What We Know: Markets, Macro, & Miscellanea

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What We Know: Markets, Macro, & Miscellanea

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. All Quiet on the Investment Front?

    JAN 16

    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
  2. The Rent Is Too Damn High

    JAN 8

    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
  3. 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
  4. 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
  • 4 Episodes

About

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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