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Shownotes
Michael Kramer from Reading The Markets (seekingalpha.com/checkout/mp_1076?source=ie_po…) shares why it's important to understand market direction, implied volatility and option positioning () Why he's focused on healthcare and stocks like Illumina () Boston Scientific and Zoetis - lessons learned () Macro winds mattering less () Be wary of passive investing ()
Episode transcripts (seekingalpha.com/author/investing-experts-podc…)
Show Notes:
Life After Mag 7 (seekingalpha.com/article/4850526-life-after-ma…)
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