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
Welcome to ’24! (Ep. 66)
Happy New Year and welcome to the very first Facts vs Feelings episode of 2024!
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and the Federal Reserve, and the potential for continued growth, especially in small and mid-cap stocks. They explore economic cycle indicators, the impact of inflation and rate cuts, and the unpredictability of market returns. Forecasts for the S&P 500 are debated, with a focus on the likelihood of higher gains despite the challenges of accurate predictions.
Ryan and Sonu discuss:
- Market trends and potential outlook for 2024
- Factors contributing to the recent market rally
- Performance of small and mid-cap stocks
- The significance of small-cap industries
- Early versus late economic cycle indicators
- Impact of inflation and rate cuts on market performance
- Forecasts for the S&P 500 for 2024
- Likelihood of positive returns in the market
- The importance of understanding odds and adjusting investment strategies
- 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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