Andrew Horowitz: How to play the Iran conflict

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

Business, News, Commodities, Debt, Investing, Macroeconomics, Gold, Personal, Uranium, Oil, Economics, Business News, Geopolitics, Industry, Crypto, Stocks, Curzio, Trading, Finance, Research, Investments, Tokens, Talk, Crisis

4.5 • 1.1K Ratings

🗓️ 15 April 2026

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)? In this episode: Welcome back, Andrew Horowitz of The Disciplined Investor [0:15] Andrew breaks down the market's non-reaction to the Iran conflict [1:40] How the Strait of Hormuz is driving inflation across the board [8:44] Why this earnings season is unlike any other [16:01] The timing of the private credit crisis was great for retail investors [22:34] Is Musk intentionally tanking Tesla? [26:12] Hyperscalers need to calibrate their AI capex [38:35] Some of Andrew's favorite ideas in the market right now [51:08] Sign up now for the Curzio One Wealth Forum 2026 [1:01:01] 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	Let's go out there.
0:01.0	It's Wednesday, April 15th.
0:03.0	And I'm Frank Curse.
0:04.0	It's a Wall Street in a Pub Podcast where I'm making the hell on its end.
0:11.0	Tell you what's really moving these markets.
0:15.0	So I have one of your favorite guests that I'm interviewing today, and he's, I believe, the only person in our industry that has hosted a podcast longer
0:23.1	than me, which is called the Discipline Investor.
0:25.6	He's also the founder of president of Harwitz and company.
0:27.6	Andrew Harwitz, what's going on, buddy?
0:29.3	Has everything.
0:30.8	Frank Curseo, how are you?
0:36.0	I can't, you know, I have to keep it.
0:38.8	I was hanging. Just, just, I have to keep it every, I was hanging.
0:55.3	Just, just, I have to keep it at the opening because everybody makes fun of me now, even my friends. So I've kept it and I just keep it going. I love it. I love it. You're like, you're, you're just, you're glued to Wednesday. You're going to roll it over. When's he going to roll it over? so how are things with you, buddy? How's everything going? Haven't I interviewed a podcast? I've been on your podcast a couple of times and glad you're coming on because we have a lot to talk about. I think so. There's a little bit of news going on in the markets these days, right? A lot going on. It's like trying to take a sip out of an open fire hydrant. You know, the daily news flow, if markets are going well, it's quiet.
1:14.5	Mm-hmm. It's like trying to take a sip out of an open fire hydrant. You know, the daily news flow, if markets are going well, it's quiet. Markets are going kind of not so well. All of a sudden, we have Scott Besant on. We have rumor about the Straits of Hormuz opening, closing. We have things that are going to be trying to pop markets. We have the deal that's happening. They want to do a deal,
1:27.6	not us, but they want to do a deal, of course. So it's an amazing time where we are market
1:33.2	driven by tweet, social media post, and a lot of the other stuff in an odd way really doesn't
1:40.5	matter. We take the thing that Frank is really fascinating to me right now.
1:44.6	And this is not just a new item.
1:47.8	I think this has been percolating in the background for some time is that the information
1:53.7	that we're hearing and trying to figure out what it means has been more important, in other words, the instant information,
2:03.6	than the background information about what's happening with earning, spending, CAPEX, even the
	...

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