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Recession Signal ACTIVATED: Is the Economy In Trouble?

Watch on YouTubeGlobal tariff tensions are rising. Markets are fluctuating wildly. Consumer confidence is slipping. To add to it, our proprietary recession signal has officially triggered.

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, break down what’s really happening—and what could help steady the economy.

Watch this full Outlook episode for insights that could shape your next move:

  • How the tariff wars are impacting markets and growth
  • What our recession signal means—and why it matters
  • The rising risk of stagflation
  • Could tax cuts be the answer?
  • What matters for your portfolio
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.

Michael Warford

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.