The U.S. and China are in a data center arms race

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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

4.5 • 1.1K Ratings

🗓️ 31 December 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Frank Holmes of U.S. Global Investors and HIVE breaks down the U.S.-China data center arms race… why Paraguay is key to Bitcoin (BTC) mining… the gold-vs.-Bitcoin debate… and the key to finding value in the market. In this episode: Sitting down with Frank Holmes of U.S. Global Investors and HIVE [0:10] The U.S. and China are in a data center arms race [5:30] Paraguay is key to Bitcoin mining [15:11] Why the gold-vs.-Bitcoin debate is absurd [25:37] The key ingredient to finding value in the market [32:41] How to access Frank Holmes' insights [37:22] 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

Transcript

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0:00.0	So Mr. Frank Holmes started the Jets ETF, which is about airplanes. Apparently they
0:06.7	didn't get the message because you got here a little bit late with your flight, right?
0:11.2	Which is tough. So the ETF, the biggest ETF, right, is JETS in that industry, which you
0:16.4	launched. You also launched a gold ETF, right, Go Gold, which Frank was nice enough to call me.
0:23.6	I believe that was in, actually we have a picture of that if we want to put that up.
0:28.6	I think that was in, what was that when you launched out in New York Stock Exchange?
0:33.6	In 2018.
0:35.6	18.
0:36.6	And he calls me and he says, hey, you know what, we're going to, you know, ring the opening, opening bell or closing bell, opening bell, right? Closing bell. I was a closing bell. There it is. And I was on, and I think there was about, I don't know how many people were there, but we were able to actually go up on the balcony. And it was fantastic.
0:54.9	So when you see my Twitter profile, the ex profile,
0:57.8	that's because of him.
1:00.4	And I have to give him this introduction,
1:02.8	because Frank is such a good guy, because we go on a lot
1:05.6	of field trips together, and we see each other all the time.
1:08.1	And we really believe in being in the field.
1:10.0	We call it being in the room right and you know it's the bowling facility as well which i could show
1:16.5	if you haven't done this in everett washington if that picture comes up um should i hit it again
1:24.2	over time nope that's not it that's's we gotta go back. There we go.
1:28.3	So that's from the effort facility, right?
1:32.3	Washington.
1:34.3	And if you haven't gone there, it's an assembly line for Boeing 737 jets.
1:39.3	Think of a car assembly line.
	...

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