Episode 20

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.

• Services very sticky and function of employment and wages.
• Inflation should remain 4-6% for 2023 and not down to 2.5% as Inflation Swaps Market predicts by mid-2023.
• Stagflation likely for 2023
• 0% real growth
• Fed funds >5%
• Earnings in doubt
• Value>Growth stocks
• $SPX decline

And some surprises! Listen to find out!

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