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Economic growth without inflation is a wonderful thing, Jim Cramer told his Mad Money viewers Friday. It shouldn't be this easy to make money, Cramer said, and frankly, that's worrisome because that usually means things aren't going to last.

He's still concerned about IPO froth, including Beyond Meat and Uber.

That's why Cramer's game plan for next week started off cautiously with Tyson Foods (TSN) - Get Tyson Foods Inc. Report . He said Tyson could throw cold water onto Beyond Meat (BYND) - Get Beyond Meat Inc. Report , which continued to rally despite having nothing proprietary to justify its valuation. Cramer will also be watching Occidental Petroleum (OXY) - Get Occidental Petroleum Corporation Report , and its bid to buy Anadarko Petroleum (APC) - Get Anadarko Petroleum Corporation Report , and Pioneer Natural Resources (PNXD) .

Next, on Tuesday, Cramer turns his eyes to Emerson Electric (EMR) - Get Emerson Electric Company Report , which should report good, but not great numbers, along with Allergan (AGN) - Get Allergan plc Report , Electronic Arts (EA) - Get Electronic Arts Inc. Report and Lyft (LYFT) - Get Lyft Inc. Report . He said that all three may be under pressure next week, especially Lyft, which may see selling as investors prepare for rival Uber to come public on Friday.

Wednesday should see strong results from Walt Disney Co.  (DIS) - Get The Walt Disney Company Report , but Cramer was less bullish on Intel's (INTC) - Get Intel Corporation Report analyst meeting, where the company will need to explain why its losing market share.

Then on Thursday, we get results from Norwegian Cruise Line Holdings  (NCLH) - Get Norwegian Cruise Line Holdings Ltd. Report , a stock Cramer would buy on weakness, along with Zillow (Z) - Get Zillow Group Inc. Report and Yelp (YELP) - Get Yelp Inc. Report .

Finally, on Friday, we get earnings from Viacom (VIA.B) . Cramer said this company needs a merger or investors will leave it in the cold. He was more bullish on Marriott (MAR) - Get Marriott International Report , which should post solid earnings.

The Science of Borrowing

Borrowing money should always be purely an economic decision, Cramer told viewers. That's what makes Occidental Petroleum's decision to borrow $10 billion from Warren Buffett, at 8%, to buy Anadarko, so quizzical. Occidental could have gotten a much lower rate from a bank, Cramer said, but instead, the company chose the prestige of Buffett's backing.

Occidental shares currently yield 5.6%, which means Occidental is willing to pay Buffett more than its shareholders. While Buffett may have offered instant money, Cramer said if the deal required 8%, then perhaps it was worth doing.

Compare Occidental's deal to that of Tesla (TSLA) - Get Tesla Inc. Report , which raised $1.6 billion at just 2%. Tesla went to Goldman Sachs (GS) - Get Goldman Sachs Group Inc. (The) Report , a bank that has a sell rating on the stock, and still came away with what Cramer called a "brilliant" financial move for the company.

Cramer said if your borrowing decisions are not made for economic reasons, you probably shouldn't be making them.

On Real Money, Cramer talks about hero-worship and the science of borrowing money. Get more of his insights with a free trial subscription to Real Money.

Cramer and the AAP team say an investment in Amazon (AMZN) - Get Inc. Report is a strong endorsement from Warren Buffett and his team. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts Plus.

Betting on the Turn Is Risky 

Betting on an industry to turn is always a risky proposition, Cramer reminded viewers. If you're too late, you'll miss the move, but if you're too early and the move doesn't happen, you could get annihilated. Before you invest, you need to be absolutely sure there's an upturn to be had.

Case in point: Core Labs (CLB) - Get Core Laboratories N.V. Report . The oil services companies have been predicting a turn in oil seemingly forever, but that turn never came. Even Cramer admitted he got this turn wrong. With so much new production growth, oil prices may be mired at current levels for a very long time.

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The semiconductors have been another up-cycle in waiting. Cramer said this cycle may indeed be at hand if Advanced Micro Devices (AMD) - Get Advanced Micro Devices Inc. Report is to be believed, but these stocks have already run up in advance of the turn, leaving little upside.

Investors have also been waiting for a turn in plastics to help the likes of Dow Chemical (DOW) - Get Dow Inc. Report . Cramer said this company at least has a 5.3% yield, which pays you to wait for the turn to arrive.

Finally, there is the auto industry, which may never recover to peak levels. Auto sales aren't rising domestically, not internationally, leaving no reason to take a chance on the group. 

Executive Decision: Genpact  

For his "Executive Decision" segment, Cramer spoke with Tiger Tyagarajan, CEO of Genpact (G) - Get Genpact Limited Report , the business services company that just posted a three-cents-a-share earnings beat with a 17% rise in revenues. Shares closed up 1% on the day, giving up much of their earlier gains.

Tyagarajan said that Genpact is leading the way in corporate services like finance, accounting and procurement, providing cutting edge data services.

Tyagarajan explained that many companies are beginning to use artificial intelligence, but most don't realize that the data you feed your AI is crucial. If your data has biases, for example, your AI will learn those biases and repeat them. That's where Genpact can create rules to both identify and correct bias to ensure AI systems run as expected with no hidden side effects.

Genpacts counts companies such as Walmart (WMT) - Get Walmart Inc. Report and Bridgewater (BWB) - Get Bridgewater Bancshares Inc. Report as long-time clients. Shares are up 110% over the past five years.

Cramer Does His Homework

In his "Homework" segment, Cramer followed up on a few stocks that had stumped him during earlier shows. He said that cybersecurity company Rapid7 (RPD) - Get Rapid7 Inc. Report has a terrific story, but it's too expensive, trading at 10 times sales. He said that Inogen (INGN) - Get Inogen Inc Report is priced for failure and if the company delivers any positive news, it could soar.

Finally, Cramer said that EPAM (EPAM) - Get EPAM Systems Inc. Report is the opposite -- priced for perfection, and could get hit with profit taking. That, he said, is the time to buy. 

Lightning Round

In the Lightning Round, Cramer was bullish on Cedar Fair (FUN) - Get Cedar Fair L.P. Report , NextEra Energy (NEE) - Get NextEra Energy Inc. Report , Sysco (SYY) - Get Sysco Corporation Report , Waste Management (WM) - Get Waste Management Inc. Report , Visa (V) - Get Visa Inc. Report and SYNNEX (SNX) - Get TD SYNNEX Corporation Report .

Cramer was bearish on Interpublic Group of Companies (IPG) - Get Interpublic Group of Companies Inc. (The) Report , Six Flags (SIX) - Get Six Flags Entertainment Corporation Report and Ubiquiti Networks (UBNT) .

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At the time of publication, Cramer's Action Alerts PLUS had a position in AMZN, APC, DIS, GS, DOW.