Are you a penguin or ostrich in this market?

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

🗓️ 21 July 2022

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

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Summary

There’s a lot of negative news in the markets. But Andrew warns against joining the bearish bandwagon… and highlights some bargains in stocks. Next, Andrew breaks down why the recent earnings from big banks aren’t as bad as they seem… what investors should expect to see as more quarterly results come in… and why it’s important to keep perspective this earnings season. And he asks investors an important question: Are you a penguin… or an ostrich? All that and much more on today’s show… In this episode: You shouldn’t be too bearish right now [1:30] Are you a penguin… or an ostrich? [13:50] The silver lining in the latest bank earnings [15:35] Why the Fed needs to stay hawkish [19:30] DocuSign: A case study on a strong stock [25:00] Don’t let emotions force you out of the market [27:40] Andrew’s favorite stocks right now [30:00] Is Ford a buy after its massive selloff? [40:00] Metaverse Expo recap… And a chat on climate change [42:30] 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/ :

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.0	heard on mainstream financial media to bring you unscripted interviews and breaking commentary
0:10.0	direct from Wall Street, right to you on Main Street.
0:16.0	There's a lot out there, it's July 21st.
0:19.0	I think there's just a Wall Street Unplug podcast where I break the headlines and...
0:26.0	Tell you what's really moving these markets.
0:30.0	So I have a great interview set up here right now. I sit at every Thursday, every interview is great.
0:35.0	This one's with your buddy, your friend.
0:37.0	Most popular, Andrew Horowitz, president, founder, Horowitz and company.
0:41.0	Curably smart analyst, great trader, and host to the longest running financial podcast only by a few months
0:47.0	over someone that's a really good looking and great, great guy. I forgot his name.
0:51.0	But his podcast is called a discipline investor. Andrew, how's it going, buddy?
0:55.0	Hey, Frank, how are you?
0:57.0	I am doing good. I mean, I'm fired up, man. I'm starting to get a little bearish because I saw some statistics recently
1:02.0	showing that it's sentiment-wise when you look at fund managers from Bank of America,
1:07.0	which I just saw, which was two days ago, saying that all...
1:12.0	Like, sentiment's at all-time lows. You've seen cash balances at like 12-year highs.
1:17.0	You know, we've seen a market that's down tremendously and we know the risk, we know inflation.
1:21.0	But when I see all-time ever, right, it just...
1:25.0	It gets me excited from a contrarian point of view. But what do you think what's going on?
1:28.0	Wait, wait, wait, wait, wait, wait, wait. Let's just back up.
1:31.0	You said when you started the discussion that you're getting a little bearish.
	...

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