Wall Street Unplugged
Episode: 308May 6, 2015

Andrew Horowitz says it’s Time To Be Cautious

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.

[app_audio src=”http://traffic.libsyn.com/sainvestorradio/WSU20EP20308.mp3″] 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.

Follow Frank's Wall Street Unplugged podcast

I follow you. I’ve gotten amazing ideas for my shows from you.

Jim CramerMad Money
More Wall Street Unplugged

Should you buy Cerebras on this pullback?

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative.

Stop believing this lie about the U.S. dollar

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia’s (NVDA) $500B announcement… And the gold rally.

Is SpaceX a buy on its pullback?

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.