Michael Kramer from Reading The Markets shares why it's important to understand market direction, implied volatility and option positioning (1:00) Why he's focused on healthcare and stocks like Illumina (7:40) Boston Scientific and Zoetis - lessons learned (15:20) Macro winds mattering less (19:00) Be wary of passive investing (30:15)Episode transcriptsShow Notes:Life After Mag 7For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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