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
The Little Things May Add Up (Ep. 68)
The world is facing unprecedented challenges and opportunities in 2024. From geopolitical tensions and trade wars to technological innovations and environmental issues.
How can investors navigate these times? How will the emergence of cryptocurrencies and digital assets affect the financial system and regulation?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the economic outlook and global issues. They also dive into the implications of Bitcoin ETFs, volatility, and risk tolerance in cryptocurrency markets. Additionally, they touch on inflation and rates, referencing the CPI and PPI, the M2 concerns, and the male labor participation rate.
Ryan and Sonu discuss:
- The geopolitical scene, focusing on the Red Sea issues and the impact on global shipping and oil prices
- The recent election in Taiwan and the potential impact on China
- The drama surrounding the Bitcoin ETF approval
- An analysis of inflation data, including CPI and PPI, and its impact on potential rate cuts by the Fed
- The significance of M2 being negative year over year and its potential impact on the economy
- The male labor participation rate and its comparison to historical levels
- The beginning of earnings season, bank performance, and significant developments in the aviation and technology sectors
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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