Curzio Podcasts

Frank is at an industry meeting this week—leaving me, Daniel, behind the mic. Over the past two days, the Securities and Exchange Commission (SEC) declared war on crypto exchanges Binance (BNB) and Coinbase (COIN). I break down why the SEC has gone full “Elmer Fudd” on crypto… why investors should expect more strong-arming from regulators… and how …

May Market Madness – Tech vs. everything else. Politicians create problems – just to fix them – My Heroes! Bifurcating markets – that is of interest. And out Guest – Tom Nelson, Lead Portfolio Manager at Franklin Templeton Funds. Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investmen…

Summer is here—which means the kids are home from school all day. I hope you all have some fun plans to look forward to. Unfortunately, it won’t be a good summer for stocks. In fact, I expect a lot of pain over the next 18 months. Guys, this might be the most important podcast you listen to all year. I break down how a few large stocks are propping…

Memorial Day is here and we can smell the summer! Government creating problems – just to solve them? Risk appetite perking up and our guest this week is President and CEO of Locality Bank, Keith Costello. Keith Costello is the President, CEO, and co-founder of Locality Bank, a new digital first community bank which opened in Fort Lauderdale, FL on …

It’s been an exciting couple of weeks for the sports world. I start today’s show with a quick recap of the most thrilling moments from the NHL and NBA playoffs. The market headlines are currently dominated by several risks—including the debt ceiling debate… the Fed’s plan for interest rates… and the stubbornly high inflation. Yet, for some reason, …

Risk warehousing, Government paralysis and other interesting concepts from this week’s guest, Dr. Richard Smith. How to mitigate self-defeating investment plans? AI and the potential for civilization – good stuff in this episode. When Dr. Richard Smith discovered that many top investment advisors and wealthy traders used special mathematical formul…

Between the debt ceiling drama… interest rate hikes… inflation and stagflation… and mixed economic signals… it’s hard to make sense of all the chaos right now. The media says inflation is coming down… But I have a quick rant about why you shouldn’t be fooled by the latest economic data—or the talking heads. I also explain why it’s insane for anyone…

Inflation CPI report as expected – markets – don’t know what to make of it. Banks still not getting any love – more shoes to drop. Debt ceiling talks going nowhere… This week’s guest is Thoma Thornton – Hedge Fund Telemetry. Thomas Thornton is a former portfolio manager, senior trader, and technical analyst with Level Global Investors and Galileo C…

I start today’s show with a rant on my experience building a home… from paying the bills before my family can even move in… to workers smoking in the house… to a shower leaking through the ceiling… and getting ripped off on allowances. Housing demand remains strong—for now. I explain why I expect the outlook for homebuilders to turn ugly over the n…

No Dead Fed – Hikes still on the table – although markets don’t agree. A quick look back and ahead as banks are in trouble. It is getting a little silly… Our Guest, Howard Silverblatt – SP Global on earnings and the real stats to understand Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indic…

Prepare yourself… I have a couple of rants to get off my chest today. I’m recording this podcast before today’s Fed meeting, where central bankers are expected to raise interest rates by 25 basis points, then hint at pausing rate hikes. I cut through the B.S. and explain why an end to rate hikes won’t save us now. The biggest story in the market ri…

The banking Crisis is NOT over – no surprise here. Earnings for mega names coming in better than expected – stocks zooming. Sinkhole Alert issued – what does that even mean? And a conversation about M2 Money Supply. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More…