There will be great opportunities to buy this market, but not right now - Michael Kramer

There will be great opportunities to buy this market, but not right now - Michael Kramer
15 mag 2024 · 35 min. 47 sec.

Michael Kramer, who runs https://seekingalpha.com/marketplace/1076-reading-the-markets/subscribe?source=ie_podcast:not_right_now_michael_kramer, 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)....

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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

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