Inflation expectations, tech valuations, healthcare opportunities
Update: 2025-09-17
Description
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
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