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Podcast: Investing Experts
Episode: Market anxiety, risk repricing and holding cash
Description: Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).Reading The Markets by Mott CapitalShow Notes:Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'There Will Be Great Opportunities To Buy This Market, But Not Right NowFed may need to hike rates...