FOMC, Macro, & Market Analysis | Michael Kramer Ep.27

Description

Episode 27:

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. We speak about:

• FOMC Decision & Tone

• Market Reaction

• Inflation

• Risk On Environment

• Bond Yields

• DXY Levels

• FED Terminal Rates

• Earnings

• ERP = Equity Risk Premium

• SPX P/E levels

• Sectors and Stocks with Strength

• Long Term Investing