Nelson Peltz won’t save Disney

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

🗓️ 12 January 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Daniel joins me to discuss today’s biggest headlines, including the latest Consumer Price Index (CPI) data and activist investor Nelson Peltz’s fight with Disney (DIS). Today’s inflation numbers came in as expected, with inflation at 6.5%. But the bigger story is still the Fed. I explain why the market is misinterpreting a pause in rate hikes with rate cuts… and how investors can not only protect themselves, but make a fortune as markets move lower from here. Next, Daniel highlights a few inflation numbers that stood out to him and explains why he doesn’t think the Fed has beaten inflation yet. Turning to Disney, shares popped after activist investor Nelson Peltz said he’s fighting for a board seat at the House of Mouse. I share why I’m surprised the stock is moving higher… why Peltz has an uphill battle… and what it would take for me to recommend DIS to subscribers. In this episode Today’s CPI was a “nothing burger” [1:15] The best strategy for a painful market [3:40] Daniel’s highlights from the inflation report [5:05] Why the Fed won’t stop raising interest rates [11:00] Nelson Peltz won’t save Disney [13:50] What needs to happen for me to buy DIS [24:00] 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, heard on mainstream financial media
0:06.9	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.7	to you on Mainstrum.
0:12.7	What's going up there is January 12th.
0:17.5	I'm Frank Curzio, also Wall Street Unplug Park, so I'm going to have this, and, uh...
0:29.0	I'm going to tell you what's really going with these markets.
0:33.5	Thursday, but Daniel Creechback, we have the CPI number out today, I want to discuss that.
0:40.1	Big, big CPI inflation.
0:43.4	Waiting for this number comes out this morning and holy cow.
0:46.8	I came in exactly as expected.
0:50.0	No surprises.
0:51.0	Now fluctuating up and down, doing this podcast early.
0:53.6	Daniel, what'd you think?
0:54.6	Will you take the number out of the bet?
0:56.4	It's good overall because it's showing that inflation is moving in the correct direction,
1:00.8	which is lower.
1:02.2	Market reactions, I want to get into that.
1:04.6	It's interesting to me that the market was leading so, or heading higher so much into
1:08.4	this print as you talked about yesterday on the podcast, but the volatility, do you want
1:12.8	to get into it right now on what's going on?
1:15.8	Well, by the time we finish this podcast, it's kind of funny because we're doing this
1:19.1	about 15, 20 minutes right at the CPI.
	...

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