The best opportunity to buy small caps in a decade

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

🗓️ 25 January 2022

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Market volatility is rampant. I break down the wild action so far this week… and why this market is unlike anything we’ve ever seen. [0:30] While I didn't expect this strong of a pullback this quickly, I’ve been warning about risks to the downside. I explain what inflation rates tell us about the possibility of a recession—and why that possibility isn’t as scary as it seems. [6:05] While it may be hard to see through the volatility, this is one of the best times to buy small caps in 10 years… and I expect one small-cap sector to see a major comeback in 2022. (It’s the sector I highlight in this month’s issue of , being released tomorrow.) [12:20] I compare two growth stocks—Roblox (RBLX) and Rivian (RIVN)—that are selling off hard… and tell you which one I’d buy at current levels. [22:30] Turning to questions… Is now a good time to buy gold and silver stocks? In short, yes. I share why the environment for precious metals is fantastic… and how I would invest in the sector. [31:40] Could the Fed surprise the market and announce an interest rate hike during its meeting this week? I highlight what I expect from the Fed… [34:50] 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,
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.
0:12.7	Let's go out there, it's January 25th.
0:18.7	I'm Frank Gersier, it's the Wall Street Unplug podcast where you break that headlines,
0:21.6	and tell you what's really moving these markets, moving these markets, holy cow.
0:33.6	And this is as crazy as it gets.
0:36.6	And I've been doing this for close to 30 years.
0:40.6	But if you look at Monday when the market sold off incredibly,
0:45.6	and start to solve a little bit right now, but it was down 4%.
0:49.6	And at that bottom, with a down down 1100 S&P down and 4%, pretty much 3.99% at the bottom, 90% of all stocks were down.
1:02.6	You need to think about that for a minute, 90%, 90 every 10 stocks.
1:06.1	So this is a broad, massive sell-off.
1:09.1	This isn't risk off only, they're getting nailed more than anything.
1:13.6	But you're just seeing a total sell-off, which means, you know, there's a lot of leverage coming out of this market.
1:19.6	But what do we see? The markets came roaring back, erasing that 4% loss completely.
1:25.6	I just put that in perspective.
1:28.6	The last time we saw a reversal like that of 4%.
1:33.6	4% reversal in one day was in 2008 when Lehman failed.
1:39.6	It's not a good thing, right? When you see him lose like that.
1:41.6	Even though it came back and positive, and maybe this is the bottom, now we're at Tuesday, and the market's down to another 2%.
1:46.6	It's not down to, you know, 5% it was in one day.
	...

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