undefined

Michael Kramer

Founder of Mott Capital, with a background in buy-side trading and portfolio management, offering insights into market mechanics and investment strategies.

Top 5 podcasts with Michael Kramer

Ranked by the Snipd community
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.
undefined
Dec 20, 2024 • 37min

Michael Kramer on Navigating Stock Market Paradoxes, Global Valuation Trends, and Strategic Investment Insights

Michael Kramer, founder of Mott Capital, dives into the perplexing world of stock market highs amid falling earnings. With a rich background in trading and portfolio management, he discusses the DAX and S&P 500 indices defying expectations. He emphasizes the impact of global valuations, questioning the sustainability of high profit margins. Their conversation also touches on cryptocurrency dynamics and the potential role of economic revitalization under new leadership, blending strategic long positions with bearish insights to navigate the current financial landscape.
undefined
Jun 24, 2024 • 8min

Market anxiety, risk repricing and holding cash

Financial expert Michael Kramer from Mott Capital Management discusses market anxiety for the 2nd half of the year, focusing on Nvidia's impact. Talks about Fed rate cuts and risk repricing, implications for bonds, and strategies for navigating volatility with cash and high-quality stocks.