35 min
There will be great opportunities to buy this market, but not right now - Michael Kramer Investing Experts
-
- Investing
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
35 min