Ep 308 Andrew Horowitz says it's Time To Be Cautious

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

🗓️ 6 May 2015

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

, podcast host, money manager and author, joins Frank on Wall Street Unplugged to talk about the markets, economy and new ideas. He says investors should be cautious buying stocks as earnings growth is starting to slow. He also shares his favorite areas to put cash as interest rates rise. Andrew then recommends his favorite ideas including oil services stocks, resource stocks and one under-the radar transportation name that's about to see a surge in business. Andrew also talks about areas to avoid including several social media names, a new burger company that just became public and one country that will see a huge slowdown in growth.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.1	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.8	right to you on Main Street.
0:14.0	How's it going out there? It's Wednesday, May 6th.
0:19.0	I'm Frank Curzio, hosted the Wall Street Unplugged Podcast,
0:22.0	so I break down the headlines and tell you what's really moving these markets.
0:28.0	Just got back from visiting one of the only uranium producing mines in America.
0:34.0	Amazing story.
0:35.0	I actually held yellow cake in my hands in a jar of course.
0:38.0	She's not here in a couple of weeks, you know why.
0:41.0	But I did get screened to make sure I'm not contaminated.
0:44.4	I'm going to write about this story. My newsletters,
0:46.6	disruptors and dominators, and also adventure capitalists.
0:49.6	I don't want to give away too much for free here.
0:54.3	But so many things happening behind the scenes in the uranium industry. You should make sure you definitely have exposure to the
0:57.3	sector. I think there was something like 400 uranium companies seven years ago.
1:00.6	Today there's less than 10 and everything I'm learning about
1:03.6	this this sector uranium is about to surge the man's gonna surge so much coming
1:09.1	online so again really great story subscribers gonna it. Anyway, because my hectic travel
1:15.3	schedule and crazy lately, I could have a different format today. Instead of entertaining,
1:21.3	intros like always, I think I try to.
1:24.0	And that educational segment, this whole podcast is going to be one interview
	...

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