Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)?

In this episode:

• Welcome back, Andrew Horowitz of The Disciplined Investor [0:15]
• Andrew breaks down the market's non-reaction to the Iran conflict [1:40]
• How the Strait of Hormuz is driving inflation across the board [8:44]
• Why this earnings season is unlike any other [16:01]
• The timing of the private credit crisis was great for retail investors [22:34]
• Is Musk intentionally tanking Tesla? [26:12]
• Hyperscalers need to calibrate their AI capex [38:35]
• Some of Andrew's favorite ideas in the market right now [51:08]
• Sign up now for the Curzio One Wealth Forum 2026 [1:01:01]

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Oil's drop: What's driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss' (LEVI) major warning for big box stores… And Tesla's (TSLA) risk/reward setup.

In this episode:

• My pick for Masters week! [3:21]

• Oil's plunge: What's driving it and what it means for stocks [7:45]

• Key expectations for earnings season [14:56]

• Don't go bottom fishing in this sector [20:26]

• Proof the market isn't expensive at current levels [23:59]

• Microsoft has been hammered—is it a buying opportunity? [26:00]

• Levi Strauss' earnings signal a major warning for big box stores [33:09]

• Is Tesla a good risk/reward setup right now? [45:25]

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Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge.

In this episode:

• Tiger Woods is stepping away from golf [0:15]
• What drove yesterday's historic market move? [4:30]
• The Strait of Hormuz remains key to the market's health [8:55]
• Carnival has a credibility problem [14:52]
• Forget oil—this commodity is about to skyrocket [17:51]
• This recent report on Disney is nonsense [26:25]
• Nike is tanking—is it time to buy? [28:41]
• OpenAI's valuation hit $850 billion—what's behind the surge? [34:43]
• Reserve your spot at our upcoming Curzio Wealth Forum! [41:24]
• AI is dead without this sector [44:07]
• Enjoy the NCAA final four and happy Easter! [51:42]

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U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership.

In this episode:

• How's your NCAA bracket? [0:49]
• U.S./Iran ceasefire talks are pushing the market higher [7:04]
• Why Trump NEEDS a resolution in Iran [14:42]
• How the Clarity Act drove Circle's plunge [27:18]
• Agentic AI is coming for big banks [34:51]
• Disney just blew its OpenAI partnership [43:24]

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The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs.

In this episode:

• Happy late St. Patrick's Day! (And my Irish car bomb story) [0:15]
• The PPI came in hot: What it means for interest rates [5:30]
• Why the market NEEDS a rate cut [7:57]
• Key takeaways from Nvidia's GTC conference [22:02]
• Is NVDA a buy at current levels? [24:47]
• Is AI to blame for the massive tech layoffs? [38:14]
• My pick for the March Madness champion [48:56]

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Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the next few weeks will be a game-changer for the company.

In this episode:

• Breaking down the DigiPower X (DGXX) drama [0:20]
• Welcome back, Michel Amar, CEO of DGXX [5:13]
• Why USDC is great for DGXX shareholders [7:21]
• Power demand continues to outpace supply [23:56]
• Major news at the North Carolina and Alabama sites [28:30]
• Why the next few weeks will be a game-changer for DGXX [37:12]
• Plans for the future: $100M per month in revenue [41:27]
• A word for the social media haters [48:26]

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Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.

Inside this Episode

• Did anyone catch this incredible NBA performance?
• Hedge funds are ramping up oil volatility
• Should you buy stocks during the Iran War?
• Did Oracle finally find its bottom?
• The AI power crisis is 10X bigger than people realize
• The spots in our latest private placement are going fast!
• Stay patient with Wrap Tech
• An overlooked—and critical—metric when picking stocks
• Everything I've learned from Jim Cramer
• This tiny uranium stock could easily surge over 250%
• We're making some big changes to better serve you

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War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.

In this episode:

• War with Iran: Why all eyes are on the Strait of Hormuz [1:27]
• U.S. producers will benefit from the Iran War [5:55]
• Should you buy stocks during a war? [17:07]
• Is AI to blame for Block's big layoff? [19:11]
• Private equity is crashing—is it time to buy? [32:07]
• The betting markets are going wild over the Iran War [41:20]
• I hate Bank of America's Tesla upgrade [48:39]

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