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
Here's Our Midyear Outlook (Ep. 92)
Carson’s midyear outlook “Eyes on The Prize” is out now!
How do you balance immediate market reactions with overarching economic indicators? What strategies can help investors stay focused amidst market noise?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into their midyear outlook, discussing everything from the economy and inflation to the Fed's position and stock market expectations. You'll hear about their insights into the labor market's strength, inflation trends, and the possibility of future Fed rate cuts.
Ryan and Sonu discuss:
- The current state and future outlook of the U.S. economy
- Recent trends in inflation and the Federal Reserve's next moves
- Stock market analysis and predictions for the second half of the year
- Portfolio strategies and the role of alternatives in today's financial landscape
- And more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Midyear Outlook '24: Eyes on The Prize
- Live Webinar Link - Tuesday, July 16 at 1pm CT
Connect with Ryan Detrick:
Connect with Sonu Varghese:
