Episode Details

Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he's long—and one he's short.

In this episode:

• Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16]
• How's the economy? Depends on your perspective [1:12]
• What if interest rates aren't lower in 12 months? [6:21]
• The ultimate winner of the Big, Beautiful Bill [12:02]
• How to manage the volatility in growth stocks [18:40]
• Is AI coming for Google? [29:15]
• Andrew is long this mega-cap AI stock… and short on another [33:09]
• Check out The Disciplined Investor podcast [46:03]

Find The Disciplined Investor

--- https://thedisciplinedinvestor.com/

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