Flirting with stagflation
Mar 31, 2025•24 min
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Episode description
Michael Kramer from Mott Capital Management shares why it's hard to read the markets these days (0:40). Underestimating market flows and why we may be heading into a bear market (2:15). Tariff effects on S&P 500 earnings (7:00). How technical analysis and options help (10:40). Interest rates and the bond market (12:30).
Show Notes:
The Market's Worst Fears Just Became Reality
The Stock Market Correction Is Over, Now Comes The Bear Market
Surging Rates In Japan Threaten U.S. Markets
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
The Market's Worst Fears Just Became Reality
The Stock Market Correction Is Over, Now Comes The Bear Market
Surging Rates In Japan Threaten U.S. Markets
Read our transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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