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
Buy in May and Stay (Ep. 83)
Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.
What does May look like historically when we look back on previous years?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influencing its direction. Additionally, they touch on GDP, inflation, and the Fed.
Ryan and Sonu discuss:
- The significance of the “Sell in May and go away” strategy and its relevance to the current market conditions
- The impact of GDP numbers on market perception and the reality behind these statistics
- The Fed’s favorite measure of inflation and anticipated interest rate policies.
- The role of consumer spending and investment in driving economic growth
- 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: