If the Fed does this… sell stocks immediately

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

🗓️ 16 August 2022

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

This past weekend, I went to Saratoga to watch the races with some lifelong friends. My dad was a huge horse racing fan… and I share some of my favorite memories from our trips to the track. Places like Saratoga can tell us a lot about the economy. I highlight what I saw—including the crowd sizes and prices—and whether it lines up with investors’ fears about a recession. Speaking of boots-on-the-ground research, I’ll be at the Crypto Connect & NFT Expo in Palm Beach, Florida this weekend. If you’re interested in free VIP tickets, . Turning to the market, I highlight what stood out in Walmart’s latest earnings results… and why the company deserves credit for handling the biggest risk to retailers. The talking heads on Wall Street have been dead wrong about inflation since January. Now that stocks are rising, they’re saying it’s nothing more than a bear market rally. I break down why they’re wrong (again)... 2022 has been rough for investors. But the Fed’s plan to bring down inflation is working. I cover some of the other risks… and highlight the one thing that would make me want to sell stocks and move to the sidelines. Finally, I share my thoughts on a biotech… sector that could soon soar. 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
0:08.7	and breaking commentary direct from Wall Street, right to you on Main Street.
0:12.7	Let's go out there, it's August 16th.
0:18.2	I think there's just a Wall Street Unplug podcast where I break the headlines
0:21.7	and tell you what's really will be these markets.
0:32.3	I went to Saratoga this weekend,
0:35.3	met a couple of my close friends who I know for over 40 years.
0:40.8	Though I'm not 60, I'm 50, one of them I've known since I'm three.
0:44.9	Holy cow.
0:47.3	And we all get together a year ago, the races used to be goal streamed,
0:50.6	watch Florida Derby, but now the past two years it's been Saratoga.
0:54.7	And Saratoga have a lot of history there.
0:57.5	So my dad bought a house of state when I was very young,
1:00.7	because some of house used to go up there the whole entire summer.
1:02.7	Some of you know a little bit about this, listen to me for 15 years on this podcast.
1:07.4	And it's here, it's near Oniata, small town in New York, Stanford, New York,
1:10.7	not Connecticut, Stanford, New York, but it's near Oniata.
1:13.6	And he was one of the biggest, biggest, biggest racing fans ever.
1:18.0	To the point where our corporate Christmas party for his company,
1:21.9	which is called FX the Investors, right?
1:23.8	Friends, it occurs to investors, same name as me, like that.
	...

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