Episode 6:

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.

1. FED, rates and effect on market

• Powell speech on rate hike and tone
• Comparison to Jackson Hole
• Market reaction

2. Bond market

• New cycle highs
• 2Y and 10Y bond yields
• Effects on equity risk premium and S&P 500, SPY, Nasdaq, QQQ

3. Inflation

• New level higher than 2%
• Fed terminal rate

4. Market going forward

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