{"podcast":{"title":"Wall Street Unplugged - What's Really Moving These Markets","slug":"wall-street-unplugged-what-s-really-moving-these-markets-1062795","podcast_index_feed_id":1062795,"rss_url":"https://sainvestorradio.libsyn.com/rss","website_url":"https://www.curzioresearch.com","image_url":"https://static.libsyn.com/p/assets/0/7/5/6/07562dc2b601cee9/WSU-mic.png","author":"Frank Curzio","episode_count":1202,"summary":"30-year financial insider, Frank Curzio, breaks down the mainstream media headlines, exposes the TRUTH about what's really moving the markets, and brings you exclusive intel and actionable investment ideas directly from Wall Street pros.","last_synced_at":"2026-07-18T00:17:29.896964+00:00","page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795"},"episode":{"title":"This could be an ugly earnings season","slug":"this-could-be-an-ugly-earnings-season","published_at":"2026-07-16T19:30:00+00:00","page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795/this-could-be-an-ugly-earnings-season","show_page_url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795","url":"https://www.curzioresearch.com/","audio_url":"https://traffic.libsyn.com/secure/sainvestorradio/CR-WSU-EP1373-260716.mp3?dest-id=11995","summary":"Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] 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","meta_description":"Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3521,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/wall-street-unplugged-what-s-really-moving-these-markets-1062795/episodes/this-could-be-an-ugly-earnings-season/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-1062795/this-could-be-an-ugly-earnings-season.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}