Big changes coming to Wall Street Unplugged

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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

4.5 • 1.1K Ratings

🗓️ 15 February 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

I start today’s podcast with a major announcement: We’re launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. . The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling. We highlight some of the moves that stood out to us—including a ton of buying in Big Tech stocks. We break down why Nelson Peltz and David Tepper are building positions in Disney (DIS)… and what the company needs to do to get back on track. And we dig into Cathie Wood’s recent moves in Coinbase (COIN)... and whether it can survive the crypto bear market. Next, we cover the latest earnings reports. Daniel shares why he wouldn’t invest in Hanesbrands (HBI) for at least six months… a tech company catching his attention after posting profits for the first time in 20 years… and why he’s not worried about the 10% drop in Devon Energy (DVN) today. I go over the incredible earnings from Roblox (RBLX)—and what it means for the metaverse trend… And I explain how Ford (F) is dropping the ball when it comes to electric vehicles. Today’s show is a sneak-peek into the kind of in-depth analysis we’ll be providing in WSU Premium. I’d love your feedback, . Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/ : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial media
0:07.0	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on Mayst.
0:12.6	Let's go on out there in February 15th.
0:18.9	That would encourage us to Wall Street Unplug pockets for our big-to-handlines and
0:22.7	duh.
0:23.7	Let's tell you what's really moving with these markets.
0:30.6	Well, it's Dale Creech-Day.
0:33.6	How's it going, bud?
0:35.4	How's everything?
0:36.4	I'm well, Frank.
0:37.4	How are you?
0:38.4	Well, before we get to anything, so Dale Creech-Day, big changes to your day, Daniel.
0:43.4	More responsibilities and a big deal because, as you know, I want to give you guys a heads
0:47.8	up.
0:48.8	We are coming out in product, which is called Wall Street Unplugged Premium.
0:52.8	So this podcast that Dale and I do is going to be behind a paywall going forward, so it's
0:56.8	no longer going to be free.
0:57.8	We'll be charging $10 a month and includes this podcast, which will be much more detailed.
1:03.5	I'm going to give you an example of it today, which has analysis, ideas, and every single
1:08.1	week we'll have a new recommendation that goes into our dollar stock club portfolio.
1:11.5	We used to have that setup where we used to take a pick from our guests, but we realized
	...

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