Facts vs Feelings with Ryan Detrick & Sonu Varghese
This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.
The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking About the Economy with Alejandra Grindal (Ep. 53)
Dive deep into the pulse of the economy with top experts!
In this special live edition episode, Ryan Detrick & Sonu Varghese chat with Alejandra Grindal, Chief Economist at Ned Davis Research. Together, they dissect the influence of macroeconomics on investment choices, unravel the pandemic's effect on inflation, consumer confidence, and retail sales, and shed light on the profound influence of the global landscape, especially China, on the US.
They discuss:
- The correlation between the stock market and the economy
- The impact of the pandemic on inflation and whether it will be a long-term or temporary effect
- Reasons behind the low productivity growth and its potential impact on long-term economic growth
- The importance of business investment for productivity
- How consumer indicators can be influenced by political polarization
- The importance of considering multiple indicators before making economic predictions
- The importance of the US economy and the impact of China
- And more!
Resources:
- Website: Ned David Research
- LinkedIn: Ned Davis Research
- X: Ned Davis Research
- YouTube: Ned Davis Research
Connect with Alejandra Grindal:
Connect with Ryan Detrick:
Connect with Sonu Varghese:
About our guest:
Alejandra Grindal is the Senior International Economist for Ned Davis Research Group. She is the primary person in charge of the firm’s global economic outlook and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years Alejandra has been particularly focused on global demographics and labor force trends, China’s economic transition, and Japan’s lost decade. She joined Ned Davis Research Group in 2006.
Alejandra is a member of the National Association for Business Economics, where she is co-chair of the International Roundtable. She is a frequent speaker at professional and investment conferences and her work has been cited in the financial media.
Prior to joining Ned Davis Research Group, Alejandra taught Microeconomics and Macroeconomics at Florida State University during her graduate studies and then worked as a full-time professor at Santa Fe College and Edison College. Alejandra also worked in the British Parliament as a research assistant, where she participated in policy and constituent research and campaign marketing.
Alejandra received her Masters degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.
