Episode Details

I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn't trade experiences like these for anything… but they do remind me how old and fragile I'm getting.

We're facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks.

We're in the heart of earnings season… and so far, Big Tech has been putting up some impressive results. Next up to report is Nvidia (NVDA) on February 21. I share what I expect from the AI darling's latest quarter… and whether I think it's a buy vs. the other "Magnificent 7" stocks. 

I also highlight earnings from several other names, including Chipotle (CMG) and Roblox (RBLX)... and celebrate the fact that fundamentals are finally starting to matter again.

Disney (DIS) is set to report earnings after the market closes today. Longtime listeners know the House of Mouse is one of my favorite whipping boys… so my expectations for the results (and the stock) may shock the hell out of you.

Tomorrow at 7 p.m., I'm hosting Part 2 of my free Crypto 2024 LIVE series. I'll dig into the Bitcoin 'Super Halving'... and the handful of megatrends that will drive crypto up tens of thousands of percent over the next couple of years. Plus, I'll answer your crypto questions on air. Don't miss it! Register at https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn

Listen Now