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Wall Street Unplugged - What's Really Moving These Markets

The next wave of stocks that will benefit from COVID (Ep. 736)

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Industry, Uranium, Investments, Geopolitics, Investing, Business News, Debt, Tokens, Commodities, Business, Economics, Curzio, News, Finance, Trading, Crypto, Crisis, Macroeconomics, Oil, Research, Talk, Personal, Stocks, Gold

4.5 • 1.1K Ratings

🗓️ 26 August 2020

⏱️ 73 minutes

🧾️ Download transcript

Summary

With politicians fighting over stimulus… and companies in a race to develop a COVID vaccine… as well as the markets at all-time highs… we’re at something of a crossroads right now. John Petrides, portfolio manager with Tocqueville Asset Management, explains how the Federal Reserve is forcing everyone to take on more risk in the markets… and why some stocks are acting like bond substitutes. John also breaks down the pros and cons of low interest rates, and—of course—gives us some of his favorite ideas right now. [18:27] Then… across the U.S., masks are mandated in most public locations. But they also present their own potential health issues. That said… this could be setting up an excellent trade opportunity. [54:50] -------------------------------- 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 Unplugged looks beyond the regular headlines heard on mainstream

0:06.1

financial media to bring you unscripted interviews and breaking commentary direct from Wall Street

0:11.8

right to you on Main Street.

0:16.0

This is going out there, it's August 26th.

0:19.0

I'm Frank Curzier, hosted the Wall Street I upload podcast,

0:21.0

why I break down the headlines.

0:22.0

End. the Wall Street of the blog Parkcase, why I break down the headlines. And...

0:24.0

Tell you what's really moving these markets.

0:30.0

Now, what a crazy few days, more hectic than ever.

0:37.0

My kids started school on Monday.

0:40.0

You guys know, I have two daughters, nine and 12.

0:44.6

And they both enter new schools this year,

0:46.7

so they were nervous as hell.

0:50.1

And it reminds you as a parry,

0:51.5

you think back to those days, right?

0:55.0

Not knowing where you're going. The hallways, try to find your classes,

0:59.8

you're meeting new kids, you have a new locker, you gotta remember the combination,

1:05.0

eating in a cafeteria with lots of people.

1:08.0

I mean almost everything is new.

1:10.0

It's a cool experience.

1:13.5

And the schools are great.

1:15.7

We went a few days before.

...

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