The “great separation” in stocks is starting... Here’s how to avoid getting smoked

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

🗓️ 2 November 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

The “great separation” is starting… and if you’re not paying attention to it… you’re at risk... But first, I’m humbled and grateful that so many of you took advantage of our Crypto Intelligence special offer. Members: Expect a new recommendation to hit your inbox tomorrow! [0:34] I hope you had a great Halloween. Ours was amazing… with tons of families out trick-or-treating in my neighborhood. It was like it’s supposed to be. [2:20] Turning to the markets… The major indices are hitting record highs as earnings season winds down. I share what stood out the most as I went through the latest results. And I break down the “great separation” I’m seeing in certain industries. [7:40] It’s been over 18 months since the COVID lows… and the markets are starting a new chapter. I point out several examples of the “great separation” across industries... including the opposite paths that Intel and AMD are taking… as well as Under Armour and Nike. Plus, I share why Amazon will continue to dominate (even though it pulled back after earnings). [14:10] Speaking of great companies, a listener wants my thoughts on tech giant Nvidia ahead of its earnings report. [19:50] Our last question comes from an older investor who’s getting into crypto… and wants to know about taxable gains. I dig into the details a bit… and explain why stable coins can be especially useful when you’re juggling different trading platforms. [27:36] 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, 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 out there, it's November 2nd.
0:18.3	Alfred Curgeo is the Wall Street Unplug podcast where I break the headlines and tell you
0:28.2	what's really moving these markets, wow, so first, I want to thank so many of you
0:36.3	subscribing to crypto intelligence since I'm buying a new house.
0:40.1	Now I could build it, so I appreciate it, which is close as special off on Friday.
0:45.8	But we had a lot of subscribers and I'm really happy for it, really, really excited.
0:49.2	If those of you who subscribe, you get to see our new pick come out on Wednesday, that's
0:53.7	going to come out after the close.
0:55.9	It's a direct play on the trends I talked about in that video, DeFi and FTs, the Metaverse.
1:02.0	We have one company in our portfolio, great play on Metaverse and this is one of the
1:07.0	recent picks that's surged, I mean, really, really surged over the past few days, I think
1:12.8	a lot of you able to get in that because we don't know that Facebook announced, they changed
1:17.1	your name and they're going into the whole Metaverse thing and now everyone's going crazy
1:20.2	with it.
1:21.2	This company has a platform already built, it's absolutely amazing, I showed in my video,
1:24.0	so it's really, really cool, it stocks up.
1:26.2	But this next pick is also playing all three of these trends combined, DeFi, NFTs, Metaverse.
1:32.5	You'll see me break this down and video format and crypto intelligence, so my apologies
1:37.6	that you have to watch me the whole time, but you're breaking down that research behind
	...

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