Survival of the Fittest ft. Andrew Horowitz

This week Peter is joined by Andrew Horowitz, host of “TDI Podcast” and “DH Unplugged” and President of Horowitz & Company. They begin with a discussion on quantitative analysis and Peter and Andrew exchange perspectives on the subject. Andrew follows this discussion with a 2015 market outlook, including a back and forth on currencies and interest rates. Andrew and Peter continue the show with a lengthy debate on the emergence of Asian markets, Vietnam in particular. The episode concludes with Andrew sharing his thoughts on oil prices and Russia’s 2015 prospects.