Where to find the best ideas during earnings season

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

4.6 • 1.1K Ratings

🗓️ 13 October 2021

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

William Shatner is heading to space! Daniel and I open today’s show with some banter about our favorite Shatner roles... and whether we’d go to space for a thrill. [0:40] Earnings season is officially underway... And now is a great time to sift through company reports for the best ideas… We discuss what stood out to us about Delta Airlines’ quarterly results... and why this company has a fantastic long-term outlook. [4:10] On JPMorgan’s earnings call, CEO Jamie Dimon said he doesn’t think supply chains will be a talking point by next year. While I disagree with this, Daniel believes a recent sign is pointing to the bottom of supply chain woes. [8:50] On BlackRock’s earnings call, CEO Larry Fink pointed out the obvious—that inflation isn’t transitory… and energy prices will continue rising for the foreseeable future. Daniel and I discuss the factors behind rising costs... and why you need to prepare for higher prices across the board. [15:55] And finally, the U.S. is now the leader in bitcoin mining. Daniel explains why this is a great teachable moment about innovation… and yet another example of how cryptos are maturing into a dominant asset class. [27:20] 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/ :

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
0:11.5	right to you on Main Street.
0:13.5	It's going out there, it's October 13th.
0:18.4	Alfred Curzio is the Wall Street Unplug podcast where he break that headlines and tell you
0:27.0	what's really moving these markets.
0:30.0	Man, lock going on, especially earning season is 21 companies have now reported a couple
0:35.2	of big names.
0:36.2	Next couple weeks could be crazy.
0:37.6	That's just one of the topics going to talk about right now with the one and only best
0:41.7	fucking guy in the world, smartest man ever.
0:45.2	Frank Curzio.
0:46.2	I'm going to bring it.
0:48.2	Bring it.
0:49.2	Daniel Creach, who's a sea analyst.
0:50.2	He was smiling as I said.
0:51.2	It's like you're talking about me there for a minute.
0:54.6	How's it going, man?
0:55.6	How's everything?
0:57.0	Space or deep blue sea?
0:58.8	You know William Shatner is going to space today.
1:00.8	William Shatner is going to space today and he is 90 years old.
	...

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