CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights. In this episode:
Liquidity is the gut check for our investing framework
Why is there such a disconnect in liquidity today?
Market lunacy
Is 3% the new 2% when it comes to the inflation target?
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.
Principal, Chief Investment Officer
Mike oversees the firm's investment research and portfolio management and co-heads the CAP STRAT Investment Committee.
