Why ‘hope’ is a horrible investment strategy

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

🗓️ 6 October 2022

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz, president and founder of Horowitz & Company and host of The Disciplined Investor podcast, joins me once again to discuss the only thing moving these markets: the Fed. We explain why the Fed is hell-bent on hiking rates—and whether it’s conducting an ill-conceived experiment on the economy… Why you shouldn’t pin your hopes on the Fed… and Andrew’s advice for this market. Plus, Andrew’s new fetish could make him a lot of money in the metaverse. In this episode Don’t pin your market hopes on the Fed [4:28] Why is the Fed hiking rates so aggressively? [8:15] How the Fed could start saving face [21:30] Andrew’s advice for this market [26:35] How Andrew could make money in the metaverse [38:30] 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,
0:05.0	heard on mainstream financial media
0:07.0	to bring you unscripted interviews and breaking commentary
0:10.0	direct from Wall Street, right to you on Main Street.
0:16.0	This is gonna be our third top tour of six.
0:19.0	I'm pretty gracious to Wall Street Unplug Podcast,
0:21.0	where I break the headlines and...
0:26.0	Say, what's really moving these markets?
0:30.0	Lock going on.
0:32.0	So nice bounce open up the week.
0:34.0	Mostly due to oversold conditions,
0:36.0	some of the most oversold conditions that we've seen
0:38.0	in history, actually, which is crazy.
0:41.0	And a lot of this is based on hope.
0:43.0	Hope that the Fed is going to stop raising rates,
0:46.0	yet our Fed has not given any indication
0:49.0	that they're gonna stop, which is interesting,
0:51.0	because coming up on next week's trading days,
0:53.0	we have the jobs report and CPI,
0:56.0	and both are likely to come in hot based on expectations.
1:00.0	So, is this rally for real?
1:03.0	Should we be putting money into it?
	...

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