meta_pixel
Tapesearch Logo
Log in
Wall Street Unplugged - What's Really Moving These Markets

The perfect recipe for higher energy prices

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

4.61.1K Ratings

🗓️ 11 October 2023

⏱️ 31 minutes

🧾️ Download transcript

Summary

Frank is on the road for business for the week, so I, Daniel, am leading the show today. I kick things off with a recap of my road trip to Ohio… including some good news about how our tax dollars are being spent. (I swear I’m not being sarcastic.) Stocks are rallying even as war is breaking out in the Middle East. It’s a great example of how markets and reality can be vastly different. I explain why this bounce could continue through the end of the year. As expected, oil prices popped in response to the violence. Regular listeners know I’ve been bullish on energy for many months. I explain why the current environment creates major tailwinds for oil prices… why every investor should have exposure to energy stocks… and how the war impacts my thesis. Next, I break down today’s Producer Price Index (PPI)… highlight the one data point to focus on in tomorrow’s Consumer Price Index (CPI) report (hint: it’s all about energy prices)... and explain why the numbers could force the Fed to raise rates even more. I also explain why hedge fund titan Bill Ackman has a bone to pick with Harvard… and why it’s the latest sign of the growing division in our nation. Don’t miss tomorrow’s episode of WSU Premium. I’ll dig deeper into the energy sector… highlight the opportunities developing in consumer staples stocks… and reveal this week’s Dollar Stock Club pick. In this episode Proof that your tax dollars are working hard [1:35] Why this market rally could continue (despite the war) [9:15] A recipe for higher energy prices [19:20] The only inflation number that matters right now [23:10] Bill Ackman has a bone to pick with Harvard [25:45] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: 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 media

0:07.0

to bring you unscripted interviews and breaking commentary direct from Wall Street, right to you on Main Street.

0:16.0

How's it going out there? It's Wednesday, October 11th, and you are listening to the Wall Street Unplug podcast.

0:26.0

I am your guest host, Daniel Creech, Curzio Research Analyst here, the one that works for alongside behind and with the one and only Frank Curzio.

0:35.0

Frank is out today, as he mentioned last week on the podcast, he is whining and dining, wheeling and dealing at an industry conference.

0:43.0

He will be back behind the mic to update you all next week, thanks to him in advance for once again trusting me with the entire scope and direction of the business for all of about 30 minutes or less.

0:55.0

Thank you, having more fun than I should be able to absolutely a thrill to be behind the mic filling in for Frank.

1:04.0

I want to go over a few things today. I recently just got back from a quick trip up to Southwest Ohio to see some family.

1:10.0

I'm going to talk about that and then lots to go over in the news around energy and politics and economics.

1:15.0

Of course, the lenses that we look through to help you make the best decisions for you and yours when it comes to investing and like decisions.

1:22.0

We're just good overall, helpful on whatever you need. Email us, Daniel at Curzio Research.com, that's Daniel at Curzio Research.com.

1:31.0

All right, I was out last week, hate to miss a podcast, but I did. I went up to Southwest Ohio, drove up there from Northeast Florida, about a 13 hour drive, give or take depending on how long you push it.

1:45.0

And I want to give you some observations and ask for some feedback because I think it's very powerful and it can be very exciting to have several hours or a trip trip.

1:57.0

A lot of times though, a lot of the fun and a trip and trips don't have to just be for fun or joy.

2:03.0

Even if you're going home for not such a good reason to see some family, there's still some positives there. You got to look for that silver lining.

2:09.0

Not to be a guru on self-esteem or anything, but just kind of a common sense, hey, you know, stay grounded, try to stay in the middle there.

2:17.0

And I want to ask you, when you have several hours, when you have a trip that you know you're coming up on, first of all, first couple of questions is if you are driving by yourself for any length of time, pick your time.

2:29.0

Let's just use my example, so 12 or 13 hours.

2:31.0

Do you plan out your trip? Do you already have your stops pre-planned? Do you have books on tape or podcast or your serious XM or anything like that?

2:43.0

What do you listen to keep you occupied or from going insane on a nice road trip?

2:50.0

Question number two is if you're not alone like I was driving there and back.

2:54.0

How many people would you like to have next to you or how many people could you think of that you'd ride across the country or on a long road trip and not be able to go insane by having somebody.

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2025.