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
The Bull Market Turns Two (Ep. 104)
Is the bull market’s two-year run a sign of stability or the start of a shake-up?
In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what’s driving market strength and what’s ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today’s landscape.
They also explore the economic fallout from recent hurricanes in Florida and share how you can help recovery efforts. Inflation and CPI data are key—hear how these might shape Fed decisions and your market strategy.
Curious about election impacts? This market may keep defying pessimistic predictions, setting up a deeper dive in the next episode.
Key Highlights:
- Bull Market Resilience: Insights into the economic factors driving the two-year bull run and its future outlook
- Employment Data & Economic Strength: A breakdown of recent job growth and wage gains that support market stability
- Inflation & Federal Reserve Policies: Analysis of inflation’s impact on Fed rate cuts and why CPI data matters
- Historical Market Trends: Examination of past market behaviors and their implications for the current bull run
- Hurricane Impact: Discussion of economic fallout and ways to support hurricane-affected communities
- And much 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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