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Wall Street Unplugged - What's Really Moving These Markets

How Microsoft’s megadeal will launch it into the metaverse

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

4.51.1K Ratings

🗓️ 19 January 2022

⏱️ 30 minutes

🧾️ Download transcript

Summary

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

Transcript

Click on a timestamp to play from that location

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

0:11.4

right to you on Main Street.

0:13.0

How's it going out there?

0:17.7

It's Wednesday, January 19th.

0:20.4

You're listening to the Wall Street Unplug podcast, normally hosted by Frank Curzio every

0:25.8

Tuesday, Wednesday and Thursday, but as I mentioned yesterday, Frank is out of town conducting

0:31.1

more boots on the ground research, meaning of the minds, pulling of the strings, making

0:35.9

of the deals.

0:37.2

So once again, I, hello and welcome, I'm Daniel Creech, Senior Research Analyst here at

0:41.8

Curzio Research, I'm behind the mic today, filling in for the one and only Mr. Frank.

0:48.4

Markets are rebounding.

0:49.4

I'm taping this early in the morning for production reasons to get out to you timely.

0:54.2

After yesterday's intense sell off, I'll say indices were over 1%, pushing the NASDAQ

1:00.1

down 10% or so below its closing high in November and the Russell down even worse from I believe

1:07.2

it's the same time period in November down 14%.

1:09.8

So a lot of volatility as the sloshing of money continues to find a home in our new environment

1:15.6

as everybody anticipates a rising interest rates, which are rising.

1:19.2

The 10 year is around 1.85, which is significantly higher over the last couple of months, starting

1:26.3

to move up higher right now in anticipation of the Federal Reserve, how often it'll hike

1:30.7

by how many basis points it'll hike mentioned a little bit of that yesterday.

1:35.4

Also yesterday I touched on this mega deal and the Wall Street Journal today has a good

...

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