CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
Nvidia joins the $1 trillion market cap club
Do valuations matter?
Understanding the top-heavy stock market
Plus an investment outlook based on inflation, liquidity, recession, and economic growth data
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.
