Reading the Markets with Macroeconomics & Michael Kramer! Ep.64
Episode 64:
On today’s show I speak with Michael Kramer, Founder of MOTT Capital and creator of Reading the Markets, an SA Marketplace Service & *NEW* Substacks. Michael has over 25 years of experience as a buy-side trader, analysts and portfolio manager. He focuses on long-only macro themes and trends, looks for long-term thematic growth investments and uses options data to find unusual activity.
Earnings – “Better” than Expected But “Not So Good”
