Inflation expectations, tech valuations, healthcare opportunities

Why Michael Kramer from Mott Capital Management and Reading The Markets (seekingalpha.com/checkout/mp_1076?source=ie_po…) is focused on Fed dot plot and BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50).

Show Notes:
Federal Reserve lowers rate by 25 basis points, first cut since December (seekingalpha.com/news/4495784-federal-reserve-…)
Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade (seekingalpha.com/article/4822763-fed-cuts-and-…)
Magnificent 7 Now The Troubling 3, Underscores Market Weakness (seekingalpha.com/article/4798975-magnificent-7…)
The Bond Market Is On A Collision Course With Stagflation (seekingalpha.com/article/4822183-the-bond-mark…)

Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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