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Podcast: Investing Experts
Episode: There will be great opportunities to buy this market, but not right now - Michael Kramer
Description: 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 ForecastStagflation DeliveredBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Episode transcriptsFor...