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There Is An Alternative! And Why Good News Is Bad News

CAP STRAT’s Will Woodall and Mike Rarey, CFA, bring you the most important headlines and investment insights this week. In this episode:

There is an alternative to stocks again!
We’re seeing bond yields rise and what that means
What the Fed needs to fix right now
Plus our investment outlook based on inflation, liquidity, recession, and economic growth data

Will Woodall

Will Woodall

Managing Principal

Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Mike Rarey

Mike Rarey, CFA

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.