Daniel joins me to discuss today’s biggest headlines, including the latest Consumer Price Index (CPI) data and activist investor Nelson Peltz’s fight with Disney (DIS). Today’s inflation numbers came in as expected, with inflation at 6.5%. But the bigger story is still the Fed. I explain why the market is misinterpreting a pause in rate hikes with rate cuts… and how investors can not only protect themselves, but make a fortune as markets move lower from here. Next, Daniel highlights a few inflation numbers that stood out to him and explains why he doesn’t think the Fed has beaten inflation yet. Turning to Disney, shares popped after activist investor Nelson Peltz said he’s fighting for a board seat at the House of Mouse. I share why I’m surprised the stock is moving higher… why Peltz has an uphill battle… and what it would take for me to recommend DIS to subscribers. In this episode Today’s CPI was a “nothing burger” [1:15] The best strategy for a painful market [3:40] Daniel’s highlights from the inflation report [5:05] Why the Fed won’t stop raising interest rates [11:00] Nelson Peltz won’t save Disney [13:50] What needs to happen for me to buy DIS [24:00] 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/ :
