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
Unpacking a Mega Week (Ep. 70)
The stock market has been on a remarkable run, reaching new highs and defying expectations.
But what are the drivers behind this rally, and what are the risks ahead?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze recent market trends, including the stock market's highs and the implications of the upcoming Fed meeting. They explore the significance of January's market performance, particularly in the financial sector, as an indicator for the year's outlook. Additionally, they cover the recent GDP report, offering insights into the economy's trajectory.
Ryan and Sonu discuss:
- The positive implications of the market making new highs and its historical performance
- Potential factors that could disrupt the bullish market trajectory
- The significance of January performance and its potential impact on the market for the rest of the year
- Forecasting the Fed’s decision and its potential impact on the market
- The strong fourth quarter GDP growth, consumption, and investment spending, and its implications on the economy
- Comparison of nominal GDP growth in the US and China
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Facts Vs. Feelings Ep. 69 - Can You Take Me Higher
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Connect with Sonu Varghese:
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