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Podcast: The Meb Faber Show - Better Investing
Episode: Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
Description: In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast.  In today’s episode, we start with Andrew’s investment framework. We talk about the tradeoff between active management and ETF’s with both stocks and bonds. Then we discuss the impact of fund flows on stocks and hear what Andrew thinks about current valuations. As we wind down, we talk about the importance of helping clients have a long-term investment horizon.  Please enjoy this episode with Horowitz & Company’s Andrew Horowitz.   ----- This episode is sponsored by Bitwise. The Bitwi...