Episode 11:

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. FOMC Fed Meeting

• Powell's tone and message
• Comparison to previous meetings
• "Premature to even speak of pausing"

2. CPI elevated & tight labor market

3. Fed terminal rate over 5% next year

4. Treasury issuances & balance sheet run-offs

5. Market reaction

6. Bond Yields

• 2Y & 10Y yields
• Effects on market

7. DXY peaked or not?

8. CPI forecast for Oct and Nov 2022

9. SPYG/SPYV comparing growth to value

10. Velocity of Money

11. Market going forward expectations

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