Wall Street Unplugged
Episode: 634September 5, 2018

Here’s how you know if a correction is coming…

Andrew Horowitz
Summer is officially over… which means football season is here. And to kick off the new season, I start the podcast with a great big rant. Today I also welcome back one of my favorite guests, Andrew Horowitz. Andrew is host of The Disciplined Investor podcast and president of financial planning firm Horowitz and Company.As you might expect, we cover a number of topics—from China and the tariff headlines to Andrew’s take on emerging markets… and whether that pullback is a buying opportunity or a flashing caution sign.Andrew also shares the U.S. economic indicators he’s watching… and why the market is positioned for a pullback over the next few months. And of course he gives us a lot of great investing ideas.
Download Transcript
Note: My guests and I often discuss 5 to 10 stocks in a single episode… And that’s just while we’re on-air.When we’re chatting off-air, more often than not another stock or two is mentioned. And sometimes these are the juiciest picks of all… The very best of those stocks make it into my WSU All-Star Portfolio…  And right now, you can access them for only $1.

Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.

Terms of Use | Legal | Privacy Policy

Have a question for Frank and Daniel,
submit it here: askcurzio.com

Follow Frank's Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money
More Wall Street Unplugged

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

Political headwinds can’t derail the AI trade

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?