The Disciplined Investor with Andrew Horowitz
As investors, we are all trying to make sense of the current market landscape and position for the eventual recovery. This week on the Left Brain Thinking podcast, we are joined by Andrew Horowitz, a Registered Investment Advisor and pioneer in the podcasting space. In our time together, we discussed why we don't do our own haircuts and the concept of "designing a portfolio like a flower garden," two interesting metaphors for how investors should proceed with trying to grow their retirement nest eggs. We examine the difference between first-level and second-level thinking as it impacts investors. We also discuss the "hellacious" impact of inflation and Andrew's view that "we are talking ourselves into a recession". Andrew also has a hilarious take on the financial media's pet term "capitulation" and whether we need to see it before markets can begin on the road to recovery. We close out with the sectors in which Andrew thinks opportunities are developing because the economic cycle isn't dead and will never be. To hear more from Andrew, check out his podcast "The Disciplined Investor" on your favorite podcast aggregator or visit his website at https://thedisciplinedinvestor.com/