Life after Mag 7

Life after Mag 7

Update: 2025-12-04
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Description

Michael Kramer from Reading The Markets calls this market 'sideways with a lot of chop' (0:50 ). Life after Mag 7 (2:30 ). Healthcare names of interest (7:40 ). Robotics and AI (12:00 ). Life after government data (14:10 ). Startling bond environment (16:45 ).

Show Notes:
Inflation Expectations, Tech Valuations, Healthcare Opportunities
White House makes a robotics push
Private firms unexpectedly shed 32K jobs in November: ADP report

Episode transcripts

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Life after Mag 7

Life after Mag 7

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