The next wave of stocks that will benefit from COVID (Ep. 736)

With politicians fighting over stimulus… and companies in a race to develop a COVID vaccine… as well as the markets at all-time highs… we're at something of a crossroads right now. John Petrides, portfolio manager with Tocqueville Asset Management, explains how the Federal Reserve is forcing everyone to take on more risk in the markets… and why some stocks are acting like bond substitutes. John also breaks down the pros and cons of low interest rates, and—of course—gives us some of his favorite ideas right now. [18:27] Then… across the U.S., masks are mandated in most public locations. But they also present their own potential health issues. That said… this could be setting up an excellent trade opportunity. [54:50] -------------------------------- 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