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
Can You Take Me Higher (Ep. 69)
Now that the stock market has reached its all-time high, what can we expect?
Which ways can the latest economic indicators and international markets affect us?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's recent all-time highs and their implications for investors. They also cover the importance of manufacturing and high-tech industries for the economy. Additionally, they examine global economic factors, including China's influence on markets and the comparative strengths of the US economy.
Ryan and Sonu discuss:
- Historical data on all-time highs, patterns of all-time highs over the years, and the likelihood of continued all-time highs
- Analysis of the increase in consumer confidence
- An analysis of retail sales
- The importance of manufacturing for the economy, including high-paying jobs and the impact on supply chains
- The positive trends in high-tech production and its impact on the economy
- The impact of Taiwan Semiconductor's growth on the semiconductor market and its implications for investors
- The impact of geopolitical tensions on the stock markets, particularly in Taiwan and China
- The impact of China's economic slowdown on global markets
- A Comparison of the growth rates of the US and China economies
- The potential momentum in small and mid-cap stocks and the significance of GDP growth
- 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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Connect with Sonu Varghese:
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