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Shownotes
Michael Kramer from Reading The Markets (seekingalpha.com/checkout/mp_1076?source=ie_po…) calls this market 'sideways with a lot of chop' (). Life after Mag 7 (). Healthcare names of interest (). Robotics and AI (). Life after government data (). Startling bond environment ().
Show Notes:
Inflation Expectations, Tech Valuations, Healthcare Opportunities (seekingalpha.com/article/4823812-inflation-exp…)
White House makes a robotics push (seekingalpha.com/news/4528221-artificial-intel…)
Private firms unexpectedly shed 32K jobs in November: ADP report (seekingalpha.com/news/4528027-private-firms-un…)
Episode transcripts (seekingalpha.com/author/investing-experts-podc…)
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