Podcasts Business Investing The Meb Faber Show Andrew Horowitz, Horowitz & Company - I Think Were Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309

Andrew Horowitz, Horowitz & Company - I Think Were Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309

Published: May 10, 2021, 5 p.m.

In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast.\xa0\xa0In today\u2019s episode, we start with Andrew\u2019s investment framework. We talk about the tradeoff between active management and ETF\u2019s with both stocks and bonds.\xa0Then we discuss the impact of fund flows on stocks and hear what Andrew thinks about current valuations.\xa0As we wind down, we talk about the importance of helping clients have a long-term investment horizon.\xa0\xa0Please enjoy this episode with Horowitz & Company\u2019s Andrew Horowitz.\xa0\xa0\xa0-----\xa0This episode is sponsored by Bitwise. The Bitwise 10 Crypto Index Fund is the world\u2019s largest crypto index fund. It holds a diversified portfolio of cryptoassets, including bitcoin, ethereum, and\xa0DeFi assets. Shares of the fund trade under the ticker "BITW" and are accessible through traditional brokerage accounts. Shares may trade at a premium or discount to net asset value (NAV). For more information:\xa0bitwiseinvestments.com\nLearn more about your ad choices. Visit megaphone.fm/adchoices