Inflation could ruin Christmas this year

The market continues to be volatile. Daniel and I discuss the political theatrics surrounding the U.S. debt ceiling... and whether investors need to worry. [0:40] Two Fed presidents resigned this week over controversial personal stock trades. Daniel goes on a quick rant about why this is a sliver of positive news... and why you shouldn’t feel sorry for them. [6:50] As interest rates continue to move higher, investors are realizing inflation isn’t transitory. For months, I’ve been saying inflation is the biggest risk to the markets. Today, I lay out why tech stocks are hurt the most by higher rates... and why we haven’t seen a bottom in the supply chain woes. [8:35] Meanwhile, rising costs have led a couple of major corporations to issue lower guidance… Be prepared: As winter approaches—and particularly the holiday season—hundreds of companies across sectors will be forced to do the same... [11:40] And, with supply chain pressure expected to continue for months, Daniel and I share several names to pay attention to as capital flows out of growth stocks and into cyclical/value plays. [25:14] 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/ : https://www.curzioresearch.com