About this episode
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
✨SUBSCRIBE to The RO Show Podcast!✨
https://youtube.com/@theroshowpodcast
➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️
✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia
✨YOUTUBE: https://youtube.com/@TheROShowPodcast
✨TWITTER: https://www.twitter.com/@rosannainvests
✨TWITTER: https://www.twitter.com/@theroshowpod
✨WEBSITE: https://www.rosannaprestia.com
THINK Different with Rosanna
©️ 2022-2023
Get every episode summarized
Each time The RO Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The RO Show
The Only Trading Indicator You Need - Anchored VWAP | Brian Shannon
The RO Show
Gold Tops, Dollar Bottoms, Stocks Surging — Rotation Trades You Don't Want to Mi...
The RO Show
Markets Melt Up…Then What? Beware The Doom Loop | Danny Dayan
The RO Show
Worse Than 2008? Shadow Data Says YES! | Melody Wright
The RO Show