Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Magnificent 7 now the troubling 3, underscores market weakness
MP3•Episode home
Manage episode 492220344 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
…
continue reading
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
282 episodes
MP3•Episode home
Manage episode 492220344 series 3473653
Content provided by Seeking Alpha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Seeking Alpha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Michael Kramer from Mott Capital Management and Reading The Markets on the first half of the first half of the year - market recovery has mostly been surprising (0:35). Magnificent 7 now The Troubling 3 (2:05). Regrets from owning Amazon over Nvidia? (9:05). AI has more promise in healthcare (13:25). Painfully long Tesla (16:15). Poor liquidity in marketplace (18:50). US economy health most important, especially employment (24:00).
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
…
continue reading
Show Notes:
Wall Street ends at a record high after U.S-Vietnam trade deal
Flirting With StagflationThe Bond Market Just Issued A Warning On Unemployment
The Stock Market Looks Great, And That's The Trap
The Dollar Is At A Critical Juncture As Major Currencies Eye Breakouts
Episode transcripts
For 20% off access to analyst ratings, stock scores and dividend grades, subscribe now at seekingalpha.com/subscriptions
282 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.