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"You Can't Have It All!" Exposing Stock & Bond Markets Inconsistencies! Ep.96
Manage episode 409435433 series 3559827
Episode 96:
On this beautiful day in September 2023, Michael Kramer of Mott Capital Management and I take a deep dive on the current macro and markets and review the patterns and cycles for our current times and plan for the future.
Not an episode to be missed if you want to know what is "really going on" at the intersection of the bond market, equities markets, yields, earnings, inflation, and macro!
➡️Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ
➡️Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management
➡️Michael's New Substacks: https://readingthemarkets.substack.com/
✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast
➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️
✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia
✨YOUTUBE: https://youtube.com/@TheROShowPodcast
✨TWITTER: https://www.twitter.com/@rosannainvests
✨TWITTER: https://www.twitter.com/@theroshowpod
✨WEBSITE: https://www.rosannaprestia.com
THINK Different with Rosanna ©️ 2022-2023
138 epizódok
Manage episode 409435433 series 3559827
Episode 96:
On this beautiful day in September 2023, Michael Kramer of Mott Capital Management and I take a deep dive on the current macro and markets and review the patterns and cycles for our current times and plan for the future.
Not an episode to be missed if you want to know what is "really going on" at the intersection of the bond market, equities markets, yields, earnings, inflation, and macro!
➡️Michael's YT Channel: https://www.youtube.com/@UCIIr1ooRsSukPL7rKNr0VHQ
➡️Visit Michael on his SA Platform: https://seekingalpha.com/author/mott-capital-management
➡️Michael's New Substacks: https://readingthemarkets.substack.com/
✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast
➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️
✨ONE SITE FOR ALL: https://sociatap.com/RosannaPrestia
✨YOUTUBE: https://youtube.com/@TheROShowPodcast
✨TWITTER: https://www.twitter.com/@rosannainvests
✨TWITTER: https://www.twitter.com/@theroshowpod
✨WEBSITE: https://www.rosannaprestia.com
THINK Different with Rosanna ©️ 2022-2023
138 epizódok
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