S
Strategas
Organization
Strategas Research Partners is an independent research and advisory firm focused on macroeconomics, policy, markets, and investment strategy.
2 episodes featuring Strategas
The Compound and Friends
Santoli argues markets reward adaptation over prediction
The conversation tests whether today’s bull market reflects durable earnings and economic resilience or a concentrated, AI-fueled speculative cycle.
Aug 21, 2026 · 1h 25m
The Compound and Friends
ETF issuers flood the market as investors chase new exposures
The ETF boom is reshaping investment products, fees, and access while leaving issuers to prove which themes can attract lasting assets.
Aug 14, 2026 · 1h 5m