When everyone is calling for a crash… don’t listen

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

🗓️ 4 August 2021

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

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Summary

It seems like everyone is calling for the next major market drop. Today, I’ll give you my take... [INTRO] David Garofalo—CEO of Gold Royalty and 30-year resource veteran—explains how to gain exposure to different areas of the gold market... and why certain types of gold companies are in a perfect position to benefit as the next bull market unfolds. [33:36] Then, Daniel and I discuss how mandatory vaccines and “vaccine passports” would impact the economy... and why inflation is hurting some companies more than others. Plus, with everyone talking about the new, aggressive Delta variant, we share a few stocks that will benefit if we see renewed lockdowns and mask mandates. [57:38] --- 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.
0:12.9	What's going on there?
0:16.9	It's August 4th.
0:18.9	I'm Frank Kershios, the Wall Street Unplug podcast where I break that headlines and tell
0:27.5	you what's really moving these markets.
0:29.3	I'll tell you a little story here.
0:36.8	In 2020, almost every retail investor researched for economists.
0:45.1	Not of them saw the COVID crash coming.
0:49.0	And this is even when COVID started hitting the US, which was January.
0:53.2	We saw that everything was closing in mid-December through January, into February, in China.
1:04.2	The COVID started spreading every place.
1:08.9	And I was covering a lot of research firms on what they were saying, Goldman Sachs able
1:13.9	to see a quick V-shape recovery, COVID was only going to less one quarter, quick bounce
1:19.0	back right away, same as SouthJP Morgan, Morgan Stanley, Citigroup, all one positive.
1:25.7	Hey, this is just a small bump in the road.
1:28.2	We're going to be fine.
1:30.1	But every economist out there, every economist out there was predicting a quick recovery.
1:36.8	Nobody saw the market crashing.
1:39.2	Nobody saw a lockdowns coming.
1:40.2	We have to be getting, we'll never lock down, we'll never wear masks, which is fine.
	...

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