Microsoft's CEO just confirmed our AI power thesis

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 5 November 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook [19:41] Nadella just confirmed our thesis on the AI power crisis [36:41] JPMorgan just took another big leap into crypto [49:01] 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

Transcript

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0:00.0	How's it going out there? It's Wednesday, November 5th. And you're listening to the Wall Street Unplugged podcast, normally hosted by Frank Curzio, where he breaks down and tells you what's really moving markets. He does it much better than I. But he is on the road. He is in orleans attending a resource conference boots on the ground
0:21.7	research is what he's doing that leaves me daniel creach hello and welcome behind the mic today
0:26.9	and you know what that means we're going to talk about whatever the flying florida i want to talk
0:31.2	about and we're going to have some fun and talk about some serious things as well let's get right
0:37.2	into it.
0:38.3	I have a huge announcement.
0:39.9	I'm going to put everybody at ease.
0:41.3	I want you to all to stop what you're doing, unless you're driving.
0:44.2	Don't stop if you're driving.
0:47.0	Because self-proclaimed, my words, king of climate, trying to control mother nature, Bill Pool Party Gates, is out with a major
0:58.0	announcement or essay, a long essay.
1:01.6	And he has announced to the world that, hey, climate change is a serious problem, but it will
1:08.0	not end or be the end of civilization.
1:12.9	You can see this is truth number one on his long essay. Truth number two is something about the temperature is not the best way to measure
1:20.0	our success or failures when it comes to, you know, breathing out or having cows belch or, you know, whatever, ruin the earth. Look at that. Truth number two,
1:30.5	temperature is not the best way to measure our progress on climate change. Now, why am I having
1:37.9	fun with this? Because this is finally bringing some common sense, some gravity to this floating
1:43.1	conversation of silliness.
1:45.6	And there are big lessons here that I want to get across. Number one is these experts,
1:53.3	and yes, I'm using the Dr. Evil quotes experts from Austin Powers for all of you not watching.
2:00.0	Be cautious on trusting people. Be skeptical of me as well, but be
2:03.9	cautious on just trusting the experts who think they're experts on everything. And our society
	...

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