Inflation Fears & Global Uncertainty – What’s Safe? – Vimeo thumbnail

Live & Latest UpdatesMarkets

Recession Fears & Global Uncertainty – What’s Safe?

CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, offer an insightful market analysis to help you navigate the ever-changing financial landscape.

In this month’s video update:

  • What are markets saying about the odds of a recession?
  • The latest labor market signals — and what they say about recession risk
  • Should you be repositioning your portfolio right now?
  • Can the Fed cut interest rates, and can you trust bonds again?

Watch the full update to help guide your financial thinking in a changing economy.

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.

Michael Warford

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.