Wall Street Unplugged - What's Really Moving These Markets

As you may know by now, ith Frank traveling, I (Daniel) am leading the show this week. Market volatility continues to dominate the headlines, and gold prices are quietly moving higher. I share why it’s a great idea for all investors to have exposure to gold… and a few different ways you can invest… including one stock that’s management team, yield, and operating costs make it an absolute no-brainer. [1:40] My gold thesis somewhat overlaps with my crypto thesis. I highlight why everyone should have exposure to this asset class too… and one of my favorite stocks in the space. [14:15] Frank recently returned from the 2022 Consumer Electronics Show (CES) in Las Vegas. to find out which tech companies every investor should watch in 2022. [21:50] Finally, I share research from a listener who disagreed with . [22:25] 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

I (Daniel) am behind the mic this week as Frank conducts some boots-on-the-ground research into some of his latest ideas. Microsoft (MSFT) is buying gaming giant Activision Blizzard (ATVI) for around $70 billion. I highlight some details around the merger… Microsoft CEO Satya Nadella’s incredible deal-making track record… and how this deal sets up Microsoft to become a massive player in the metaverse trend. [1:35] And Microsoft isn’t alone… The world’s largest companies are all investing heavily in the metaverse. In fact, Frank just released his 2022 Consumer Electronics Show (CES) , which includes several stocks set to benefit from this massive growth trend over the coming years. [15:40] I explain why MSFT is a great long-term investment… and why I see a potential arbitrage opportunity in ATVI right now. [16:45] As inflation continues to move higher, so does crude oil—it just hit a seven-year high. I break down the current geopolitical risks to the sector… why investors should brace for oil prices to continue rising… and a few names set to profit from higher crude prices. [19:24] 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

With Frank on a boots-on-the-ground research trip, I (Daniel) am behind the mic to cover today’s top headlines. Earnings season is officially underway. I share my thoughts on the latest results from JP Morgan, Goldman Sachs, and Delta Airlines… and what they tell us about the macro environment. [2:12] Focusing on Delta, I explain why CEO Ed Bastian’s recent comments are positive for the economy. [4:33] BlackRock CEO Larry Fink talked to CNBC about inflation, earnings season, and why he expects market gains to be muted going forward. I highlight why it’s important for investors to manage expectations accordingly. [10:07] Hedge fund titan Bill Ackman took to Twitter to express his views on how the Fed should approach inflation. I break down why the Fed is in a tough position as it tries to balance economic needs with market concerns. [14:48] 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

The one and only Anthony “The Mooch” Scaramucci—renowned investment banker and former White House Director of Communications—joins me to discuss the volatility and opportunity in Bitcoin and cryptocurrencies. Listen as Anthony gives a macro view on Bitcoin… why El Salvador’s recent adoption of the crypto as a national currency is a huge breakthrough… and how the current crypto market reminds him of the early days of Amazon. [1:40] He explains why cryptos are great for society… and how investors should think about allocating money to the space. [8:00] In addition to Bitcoin and Ethereum, Anthony shares another crypto catching his attention (which also happens to be a holding)... and why he’s bullish on the massive opportunity in the metaverse. [15:35] Anthony also explains why he believes Bitcoin will hit $500,000 by 2025. [23:00] You probably know of Anthony not just for his prestige as an investor… but also because for the 11 days he served under former President Trump (before ultimately advising a Republican super-PAC to oppose Trump’s reelection).  Anthony gives his take on political bipartisanship… and the structural changes he’d like to see implemented throughout the government. [29:50] And, as a native New Yorker, Anthony shares why he’s excited about the city’s newly elected mayor, Eric Adams. [38:30]   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

I’m back from the 2022 Consumer Electronics Show (CES)... and you might not believe some of the wild tech I saw showcased—from microchips for sexual health… to flying cars… to a thumb-sucking stuffed animal (as in… it sucks YOUR thumb).  To see some of this tech yourself, check out my updates from the show on , , and our . [0:30] Inflation is at its highest level in 40 years… but the markets seem to be taking it in stride. Daniel and I discuss the market narrative around inflation—including JPMorgan CEO Jamie Dimon’s recent comments on the strength of the economy and consumer debt levels. [9:00] I share a great lesson on how to think about debt—based on a popular company that’s unfairly criticized for its debt. [11:40] Daniel shares why he’s looking to “boring” companies for the current market environment…  Speaking of which, today’s recommendation is one of my favorite “boring” companies… but its growth story is more exciting than you might think. [15:53] With Bitcoin bouncing higher after dipping below $40,000, I’m more bullish than ever for crypto. That said, you’ve got to mitigate risk and manage the inherent volatility of the crypto markets. In , for example, we use smaller position sizes to build exposure over time. Daniel and I discuss one of our favorite portfolio holdings… and why I believe the company’s CEO is the most powerful person in crypto. [24:25] I close by pounding the table on why you must educate yourself on the crypto industry… and why is the best way to do it. [31:00]

What a great and busy start to the year… I just returned from the 2022 Consumer Electronics Show (CES 2022)... and today, I’ll highlight the best and worst companies that showcased at the event. [0:30]  But first, Goldman Sachs just increased its prediction for the number of interest rate hikes we’ll see this year as the Federal Reserve attempts to control inflation… I pound the table on why inflation is the biggest risk to the markets today… the single, painful solution I see for the Fed… and how to start protecting your portfolio NOW. [1:30]  Cryptos are also seeing a lot of volatility, with Bitcoin dropping from $60,000 to around $40,000 over the past month or so. I explain why the pullback is creating a great buying opportunity. [7:50] Turning to CES, while Omicron had an obvious impact on the number of attendees (several companies ended up canceling last-minute)... there were still plenty of amazing products being showcased—like BMW’s new electric vehicle (EV), which I got to test-drive. [9:20]  One of the biggest themes of the event was the “metaverse.” While the whole concept is still somewhat ambiguous… the biggest companies—including Apple, Google, Facebook, and Microsoft—are already making big moves into the trend. [20:00]  But two companies really stole the show… and I believe one device in particular will become my personal favorite product of the year. [25:50] Finally, a new cross-industry alliance is a huge deal for the smart home trend. [29:20] Check out our , , and the for all of my deep-dive updates from this year’s event. 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

As many of you know, Frank is in Las Vegas this week attending the 2022 Consumer Electronic Show (CES 2022). In the meantime, I (Daniel) am taking over the mic.  A recent report highlighted why Americans are “unhappy” with the handling of the COVID pandemic. But it does indicate a positive shift for the economy—and the markets. [2:17] I’ve been critical of Jim Cramer in the past… but credit where it’s due. Cramer recently made a strong argument about the risks we face from China. I explain why I’d steer clear of China as a long-term investment… but it might make a good trade in the short term. [10:15] With inflation set to ramp up this year, I highlight several “boring” stocks that are set to benefit from an inflationary environment. [17:35] Finally, I share a few updates from Frank on the most dominant tech trends showcasing at CES 2022… including one that’s “adults only.” [21:46] For CES updates, including interviews with tech leaders and potential stock ideas, you can follow Frank on , , and on Curzio's . 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

While Frank is in Las Vegas at the Consumer Electronics Show (CES), I (Daniel Creech), will be your podcast host the next couple of days. I start with a quick recap of this year’s crazy holiday travel environment… and what I saw on my trip home to Ohio.  Turning to the markets, I break down the 2021 results and highlight some of the best-performing sectors. And I share my thoughts on which areas will lead the way as inflation continues this year.  Healthcare stocks did great in 2021. But the current legislation in D.C. could push a lot more money into the sector…  Next, I recap the Fed’s plan to raise interest rates in the coming months. I tell you how to prepare for a massive shift that’s about to happen… and a potential surge in volatility.  The coronavirus continues to make headlines, with the Omicron variant causing a spike in new cases. I break down the shifting media narrative around COVID over the past year… and the changes in quarantine policy from the CDC. It’s a frustrating situation for investors, but there are reasons for optimism.  Before forming an opinion about the coronavirus, I highlight two interviews you should listen to…  Finally, I share some updates from Frank’s first day at CES, including why he’s ticked off at some major companies… the one megatrend everyone is talking about… and one tech player that stole the show.

Happy New Year! I just touched down in Vegas for the annual . This conference is one reason I love the month of January for finding ideas. [0:30] Some companies have cancelled plans to attend CES 2022 because of Omicron. But thousands of others will still be showcasing new technology. I have a lot of meetings and interviews lined up… and because of this podcast, and my wonderful listeners, I get a media badge and special access to this incredible event. [3:00] There are a few companies I especially want to research at this year's event—including some that may surprise you… [5:40] Daniel will be behind the mic for the rest of the week while I attend CES. But I’ll be reporting my boots-on-the-ground research to him to share with you. I’ll also be posting live updates on and  . If you’re not using TikTok yet, here’s why it’s my favorite social media platform... [8:15] I recap last year’s virtual CES… and one more reason I’m excited for this year’s event: It will include a lot of crypto and blockchain companies. [15:20] My show schedule will be hectic, but if you’re attending, . I’d love to meet up and discuss ideas.

As inflation keeps surging, I break down why I’m bullish on oil for 2022… and several ways you can gain exposure to the space. [0:40]  Turning to crypto, I highlight why Bitcoin will continue to go much higher—and why its limited supply is good for investors. [7:08] It’s the end of an era for Disney (DIS) as executive chairman and former CEO Bob Iger is stepping down. I explain why the company is in a difficult spot… and what it should do to get back on track. [21:45] A few housekeeping notes: There won’t be a podcast next week, as the Curzio team takes time off for the holidays. Be sure to check out the amazing sale we’re offering: 66% off products for all investors—like my flagship newsletter, Curzio Research Advisory… and 50% off elite services like Moneyflow Trader—the perfect strategy for today’s risky market. [32:15] Happy holidays to you and your loved ones… We’ll see you in the New Year! 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