What We Know: Markets, Macro, & Miscellanea

Strategas Research
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Join Strategas analysts Todd Sohn & Ryan Grabinski as they riff on all things macroeconomic, moderated by host Pat Alwell. Come find out what we know this week!

Episodes

  1. What Now?

    05/05/2025

    What Now?

    On today’s podcast, Pat, Ryan and Todd recap their recent travels, discuss the move from the 2-year yield, FX, and active management.

    26 min
  2. March Madness

    03/27/2025

    March Madness

    This week on What We Know, Pat, Ryan, and Todd discuss the effects of auto tariffs, signs of life from the Energy sector, and Emerging Markets. They wrap things up with a review of recent travel, including Ryan and Todd's journey to Las Vegas.

    20 min
  3. Debt Dynamics

    03/19/2025

    Debt Dynamics

    On this week’s show, Pat, Ryan, and Todd discussion a variety of topics including the direction of rates, the message from Gold, and the market’s interpretation of a volatile headline environment. Pat also asks Ryan about his latest note on the Coal industry.

    24 min
  4. That's NOT Good...

    03/05/2025

    That's NOT Good...

    This week on What We Know, the Strategas team asks if the downturn in the housing market is causing growth scare – or something bigger…

    26 min
  5. Time to Get Out of DOGE?

    02/14/2025

    Time to Get Out of DOGE?

    This week on What We Know, the gang talks about DOGE's scorched-earth approach and its impact on the bond market.

    25 min
  6. All Quiet on the Investment Front?

    01/16/2025

    All Quiet on the Investment Front?

    This week, the gang discusses what investor sentiment in Europe looks like as of late. Featuring special guest Robert Belinky from Strategas’ Europe & Middle East sales team.

    23 min
  7. The Rent Is Too Damn High

    01/08/2025

    The Rent Is Too Damn High

    This week, the gang dishes on infrastructure, inflation, and the impact on consumers amidst a cost-of-living crisis in the U.S.

    24 min
  8. Where Will Inflation Show Up?

    12/19/2024

    Where Will Inflation Show Up?

    This week on What We Know, the Strategas team talks rate cuts, bond yields, and where we think inflation will impact consumers most.

    21 min
  9. What We Know: EVs, ARKK, and a Trip Abroad

    11/21/2024

    What We Know: EVs, ARKK, and a Trip Abroad

    This week, Strategas analysts Todd Sohn and Ryan Grabinski riff on EVs, ARKK, and glean some insights from their colleague's recent trip across Asia.

    25 min
  • 9 Episodes

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Join Strategas analysts Todd Sohn & Ryan Grabinski as they riff on all things macroeconomic, moderated by host Pat Alwell. Come find out what we know this week!

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