IEI - There Will Be Great Opportunities To Buy This Market But Not Right Now - Michael Kramer
2024-05-15 13:00:00 ET
Summary
- Michael Kramer discusses the divergences between the equity and bond markets; the US dollar and inflation.
- He advises retail investors navigate the confusion by focusing on the future of interest rates and setting realistic expectations for equities.
- Japan and other international markets, as well as recent earnings and their implications for markets and consumers.
Listen here or on the go via Apple Podcasts and Spotify
Michael Kramer, who runs Mott Capital Management , discusses the divergences between the 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).
Transcript
Rena Sherbill: Michael Kramer, welcome back to Seeking Alpha. Welcome back to Investing Experts. Always great to talk to you. Thanks for coming on.
Michael Kramer: Thanks for having me today, Rena.
RS : It's our pleasure. So you write a lot of free stuff on Seeking Alpha under Mott Capital Management. You also have an investing group called Reading the Markets . I'd be interested – we have a week chock full of economic data that a lot of people are saying is salient data that we should be paying attention to.
How are you sharing for investors, how are you articulating for investors how you're looking at the market and how we should be thinking about things coming down the pike these days?
MK : Sure. So obviously, I've been following inflation very closely and the importance of it....
There Will Be Great Opportunities To Buy This Market, But Not Right Now - Michael Kramer