Inflation is so hot – the Fed is concerned. Fed Chair Warch makes his debut – markets boo’d. Another deal delaY. Chips and Dips – investors eating them up… And our guest – Frank Curzio – Curzio research… NEW! DOWNLOAD THE AI GENERATED SHOW NOTES Frank Curzio can be reached by email at frank@curzioresearch.com Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks. Check out his newsletters. (Free trial subscriptions available) He has been the editor of several well respected newsletters with major companies as well on of the top performers with TheStreet.com where he significantly outperformed the markets during his tenure. He was also a research analyst for Jim Cramer. Frank is the host of Wall Street Unplugged. Frank has been a guest on various media outlets including Fox Business News, CNBC’s The Kudlow Report and CNBC’s The Call. He has also been mentioned numerous times on Jim Cramer’s™s Mad Money, is a featured guest on CNN Radio and has been quoted in financial magazines and websites. Before TheStreet.com, Frank was the editor of The FXC Newsletter and received one of the top rankings by Hulbert’s Financial Digest for risk-adjusted performance. Follow @frankcurzio Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (DGXX), (BE), (IONQ), (CEG), (SPCX), (NVDA), (MSFT), (WDC), (ORCL)

TDI Podcast: Trump’s Circle (#978)

The Disciplined Investor

# Full Transcript

**Podcast:** The Disciplined Investor Podcast

## Participants

- **Andrew Horowitz** (Horowitz & Company)
- **Frank Curzio** (Curzio Research)

## Transcript

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Go to IBKR.com slash performance. That's IBKR.com slash performance. The Disciplined Investor is all about you, your money and the markets. Sit back and get ready for this edition of The Disciplined Investor Podcast. This episode of The Disciplined Investor is sponsored by Horowitz and Company. If you're looking for a portfolio manager, look no further.

Horowitz and Company. From seed through harvest, cultivating financial success. Inflation is so hot, the Fed is concerned. And Fed Chair Warsh, well, he makes his debut. Markets booed. Another deal delay in the war in Iran and chips and dips. Investors eating them up.

Our guest today is Frank Curzio of Curzio Research. All this and much more on episode number 798 of The Disciplined Investor Podcast. And welcome to another episode of The Disciplined Investor Podcast. I'm Andrew Horowitz.

I'm your host of this podcast and that we do each and every week here in the downtown Fort Lauderdale studios. And yeah, here we are. It's sunny. It's hot. It's wonderful. It's another week in June gone by. And, you know, I thought about what's going on with the war in Iran and the idea that we have another delay out there. And, you know, the only difference in the between the words deal and delay is the letter Y.

Think about it. And the question you have to ask is why? Why is it so important to get a deal done, even though it seems like a really crappy deal from every aspect that I've looked at? The 14 point overall deal that was made is worse than we had before. In fact, we started this war. In fact, Iran is much better off because they're getting all sorts of money and they're getting sanctions lifted. They're getting money flow from the the sale of oil now. And, you know, it makes no sense.

But it's all about just getting beyond it. Markets don't want to deal with it anymore. And that's why we saw the markets lift so nicely into the end of the week. A really good week, even though we saw a little bit of a, well, a retracement after Fed Chair Walsh had an opportunity to say, you know what, we're not going to tell you anything. Sorry. It's just, you know, it's what it is. ...

TDI Podcast: Trump’s Circle (#978)

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

TDI Podcast: Trump’s Circle (#978)

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.