The next Bitcoin halving is right around the corner… This event has historically been super bullish for crypto. Yet, Bitcoin is trading significantly off its all-time high of just two months ago. In fact, it’s down 12% in the last week alone. The pullback has investors wondering what the hell is going on with crypto… I start today’s show by explain…

What commodities look attractive here and why? Inflation CPI reports – just not looking good Major banks kick off earnings season.. Guest: Robbie Miles, CFA – Allianz Global Robbie Miles, CFA, ACA – Portfolio Manager (Director) in the Global Thematic Equity team, London Robbie is a Portfolio Manager at Allianz Global Investors (AGI) with over 12 ye…

The Fed is in a lot of trouble… While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers… why the Fed is in an impossible position when it comes to interest rates… the serious implications for our economy… and how to position your portfoli…

Gold hitting new highs – and oil is on the rise Easy policy over in Japan While China is stimulating Big employment report moves markets Guest David Gaffen – Editor at Reuters. David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets ed…

I start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected. Yet, stocks are selling off. Why? I break down what’s behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dangerous right now. Disney’s (DIS) annual meeting is toda…

Bang Zoom to the Moon – Bitcoin ramps to new highs – Then again so do equities. Goldilocks – SHE’S BAAAACK And our Guest today – my good friend Tom Nelson – SVP for Franklin Templeton Investments. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of th…

Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far… and which games I’m most looking forward to in the coming weeks. We saw an incredible turnout for our special event last nig…

The Fed – Is Powell throwing in the towel? AI – Profits spreading – lots of money to be made. Apple – dragged down by a new lawsuit. 90 years of evidence, this week’s guest says this is the key asset class to own.. Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active …

I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector…

Two more hot inflation reports – stickier than thought. What goes up – doesn’t have to come down – but often checks back. Tax season is here – a few friendly reminders Guest – Paul Barron – The Paul Barron Network Paul Barron is a technologist and futurist that has forecasted various major market shifts in the past 25 years from a 100 billion impac…

I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation readi…

Markets moving – pros thinking about hedging – March is here and thinking about consolidation potential AI hype continues and continues… This week’s guest is Thomas Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo Capital. Tom has written a d…