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Understanding The Top-Heavy Market & When Valuations Matter

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

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.