2024-06-24 08:00:00 ET
Summary
- Mott Capital Management's Michael Kramer is nervous about the 2nd half of the year, focusing on Nvidia's performance and market concentration.
- Fed rate cuts and risk repricing could impact bonds, with potential stagflation or recession concerns.
- Kramer suggests navigating volatility with cash and high-quality, defensive stocks like Apple and Microsoft.
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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).
Transcript
Rena Sherbill: Okay, so here we are at the Seeking Alpha Investment Summit. We're talking to Michael Kramer, Mott Capital Management. We've talked to him many times before , always coming at us with a lot of insight about what's happening in the markets. How are you looking at the markets right now? What are you thinking?...
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For further details see:
Market Anxiety, Risk Repricing And Holding Cash