Wall Street Unplugged - What's Really Moving These Markets The Fed can no longer save us
Oct 7, 2021
31:50
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