How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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İçerik Frank Curzio and Curzio Research tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Frank Curzio and Curzio Research veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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Two big opportunities for profits into 2023
MP3•Bölüm sayfası
Manage episode 347888966 series 130067
İçerik Frank Curzio and Curzio Research tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Frank Curzio and Curzio Research veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Happy Thanksgiving! Daniel joins me to discuss the volatility in oil prices… rumors of upcoming sanctions on Russian energy… why many energy stocks are trading near 52-week highs while oil prices sit near 12-month lows… and how to play the sector. We also discuss how China’s lockdowns will impact oil demand… as well as companies like Starbucks, Nike, and the mighty Apple. And I break down the recent quarterly earnings from Dick’s Sporting Goods (DKS)… why the company is crazy to raise guidance… and an easy way to make money from Dick’s (and other retailers’) shortsightedness. In this episode What’s causing the volatility in oil? [2:08] Why price caps on Russian oil are a bad idea [6:20] An outperforming energy sector to watch [11:15] How China’s lockdowns will impact various companies [16:25] Why retailers should be worried [20:10] How to make a killing in this market [34:40] 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/ :
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1075 bölüm
MP3•Bölüm sayfası
Manage episode 347888966 series 130067
İçerik Frank Curzio and Curzio Research tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Frank Curzio and Curzio Research veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Happy Thanksgiving! Daniel joins me to discuss the volatility in oil prices… rumors of upcoming sanctions on Russian energy… why many energy stocks are trading near 52-week highs while oil prices sit near 12-month lows… and how to play the sector. We also discuss how China’s lockdowns will impact oil demand… as well as companies like Starbucks, Nike, and the mighty Apple. And I break down the recent quarterly earnings from Dick’s Sporting Goods (DKS)… why the company is crazy to raise guidance… and an easy way to make money from Dick’s (and other retailers’) shortsightedness. In this episode What’s causing the volatility in oil? [2:08] Why price caps on Russian oil are a bad idea [6:20] An outperforming energy sector to watch [11:15] How China’s lockdowns will impact various companies [16:25] Why retailers should be worried [20:10] How to make a killing in this market [34:40] 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/ :
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