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Markets

The Special Rebalance & Signs That Consumers Are Tapped Out

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

For the third time in history, NASDAQ’s special rebalance
Signs that many of us are tapped out
The Fed meets this week
Plus an investment outlook based on inflation, liquidity, 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.