The Fed can no longer save us

Wall Street Unplugged - What's Really Moving These Markets

Frank Curzio

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

4.6 • 1.1K Ratings

🗓️ 7 October 2021

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines, heard on mainstream financial
0:06.4	media to bring you unscripted interviews and breaking commentary direct from Wall Street
0:11.4	right to you on mainstream.
0:12.9	It's going out there, it's October 7th, I'm Frank Curzio, it's the Wall Street Unplug
0:20.1	Puckets, why break that headlines and tell you what's really moving these markets.
0:30.1	So got a great interview set up for you with the one and only Andrew Horowitz, who is
0:35.2	the president of Horowitz and company, who is a currently smart analyst, also incredibly
0:39.2	handsome, has, I don't want to say the second best podcast in the world of the first
0:44.0	called Discipline Investor, Andrew, how's it going, man, how's everything?
0:47.8	Hey, Frank, what's happening, man?
0:51.2	I'm just sitting in a little stutter step.
0:55.5	You know what?
0:56.5	It's so funny.
0:57.5	It's so funny because I did that, like I've been doing this, how long have you been
1:01.6	doing your podcast?
1:02.6	I think I started a little bit after you've been doing it long, 2007.
1:05.8	Okay, so I think it was like 2008 when it took over for Kramer and did it the whole
1:10.5	time that it worked at Stan's Barry, they want to be doing live broadcasts there from
1:13.8	podcast, right?
1:14.8	I had it like a guest.
1:15.8	They was definitely like at the time.
1:17.0	And I started it and I said Frank Curzio, Wall Street Unplug, where I break that headlines
	...

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