I just finished watching the TV series Narcos. It's actually a great story about entrepreneurship (although, of course, the business is illegal).   The stock rally is on. I highlight several names making explosive moves—including Tesla (TSLA), Sofi Technologies (SOFI), and one Curzio Venture Opportunities holding that’s up about 27% in less than a year.   But despite these impressive gains, investors shouldn't expect a new bull market. I break down why this market is similar to the dot-com bubble… why I expect many big names to sell off soon… and why the Fed isn’t done with its rate hikes, even if it pauses this month.   That said, I expect one corner of the market to see a massive tailwind: small caps… I use a well-known stock as the perfect example of what to expect from small caps going forward. After selling off hard following its last earnings report, it’s up more than 15% since the start of the month.   In fact, I’m so excited about the opportunity in small caps, I'm creating a special deal for our small-cap newsletter, Curzio Venture Opportunities. Look for the details next week.   And on tomorrow’s WSU Premium, I’ll share one of my favorite small-cap ideas. Don’t miss it—sign up now at WSUoffer.com.   In this episode What Narcos can teach you about business [0:30] Why stocks are surging [2:50] This rally reminds me of the dot-com bubble [9:30] Be careful what you wish for from the Fed [12:30] Why small caps have a ton of upside [15:50] Look for a special offer next week [19:50] Don’t miss tomorrow’s WSU Premium—For access sign up now at WSUoffer.com [27:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/   Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com