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
Houston, We Have A Correction (Ep. 58)
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October 2023 proved to be a challenging month for the stock market.
Various factors, such as geopolitical tensions, inflation fears, earnings disappointments, and the Federal Reserve's policy, caused the market to suffer a decline in sentiment and confidence.
What are the projections for the market's performance for the remainder of the year?
In this episode, Carson's Chief Market Strategist, Ryan Detrick & VP, Global Macro Strategist, Sonu Varghese talk about the recent market correction and its potential as a healthy adjustment. They explore how geopolitical risks may have influenced the market and remain optimistic about a year-end rally. Additionally, they speculate on the Federal Reserve's actions.
Ryan and Sonu discuss:
- The recent stock market correction, its causes, and the potential for a rebound
- Previous bear markets and their impact on market returns
- The resilience of the economy despite challenges like the pandemic
- McDonald's positive earnings despite price increases, indicating consumer demand and potential economic signals
- The US economy's growth post-pandemic with other countries
- The better-than-expected Q3 GDP growth
- The increase in government spending and defense spending
- Three lesser-known positive indicators in the economy
- The Federal Reserve's upcoming meeting and the likelihood of a rate hike
- And more!
Resources:
- Talking Macro with Neil Dutta (Ep. 47)
- Talking Investing Lessons with Cliff Asness (Ep. 55)
- Talking About the Bond Bear Market with Daniel Ivascyn (Ep. 57)
Connect with Ryan Detrick:
Connect with Sonu Varghese:
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