Michael Kramer Talks Markets Outlook for 2023...Stagflation?! Ep.20
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Show Notes
Episode 20
On today's show I speak with Michael Kramer, founder of Mott Capital, who has over 25+ years experience trading and investing, actively manages long-only Thematic Growth Portfolio, is a financial writer and has a subscription service called "Reading the Markets" which he created.
- Services very sticky and function of employment and wages.
- Inflation should remain 4-6% for 2023 and not down to 2.5% as Inflation Swaps Market predicts by mid-2023.
- Stagflation likely for 2023
- 0% real growth
- Fed funds >5%
- Earnings in doubt
- Value>Growth stocks
- $SPX decline
And some surprises! Listen to find out!
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