The 3 biggest headwinds for the market

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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4.5 • 1.1K Ratings

🗓️ 1 December 2022

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

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Summary

John Petrides, portfolio manager at Tocqueville Asset Management and fan-favorite guest, is back on the podcast to discuss what’s moving these markets. He explains why the Fed is nearly done with its fast-paced interest rate hikes… why it wants mortgage rates to be around 7% next year… and when we should expect it to start lowering rates. We discuss why a soft housing sector and rising unemployment will be good for the stock market, especially later in 2023… and the three major headwinds investors should focus on right now. John shares which sectors to look at in this market… and whether bonds will outperform stocks in the months ahead. Finally, John discusses his fantasy football teams… and highlights a relatively under-the-radar sport he’s just getting into. Disclaimer: John, nor his family, nor clients of Tocqueville, currently own shares of IXC. In this episode The Fed will slow the pace of rate hikes [4:53] Why John is bullish on the second half of 2023 [8:25] Markets are facing three major headwinds [15:48] John’s favorite sectors right now [23:30] Will bonds outperform stocks over the next six months? [31:49] John’s new love for one sport [38:58] 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	The 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 Mainstrum.
0:12.5	Let's go that there's December 1st.
0:18.8	I think it's just a Wall Street Unplug pockets where I break the headlines and tell you
0:27.3	what's really moving these markets.
0:29.9	So I want to jump right in here with a great guest who's John Petrides, performer manager
0:35.2	at Topical Asset Management, huge favorite of yours.
0:38.4	I know that based on downloads and I can see why since he always shares new ideas with
0:43.1	you, it also able to weigh in on everything that's going on right?
0:46.6	The markets economy, the Fed, including powells comes from yesterday afternoon, which pushed
0:50.4	the markets higher.
0:51.4	Let's put a minute.
0:52.4	John, what's going on?
0:53.4	Man, that's everything.
0:54.4	Hey Frank, thanks for helping me back on.
0:56.0	Appreciate it.
0:57.0	Good senior.
0:58.0	Good senior.
0:59.0	So explain the markets to me because I always look at it from like the individual investor,
1:02.8	right?
1:03.8	Who listens to people like me, listen to you, you know, who are just going about their
	...

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