60 min listen
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
ratings:
Length:
74 minutes
Released:
May 10, 2021
Format:
Podcast episode
Description
In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with Andrew’s investment framework. We talk about the tradeoff between active management and ETF’s with both stocks and bonds. Then we discuss the impact of fund flows on stocks and hear what Andrew thinks about current valuations. As we wind down, we talk about the importance of helping clients have a long-term investment horizon. Please enjoy this episode with Horowitz & Company’s Andrew Horowitz. ----- This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world’s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information: bitwiseinvestments.com
Released:
May 10, 2021
Format:
Podcast episode
Titles in the series (100)
#3 - Where Are the Best Global Values Right Now?: Is right now a good time to be in U.S. stocks? What about global stocks? Well, the answer in large part depends on the specific market’s valuation. Start investing in an overpriced market and your returns will likely be small. Start in a cheap... by The Meb Faber Show