The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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There will be great opportunities to buy this market, but not right now - Michael Kramer
Manage episode 418404239 series 3473653
Contenuto fornito da Seeking Alpha. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Seeking Alpha o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
168 episodi
Manage episode 418404239 series 3473653
Contenuto fornito da Seeking Alpha. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Seeking Alpha o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
…
continue reading
Show Notes:
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Stagflation Delivered
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)
168 episodi
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