The commodity trade is far from over

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

🗓️ 23 February 2022

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Daniel’s back in the office and I rib him about taking a sick day… the day before his birthday! [0:30] Markets continue to be volatile around the Russia-Ukraine conflict. We discuss Russia’s latest “peacekeeping missions”... and why Biden’s sanctions will actually help the Kremlin. [2:45] I point out the huge difference in public perception between Russia and China… and why the U.S. (wrongly) takes a different approach in its dealings with these two countries. [7:50] Hopefully the Russia-Ukraine situation is a short-term problem for markets… and once it resolves, it could be the perfect time to buy oil stocks and other commodity-related plays. [11:45] Speaking of commodities, coal is surging—and the price will remain elevated for the foreseeable future. While “coal” is a swear-word in most investing circles… investors in this commodity stand to make a ton of money. [14:00] Another swear-word in the investing world: Uranium. We share why we’re shocked prices aren’t much higher. [19:55] Turning to inflation… markets continue to anticipate multiple interest rate hikes this year. JPMorgan thinks we’ll see nine in a row. Daniel and I debate whether the Fed will be aggressive enough… and Daniel explains why rising oil prices will give the Fed some wiggle room. [24:15] Virgin Galactic, a popular SPAC, is making headlines following its earnings report. I break down why SPACs are terrible for individual investors—for the most part… And whether there’s any value to Trump’s SPAC, Digital World Acquisition Corp. (DWAC). [32:30] 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

Click on a timestamp to play from that location

0:00.0	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 mainstream.
0:13.5	It's going up to 8th February 23rd!
0:18.5	Nothing curious, the Wall Street Unplug podcast where I break that headlines AND!
0:28.0	What's really moving these markets?
0:30.0	It's going to bring in Daniel, it's Daniel Wednesdays.
0:35.0	I'm glad you came in today so you decided not to come in yesterday, Daniel.
0:38.0	How's it going, man?
0:39.0	It's going well, yeah.
0:40.0	It was a rough day.
0:42.0	I just didn't feel well, so back in the saddle again as Eros Smith would say though.
0:47.0	It's Wednesday.
0:48.0	I can't miss Wednesdays.
0:49.0	Wednesdays is the best day of the week.
0:50.0	No, it's funny.
0:51.0	Daniel calls him to say, come say, I can't make it in.
0:54.0	I'm like, it's alright, but I'm worried about it.
0:56.0	You were feeling...
0:57.0	Daniel, to be honest, I think it may be the first time you call this thing like four years.
1:02.0	Of course, since I'm going to give him shit for it, right?
1:06.0	It never happens or I'm like, dude, it's alright.
	...

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.