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Wall Street Unplugged - What's Really Moving These Markets

The company that stole the show at CES media day

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

🗓️ 5 January 2022

⏱️ 30 minutes

🧾️ Download transcript

Summary

While Frank is in Las Vegas at the Consumer Electronics Show (CES), I (Daniel Creech), will be your podcast host the next couple of days. I start with a quick recap of this year’s crazy holiday travel environment… and what I saw on my trip home to Ohio.  Turning to the markets, I break down the 2021 results and highlight some of the best-performing sectors. And I share my thoughts on which areas will lead the way as inflation continues this year.  Healthcare stocks did great in 2021. But the current legislation in D.C. could push a lot more money into the sector…  Next, I recap the Fed’s plan to raise interest rates in the coming months. I tell you how to prepare for a massive shift that’s about to happen… and a potential surge in volatility.  The coronavirus continues to make headlines, with the Omicron variant causing a spike in new cases. I break down the shifting media narrative around COVID over the past year… and the changes in quarantine policy from the CDC. It’s a frustrating situation for investors, but there are reasons for optimism.  Before forming an opinion about the coronavirus, I highlight two interviews you should listen to…  Finally, I share some updates from Frank’s first day at CES, including why he’s ticked off at some major companies… the one megatrend everyone is talking about… and one tech player that stole the show.

Transcript

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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

0:11.4

right to you on Main Street.

0:13.0

How's it going out there?

0:17.3

It is Wednesday, January 5th, 2022.

0:22.7

You're listening to the Wall Street Unplug podcast, which is normally hosted by the one

0:26.4

and only Frank Curzio, every Tuesday, Wednesday, and Thursday now that we switched to our

0:31.8

newer format a little while ago.

0:34.3

But as he noted yesterday in his monologue, he's on the road.

0:36.7

He is traveling, living it up and doing boots on the ground research at the consumer electronics

0:41.1

show.

0:42.1

Yes, he is in Las Vegas, Viva Las Vegas, as they say, I'll keep the singing to a minimum.

0:48.4

So today and tomorrow you are stuck with me, welcome Daniel Creech here, senior analyst

0:52.4

at Curzio Research.

0:54.1

Have no fear.

0:55.1

Frank will be back in the saddle and we're just kicking off the new year.

0:58.7

Things are moving.

0:59.7

Lots happening.

1:00.7

That's really exciting.

1:01.7

So more than happy to try to sit in for him and get us through these next couple of

1:06.9

days.

1:07.9

I'm going to go over a few things on the market, kind of set the tone for what I expect

...

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