AI is now a critical national asset
Jun 22, 2026 - 30:48
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Radio and PodcastLive Radio & PodcastsAndrew 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 Mus...
Andrew Horowitz: How to play the Iran conflict is an episode from Wall Street Unplugged - What's Really Moving These Markets by Frank Curzio. Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of...
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Published Apr 15, 2026, 01:04:39 long, audio available.
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