Author: Andrew Horowitz

TDI Podcast: The Robots are Coming with John Pugliano (#578)

Guest, John Pugliano has written a provocative book that takes a look at the world in which robots are coming for our jobs. He identifies robot-proof careers and illustrates some investment opportunities within the landscape.

In this episode we also look at the latest economic reports and how that may be...

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DHUnplugged #422: Burning Down Da’ Shoes

Emerging markets are still under pressure while the U.S. is a bright spot. New Nike ad gets under the skin of many and they are burning their shoes in response. Plus – a look at some interesting news and a few stock ideas. Plus an update on the Closest to...

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TDI Podcast: The “R” Word with Frank Curzio (#577)

If there is anything that is constant – it is Frank’s ability to cut through the noise and provide some grounded views. We get back to the potential impact of tariffs on the economy, the potential for a recession and several names that he believes have some opportunity.

We start...

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DHUnpplugged #421: Consume With Confidence

Consumer confidence has hit a high not seen since October 2000. With more money in their paychecks from the recent tax cuts, people are back spending again. Markets hitting all-time highs as trade tensions dissipate.421 President Trump has some new political headwinds as some close allies have found themselves in...

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TDI Podcast: Positive Feedback Loops (#576)

Stocks seem impervious to bad news. Investors are squarely focused on the positive economic and underpinnings that have been driving markets higher.

In this episode we discuss what to look for if economic conditions change and investor sentiment sours. More importantly, how not to get ahead of any potential downturn that...

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