Welcome back to another episode of Wall Street Unplugged!
This week our guest is Steve Koomar, former derivative trader at Goldman Sachs and editor of the Vigilante Investor newsletter.
On this episode, Steve explains why the fears of a U.S. economic collapse are completely overblown. He believes the U.S. economy is “exceptional” and will always be the premier destination for capital due to its “unparallel geographic advantages.”
Steve then talks about his favorite sectors to invest in right now. They include depressed areas like natural gas, agriculture, and ethanol. He says the fundamentals in these sectors are turning positive and stocks are still dirt cheap.
Finally, Steve shares his top stock picks within these sectors. He believes each name has incredible upside over the next 12 to 18 months.
As always, thanks for listening and good investing!
Links & Resources
- Catch more of Steve Koomar and his research on Vigilante Investor
- CNBC: Herbalife (HLF) debate between Ackman and Icahn