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Podcast: Investing Experts
Episode: Magnificent 7 now the troubling 3, underscores market weakness
Description: Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).Show Notes:Wall Street ends at a record high after U.S-Vietnam trade dealFlirting With StagflationThe Bond Market Just Issued A Warning On UnemploymentThe Stock Market Looks Great, And That's The TrapThe Dollar Is At...