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Podcast: Investing Experts
Episode: CPI disappointment, cooling economy, recession ahead? With Mott Capital
Description: Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).Show Notes:Retail relief rally picks up after the CPI report shows consumers may be finally getting a breakOctober CPI Data Comes In SoftThe CPI Report May Deliver A Massive Surprise To The MarketGet your free trial for Michael's Reading The Markets.Episode transcript<...