This sector will benefit the most from the Big, Beautiful Bill

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

🗓️ 9 July 2025

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is long this mega-cap AI stock… and short on another [33:09] Check out The Disciplined Investor podcast [46:03] Find The Disciplined Investor --- https://thedisciplinedinvestor.com/ 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

Transcript

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0:00.0	Wall Street Unplug looks beyond the regular headlines heard on mainstream financial media
0:06.7	to bring you unscripted interviews and breaking commentary direct from Wall Street,
0:11.3	write to you on Mainstream.
0:16.0	Andrew Harwich, what's going on, man?
0:17.6	It's been a while that you've been on my podcast, so nice to have you back on.
0:21.4	Frank, how are you doing?
0:22.7	Everything good?
0:23.5	Yeah, everything good, keeping busy.
0:25.1	You look great, by the way.
0:26.5	Nice tan going.
0:27.9	Man, we've gone vacation like every the week, right?
0:30.3	Well, it's pickable.
0:31.9	I've been obsessed and like a crazed maniac about this pickable thing. Are you getting good though or what?
0:39.6	I'm good.
0:40.3	I play with the top players at the court, so I guess that's good, right?
0:43.0	Not to brag, but...
0:44.3	It depends.
0:45.4	It's like nine guys that play in your neighborhood, then, you know, compared to...
0:49.1	There's nine guys that are all 80, for God's sakes.
0:54.7	You always have to one-up me.
0:56.0	That was actually funny.
0:57.3	So let's get to a man.
	...

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