logo
episode-header-image
Dec 2023
9m 53s

Looking at VIX and earnings growth with ...

SEEKING ALPHA
About this episode
Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels (0:20). Finding (and getting in front of) extremely undervalued pockets in the market (3:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.

Subscribe to Michael's Reading The Markets

Episode transcripts: seekingalpha.com/wsb.

Show links:
2024 Analyst Outlook: Mott Capital On Market Volatility, The Fed, And Investor Challenges And Opportunities
The Stock Market Rally Is Likely To Vanish As Earnings Estimates Deteriorate

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Up next
Yesterday
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Yesterday
Bitcoin blasts past $117K
Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)Epi ... Show More
4m 57s
Jul 10
Meta spending like the Yankees
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show NotesDisney+ adds more UK showsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to ... Show More
4m 52s
Recommended Episodes
Feb 2023
2-3-2023 – What Can We Learn from Earnings Reports, So Far?
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S ... Show More
45m 58s
Mar 2023
3-17-2023 – Sectors to Watch for Undervalued Stocks
During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals. Today's Stocks & Topics: NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, ... Show More
45m 47s
Oct 2022
Mike Wilson: Earnings Begin to Guide Lower
Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulate? ----- Transcript ----- Welcome to Thoughts on the  Market. I'm Mike Wilson, C ... Show More
3m 49s
Oct 2022
MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are some ca ... Show More
1h 3m
Mar 2021
3-11-2021: Noted Market Bull Favors Value Stocks And Warns The Nasdaq Rebound Will Unravel
Wharton School finance professor Jeremy Siegel predicts, "the hottest economy we’re going to see in a long time". Today's Stocks & Topics: UVXY - ProShares Ultra VIX Short-Term Futures ETF, QYLD - Global X NASDAQ-100 Covered Call ETF, GRBK - Green Brick Partners Inc., TRQ - T ... Show More
46m 14s
Feb 2023
Negative market sentiment at the end of the week
Investors are beginning to adjust to the prospect of higher interest rates, dragging down markets around the world. Meanwhile, job cuts in the tech sector continue, with Yahoo being the latest big tech name to announce layoffs. Manuel Villegas, Next Generation Research analyst, p ... Show More
7m 21s
Feb 2023
318: Mark Mahaney, 10 proven rules to succeed in tech stock investing (Strategy Skills classics)
For this episode, let's revisit a Strategy Skills classic where we interviewed one of Wall Street’s legendary tech analysts, Mark Mahaney.  In this episode, Mark discusses ten lessons that are proven to help investors succeed in tech stock investing. He shares powerful advice and ... Show More
41m 23s
Nov 2022
11-18-2022 – Reality Showdown: Stock Market Rally Vs. Recession Dangers
Though surging stocks suggest markets are reaffirming hopes of a soft landing from the FED, some high-profile strategists disagree. Today's Stocks & Topics: Home Sales Report, Musk and Twitter, Oil Prices, VZ - Verizon Communications Inc., XLI - Industrial Select Sector SPDR ... Show More
46m 2s