Reading the Markets with Macroeconomics & Michael Kramer!

Episode 64:

On today's show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service & *NEW* Substacks. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. He focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options data to find unusual activity.

• Earnings - "Better" than Expected But "Not So Good"

• Stagflationary Environment

• Recession?!

• FED & FOMC - Data Dependent

• Inflation & CPI Report Preview

• Cleveland FED Forecast Meaning & Rate Hikes

• Tight Labor Market

• Yield Inversion 2Y/10Y 18 M FWD Meaning 

• Credit Crunch & Tightening Lending Standards, SLOOS

• Velocity of Money

• Volatility & IV, Gamma Squeeze

• Banking Crisis - Liquidity & Solvency Issues

• Market Thoughts Going Forward

 

Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ

Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management

Michael's New Substacks: https://readingthemarkets.substack.com/

 

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