There will be great opportunities to buy this market, but not right now - Michael Kramer

Michael Kramer, who runs Mott Capital Management, discusses the divergences between equity and bond market, US dollar, interest rates and inflation (0:35). How to navigate the confusion as a retail investor (9:40). What will the Fed do? How many rate cuts will we see? (13:30) Japan and other international markets worth paying attention to (20:00). Recent earnings - what it means for markets and consumers (28:40).Show Notes:S&P 500 Earnings Season Suggest A Dire 2024 ForecastStagflation DeliveredBull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)