CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
The equity market rally has become more inclusive since November
Inflation dislocation – How long will underlying inflation dynamics keep the Fed on hold?
Other notable insights from the first three months of 2024
Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
Live & Latest UpdatesMarkets
Data Shows A Shift In the Stock Market
Mike Rarey, CFA
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
Michael Warford, CFA
Principal, Director of Finance and Administration
Michael oversees the financial initiatives of the Firm and leads day-to-day administrative functions. Michael is also Co-Head of the CAP STRAT Investment Committee with Mike Rarey.
