CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week and dive into new inflation data. In this episode:
Shelter inflation and what we know about the housing market
Head-scratcher: Why medical care inflation is down 29%
Slowing momentum in markets
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, Director of Investment Research
Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.
