66 min listen
The Fed can no longer save us
FromWall Street Unplugged - What's Really Moving These Markets
ratings:
Length:
32 minutes
Released:
Oct 7, 2021
Format:
Podcast episode
Description
Andrew Horowitz, president of Horowitz & Company and fan-favorite guest, joins me to discuss the volatile market… and why you shouldn’t worry about the debt ceiling debate. [0:46] He explains why investors need to pay attention to who has pricing power this earnings season… and why investors are losing confidence in the Federal Reserve. [4:10] Next, he shares how investors should position themselves for the risks in the market… why supply chains are being disrupted by COVID... and how complications in manufacturing and trucking could lead to an economic slowdown. [7:48] Andrew also gives his thoughts on the Fed’s game plan going forward... why the coming “taper” may not mean what most investors think… and why the Fed can’t simply print money forever. [11:25] He urges investors to lean toward value stocks... reveals some names that could suffer as the economy reopens… and shares his favorite ideas right now. [18:10] 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: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/ : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ : https://www.curzioresearch.com
Released:
Oct 7, 2021
Format:
Podcast episode
Titles in the series (100)
Episode 6 - Marc Lichtenfeld and Andrew Horowitz give their favorite stock picks for 2010: Frank discusses biotech and healthcare with analyst Marc Lichtenfeld from the Oxford Club. Also, Andwer Horowitz from The Disciplined Investor breaks down the economy and what stocks have the most upside potential in the first few months of 2010. by Wall Street Unplugged - What's Really Moving These Markets