Wall Street Unplugged - What's Really Moving These Markets

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this

Why Spain went dark… What GE Vernova's (GEV) earnings say about the future of natgas… You should have exposure to one of these energy names… Breaking down the new Bitcoin SPAC, Twenty One Capital… And the financialization of Bitcoin. In this episode: Frank is on a research trip to Denver [0:25] What caused Spain to go

In this episode: DigiPower X (DGXX) is a hidden gem in today's market [0:20] Introducing Michel Amar, CEO of DigiPower X [3:17] DGXX's pivot from Bitcoin mining to AI is a game-changer [6:59] DigiPower has a massive head start on its competitors [14:17] Why this debt-free revenue machine is so undervalued [16:33] How m

In this episode: Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14} Why this stock is up 130% over the past 12 months [3:11] Proof that U.S. Gold Corp. is dramatically undervalued [9:58] CEO George Bee is a gold-mining superstar [12:41] An $800 million opportunity in "waste rock" [16:07] USAU's flagship p

In this episode: Stay cool in this crazy market [1:26] Trump must dial back his tariff policy [4:03] Nvidia's $5.5B charge is only the beginning… [10:09] This sector is uninvestable amid Trump's tariffs [16:42] What's up with United Airlines' two sets of guidance? [24:44] This AI company is in a league of its own [32:2

In this episode: Pay attention to surging bond yields [2:52] One simple thing could end this market meltdown [6:51] I eat some humble pie on a recent small cap trade [14:50] China's plan to sell U.S. Treasurys—should you be worried? [17:16] Big banks will be able to buy bonds—why that's a huge deal [26:41] This market