Prep for a recession with these assets

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

🗓️ 25 October 2023

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it’s packed—but not this year. I highlight the terrible experience… and what it says about the economy. Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation… and why we must prepare for a recession. We’ll see earnings growth from two sectors… but it will mean even more pain to the economy (and consumers). But don’t let the negative news scare you out of the markets—the market volatility will create amazing risk/reward opportunities going forward. I share a few assets you should have exposure to right now. Don’t miss tomorrow’s WSU Premium. Daniel and I will discuss the opportunity in small-cap stocks… and share our latest pick. In this episode What my fair experience says about the economy [0:30] Prepare for a recession [8:20] What Powell got wrong about inflation [15:15] Growth in these 2 sectors = more pain ahead [21:15] Diversify with this inflation hedge[26:40] Don’t miss tomorrow’s WSU Premium [35:25] Looking to diversify your portfolio as inflation becomes the new normal? Contemporary art has a history of strong appreciation during high inflation periods—like right now. Masterworks’ innovative platform makes starting a fine art collection attainable for anyone. Here’s how: 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,
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.
0:12.8	Let's go right up here and talk to our 25th.
0:18.8	I think I just want to show a little password for the headlines and
0:24.0	duh.
0:30.0	Let's tell you what's really moving these markets.
0:35.0	So every year I go to this fair, my house told annually in Callahan, Florida.
0:40.5	I used to be called the Callahan Fair.
0:41.9	They just changed it's called the Northeast Florida Fair.
0:47.4	Those fairs where it's in a really big field.
0:50.3	They have all the rides, bunch of games.
0:52.6	Not like the typical one you might see like a disaster like much,
0:55.2	much bigger than that, right?
0:56.7	Got animals all over place.
0:59.2	All kinds of food, such as peppers, hamburgers, hot dogs, pizza, barbecue.
1:04.1	Of course you have the funnel cakes and the fried Oreos which are amazing.
1:09.5	They've had a bet each when you eat probably takes a week off of your life.
1:14.1	Most of you'll say it's worth it.
1:17.4	So I've been going to this thing for a while.
1:21.5	Been in Florida for about 13 years now, 14 years.
1:24.0	So I'd say at least 10 years.
	...

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.