undefined

Michael Kramer

Runs the investing group Reading the Markets on Seeking Alpha and provides free articles under Mott Capital Management.

Top 5 podcasts with Michael Kramer

Ranked by the Snipd community
undefined
10 snips
Jul 2, 2025 • 29min

Magnificent 7 now the troubling 3, underscores market weakness

Michael Kramer, from Mott Capital Management and Reading The Markets, dives into the complexities of the current market landscape. He discusses the surprising recovery in the first half of the year and expresses concerns over the 'Magnificent 7' tech stocks, now down to a troubling trio. Kramer shares insights on the potential of AI in healthcare, reflects on regrets regarding Amazon versus Nvidia, and critiques Tesla's market challenges. He emphasizes monitoring economic indicators, particularly unemployment, to navigate investment risks effectively.
undefined
6 snips
Jul 30, 2025 • 24min

Tech titans' AI strategy

Michael Kramer, a leading analyst at Seeking Alpha, and Dan Rayburn, a streaming expert, dissect the latest strategies from tech giants. They discuss how Apple, Microsoft, Amazon, and Meta are positioning themselves in the burgeoning AI market. The two delve into the intricacies of streaming content, highlighting Netflix's ongoing reign and emerging challenges. Kramer's insights on Amazon's revenue streams and cloud services further reveal the dynamic landscape of tech investments. The conversation emphasizes the significant role of AI in enhancing user engagement and marketing strategies.
undefined
Jul 10, 2024 • 1h 22min

Learning to Scale and Shifting Mindsets

Michael Kramer, the CEO and founder of Freed by Real Estate, shares insights from his journey to managing over 400 units and advocating for financial freedom. He discusses mastering communication techniques in real estate negotiations, emphasizing empathetic listening and storytelling. Michael delves into transitioning from wholesaling to buy and hold strategies, and shares the emotional aspects of strategic investing. He also touches on the balance of parenting while running a business, highlighting effective communication and innovative time management strategies.
undefined
May 15, 2024 • 36min

There will be great opportunities to buy this market, but not right now - Michael Kramer

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.
undefined
Dec 17, 2023 • 10min

Looking at VIX and earnings growth with Mott Capital Management

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.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app