Season 1 · Episode 843
Three industry titans on inflation… and future market returns
Wall Street Unplugged - What's Really Moving These Markets · Frank Curzio
January 18, 202223m 37s
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Show Notes
With Frank on a boots-on-the-ground research trip, I (Daniel) am behind the mic to cover today's top headlines. Earnings season is officially underway. I share my thoughts on the latest results from JP Morgan, Goldman Sachs, and Delta Airlines… and what they tell us about the macro environment. [2:12] Focusing on Delta, I explain why CEO Ed Bastian's recent comments are positive for the economy. [4:33] BlackRock CEO Larry Fink talked to CNBC about inflation, earnings season, and why he expects market gains to be muted going forward. I highlight why it's important for investors to manage expectations accordingly. [10:07] Hedge fund titan Bill Ackman took to Twitter to express his views on how the Fed should approach inflation. I break down why the Fed is in a tough position as it tries to balance economic needs with market concerns. [14:48] 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: --iTunes: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: https://twitter.com/frankcurzio Facebook:. https://www.facebook.com/CurzioResearch/ Linkedin: https://www.linkedin.com/in/frank-curzio-690561a7/ Website: https://www.curzioresearch.com