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Market anxiety, risk repricing and holding cash

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Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).
Reading The Markets by Mott Capital
Show Notes:
Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'
There Will Be Great Opportunities To Buy This Market, But Not Right Now
Fed may need to hike rates amid inflation pressures
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
  continue reading

186 episode

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iconBagikan
 
Manage episode 425335595 series 3473653
Konten disediakan oleh Seeking Alpha. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Seeking Alpha atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Mott Capital Management's Michael Kramer shares why he's still nervous about the 2nd half of the year and why the big question comes down to what Nvidia will do (0:26). Fed rate cuts and the repricing of risk (2:20). What this means for bonds (3:30). Navigating volatility with cash and large moat, high-quality names (4:50).
Reading The Markets by Mott Capital
Show Notes:
Fed's Barkin: Inflation moving in right direction; shelter and services 'not quite there'
There Will Be Great Opportunities To Buy This Market, But Not Right Now
Fed may need to hike rates amid inflation pressures
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
  continue reading

186 episode

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