Recession ahead? Michael Kramer, aka Mott Capital, explains why he's disappointed by this week's CPI report (0:55) and whether we're at a reckoning point with economic data (4:00). When credit spreads begin to widen higher levels of implied volatility follow (9:00). Staying defensive amidst market froth (12:45).

Show Notes:
Retail relief rally picks up after the CPI report shows consumers may be finally getting a break
October CPI Data Comes In Soft
The CPI Report May Deliver A Massive Surprise To The Market

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Episode transcript

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