About this episode
Episode 11:
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.
1. FOMC Fed Meeting
- Powell's tone and message
- Comparison to previous meetings
- "Premature to even speak of pausing"
2. CPI elevated & tight labor market
3. Fed terminal rate over 5% next year
4. Treasury issuances & balance sheet run-offs
5. Market reaction
6. Bond Yields
- 2Y & 10Y yields
- Effects on market
7. DXY peaked or not?
8. CPI forecast for Oct and Nov 2022
9. SPYG/SPYV comparing growth to value
10. Velocity of Money
11. Market going forward expectations
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