Your investing guide to the government shutdown

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

🗓️ 1 October 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment. In this episode: Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03] What history says about the government shutdown—and how to invest [10:51] Why gold and Bitcoin are surging during the shutdown [18:19] Is Ford a buy following its major EV announcement? [21:26] Why I'm cautious on Nike—and a better stock to buy [29:34] What short sellers got wrong about CoreWeave [41:29] BlackRock is the latest Big Money energy investor [46:41] Editor's note: Last week, Frank and Daniel went live to reveal how the AI boom is breaking America's power grid… and how smart investors can turn this crisis into massive gains. (One of their stock picks is already surging!) Did you miss the event? Don't worry! Watch the replay of "AI's Power Crisis: How to Profit Before the Lights Go Out": https://secure.curzioresearch.com/ai-powerplay/event.php?utm_source=Libsyn&utm_medium=251001_cai_ai_energy_crisis_wsu 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 out there. It's October 1st.
0:18.7	I'm pretty curious. The Wall Street Uplai Platform straight, break down the headlines.
0:20.6	And... October 1st. I'm pretty gracious. The Wall Street on the Plot Pocket. So I break down the headlands.
0:37.9	And... I'll tell you what's really moving these markets. D.E.E. O'Creech, what's going on, man? How you doing? What's up, Frank? I'm well, sir. How are you? I'm doing good, especially after our live event, which happened on Thursday. And it was about the AI energy crisis where we had, I'd say what was, damn, about a 20-minute
0:42.9	presentation.
0:44.2	Yes.
0:44.6	Lots of pictures, graphics on how there's absolutely no way we have enough power to service
0:50.7	the massive demand we're going to see through AI and data centers.
0:56.0	And this wasn't just an opinion piece that after Daniel and I did our research.
1:00.0	We provided quotes for some of the large energy companies in America that you never heard of, even from the DOE,
1:05.0	saying that the grids are likely to go dark as we have no idea what we're going to get the power from.
1:10.0	And we're not talking 2030, 2040.
1:12.5	They're talking about next year.
1:14.4	In some areas with these electricity companies that cover several states, we're hearing 2% growth across the board where areas in the south could see 7% to 9% growth annually, which means that they don't have the infrastructure.
1:30.3	It takes probably seven years to build these new gigawatt plants, five to seven years,
1:36.3	if you get them out, maybe a little bit quicker.
1:39.3	So this rush for energy and all the statistics we provided was was really cool and it makes sense
1:46.9	what we're saying because sometimes people say well you know if it's out there the grids aren't
1:50.4	going to shut down it's not going to be blackouts and everything you have to look at companies
1:54.3	and where the investments are going because when you look at Aklo which trades at a $20 billion valuation
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Frank Curzio, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Frank Curzio and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.