Episode 6:
On today's show I speak with Michael Kramer, founder of Mott Capital, who has over 25+ years experience trading and investing, actively manages long-only Thematic Growth Portfolio, is a financial writer and has a subscription service called "Reading the Markets" which he created.
1. FED, rates and effect on market
- Powell speech on rate hike and tone
- Comparison to Jackson Hole
- Market reaction
2. Bond market
- New cycle highs
- 2Y and 10Y bond yields
- Effects on equity risk premium and S&P 500, SPY, Nasdaq, QQQ
3. Inflation
- New level higher than 2%
- Fed terminal rate
4. Market going forward
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