John Petrides: How to invest for a Trump victory

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Commodities, Investments, Economics, Trading, News, Stocks, Oil, Uranium, Business News, Crypto, Investing, Crisis, Business, Gold, Industry, Debt, Macroeconomics, Talk, Research, Personal, Geopolitics, Curzio, Finance, Tokens

4.6 • 1.1K Ratings

🗓️ 17 July 2024

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode: John Petrides on the economy vs. the market [3:00] The most crowded trade on Wall Street [6:23] Where to find value in the markets right now [10:49] What’s more important than interest rate cuts? [13:59] How big bank regulations lead to “shadow banking” [23:30] How to position your portfolio for the next 12 months [26:52] This sector is poised to explode higher [28:59] Bitcoin vs. Ethereum [34:42] How to adjust your portfolio for a Trump victory [41:38] Fantasy football season is coming! [49:08] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream financial media to bring you
0:07.4	unscripted interviews and breaking commentary direct from Wall Street right to you on Main Street.
0:16.0	That's gone out there is July 17th.
0:18.0	And I'm Fred Grois just to Wall Street to Pop Post.
0:20.0	We're bringing headlines and... Tell you what's really moving these markets.
0:27.0	So I told you, Wednesdays.
0:31.0	Can I start getting more interviews for you guys?
0:33.2	Got a great one coming up today.
0:35.4	So my buddy John Petreti's portfolio manager at Tocville Asset Management.
0:39.4	I've seen a lot, the media a lot,
0:42.4	see and be a lot, see and be see a lot, quarter a lot, the media a lot,
0:42.5	see and be see a lot, quoted a lot.
0:45.7	And I know John for over 10 years,
0:47.7	I'm gonna show numerous times.
0:50.0	He's a fantastic analyst, someone who also challenges me,
0:53.5	which I love, because I love talking to smart people
0:56.4	who have a different opinion than me.
0:58.6	And you're gonna see that in one part of this interview.
1:02.0	We discuss, you know know mergers and acquisitions
1:03.7	is Trump going to be better where we're going to see more M&A activity points out like a
1:07.9	couple of good points of how we're seeing some strong M&A activity in one
1:10.9	particular sector but we had a relationship where we go back and forth.
	...

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