Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is long this mega-cap AI stock… and short on another [33:09] Check out The Disciplined Investor podcast [46:03] Find The Disciplined Investor --- https://thedisciplinedinvestor.com/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb