The cold, hard truth about what the Fed must do

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

🗓️ 12 July 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

I recently installed a Ring doorbell camera at my new house—and my favorite part is getting access to the online Ring community. I start today’s show with some hilarious stuff that people post. For some reason, the proposed merger between the PGA and LIV Golf has been elevated to the Senate. I rant about political interference in sports… and how pro leagues should just admit that all they care about is money. By the time you get this podcast, the latest Consumer Price Index (CPI) data will already be out. I share why this month’s report should be positive for markets... but next month’s numbers will show that inflation remains a big problem. And I share the cold, hard truth about what the Fed will need to do to defeat inflation. Earning season kicks off in a couple of days. I highlight some analyst expectations—including important upgrades/downgrades on a couple of household names. I also share what to expect from this earnings season… and the main piece of data you should focus on. Next, I break down one of the biggest risks in this market. I continue to pound the table on one sector that presents a ton of opportunity right now—and share an example from one of our premium newsletters. Speaking of which, don’t miss your chance to lock in our best deal ever on our three premium products—and the opportunity to speak with me one-on-one. In this episode Hilarious stories from the Ring community [0:30] Why the PGA/LIV merger has gone to the Senate [5:40] This month’s CPI data will boost the markets [10:30] The cold, hard truth about the Fed’s course of action [15:10] What to watch this earnings season [18:45] The biggest risk in this market [30:10] The sector with the best opportunities right now [33:25] Lock in this special offer before time runs out [39:20] 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

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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
0:11.7	to you on Mainstrum.
0:12.7	Let's go upstairs to my 11th!
0:17.3	I think her is just a Wall Street Unplug, so I break the headlines and...
0:24.0	Tell you what's really going on with these markets!
0:31.0	Do you guys know, just recently moved into my new home, and for the first time I got
0:38.8	a ring bell installed, and the ring allows you to see who's coming to the door, videotapes
0:45.8	it, and it sends alerts to your phone as someone is actually walking up to you door.
0:52.4	We're just pretty cool, and even if you don't have a ring door bell, most of you know
0:57.8	how it works.
0:58.8	Probably heard about it.
0:59.8	It's Shark Tank, where it was originally pitched and turned down by all the sharks, which
1:03.5	included Mark Cuban and Kevin O'Leary, and to that credit, I think he wants some like
1:08.7	700,000 for 10% of the company, so the valuation was really insane at the time, and I don't
1:13.4	think it was growing as fast, but a little bit, you know, a few years later, Amazon bought
1:16.9	the company for a billion dollars, and it's probably worked at least 10, 15 times that
1:20.0	right now.
1:21.8	You also probably saw commercials about it.
1:23.8	If you're on social media, people post when someone trips on the steps, just slides
1:26.9	in the ice, or different things, and you know, on reels of TikTok and things like that.
1:32.4	So I know a lot of you are familiar with it, but what you may not be familiar with is
	...

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