Welcome back to another episode of Wall Street Unplugged!
This week, Andrew Horowitz, podcast host, money manager and author, joins me to talk about the markets, economy and new ideas.
He says investors should be cautious buying stocks as earnings growth is starting to slow. He also shares his favorite areas to put cash as interest rates rise.
Andrew then recommends his favorite ideas including oil services stocks, resource stocks and one under-the radar transportation name that’s about to see a surge in business.
Andrew also talks about areas to avoid including several social media names, a new burger company that just became public and one country that will see a huge slowdown in growth.
As always, thanks for listening and good investing.