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.
What’s really moving these markets?
Get free daily updates
More Wall Street Unplugged

Rick Rule’s favorite resources for 2026

Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium.

Brace for a market pullback

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table.

John Stephenson, Granite Point Research

A generational opportunity in offshore oil

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside.

Bitcoin

AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!