Reading the Markets with Macroeconomics & Michael Kramer!
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Show Notes
Episode 64:
On today's show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service & *NEW* Substacks. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. He focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options data to find unusual activity.
• Earnings - "Better" than Expected But "Not So Good"
• Stagflationary Environment
• Recession?!
• FED & FOMC - Data Dependent
• Inflation & CPI Report Preview
• Cleveland FED Forecast Meaning & Rate Hikes
• Tight Labor Market
• Yield Inversion 2Y/10Y 18 M FWD Meaning
• Credit Crunch & Tightening Lending Standards, SLOOS
• Velocity of Money
• Volatility & IV, Gamma Squeeze
• Banking Crisis - Liquidity & Solvency Issues
• Market Thoughts Going Forward
Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ
Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management
Michael's New Substacks: https://readingthemarkets.substack.com/
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