Disney just broke the law

04/03/24 • 54 min

1 Listener

Wall Street Unplugged - What's Really Moving These Markets

I start today’s show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected. Yet, stocks are selling off. Why? I break down what’s behind the pullback... why it puts the Fed in a tough spot... and why market conditions are incredibly dangerous right now. Disney’s (DIS) annual meeting is today—and shareholders will vote on whether billionaire and major shareholder Nelson Peltz will get two seats on the board. I explain why CEO Bob Iger doesn’t want Peltz anywhere near the board... how Disney has resorted to downright illegal actions to try to keep it from happening... and why the SEC will most likely look the other way. Apple (AAPL) just released its new AI model, ReALM... and it’s already outperforming ChatGPT. I highlight why Apple is set to dominate the AI game... and how it’ll breathe life back into another mega-trend you might have thought was dead... It’s important to understand that AI is still in its infancy. Last week, I hosted a special live event—The AI Story No One’s Telling—where I dug into the massive long-term potential of this growth trend... and how AI will be a game-changer for every single industry. We here at Curzio Research are already implementing AI into our own processes... and it’s a big part of our growth plans going forward. If you missed the event, don't worry—you can still watch the replay here: www.curzioai.com. In this episode Why stocks are pulling back [0:48] The Fed is in a tough spot [10:01] Disney’s illegal tactics vs. Peltz [14:22] Apple will dominate AI [26:19] AI is still in its infancy [33:20] The AI Story No One’s Telling [39:12] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

Previous Episode

Will we see more interest rate hikes this year?

Watch the replay of last night's special event, “The AI Story No One's Telling,” at www.curzioai.com. I start today’s show by eating some humble pie over my NCAA Final Four picks. I share my thoughts on the tournament so far... and which games I’m most looking forward to in the coming weeks. We saw an incredible turnout for our special event last night, “The AI Story No One's Telling.” Our live Q&A lasted almost two hours—covering everything from the current state of AI... to where we're headed with artificial general intelligence (AGI). Thank you to everyone who attended. But if you missed it, don’t worry—you can watch the replay at www.curzioai.com. Trust me, it's worth your time. Tomorrow, FTX founder Sam Bankman-Fried will be sentenced for illegally leveraging customers' assets, which caused the collapse of the company. He faces up to 100 years. I share the irony behind this debacle... why I think SBF will get slapped with a major sentence... and why he’ll likely walk free within the next few years. The tragic collapse of the Francis Scott Key Bridge in Baltimore shines a light on the critical role of our country’s infrastructure. I break down the bridge’s importance to U.S. trade... and the massive ripple effect its collapse will send throughout the economy. The latest Consumer Price Index (CPI) and Producer Price Index (PPI) numbers show inflation at its highest level since October. I highlight why the Fed might have no choice but to hike rates again this year. In this episode A slice of humble pie with my NCAA bracket [1:21] Don’t miss “The AI Story No One’s Telling”—Go to www.curzioai.com [7:51] How long will SBF be in prison? [23:24] The tragedy in Baltimore will wreak havoc on the economy [32:05] Will we see more rate hikes this year? [43:20] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

Next Episode

The Fed is in ‘hope-and-pray’ mode

The Fed is in a lot of trouble... While the media is claiming the economy is stronger than ever, the latest inflation data says otherwise. On today’s show, I look under the hood at the alarming numbers... why the Fed is in an impossible position when it comes to interest rates... the serious implications for our economy... and how to position your portfolio to profit from the turmoil. Since my live event a few weeks ago—The AI Story No One’s Telling—listeners have been lighting up my inbox with questions about artificial intelligence (AI). Guys, I can’t overstate just how much of a game-changer AI is going to be. In the last week alone, we’ve seen several major AI-related headlines... involving everyone from Apple to Google to Elon Musk. I just launched my brand-new advisory—Curzio AI—to help you make once-in-a-lifetime gains off this groundbreaking trend. If you haven’t signed up for Curzio AI yet, now’s the time to act—our charter offer closes Friday. Go here to take advantage of my charter offer: https://secure.curzioresearch.com/checkout/cai-launch-charter.php?utm_source=Libsyn&utm_medium=240410_cai_launch_gy_wsu&utm_campaign=2403-CAI-Launch-GY&utm_term=Libsyn&utm_content=podcast I’m also hosting a live Q&A tomorrow, April 11, at 7 p.m. EST to answer all your AI questions... or any other questions you have about the economy or the market (bear in mind, I can’t offer any specific investment advice). Sign up and submit your questions here: https://secure.curzioresearch.com/curzio-ai/q&a-opt.php?utm_source=Libsyn&utm_medium=240410_cai_launch_gy_wsu&utm_campaign=2403-CAI-Launch-GY&utm_term=inline&utm_content=podcast In this episode: The latest CPI data should scare the s*** out of you [0:51] The economy is more fragile than the media is saying [9:17] Try not to puke when you see these numbers [10:36] The Fed is in “hope-and-pray” mode [20:39] Get exposure to these sectors NOW [22:57] The latest breaking news in AI [29:49] Ask me anything—and tune in for my answers [38:22] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

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