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!
On today’s podcast, Pat, Ryan and Todd recap their recent travels, discuss the move from the 2-year yield, FX, and active management.
27 Mar 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.
19 Mar 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.
5 Mar 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…
14 Feb 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.
16 Jan 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.
8 Jan 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.
19 Dec 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 Nov 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.
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