Russia's actions are bullish for this sector…

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

🗓️ 1 March 2022

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

I’ve spent a ton of time on the road lately for… gymnastics. My daughter’s competitions have given me a front-row seat on some impressive athletes… and some made-for-TV drama. [0:30] I share a few observations from my travels—including a bullish sign for Disney (DIS)... and how interest rate hike fears appear to be impacting the Florida housing market. [3:40] A big unknown right now is whether we’ll see any economic fallout from the Russia sanctions. I explain the war’s effects on two critical market factors: oil and inflation. [8:00] Another unknown is how aggressive the Fed will be in 2022… Following Russia’s invasion of Ukraine, Wall Street thinks the Fed will only hike interest rates by 25 basis points (0.25%) this month—instead of the 0.50% increase it was previously expecting. I disagree… and explain why you should be ready for a 50-point rate hike. [12:05] I highlight some names that are doing great and a few that are struggling… my strategy for buying stocks in this volatile market… one “no-brainer” sector right now… and another I expect to keep surging due to Russian aggression. [20:10] Pivoting to digital assets… crypto is rallying hard this week. I break down why this asset class continues to attract money from around the globe. [28:10] The current market shows why hedging your portfolio is more important than ever. I share some of my preferred hedging strategies… and things to look for if you’re putting money into the market right now. [32:40] 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

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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
0:11.5	right to you on Main Street.
0:13.0	Let's go out there, it's much first.
0:18.4	Now if I encourage you, it's the Wall Street Unplug podcast where I break that headlines
0:21.6	and tell you what's really moving these markets, been crazy to pass few weekends, my daughters
0:34.8	and competition season for gymnastics and the last one was in St. Petersburg, Florida
0:39.6	and it's actually a tropical field, right, so that's where the devil's right, devil
0:43.0	raised play.
0:45.1	And the stadium is beautiful.
0:46.1	Like I've never been on the stadium, I've been that stadium before to watch a game,
0:48.7	but I've never been like on, yeah, on the floor, which is really cool.
0:54.1	And outside the five hour drive, you know, it's cool.
0:56.5	I like going to these things, it's awesome, but sometimes again, little hectic, depending
1:01.0	on how far these places are.
1:03.4	But the level that some of these girls at are amazing.
1:06.7	So my daughter moved up from bronze to gold so she skipped silver, which is very hard,
1:12.8	right?
1:13.8	So she's going to a very, very high level where the judges, you know, if you breathe wrong,
1:17.0	they take off points.
1:19.1	Anyway, it's, it's a lot of a watch in her before my that stage and how big it is, and
1:25.6	just that whole entire competition, I'm really proud with that said, you're going to
	...

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