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
Dow 40k, Now What? (Ep. 86)
As investors contemplate the significance of the Dow hitting 40,000, they are wondering about the market’s next moves.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat about the Dow reaching 40,000, the implications for investors, and the broader market sentiment. They also touch on the current state of inflation, analyzing recent reports and their implications for the economy.
Ryan and Sonu discuss:
- The milestone of the Dow reaching 40,000 and its historical significance
- The role of earnings growth and market multiples in driving the recent market rally
- The importance of momentum and breadth in the current market rally
- The outlook for the stock market given the current economic indicators and historical trends
- The latest inflation reports and their impact on the market
- The Fed’s target for core PC inflation and market expectations
- 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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