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

This ‘obvious’ trade could generate 100% gains in 12 months

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

4.51.1K Ratings

🗓️ 16 February 2022

⏱️ 38 minutes

🧾️ Download transcript

Summary

Sectors from autos to apparel to semiconductors are warning of the impact inflation could have if it’s not brought under control… and the Fed needs to move aggressively to fight it. Daniel and I discuss whether the market is pricing in inflation… and why we’re skeptical of the Fed doing the right thing. [0:45]  Speaking of higher interest rates, I share my experience getting a construction loan for my new house… and the impact higher rates could have on the housing market. [8:40] Growth stocks continue to be extremely volatile as higher rates loom… And one of Daniel’s favorites has been unfairly hit over the past few months. Daniel explains why investors should be watching this remarkable growth story. [16:45] Crocs (CROX) announced it would be suspending share buybacks to focus on lowering its debt. I explain why I think this is a smart move… and whether Crocs is a buy at current levels. [22:10] Plus, we discuss the impact of easing mask requirements… and the best opportunity for 100% gains over the next year as we continue to adjust to the new normal. [25:40] 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

Click on a timestamp to play from that location

0:00.0

The 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 Main Street.

0:13.1

Let's go out there, it's February 16th.

0:18.4

Alfred Garcia is the Wall Street Unplug podcast where I break the headlines and tell you

0:26.9

what's really moving these markets.

0:28.7

So it's Wednesday, which means I'm bringing in smartest handsome guy in the world.

0:38.2

I was waiting for you to talk because you think it's you, Daniel.

0:42.4

That's Daniel Creasy, analyst.

0:43.4

And we break down the headlines and share different ideas and stuff and a lot going on

0:47.4

the markets right now.

0:48.4

I mean, a lot of news especially over the past week.

0:50.2

Yeah, absolutely.

0:51.2

We could start.

0:52.2

There's several.

0:53.2

We have like a Swiss Army night today.

0:54.2

There's several places we can start.

0:55.2

We can talk about a moral victory for us humans with the face coverings that some big

1:00.1

companies have announced or we can go into earnings or 13 F's that's up to you there.

1:04.6

Frank, what are you?

1:05.6

And you inspired me to get a haircut.

1:06.6

Look at that people.

...

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 2026.