CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– Using market regime framework to predict returns
– The Fed’s efforts to land inflation – all scenarios explained and how to invest during times of inflation uncertainty
– The market wants cuts. What are the economic conditions needed for rate cuts?
– Analysis of the big-ticket economic data points: inflation, labor market, and the Fed
Live & Latest UpdatesMarkets
Understanding Market Regimes and Their Impact on Investments
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, 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.
