"You Can't Have It All!" Exposing Stock & Bond Markets Inconsistencies! Ep.96

Episode 96:

On this beautiful day in September 2023, Michael Kramer of Mott Capital Management and I take a deep dive on the current macro and markets and review the patterns and cycles for our current times and plan for the future.

Not an episode to be missed if you want to know what is "really going on" at the intersection of the bond market, equities markets, yields, earnings, inflation, and macro! 

 

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

 

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