64 min listen
How Trump would’ve handled the Chinese ‘spy’ balloon
FromWall Street Unplugged - What's Really Moving These Markets
How Trump would’ve handled the Chinese ‘spy’ balloon
FromWall Street Unplugged - What's Really Moving These Markets
ratings:
Length:
38 minutes
Released:
Feb 8, 2023
Format:
Podcast episode
Description
A Chinese “spy” balloon was shot down in South Carolina over the weekend. Daniel and I joke about how Trump would have handled the situation. But on a more serious note, I’m concerned about the narrative around China—and how it gets a “free pass” thanks to its global trade influence. The stock market rallied following Fed Chair Jerome Powell’s dovish comments at the Economic Club of Washington yesterday. Daniel shares why the meeting’s vibe didn’t sit right with him… and I explain why the market would drop 10% if the Fed announced a rate cut. Next, we discuss billionaire Ron Baron’s recent interview on CNBC—including his investment philosophy… why he emphasizes people as well as ideas… and why he believes the market will return to 2021 levels by the end of next year. In this episode The drama over the Chinese “spy” balloon [1:00] Why China gets special treatment on the global stage [4:10] The disconnect between the Fed’s comments and the stock market [11:40] Will the market return to its 2021 highs by next year? [24:54] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Tuesday, Wednesday, and Thursday: 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/ :
Released:
Feb 8, 2023
Format:
Podcast episode
Titles in the series (100)
Episode 9 - What happened to all the bears: TheStreet.com's Director of Research Stephanie Link gives her favorite sectors in 2010. Wall Street Shuffle host Dan Cofall says gold is a long-term buy. He also breaks down the latest Government spending figures. by Wall Street Unplugged - What's Really Moving These Markets