Episode 7:
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. I also speak with Aahan, founder of Prometheus Research, a research service with the goal of democratizing finance making institutional-quality insights and research available to the public.
1. Inflation
2. FOMC Fed meetings
3. Market reaction
4. IV big drop after news
5. Bond Yields, ERP and effect on SPX
6. Nominal vs Real
7. GDP
8. Tightening Liquidity
9. Market trend
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