The FOMO Boom—Then the Blowback - Andrew Horowitz #6294

Kerry Lutz and Andrew Horowitz break down the latest market trends, from record highs to standout sectors like small modular reactor stocks, which have surged 170–200% recently. Andrew explains the true scale and investment potential of these reactors despite logistical hurdles. The conversation explores the impact of foreign investors, FOMO-driven behavior, and shifting consumer habits—such as the move from premium brands to budget-friendly picks. They highlight recovery plays like Wingstop, storm season optimism for Generac, and ongoing interest in gold, silver, and platinum. In tech, Andrew names AI leaders like Nvidia and Microsoft, shares doubts about Google, and analyzes media narratives around Tesla and Elon Musk.  The episode wraps with a look at crypto, favoring Ethereum over Bitcoin as a national currency, while calling out the political entanglements in digital assets. Find Andrew here: https://thedisciplinedinvestor.com Find Kerry here: http://financialsurvivalnetwork.com/ and here: https://inflation.cafe Kerry's New Book “The World According to Martin Armstrong – Conversations with the Master Forecaster” is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5   This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe