A beaten-down sector ready to soar as interest rates rise

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 22 March 2022

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

I kick off today with March Madness… and some of the best matchups for the rest of the tournament. Speaking of basketball… I just got back from my daughter’s first traveling tournament. I shed some light on the increasing travel demand I’m seeing. [0:17] We all know inflation is causing prices to rise everywhere… And we should be prepared for them to soar even higher. [5:12] The Fed recently raised interest rates for the first time since 2018… but it remains well behind the curve fighting inflation. I break down Fed Chair Jerome Powell’s terrible performance. [9:35] Sectors like the auto industry are struggling amid supply chain woes. I explain which sectors will continue to experience volatility… and which ones to watch for opportunities. [12:05] President Biden just signed a game-changing executive order for the crypto industry. I share how individual investors can make a fortune in digital assets over the coming years. [13:32] One sector has been unfairly punished in recent years… But as interest rates move higher, it’s poised to reap the benefits. [17:38] Higher prices will cause consumers to change their spending habits… and you may need to restructure your portfolio… [20:45] Finally, I take a question about Disney (DIS). Long-term listeners know I’m bearish on this stock… Today, I explain what would cause me to change my tune. [24:26] 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

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial
0:06.4	media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.5	right to you on Main Street.
0:13.5	I'm going up there, it's Tuesday and March 22nd.
0:19.3	I'm Frank Hershey, who's the Wall Street Unplug podcast where I break the headlines and
0:25.3	tell you what's really moving these markets.
0:30.3	Man, my bracket is so done at Tennessee winning it all, bailer in a final for a gun.
0:39.2	We did see TCU almost beat Arizona, that would have been a good call, which is meaningless
0:42.9	and again, I'm pretty much out of it.
0:46.1	But how great is March madness?
0:47.3	It's the greatest sport.
0:49.7	And it just keeps going and going and going.
0:51.3	I mean, you had St. Peter's, you was in that small school, this year, St. Peter's
0:54.4	beating Kentucky, arguably one of the biggest upsets in history of the tournament.
1:00.4	Arguably.
1:01.4	It went on to be Murray State, who is red hot, you have Michigan beating Tennessee,
1:05.8	which is a great game.
1:07.8	And then what do you have?
1:08.8	Great matchups.
1:09.8	Next week.
1:10.8	And they just continue to use that Arizona is going to be great Duke, Texas tech, Kansas
1:14.6	Providence, Providence, great Carolina UCLA, hot seat to any team paying better than
	...

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