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
Total Eclipse of the Bears (Ep. 80)
With the bull market we have had for several months now, it is normal for some to have doubts about its continuation.
What can we expect for the markets? How is the economy doing and why should investors consider it?
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 performance amidst economic indicators and Federal Reserve policy considerations. They navigate through employment growth, GDP, inflation, and inflation expectations, illuminating how these factors influence market sentiment and investor strategies.
Ryan and Sonu discuss:
- Updates on the stock market and what we can expect based on historical trends
- The resilience and growth of the job market contrary to skeptical viewpoints
- Debunking the myth of part-time employment dominating new job growth
- The performance of GDP and GDI and its implications for investors
- The nuances of inflation and its current trajectory in the economy
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
Connect with Sonu Varghese: