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Wall Street Unplugged - What's Really Moving These Markets

Sell Microsoft… and buy this industry leader instead

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

4.51.1K Ratings

🗓️ 25 January 2023

⏱️ 38 minutes

🧾️ Download transcript

Summary

We start today’s show with a discussion about the Doomsday Clock—an indicator that shows how close we are to a global apocalypse—which is sitting at its most extreme reading ever: 90 seconds to midnight. On a lighter note, in honor of National Florida Day, Daniel shares a few fun facts about our home state. Turning to the markets… Daniel and I deep-dive into the latest earnings from Microsoft (MSFT) and AT&T (T)... whether Microsoft deserves its premium valuation... AT&T's fantastic sales tactics... and how T turned itself into a growth stock. Next week, we’ll get the latest results from oil giants like ExxonMobil (XOM). I highlight the big tailwind that’s bolstering the oil market… and why we should all be thankful for this sector. And tomorrow, be sure to check out my interview with Amir Adnani, CEO of Uranium Energy Corp., to find out why you NEED exposure to this commodity right now. In this episode  The Doomsday Clock is ridiculous [2:44] Why Microsoft doesn’t deserve its premium price [12:45] How AT&T became a growth stock [19:37] A global tailwind for Big Oil [30:40] Why everyone needs exposure to uranium [35:55] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: 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

0:07.0

to bring you unscripted interviews and breaking commentary direct from Wall Street, right

0:11.7

to you on Main Street.

0:12.7

Let's go that there's January 25th.

0:17.7

I think there's just a Wall Street Unplug, it's where we break the headlines and

0:28.7

tell you what's really moving these markets Wednesday, Dale Creech today, how's it going

0:36.4

man?

0:37.4

That's right.

0:38.4

That's right.

0:39.4

Erning's craziness, right?

0:40.4

Happy Florida Wednesday everybody.

0:41.4

Yes, it's wonderful.

0:42.4

But to kick things off, normally we try to do this in a timely manner, Frank, your name

0:46.2

is on the door, but you're a little later than normal.

0:48.9

What's hung you up this morning?

0:51.2

Appreciate that.

0:52.2

Thanks for bringing that up.

0:53.6

So my daughter had this thing today where she's, you know, you go to chapel and she carries

0:57.6

like, you know, or the banners off or the kids, and then they had dads for donuts day,

1:03.4

which is funny because I don't remember when I was younger ever that my ever, that my

1:11.9

mom or dad went in the middle of the school day and it had events in the middle of school

1:14.6

days.

...

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