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Wall Street Unplugged - What's Really Moving These Markets

Speculation is at record highs—but don't panic

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

4.61.1K Ratings

🗓️ 30 July 2025

⏱️ 45 minutes

🧾️ Download transcript

Summary

What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a buy on its pullback? [23:13] This stock will double as interest rates move lower [27:41] Big Tech is already getting a return on its AI investment [36:53] Save the date: Curzio Research's first conference! [40:41] Conference Save the Date November 9–11: Curzio Research is taking over the Pier Sixty-Six resort in Fort Lauderdale for our first-ever conference! --Be the first to get the details as they're released: https://secure.curzioresearch.com/curzio-research-conference-2025/ 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

Click on a timestamp to play from that location

0:00.0

Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media,

0:07.0

to bring you unscripted interviews and breaking commentary direct from Wall Street, right to you on Mainstream.

0:15.8

It's going on there. It's July 29th.

0:19.4

I'm afraid of course you. It's the Wall Street and Plumpaicist. I'm going to headline.

0:21.6

And, uh,

0:23.6

I'll tell you what's really moving these markets.

0:27.6

So Daniel Kreech, this is the time I usually say,

0:33.6

what's going on, Daniel? It's great to be here.

0:35.6

How's everything going? But Daniel's not here today.

0:38.4

He's in Vegas.

0:35.7

Another vacation. I've got to find out who that guy's boss is. Geez. I mean, if you guys have vacation like every week, man. Seriously, I want to work for the company he works for. He's great. That's awesome. That's my job. to really pick on people when they're not here and they can't defend themselves,

0:37.0

that's what's great about a podcast.

0:38.3

Say whatever you want. But okay, inside, Daniel's going to join us on Thursday, which I'm going to be out. I'm actually going to upstate to see my mom, which is going to be really cool. Look forward to that. Just have a nice upstate house there. It's really peaceful and stuff. So I'm going to be working out there. But Daniel's going to have the podcast tomorrow and he gets to make fun of me, which he'll do after he listens to this. Which would be a lot of fun. But I had a great time this weekend. I took my daughter to go see colleges and one of it was Miami. She loves the beach. She likes to surf. She wants to be close to the ocean. So went to Miami and what a campus. Beautiful, beautiful campus. Look, I didn't give it the history of all the athletes and which is pretty crazy. We can go down that list. Yeah, you could watch a special to ESPN 30 for 30. It's pretty crazy. But great college, private, so we're not going to get discounts with that. We live in Florida, which, you know, again, she doesn't really care about, but we'll see. But she does hard. Not an easy college. I think it's 13, 14 percent they accept admissions. Florida Atlantic, we're going to take a look at. Florida State. I'm not too sure about Florida yet. Very difficult to get into Florida. Florida's like a top tier school now too. Division I, man, they went everything. He just won basketball. Holy cow, so many sports. Greating gymnastics, creating so many different levels in sports and D1. But there was a lot of fun. Also, I took her to go see Coldplay concert. and it was in Miami. That was the original plan. We said, hey, why don't we just make a weekend out of it?

2:01.4

So just me and my... But it was a lot of fun. Also, I took her to go see Coldplay concert. And it was in Miami.

2:18.2

That was the original plan. We said, hey, why don't we just make a weekend out of it?

2:21.0

So just me and my oldest daughter, 17 is really cool.

2:15.4

And the concert was, I mean, if you ever get a chance, seriously, you have to see a Coldplay concert.

2:20.1

The best concert I've ever seen I've been to, it's just remarkable.

2:20.8

If you're not a social media crazy or whatever, if you're not on TikTok, like I love TikTok,

2:24.4

Instagram reels and stuff like that, just put in cold play concerts and you're going to see what's all about. It's unbelievable. I mean, they have confetti like three different times, like massive all over the place, bulls flying out, everyone going crazy. They give you these bracelets, what they put lights on so they control the lights of the crowd and songs and the timing is great when they do it uh everyone's singing they have so many popular

2:28.9

songs and man he he's just fantastic he's a great musician he's a great musician he's just

2:56.2

unbelievable and uh it was sold out 60,000 plus sold out in Miami at the hard rocks with Dolphins Play.

...

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