Rate cuts are coming: What it means for your portfolio

27 Aug 2025 • 60 min • EN
60 min
00:00
01:00:54
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How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings. In this episode: MongoDB's earnings are a warning to other software companies [3:43] Rate cuts are coming: What it means for the market [9:03] Shorting stocks? Avoid this common mistake [16:48] The AT&T/EchoStar spectrum deal: Are the stocks buys? [22:44] Has Eli Lilly finally bottomed? [31:12] Nvidia's earnings report: Key things to watch [38:47] I've changed my tune on AMD [42:27] The latest details on the Curzio One Wealth Forum! [52:14] Editor's note: November 9-11, we're hosting our first-ever Curzio One Wealth Forum—an intimate, two-day event exclusively for Curzio One members—at the legendary Pier Sixty-Six in Fort Lauderdale, Florida.  --Curzio One members can get the details and register here: https://secure.curzioresearch.com/checkout/conference-tickets.php/?utm_source=Libsyn --Not a Curzio One member? Learn more about our most elite membership—and add your name to the waitlist—here: https://www.curzioresearch.com/curzio-one-wait-list/?utm_source=Libsyn 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

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