Wall Street Unplugged
Episode: 806October 13, 2021

Where to find the best ideas during earnings season

William Shatner is heading to space!

Daniel and I open today’s show with some banter about our favorite Shatner roles… and whether we’d go to space for a thrill. [0:40]

Earnings season is officially underway… And now is a great time to sift through company reports for the best ideas…

We discuss what stood out to us about Delta Airlines’ quarterly results… and why this company has a fantastic long-term outlook. [4:10]

On JPMorgan’s earnings call, CEO Jamie Dimon said he doesn’t think supply chains will be a talking point by next year.

While I disagree with this, Daniel believes a recent sign is pointing to the bottom of supply chain woes. [8:50]

On BlackRock’s earnings call, CEO Larry Fink pointed out the obvious—that inflation isn’t transitory… and energy prices will continue rising for the foreseeable future. Daniel and I discuss the factors behind rising costs… and why you need to prepare for higher prices across the board. [15:55]

And finally, the U.S. is now the leader in bitcoin mining. Daniel explains why this is a great teachable moment about innovation… and yet another example of how cryptos are maturing into a dominant asset class. [27:20]

Inside this episode:
  • William Shatner is heading to space [0:40]
  • Why Delta Airlines has a fantastic long-term outlook [4:10]
  • Are we nearing the bottom of supply chain woes? [8:50]
  • Why you need to prepare for higher prices across the board [15:55]
  • The U.S. is now the leader in bitcoin mining [27:20]
Frank Curzio, founder and CEO of Curzio Research, is one of America’s most respected stock experts. His research is regularly featured on media outlets like CNBC’s Kudlow Report, The Call, CNN Radio, ABC News, and Fox Business News. His weekly Wall Street Unplugged podcast—ranked the No. 1 “most listened-to” financial podcast on iTunes—has been downloaded over 9 million times.

P.S. This morning, Curzio One members got a first look at Luke’s newest advisory, Big Money Trader… and a chance to earn quick gains on a tremendous growth stock. 

Regular listeners have heard me talk about the benefits of Curzio One… like invitations to member-only events, exclusive private deals, and access to all Curzio publications—including new services like Big Money Trader BEFORE they launch to the public. 

If you’d like to join Curzio One, join the waitlist at the bottom of your member dashboard. When a space opens, I’ll send you a personal invitation.

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