GlaxoSmithKline, Ingredion Favored: Kramer Capital CIO

The video discusses current market trends, focusing on defensive investments like utilities and consumer products. It highlights investment opportunities in companies with high dividend yields, such as GSK and General Mills, amidst economic uncertainties. The discussion also covers earnings expectations, market volatility, and the impact of consumer weakness on the market. The video concludes with an analysis of market reactions to earnings reports and future outlooks.

What expectations does the speaker have for earnings in the upcoming period?

What factors does the speaker believe will influence the market's reaction to earnings reports?