"You Can't Have It All!" Exposing Stock & Bond Markets Inconsistencies! Ep.96

The RO Show

المحتوى المقدم من Rosanna Prestia. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Rosanna Prestia أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

1y ago 1:18:21

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Episode 96:

On this beautiful day in September 2023, Michael Kramer of Mott Capital Management and I take a deep dive on the current macro and markets and review the patterns and cycles for our current times and plan for the future.

Not an episode to be missed if you want to know what is "really going on" at the intersection of the bond market, equities markets, yields, earnings, inflation, and macro!

➡️Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ

➡️Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management

➡️Michael's New Substacks: https://readingthemarkets.substack.com/

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