77 min listen
Inflation could ruin Christmas this year
FromWall Street Unplugged - What's Really Moving These Markets
Inflation could ruin Christmas this year
FromWall Street Unplugged - What's Really Moving These Markets
ratings:
Length:
33 minutes
Released:
Sep 30, 2021
Format:
Podcast episode
Description
The market continues to be volatile. Daniel and I discuss the political theatrics surrounding the U.S. debt ceiling... and whether investors need to worry. [0:40] Two Fed presidents resigned this week over controversial personal stock trades. Daniel goes on a quick rant about why this is a sliver of positive news... and why you shouldn’t feel sorry for them. [6:50] As interest rates continue to move higher, investors are realizing inflation isn’t transitory. For months, I’ve been saying inflation is the biggest risk to the markets. Today, I lay out why tech stocks are hurt the most by higher rates... and why we haven’t seen a bottom in the supply chain woes. [8:35] Meanwhile, rising costs have led a couple of major corporations to issue lower guidance… Be prepared: As winter approaches—and particularly the holiday season—hundreds of companies across sectors will be forced to do the same... [11:40] And, with supply chain pressure expected to continue for months, Daniel and I share several names to pay attention to as capital flows out of growth stocks and into cyclical/value plays. [25:14] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
Released:
Sep 30, 2021
Format:
Podcast episode
Titles in the series (100)
Episode 12 - How to Pick Stocks in this Difficult Market: Andrew Horowitz from the Disciplined Investor Podcast breaks down the markets and economic data. Also, he shares his favorite long and short ideas. Then, editor of the Insider Strategist newsletter Braden Copeland tells us why you need to be weary of. by Wall Street Unplugged - What's Really Moving These Markets