CAP STRAT’s Mike Warford, CFA, and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:
– A “blowout” January jobs report and how we see the data differently
– Another banking crisis?
– The threat of a Fed policy mistake
– Analysis and commentary to give you an edge in navigating the markets and optimizing your investment strategies
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.
Principal, Senior Research Analyst
Mike supports the firm’s investment research capabilities by performing in-depth analysis on fixed income investment managers, focusing on manager style, strategy, and execution.
