# Hedging exposure in this volatile market

Page: https://stenobird.com/podcast/investing-experts-5798955/hedging-exposure-in-this-volatile-market
Text version: https://stenobird.com/podcast/investing-experts-5798955/hedging-exposure-in-this-volatile-market.md
Podcast: [Investing Experts](https://stenobird.com/podcast/investing-experts-5798955)
Published: 2026-08-20T21:29:34+00:00
Episode link: https://seekingalpha.com/author/investing-experts-podcast?source=ie_podcast:hedging_exposure_volatile_market
Audio file: https://api.spreaker.com/download/episode/74419144/utf_8_q_michael_kramer_ie_8_20_8_20_26_3_15_e2_80_afpm_mp3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investing-experts-5798955/episodes/hedging-exposure-in-this-volatile-market
Duration seconds: 2128

## Resource

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 transcripts Show Notes: Life After Mag 7 For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

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## Transcript

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