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
Inflation is Last Year's Problem (Ep. 93)
Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise.
How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into recent market dynamics, focusing on how the rally in small caps and improving inflation data indicate fresh opportunities in the investment landscape.
Listen as they discuss the implications of these movements, including the enhanced breadth in the stock market and the potential for a dovish shift from the Fed.
Ryan and Sonu discuss:
- The recent incident involving Donald Trump and the market reaction
- The recent CPI data and the surprising improvements in inflation
- The extraordinary performance of small and midcap stocks
- What a rotational bull market means for different sectors
- The ongoing strength of the consumer backed by robust retail sales
- 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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