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.

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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

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Broadcast on:

17 Dec 2023