Macro & Market Analysis: Michael Talks ERP, Risk Free Rates & Markets Ep.39
Episode 39:
On today’s show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager.
Michael focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options data to find unusual activity.