Intro

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 Capital

Show 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 Now
Fed may need to hike rates amid inflation pressures

Episode transcripts

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