The 3 biggest headwinds for the market
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 12/01/2022
Why is crypto crashing?
Wall Street Unplugged - What's Really Moving These Markets
The next Bitcoin halving is right around the corner… This event has historically been super bullish for crypto. Yet, Bitcoin is trading significantly off its all-time high of just two months ago. In fact, it’s down 12% in the last week alone. The pullback has investors wondering what the hell is going on with crypto… I start today’s show by explaining why the pullback isn’t nearly as alarming as it seems… and why the halving will ultimately drive Bitcoin’s price higher. I’m hosting my next Crypto 2024 LIVE event on April 30 at 7 p.m. ET—where I’ll break down the...
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The Fed is in ‘hope-and-pray’ mode
Wall Street Unplugged - What's Really Moving These Markets
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...
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Disney just broke the law
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...
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Will we see more interest rate hikes this year?
Wall Street Unplugged - What's Really Moving These Markets
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...
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A biotech stock that could deliver 20x gains… because of AI
Wall Street Unplugged - What's Really Moving These Markets
I kick things off with some thoughts on NVIDIA’s (NVDA) GPU Technology Conference (GTC). In short, it was incredible and I explain why NVDA is on an island all by itself when it comes to dominating AI. I breakdown why AI isn’t even out of the 1st inning in terms of growth and why it will disrupt every sector of our economy. Yes, every single sector. I’m so excited about the investment opportunities in AI that I’ve created a new service – Curzio AI – that focuses on the technology. Join me on Tuesday, March 26 at 7 p.m. for a FREE presentation and LIVE Q&A session. Sign up for...
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NYC… CPI… AI… Oh my!
Wall Street Unplugged - What's Really Moving These Markets
I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Another trend getting mainstream attention is the massive amount of layoffs at big tech companies,...
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AI is still in the very early stages of growth
Wall Street Unplugged - What's Really Moving These Markets
After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple’s stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Presidential election could have on the U.S. and China trade wars… and why you shouldn’t get...
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AI will lead to an earnings explosion
Wall Street Unplugged - What's Really Moving These Markets
I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You’re going to hear me say this often… There’s no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going viral for all the wrong reasons. AI will disrupt all kinds of industries… It’s a chance...
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AI… bubble or disruptor?
Wall Street Unplugged - What's Really Moving These Markets
A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and...
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The Bitcoin bull market is just getting started
Wall Street Unplugged - What's Really Moving These Markets
Happy Valentine's Day. I hope your day is smoother than mine—I’m running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we’re still in the early stages of this bull market. Last week, during Part 2 of my Crypto 2024 series, I explained why the next Bitcoin halving event will ignite several major crypto catalysts… and how to position yourself for windfall profits. If you missed it, don’t worry—you can watch the replay and schedule a one-on-one chat with me here:...
info_outlineJohn Petrides, portfolio manager at Tocqueville Asset Management and fan-favorite guest, is back on the podcast to discuss what’s moving these markets.
He explains why the Fed is nearly done with its fast-paced interest rate hikes… why it wants mortgage rates to be around 7% next year… and when we should expect it to start lowering rates.
We discuss why a soft housing sector and rising unemployment will be good for the stock market, especially later in 2023… and the three major headwinds investors should focus on right now.
John shares which sectors to look at in this market… and whether bonds will outperform stocks in the months ahead.
Finally, John discusses his fantasy football teams… and highlights a relatively under-the-radar sport he’s just getting into.
Disclaimer: John, nor his family, nor clients of Tocqueville, currently own shares of IXC.
In this episode
- The Fed will slow the pace of rate hikes [4:53]
- Why John is bullish on the second half of 2023 [8:25]
- Markets are facing three major headwinds [15:48]
- John’s favorite sectors right now [23:30]
- Will bonds outperform stocks over the next six months? [31:49]
- John’s new love for one sport [38:58]
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