The biggest trend of my lifetime

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

🗓️ 18 October 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

I’m back in the office after attending a major industry conference for the financial newsletter business. I start today’s show by recapping some of the biggest moments from the event—including my pitch about tokenization. I share why the buzz is building around this trend… why it’s a win-win for investors and businesses alike… and why it’s set to be the biggest trend of my lifetime. (And behemoth asset manager BlackRock agrees.) Plus, I explain the advice I gave my colleagues about podcasting—and why they shouldn’t do it. Next, I highlight several factors weighing on the market right now—including higher interest rates… some ugly data on housing starts… and investor sentiment turning bearish. But despite these risks, I share why we could see a pop in the market. As Q3 earnings roll in, I break down what investors should be watching for… and how higher oil prices and interest rates could impact next quarter’s results. Don’t miss tomorrow’s WSU Premium, where Daniel and I will discuss big banks… oil stocks… and a new Dollar Stock Club pick to play rising commodity prices. In this episode Tokenization is the biggest trend of my lifetime [2:30] Why podcasting isn’t for everyone [16:13] Why stocks could rally, despite the growing risks [28:20] The most important numbers this earnings season [31:20] Don’t miss tomorrow’s WSU Premium [36:20] 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, heard on mainstream financial media
0:06.9	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on Main Street.
0:13.0	Let's go up there, it's October 18th!
0:18.4	I'm Frank Kurses, the Wall Street Unplug, so I break that headlines, and, uh...
0:28.6	Let's say what's really moving these markets.
0:31.4	Glad to be back.
0:36.0	Busy week.
0:39.2	About for a meeting in Cambridge, Maryland.
0:43.3	I had no idea there was a Cambridge, Maryland, until last week.
0:46.4	What a beautiful place, right along the coastline.
0:49.8	It's a really nice high it, which is right in the water, beautiful.
0:55.1	And that's where Agorah, who's a big player in our industry.
0:59.2	Held is publisher's round table.
1:01.9	This is basically a meeting among the top publishers at Agorah, along with a few outside
1:05.4	ones that they invite to discuss the state of the industry, and no ideas.
1:10.7	You compete against higher interest rates, right, and you get 5% for free.
1:14.6	Some people feel like they don't want new letters anymore.
1:17.6	Unless you're really good at your job, and you're providing exceptional value.
1:24.4	And going to this meeting was real special for me.
1:29.3	I mean, I know a lot of these people, the other publishers, you know,
1:33.0	it's a tightly knit industry.
	...

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.