Wall Street Unplugged - What's Really Moving These Markets

Nelson Peltz won’t save Disney


Listen Later

Daniel joins me to discuss today’s biggest headlines, including the latest Consumer Price Index (CPI) data and activist investor Nelson Peltz’s fight with Disney (DIS). Today’s inflation numbers came in as expected, with inflation at 6.5%. But the bigger story is still the Fed. I explain why the market is misinterpreting a pause in rate hikes with rate cuts… and how investors can not only protect themselves, but make a fortune as markets move lower from here.  Next, Daniel highlights a few inflation numbers that stood out to him and explains why he doesn’t think the Fed has beaten inflation yet. Turning to Disney, shares popped after activist investor Nelson Peltz said he’s fighting for a board seat at the House of Mouse. I share why I’m surprised the stock is moving higher… why Peltz has an uphill battle… and what it would take for me to recommend DIS to subscribers. In this episode  Today’s CPI was a “nothing burger” [1:15] The best strategy for a painful market [3:40]  Daniel’s highlights from the inflation report [5:05] Why the Fed won’t stop raising interest rates [11:00] Nelson Peltz won’t save Disney [13:50] What needs to happen for me to buy DIS [24:00] 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/ :
...more
View all episodesView all episodes
Download on the App Store

Wall Street Unplugged - What's Really Moving These MarketsBy Curzio Research

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

1,056 ratings


More shows like Wall Street Unplugged - What's Really Moving These Markets

View all
The Disciplined Investor by Andrew Horowitz - Host

The Disciplined Investor

682 Listeners

Investing Insights by Morningstar

Investing Insights

494 Listeners

DHUnplugged Podcast by Horowitz and Dvorak

DHUnplugged Podcast

425 Listeners

Sprott Money News by Sprott Money

Sprott Money News

150 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,372 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

295 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,064 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

928 Listeners

Stansberry Investor Hour by Stansberry Research

Stansberry Investor Hour

680 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

417 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,541 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

375 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

387 Listeners