Wall Street Breakfast

Looking at VIX and earnings growth with Mott Capital Management

Dec 17, 2023
Michael Kramer, Executive of Mott Capital Management, discusses the market's anticipation for 2024 earnings growth and implied volatility levels. He explores finding undervalued pockets in the market. They highlight concerns about achieving expected earnings growth due to factors such as decreasing inflation rates. The chapter emphasizes the need for a long-term mindset in investing and the importance of resilience.
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