Podcast
What We Know: Markets, Macro, & Miscellanea
Hosted by Strategas Research · EN
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!
9episodes
Episodes
Newest firstAll episodes
What Now?
May 5, 202500:25:41Tap to summarizeOn today’s podcast, Pat, Ryan and Todd recap their recent travels, discuss the move from the 2-year yield, FX, and active management.
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March Madness
Mar 27, 202500:20:08Tap to summarizeThis 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.
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Debt Dynamics
Mar 19, 202500:23:40Tap to summarizeOn 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.
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That's NOT Good...
Mar 5, 202500:25:45Tap to summarizeThis week on What We Know, the Strategas team asks if the downturn in the housing market is causing growth scare – or something bigger…
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Time to Get Out of DOGE?
Feb 14, 202500:24:41Tap to summarizeThis week on What We Know, the gang talks about DOGE's scorched-earth approach and its impact on the bond market.
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All Quiet on the Investment Front?
Jan 16, 202500:22:31Tap to summarizeThis 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.
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The Rent Is Too Damn High
Jan 8, 202500:23:42Tap to summarizeThis week, the gang dishes on infrastructure, inflation, and the impact on consumers amidst a cost-of-living crisis in the U.S.
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Where Will Inflation Show Up?
Dec 19, 202400:20:56Tap to summarizeThis week on What We Know, the Strategas team talks rate cuts, bond yields, and where we think inflation will impact consumers most.
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What We Know: EVs, ARKK, and a Trip Abroad
Nov 21, 202400:24:40Tap to summarizeThis 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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