates? [5:30] Why the next Fed chair will lower interest rates [9:50] The Senate just passed a stablecoin bill—how to play it [15:54] The Iran conflict: Why we could see $100 oil [22:26] These sectors will suffer as oil prices rise [33:36] Altman vs. Zuckerberg: A shady CEO standoff [35:42] The No. 1 way to make a fortune from AI [42:57] Subscribe to Curzio AI: https://secure.curzioresearch.com/checkout/cai-product.php?utm_source=Libsyn&utm_medium=250618_cai_evgof_wsu_toc_libsyn&utm_campaign=CAI-evgof 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

The smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock. In this episode: What the CPI's cold reading means for the Fed [3:59] Several catalysts are poised to power the markets higher [10:31]  A lesson from Circle's rise: Ignore valuation—focus on this [16:34] Disney's flawed growth strategy—and stocks to own instead [23:18] The hands-down best way to play the AI growth trend [35:30] Follow Peter Lynch into this stock [55:22] 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

Eric Goldreyer, CEO of Savvy, explains how he's competing with giants like Airbnb and Expedia… solving the biggest problem with modern travel… and reshaping the hospitality industry. Plus, he shares his top tips for entrepreneurs. In this episode: Eric Goldreyer, CEO of Savvy, on reshaping hospitality [1:03] How Eric competes with giants like Airbnb and Expedia [4:45] Modern travel is broken—Savvy is fixing it [11:47] The key to building consumer trust [19:00] Beyond bookings: Savvy's plans for future revenue [24:37] IPO vs. acquisition—Eric's endgame [29:00] Eric's top tips for entrepreneurs [31:22] 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

An M&A wave is coming in biotech. Plus, the U.S. vs. China: Who needs a deal more? … The Fed's B.S. move… Time to buy small caps? … Buy these cryptos… And the next CoreWeave (CRWV)? In this episode: The NHL Stanley Cup: Which team I'm rooting for [0:33] Should investors "sell in May and go away"? [4:31] The U.S. vs. China: Who needs a deal more? [9:15] I agree with Senator Warren about this Fed move [16:24] Is it time to buy small caps? [24:12] A regional bank for your watchlist [25:01] Why biotech is about to see M&A heat up [28:13] Will Robinhood be the next S&P 500 stock? [39:36] Buy these cryptos for the next bull market [41:51] Why CoreWeave keeps surging higher [44:04] Is this IPO the next CoreWeave? [51:23] 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

What Trump's executive order means for uranium—and how to play it. Plus, the disconnect between large and small caps… Why interest rates will go down in 2026… A great trade opportunity on a crypto stock… And Nvidia's (NVDA) earnings. In this episode: Large vs. small caps: What's behind the disconnect? [2:15] Interest rates will go down in 2026—here's why [6:45] This crypto stock presents a trade opportunity [15:00] The key to protecting Bitcoin from another SEC pivot [22:43] What to expect from Nvidia's earnings after the bell [26:34] Uranium stocks to trade on Trump's nuclear EO [34:16] This energy stock could drop 75% [42:22] Major changes coming to Curzio Research [54:38] 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

Moody’s downgraded the U.S.'s credit—what that means… Will the dollar lose its currency reserve status? … Coreweave's (CRWV) rapid rise… The 2 must-haves of successful retailers… Is Target (TGT) a buy after reporting earnings? … And noteworthy 13Fs. In this episode: Moody's downgraded the U.S.'s credit—what it means [3:46] Will the dollar lose its currency reserve status? [11:16] Why I'm frustrated by Coreweave's rally [16:22] The 2 must-haves for retailers to be successful [28:04] Is Target a buy after reporting earnings? [29:07] A lot of bad news is priced into this solid housing stock [37:21] From solar plays to German banks: 13Fs that caught our eye [44:33] A great deal on Wall Street Unplugged Premium [56:54] 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

Dr. Scott Tinker dismantles energy myths in this eye-opening interview—covering EVs, renewables, nuclear power, and global energy poverty. Hear the real data behind the headlines and discover what the future of energy means for investors and the world. In this episode: One of my most eye-opening interviews EVER [0:16] Welcome, Dr. Scott Tinker, world-renowned energy expert [3:05] Clean energy isn't just about low emissions [4:38] Are electric vehicles (EVs) as clean as marketed? [6:15] The energy inequality no one talks about [9:51] Why Europe's energy policy is failing [12:57] China vs. the U.S.—who needs whom more? [21:03] Why coal isn't going away anytime soon [24:22] The myth of "zero emissions" [27:35] "There's no such thing as renewable energy"—here's why [30:25] The world must go nuclear [34:20] Climate change: fear vs. facts [43:38] Tune into SwitchOn.org for more of Dr. Tinker's energy insights [46:35] Find SwitchOn.org at https://switchon.org/ 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