Wall Street Unplugged - What's Really Moving These Markets

Why the Fed is f***ed


Listen Later

This morning’s Producer Price Index (PPI) data came in hotter than expected—showing a 0.7% increase, vs. 0.4% estimates. It’s just one of several signs that inflation has surged over the past few weeks.   Daniel and I discuss the growing disconnect between what the Fed is saying and what the market is hearing… why investors need to be prepared for more rate hikes… and why the Fed is fighting a battle it can’t win.   Charlie Munger is in the news for his latest anti-Bitcoin comments… even praising China for banning it. Daniel rants about Munger’s belligerent stance—and the hypocrisy of a lifelong capitalist praising communism/authoritarianism.   I also share how regulation could act as a tailwind for the crypto market in the coming years.   Lastly, I’m curious: For those of you who didn’t sell Bitcoin last year amid all the bankruptcies, fraud, and volatility… is there anything that would convince you to sell? .   In this episode    Breaking down the latest PPI data [1:30] Forget about a soft landing for the economy [7:00] The Fed’s no-win situation [12:18] Why Charlie Munger is a hypocrite [19:25] What would it take to make you sell your Bitcoin? [28:00]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week:   Wall Street Unplugged podcast is available at: --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/   : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com
...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
Motley Fool Money by The Motley Fool

Motley Fool Money

3,222 Listeners

The Disciplined Investor by Andrew Horowitz - Host

The Disciplined Investor

681 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,074 Listeners

DHUnplugged Podcast by Horowitz and Dvorak

DHUnplugged Podcast

424 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

939 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

204 Listeners

Stansberry Investor Hour by Stansberry Research

Stansberry Investor Hour

673 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,018 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

357 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,114 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

807 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

375 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

160 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

405 Listeners