Three industry titans on inflation… and future market returns

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

🗓️ 18 January 2022

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

With Frank on a boots-on-the-ground research trip, I (Daniel) am behind the mic to cover today’s top headlines. Earnings season is officially underway. I share my thoughts on the latest results from JP Morgan, Goldman Sachs, and Delta Airlines… and what they tell us about the macro environment. [2:12] Focusing on Delta, I explain why CEO Ed Bastian’s recent comments are positive for the economy. [4:33] BlackRock CEO Larry Fink talked to CNBC about inflation, earnings season, and why he expects market gains to be muted going forward. I highlight why it’s important for investors to manage expectations accordingly. [10:07] Hedge fund titan Bill Ackman took to Twitter to express his views on how the Fed should approach inflation. I break down why the Fed is in a tough position as it tries to balance economic needs with market concerns. [14:48] 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
0:11.4	right to you on Main Street.
0:13.0	How's it going out there?
0:17.3	It's Tuesday, January 18th, and you're listening to the Wall Street Unplug podcast, normally
0:23.4	hosted by Frank Curzio, but once again, he is traveling, boots on the ground research,
0:29.7	meetings of minds, polling of strings, deal-making is going on.
0:34.4	And in his place today, once again, high, Daniel Creech, senior analyst here at Curzio
0:38.8	Research and filling in for him behind the mic.
0:42.0	For at least today and tomorrow, we'll see how the schedule unfolds, but I'm excited
0:47.1	to do this again.
0:48.1	I had a great time a couple of weeks ago while Frank was in Las Vegas at the Consumer
0:51.3	Electronics Show, and we're going to have a lot of fun today.
0:56.1	Frank hosts the Wall Street Unplug, every Tuesday, Wednesdays, and Thursdays, Tuesdays
1:00.2	are his monologue, which I'll do today.
1:03.0	And I don't know if he has a guest lined up, so just kind of bear with us.
1:05.5	A lot of exciting stuff, a lot of moving parts going around here to kick off the new year,
1:10.3	and we'll all get through it together.
1:12.6	Earning season.
1:13.6	Well, I got to say, I love having a rough outline to cover the podcast.
1:18.4	I love the prep work.
1:19.4	I love doing everything about this.
	...

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