This $16 trillion opportunity is just getting started

11/01/23 • 48 min

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Wall Street Unplugged - What's Really Moving These Markets

I start today’s show by recapping my family’s awesome Halloween. By the time you get this episode, we’ll know the results of the Fed’s latest monetary policy meeting. I share my expectations about future rate hikes... and explain why the market is finally starting to believe the Fed. Quarterly earnings results are rolling in... and so far, they’ve been terrible. I highlight several companies getting crushed by higher interest rates... and a handful of names that have more upside as rates stay higher for longer. Next, I share the one asset investors should be buying as we face an economic downturn. Plus, I highlight a market that’s set to grow to $16 trillion by 2030—from virtually nothing today. Investors face a ton of pain ahead... and I want to help you through as much of it as possible. If you have any questions about the strategies we use here at Curzio Research—and which ones are right for you—don’t hesitate to call us at 1-888-287-9461. In this episode I hope your Halloween was as great as mine was [0:33] Investors are starting to believe the Fed [5:00] Earnings season winners and losers [10:18] The one asset to buy as the economy struggles [24:35] This market will hit $16 trillion by 2030 [30:25] Let us help you through the market pain [43:05] 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

Previous Episode

Prep for a recession with these assets

For over 10 years, my family and I have been attending a local fair here in northeast Florida. Usually it’s packed—but not this year. I highlight the terrible experience... and what it says about the economy. Speaking of the economy, I explain what Fed Chair Jerome Powell got wrong about inflation... and why we must prepare for a recession. We’ll see earnings growth from two sectors... but it will mean even more pain to the economy (and consumers). But don’t let the negative news scare you out of the markets—the market volatility will create amazing risk/reward opportunities going forward. I share a few assets you should have exposure to right now. Don’t miss tomorrow’s WSU Premium. Daniel and I will discuss the opportunity in small-cap stocks... and share our latest pick. In this episode What my fair experience says about the economy [0:30] Prepare for a recession [8:20] What Powell got wrong about inflation [15:15] Growth in these 2 sectors = more pain ahead [21:15] Diversify with this inflation hedge[26:40] Don’t miss tomorrow’s WSU Premium [35:25] Looking to diversify your portfolio as inflation becomes the new normal? Contemporary art has a history of strong appreciation during high inflation periods—like right now. Masterworks’ innovative platform makes starting a fine art collection attainable for anyone. Here’s how: 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

Next Episode

These stocks will surge through year-end

Both of my daughters participate in organized sports... And as fellow sports parents know, our schedules can get a little hectic. I joke about how crazy our lives are right now... but why I wouldn’t change a minute of it. Stocks are in rally mode. The S&P 500 is up 6% over the last seven trading sessions... while the Nasdaq is up 8% over eight trading sessions. I break down what’s behind the surge... and why it’s a little crazy given the environment and the Fed’s current agenda. Speaking of the Fed, I highlight how the central bank’s reckless policies created inflation... and why no one saw it coming. Next, I explain why the best-performing stocks will keep surging through the end of the year... while underperforming stocks will continue to lag (hint: it has nothing to do with fundamentals). This leads me to a rant on how the big asset managers f*** over individual investors. On tomorrow’s episode of WSU Premium, I’ll share around 50 names that I expect to climb as we head into the end of 2023. Don’t miss it—Subscribe to the premium podcast at WSUOffer.com. In this episode The hectic life of a sports parent [0:30] It’s wild that markets are in rally mode [4:40] How the Fed created inflation [7:30] Why the best-performing stocks will keep surging [17:05] How Wall Street f***s over the little guy [19:00] Get my list of 50 stocks that will continue to new highs [28:10] Subscribe to the premium podcast at WSUOffer.com. 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

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