frank@curzioresearch.com
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Episodes: 1195
Frequency: Weekly
Rating: 4.5/5.0
Estimated listeners: 10k-100k
Gender skew: Neutral
Location: USA
YouTube: 7.5k subscribers
Instagram: 1.0k followers
frank@curzioresearch.com
For verified host and producer emails, sign up to view.
Frank Curzio - 30-year financial insider Frank Curzio breaks down mainstream media headlines, explains what’s really moving markets, and shares exclusive intel and actionable investment ideas from Wall Street pros.
Khadija Mustafa - Why The AI Race Is Moving Upstream; Hyperscaler Capex; Differentiating AI From The Dot-com Boom; AI Reward Vs Risk; Vivo’s Position In The AI Landscape
This chipmaker is a screaming buy
June 24, 2026
These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market. In this episode: Curzio Alpha has launched! [2:56] Is it still a "buy-the-dip" market? [6:30] These stats show just how wild market speculation has gotten [10:36] What's driving the outperformance in small caps? [14:53] These tech stocks are buys on the ...
AI is now a critical national asset
June 22, 2026
Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually g...
Will falling oil prices drive the Fed to cut rates?
June 17, 2026
Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha. In this episode: Congrats to the New York Knicks! [0:25] Introducing the only newsletter you'll ever need: Curzio Alpha [8:55] SpaceX's move to buy Cursor is brilliant [19:46] Will crashing oil prices lead to lower inflation? [28:29] Get your popcorn ready for Kevin Warsh's firs...
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