In this episode:
- Welcome, Andrew Horowitz, president of Horowitz & Co. [0:30]
- This powerful psychological motivator is driving the market [4:12]
- Why Andrew is fed up with the Fed [7:30]
- Tariffs are inflationary [9:00]
- Does Jerome Powell deserve any credit? [11:00]
- Why interest rates are poised to rise [15:40]
- Don't bet against the consumer [20:10]
- Not all analysts are created equal [22:35]
- This "boring" sector has an exciting tailwind [28:35]
- The big winners of 2024 [32:20]
- Crocs, Nike, or both? [38:20]
- Check out the Disciplined Investor podcast [43:22]
This episode sponsored by Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest
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
