Summary: From the Outhouse to the Penthouse – Cash that is…<br> <br> GDP comes in well above expectations – inflation not relaxing<br> <br> Consumer Discretionary stocks out of favor – AI is the buzz these days<br> <br> A quick lesson on Risk Management.<br> <br> <a href="https://podcasts.apple.com/us/podcast/the-disciplined-investor/id217999782"></a><br> <br> <br> <br> <br> Check this out and find out more at: <a href="https://www.interactivebrokers.com/">http://www.interactivebrokers.com/</a><a href="https://www.interactivebrokers.com/mkt/?src=tdi1&url=%2Fen%2Findex.php%3Ff%3D1338" target="_blank" rel="noopener noreferrer"></a><br> <br> <br> <br> <a class="twitter-follow-button" href="https://twitter.com/andrewhorowitz" data-size="large" data-show-count="false">Follow @andrewhorowitz</a><br> <br> <br> <br> Looking for style diversification? More information on the TDI Managed Growth Strategy - <a href="http://thedisciplinedinvestor.com/blog/tdi-strategy/">HERE</a><br> <br> <br> <br> Stocks mentioned in this episode: (NVDA), (HD), (W), (M), (DDS), (ETSY)
