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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…

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