Ep. 503: Andrew Horowitz: Two "No-Brainer" Stocks to Short Right Now

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

🗓️ 29 March 2017

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to another episode of Wall Street Unplugged! This week I’m joined by longtime friend, Andrew Horowitz. Andrew is the host of the financial podcast – The Disciplined Investor. He is also the CEO and Founder of Horowitz & Company. To start off the interview, Andrew and I talk about the #1 catalyst in the markets right now… We’re talking politics. As Andrew says, “everything the governments talk about, the markets hang their hats on.” And he couldn’t be more spot on. The stock market just had it’s worst week since the election after Donald Trump failed to rally support for his healthcare plan. And with markets already trading at a premium, investor sentiment is beginning to pull back. As we all know, the markets have reached new heights solely on anticipation of Trump’s pro-growth policies. But will they actually be carried out? Tune in as Andrew explains today’s overarching issue… And why paying close attention to the guys upstairs (the government) is now more important than ever before. Then, if there’s one thing that Andrew nails every time he’s on the podcast… It’s his short picks. To end the interview Andrew presents listeners with two more. This is a thesis investors don’t want to miss.

Transcript

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0:00.0	Wall Street Unplugged looks beyond the regular headlines heard on mainstream
0:06.0	financial media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.7	right to you on Main Street.
0:14.0	How's it going out there?
0:17.0	It's Wednesday, March 29th, and I'm Frank Curzier,
0:19.0	hosted the Wall Street Unplugged Podcast Way,
0:21.0	break down the headlines and tell you what's really moving these
0:26.9	markets.
0:27.9	Well, I said that with a quick story.
0:32.2	So every year, I traveled to South Florida
0:35.0	with a few of my close friends,
0:37.0	guys I knew since I was about five years old.
0:40.0	We always go down to watch a Florida Derby at Gulf Stream.
0:44.0	That's a horse race for your non-sport fans listening.
0:48.0	But this year we had to go a week earlier because one of my friends cannot make it,
0:52.0	which is, you know, Gulf Streams next week, because of a very important doctor's appointment, so we all went
0:56.4	down a week ahead of schedule.
0:58.8	And I met them this past weekend for a few days, spent some time with them since they all
1:02.1	live in New York and I don't get to see them as much since as you know I live in Florida for the past six years.
1:07.0	Anyway, they all like to drink a lot which is cool and I mean man when they get out of the house it's like a bunch of gorillas just you
1:13.4	broke out of a cage right they're getting out which is pretty cool because they all work
1:18.1	hard they have kids very responsible and really look forward to this trip which is only once a year.
	...

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