What Biden could learn from Mike Tyson

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

🗓️ 2 March 2022

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

President Biden delivered his first State of the Union address last night. Daniel shares what he thought Biden did well… while I focus on what upset me about the speech—and what politicians could learn from Mike Tyson. [0:45] Of course, much of the address centered on Russia’s invasion of Ukraine. Daniel and I discuss the economic sanctions against Russia… whether they’re working as planned… and how the war will impact energy prices. [9:53] Fed Chair Jerome Powell announced plans to raise interest rates by 0.25% later this month... saying he “hopes” inflation goes down. While I’m riled up about the flip-flopping Fed, Daniel says I shouldn’t be surprised. [14:25] Warren Buffett released his annual letter to Berkshire Hathaway (BRK.A) shareholders over the weekend. Daniel explains why every investor should read these letters… and a couple of items that stood out to him from this year’s. And we discuss why Berkshire will benefit from inflation. [20:10] Next, we focus on Buffett's comments regarding share buybacks. I break down why you should pay attention to Buffett’s share repurchases… And Daniel highlights one company aggressively buying back its stock. [26:16] During its recent earnings report, semiconductor company Ambarella (AMBA) said the supply chain crisis is far from over. This will have a huge impact across sectors—and automakers in particular. [31:48] Speaking of autos, Ford (F) continues to spew bulls*** about its electric vehicles (EVs). I go on a small rant about the company’s tactics to distract from its problems… and why I’d consider shorting Ford right now. [33:13] 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 media
0:06.9	to bring you unscripted interviews and breaking commentary direct from Wall Street, right
0:11.6	to you on Main Street.
0:12.8	It's going out there, it's March 2nd.
0:18.1	I'm Frank Curzio, it's the Wall Street Unplug podcast where I break down the headlines
0:21.2	and tell you what's really moving these markets just Wednesdays bringing in the ever
0:32.9	handsome smart, beautiful Dan, I'm not talking about you.
0:39.5	Dan's like, thanks.
0:41.2	We do have people in town this week, so there's a few travelers here with us.
0:45.5	I do.
0:46.5	But we bring Dan, I'll create you talk about what's going on with the markets and of course
0:50.1	there's a lot these days who would get a lot of questions, right man?
0:52.8	So listen, let's just dig right in.
0:54.9	We had the state of the union last night and I wanted to get your thoughts on it.
0:59.8	You know, my quick thoughts were, you know, there was hit misses.
1:02.2	I like, you know, Russia and Ukraine and United, I think that was a strong part, a lot of
1:10.9	misses, which I'll talk about.
1:12.3	But yeah, I mean, it's a big topic today and we'll see.
1:15.6	Usually you can find lots of ideas.
1:17.1	However, the what's next stage, usually you talk about different investment areas where
1:20.6	they're going to go invest and you could really, you know, even leading up to this and
1:24.7	even after this, even when it was alternative energy for the last five, six years or how
	...

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