In this episode: Welcome, Andrew Horowitz, president of Horowitz & Co. [0:30] This powerful psychological motivator is driving the market [4:12] Why Andrew is fed up with the Fed [7:30] Tariffs are inflationary [9:00] Does Jerome Powell deserve any credit? [11:00] Why interest rates are poised to rise [15:40] Don't bet against the consumer [20:10] Not all analysts are created equal [22:35] This "boring" sector has an exciting tailwind [28:35] The big winners of 2024 [32:20] Crocs, Nike, or both? [38:20] Check out the Disciplined Investor podcast [43:22] This episode sponsored by Bridge Tower Group: https://bridgetowerinvest.com/?utm_source=podcast&utm_campaign=bt-invest 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