Andrew Horowitz: How to play the Iran conflict

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] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: Find Wall Street Unplugged podcast… --Curzio Research App: --iTunes: --Stitcher: --Website: Follow Frank… X: Facebook: LinkedIn:

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Andrew Horowitz: How to play the Iran conflict is an episode from Wall Street Unplugged - What's Really Moving These Markets by Frank Curzio.

This episode is 01:04:39 long.

This episode was published on Apr 15, 2026.

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