Is the U.K. retaliating against the U.S.?

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

🗓️ 26 April 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. We’re in the heart of earnings season—and a ton of big names are reporting this week. I explain why McDonald’s (MCD) and PepsiCo (PEP) are trading near 52-week highs… and why you shouldn't expect prices on your favorite products to come down anytime soon. The Fed is set to hike interest rates next week and many investors think it will be the last time—but I disagree. I explain why I expect several more rate hikes over the next few months… and why anyone predicting rate cuts later this year is nuts. Next, I break down the positives and negatives in yesterday’s earnings from Alphabet Inc. (GOOG) and Microsoft (MSFT). The biggest news for Microsoft came from the U.K. Competition and Markets Authority (CMA), which killed its deal to buy Activision Blizzard (ATVI). I explain why the CMA’s move could be retaliation for a recent U.S. policy move… and why investors should be concerned about the government’s growing intervention across multiple industries, especially energy and crypto. On tomorrow’s episode of WSU Premium, Daniel and I will dig deeper into Microsoft’s dead Activision deal and the growing tensions between world governments. We’ll also discuss the government’s attack on crypto… and how “de-dollarization” will create a major shift in global power. Don’t miss the episode—join WSU Premium now. In this episode What I’ve learned from 15 years of marriage [0:20] Why MCD and PEP are near 52-week highs [2:50] The Fed isn’t done hiking rates [5:00] GOOG is buying back $70 billion in stock [8:13] A great hedge against inflation[15:08] Is the U.K. punishing MSFT for the U.S.’s actions? [16:03] Don’t miss tomorrow’s WSU Premium [34:00] My wife and I recently celebrated our 15-year anniversary… and it’s incredible to think about the changes we’ve gone through. I share some advice for younger listeners about life and marriage. Sponsor: Art makes a great hedge against inflation... Masterworks, our sponsor this week, created a revolutionary platform that enables individual investors to stake a claim in the $1.7 trillion blue-chip art industry. And you can skip the waitlist. (https://www.masterworks.com/?utm_source=curzioblock&utm_medium=affiliate&utm_campaign=Curzio&utm_term=Curzio+Member&utm_content=Masterworks) Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: 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 media
0:07.0	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on Mainst.
0:18.8	I think her is just a Wall Street Unplug, so I break the headlines and say what's
0:30.8	really moving these markets.
0:36.6	So you just celebrated my 15 year anniversary, my wife a few weeks ago, is 15 years.
0:43.8	We're talking about it yesterday.
0:48.7	It's amazing.
0:49.7	I see people 30 years, 40 years, 50 years, and she was like, man, we know each other for
0:55.7	20 years.
0:56.7	We thought for five years before we got married, and she was like, wow, I can't believe
1:00.2	it.
1:01.2	One person for 20 years, and I was laughing because to be honest, I felt like I dated four
1:07.3	different people over that time when I was with you.
1:10.8	We first met.
1:11.8	It was, let's have fun and do anything, wife, and then it was the responsibility wife,
1:15.6	which we both became responsible in building a home, getting our assets in order, then
1:19.4	you go to the kid stage, going from the wife to a mom where the husband gets put in the
1:25.6	back burner, no more attention for you.
1:28.6	And now it's the kids growing up, more worrying about them as they get older and stuff like
1:32.6	that, but it's different how you have a bolt of us with joke around and stuff like
1:35.7	that.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Frank Curzio, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Frank Curzio and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.