Andrew Horowitz: Will the Fed really cut rates this fall?

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

🗓️ 24 July 2024

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this episode: Welcome Andrew Horowitz of The Disciplined Investor [1:34] Why Andrew isn’t sold on a September rate cut [4:43] A look at the crazy housing market [7:44] What’s behind the rally in small caps [20:58] A Trump presidency will impact these sectors the most [26:04] The CrowdStrike debacle is raising big questions for Big Tech [41:16] Two stocks set to thrive regardless of the election outcome [44:34] Join us for Crypto 2024: 5 Critical Catalysts [104:40] 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	What's going out there? It's July 24th.
0:19.0	I don't have Frank courage at the Wall Street in the pocket
0:21.0	so I break the headlines and...
0:23.0	Tell you what's really moving these markets.
0:28.0	So, staying on the interview format here, got a good one coming up for you this one's with
0:35.2	my buddy Andrew Harwitz and Andrew I love having on he also the host a
0:39.8	discipline investor podcast Harretsin Company also manages money.
0:43.7	Because he's another guy like last week Juppachies,
0:45.6	you can go anywhere with the interview.
0:47.4	And we're gonna talk about Trump, an assassination attempt,
0:50.2	buying and drop out of the race.
0:51.3	How did those factor into equities and your market
0:54.6	strategy going forward. I'm going to talk about the feds coming rate cuts
0:59.8	100%
1:03.4	that's the factoring for a September cut, the first one, but there's going to be more in the way.
1:07.1	However, it may not be a positive for equities that everyone's saying.
1:12.3	So we're going to break this down, talk about that more.
1:14.8	Also, Andrew Liko is going to share his favorite ideas.
1:18.0	He has an amazing track record, probably better than his management company when it comes to sharing
1:22.4	ideas on this
	...

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