Investing Experts
There will be great opportunities to buy this market, but not right now - Michael Kramer
May 15, 2024
Michael Kramer from Mott Capital Management discusses market divergences, interest rates, and inflation. Topics include Fed rate cuts, international markets, recent earnings impact, and strategies for retail investors. Insights on navigating confusion, potential buying opportunities, and upcoming investment summit discount.
35:48
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Quick takeaways
- Divergences between equity and bond markets showcase investor risk perceptions vs. bond market expectations.
- Market reactions to Fed rate cuts projections highlight heightened risks and the need for nuanced analysis.
Deep dives
Inflation Predictions and Market Behavior
Despite accurate predictions about inflation persistence, equity markets have rallied, showing divergences in investor risk perceptions versus bond market expectations. Observations like fewer projected Fed rate cuts complicate market reactions, hinting at elevated risks and the need for a nuanced approach to market analysis.
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