Everyone's watching rates—but they're missing the real Fed signal episode artwork

EPISODE · Oct 29, 2025 · 59 MIN

Everyone's watching rates—but they're missing the real Fed signal

from Wall Street Unplugged - What's Really Moving These Markets · host Frank Curzio

Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate. In this episode: Is the NBA fixed? [1:58] Forget interest rates—watch the Fed's balance sheet [7:52] Big Tech reports earnings this week: Key metrics to watch [13:05] The "secret sauce" to Nvidia's AI dominance [16:35] Is Apple going to $300 per share? [24:37] What Caterpillar's record results tell us about tariffs [30:04] Amazon's massive layoffs should surprise no one [33:52] These two Curzio AI winners have way more upside [42:47] Ignore AI bubble talk—focus on this instead [50:33] Editor's note: Don't miss our next big Curzio AI winner! Frank just recommended a solar stock with groundbreaking tech that increases energy output by 25% vs. traditional solar panels. Discover why this stock could easily triple from current levels. Join Curzio AI today and get 70% OFF: https://secure.curzioresearch.com/checkout/cai-power-postevent.php?utm_source=Libsyn&utm_medium=251029_cai_powercrisis_libsyn 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

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Everyone's watching rates—but they're missing the real Fed signal

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