Inflation expectations, tech valuations, healthcare opportunities

Why Michael Kramer from Mott Capital Management and Reading The Markets 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 Fed Cuts And BoJ Hikes Could Finally Break The Yen Carry Trade Magnificent 7 Now The Troubling 3, Underscores Market Weakness The Bond Market Is On A Collision Course With Stagflation Episode transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions