Andrew Horowitz: A 'boring' sector with an exciting tailwind

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

🗓️ 11 December 2024

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines,
0:05.1	heard on mainstream financial media,
0:07.0	to bring you unscripted interviews and breaking commentary
0:09.8	direct from Wall Street, right to you on Mainstream.
0:15.8	How's going out there? It's December 11th.
0:19.4	And I'm Frank Curry,
0:19.9	host to the Wall Street Unplugth. And I'm Frank Currie. I'm the Wall Street on Publip High. So bring the headlines and
0:22.6	tell you what's really moving these markets.
0:28.6	So, a great interview for you today.
0:32.6	With the best analysts, best podcast hosts,
0:35.6	money manager and most handsome person in the world,
0:38.9	president and founder of Harvets and company.
0:41.5	Great, great friend, Andrew Harwitz, what's going on, buddy?
0:45.8	Hey, Frank Curzio!
0:47.9	You know, I got to tell you something.
0:49.7	That was very nice of you.
0:51.1	That was nice.
0:51.9	I would say the same if you were coming on my show.
0:53.4	You know that.
0:54.3	Oh, yeah. I would say the same if you were coming on my show. You know that. Oh, yeah.
0:54.9	I do.
0:55.4	Hey, can we show a couple weeks ago?
	...

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