"We are in a massive time of need for capital," says Tom Plumb, urging investors to use fixed income as a way to measure volatility. His viewpoint is backed on expectations that the Fed won't be able to lower interest rates any time soon. Tom also talks about why he sees the U.S. experiencing a "tipping point" from being a services economy to a manufacturing economy. Tom also likes AMD Inc. (AMD) heading into its earnings Tuesday.