Todd “Bubba” Horwitz Still Thinks The Real CPI Rate Is Over 20%

The Deep Dive, Released on 8/10/22

Joining SmallCapSteve today is frequent guest Todd “Bubba” Horwitz. Todd sits down with us to talk about the US’ chances of competing with China in manufacturing semiconductor chips, Taiwan and China, his outlook on commodities, his thoughts on the earnings season, and of course, the Fed and inflation.

Todd Horwitz — known as Bubba — is chief market strategist of He is a regular contributor on Fox, CNBC, BNN, Kitco, and Bloomberg. He also hosts his daily podcast ‘The Bubba Show.’ He is a 36-year member of the Chicago exchanges and was one of the original market makers in the SPX.

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