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Wall Street Unplugged - What's Really Moving These Markets

'AI agents' will have a breakout 2025

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.61.1K Ratings

🗓️ 8 January 2025

⏱️ 52 minutes

🧾️ Download transcript

Summary

In this episode: Checking in with Frank from CES 2025 [1:49] What CES tells us about the health of the economy [2:45] How Frank skipped a 20,000-person line for Nvidia’s keynote [6:47] The only reason to bet against AI [9:19] Why NVDA will be king of AI for years to come [11:10] "AI agents" will be a game changer for nearly every business [15:34] Clear leaders in the autonomous vehicle sector [30:36] A massive breakthrough for virtual reality [38:12] Follow Frank on X @frankcurzio for live CES 2025 updates [41:36] Some crazy stats about consumers, debt, and spending [42:05] 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

Transcript

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0:00.0

Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media to bring you unscripted interviews and breaking commentary direct from Wall Street, right to you on Mainstream.

0:15.7

How's it going out there? It's Wednesday, January 8th, 2025. And you're listening to the Wall Street Unplugged

0:25.1

podcast where normally Frank Curzeo breaks down and explains what's really moving markets, or something like that.

0:41.3

Greetings. I am Daniel Kreech. Have no fear, everyone. This is a transitory change up to start

0:47.4

the year. We're just having some fun. Turning the tables. I, Daniel Kreech, and behind the

0:51.6

controls behind the mic today because the one and only Frank Curzio is out west in Las Vegas, partying and having fun.

1:01.2

Just kidding, he will have fun, but he is attending the Consumer Electronics Show, the CES.

1:08.0

And he attended the keynote speech, the kickoff from Nvidia CEO, Jensen, hung, or hung, or

1:17.3

I butcher that, Jensen's CEO of NVIDIA.

1:20.9

And Frank and I caught up yesterday, and he's going to recap and explain what an amazing speech

1:26.1

this was and prepare yourself

1:28.4

because what we've already seen in the last couple years and the momentum and strength

1:31.8

in this AI industry and growth trend, what Frank's going to say you even shocked me a little

1:37.3

bit.

1:38.2

And it's just unbelievable to see the evolution of this and the growth of this amazing trend and what's in front of us

1:46.3

and we're still in the earning innings of this. So let's get to that incredible conversation

1:51.2

with Frank Curzio right now. Frank Curzio joining us from Las Vegas. How's it going out West, Frank?

1:59.2

It's going good. I know how good is you interviewing me, man?

2:01.8

What's going on?

2:02.4

It's weird.

2:03.8

Well, don't worry.

2:04.5

I lied in the intro and said, we're turning the tables completely around 2025.

...

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