Tom Plumb shares his thoughts on U.S.-China trade relations. He believes the U.S. still has a strong economic foundation and sees the two countries as holding up world economies.

Tom Plumb provides his insight on the secular trend of technology and digital transactions as well as a shift to bonds for returns rather than potential stability.

Commenting on the Trump-Xi trade meeting, Tom Plumb says that the best expected outcome for investors would be concrete signs of a truce and an outlined path forward that will allow for more negotiations without causing harm to financial markets and the global economy.

Tom Plumb shares his insights on payment and online companies. He likes their embedded, competitive advantage and need to innovate and grow.

Please note: Tom Plumb’s interview starts at 06:29.

Commenting on Apple’s recent quarterly forecast and accounting changes, Tom Plumb says that technology companies are tending to be more conservative due to market uncertainty and concern about overall environment, tariffs, trade and the economy.

Tom Plumb comments on why he’s looking at the payments sector as an alternative to FANGs. Looking for companies that have high recurring revenue and high growth, he believes the “payments space” is the place to be.

Tom Plumb is excited about the opportunities in the market and discusses where he sees potential for growth including companies focused on digitization and mobile transaction processing and innovative technology.

As investor worries continue over unresolved trade issues between the U.S. and China, Tom Plumb thinks investors should avoid emerging markets and China for a while and use market weakness as a buying opportunity.

Tom Plumb thinks that stocks benefitting from societal trends are worth considering. With the transition from cash to digital transactions, he believes processors such as Visa and Mastercard are good investments.

Tom Plumb doesn’t feel that the Turkey crisis will affect world economics. He remains bullish on U.S. stocks and suggests avoiding debt-ridden emerging markets.