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businessinvesting
Inflation expectations, tech valuations, healthcare opportunities
About this Episode
Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).
Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
The Bond Market Is On A Collision Course With Stagflation
Episode transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade
Magnificent 7 Now The Troubling 3, Underscores Market Weakness
The Bond Market Is On A Collision Course With Stagflation
Episode transcripts
For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Hosts & Guests
No transcript available for this episode.
