The Fed can’t afford to be wrong on inflation

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

🗓️ 16 June 2021

⏱️ 100 minutes

🔗️ Recording | iTunes | RSS

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Summary

Harris “Kuppy” Kupperman, founder of Praetorian Capital and editor of Adventures in Capitalism, joins me to discuss the environmental, social, and corporate governance (ESG) movement—and why it could be terrible for energy prices going forward. Kuppy also shares his take on the Reddit army of retail investors… how he finds his best ideas… and a few of his favorites right now… [26:13] With the Federal Reserve meeting later today, Daniel and I discuss market expectations... whether the Fed will raise rates later this year… and why it can’t afford to be wrong on inflation. FInally, there are major shipping delays out of China related to another coronavirus outbreak. We debate whether this is priced into the markets... and explain why you should be prepared for volatility around earnings season. [01:02:58] 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	How's it going out there in June 16th?
0:18.2	My friend Curzio goes to the Wall Street Unplug podcast where I break down
0:21.4	headlines and tell you it's really moving these markets.
0:30.0	Where would nobody care about inflation?
0:33.3	I took it just a few months ago.
0:35.9	There was all the data, the CPI, the PPI, which is consumer price index,
0:39.6	producer price index, wages, rising labor shortage, chip shortage,
0:45.5	everyone raising prices, everyone.
0:48.1	I mean, nobody cared.
0:50.3	It's like talking about Uranium from like 2012 to 2018.
0:54.3	Nobody cared.
0:55.7	Uranium, what's Uranium?
0:58.0	We still use that for electricity, really?
1:00.2	There's publicly traded companies outside of Camago that I can buy.
1:04.2	Hey, hey, Uranium.
1:05.2	Now I do Uranium videos and they're the most watched.
1:08.2	They love Uranium.
1:09.2	You know, it's pulled back a little bit, which is okay.
1:12.4	Because we're not pulling back the prices are going higher.
	...

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