undefined

Michael Kramer

Founder of Mott Capital Management and author of the Reading The Markets investing group on Seeking Alpha; provides market commentary on Fed policy, bond yields, tech valuations, and sector opportunities.

Top 10 podcasts with Michael Kramer

Ranked by the Snipd community
undefined
14 snips
Sep 17, 2025 • 36min

Inflation expectations, tech valuations, healthcare opportunities

Michael Kramer, Founder of Mott Capital Management and author at Seeking Alpha, shares insights on today's financial landscape. He dives into the significance of the Fed's dot plot and inflation expectations. Tech stock valuations are scrutinized, highlighting the AI hype and risks associated with concentrated investments. Kramer also unveils undervalued healthcare opportunities and discusses metrics for assessing various sectors, providing a roadmap for multi-year investing strategies.
undefined
11 snips
Sep 8, 2025 • 42min

Liquidity flows, volatility shocks

Michael Kramer, a macro trends and market volatility expert from Reading The Markets and Mott Capital Management, dives into the impacts of trade wars on market dynamics. He explains the difference between implied and realized volatility and discusses strategies for protecting portfolios amid uncertainty. Kramer also highlights the Federal Reserve's potential pivot on tightening policies, the significance of the reverse repo facility as a liquidity signal, and the cautious approach investors should take in the current climate.
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.
undefined
Mar 31, 2025 • 24min

Flirting with stagflation

Michael Kramer, founder of Mott Capital Management, shares his expertise on navigating today's tumultuous market. He discusses the challenges of interpreting market signals, hinting at a potential bear market due to mixed economic indicators. Kramer's insights delve into the impact of tariffs on S&P 500 earnings and the necessity of blending technical analysis with options strategies. Additionally, he highlights the complexities of the bond market amidst rising interest rates and the intricacies of inflation's effect on investment dynamics.
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.

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