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Markets

Inflation: A Deep Dive Into the Housing Market and Medical Expenses

CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and dive into new inflation data. In this episode:

Shelter inflation and what we know about the housing market
Head-scratcher: Why medical care inflation is down 29% 
Slowing momentum in markets
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data

Will Woodall

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

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.