CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights from this week. In this episode:
– Investing FOMO and return-chasing
– Response to the latest CPI print
– Additional rate hikes for the rest of 2023?
– Plus the investment outlook based on inflation, economic growth, and liquidity data.
Markets
Hiking Into Recession
Will Woodall
In Memoriam 1966 - 2024
Will was a founder and Managing Principal of CAP STRAT leading all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.
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.
