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 Post-Election Chase is On (Ep. 109)
As the post-election market rally gains momentum, how can investors position themselves for what’s next?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.
From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small-cap stocks, Ryan and Sonu examine how these strategies may shape market sentiment in the months ahead. They discuss the impact of a strong dollar on international equities, why gold’s recent dip could offer buying opportunities, and whether bond yields might stabilize following recent increases.
So, tune in as they explore market patterns, highlighting how post-election years often deliver solid performance and explore how non-traditional media, like podcasts, are increasingly shaping election sentiment.
Key Highlights:
- Market Rally: Optimism from GOP policies drives small-cap growth post-election
- Tax and Fiscal Policy: Upcoming tax cuts and spending could spark growth while balancing inflation
- Investment Outlook: Bullish on small caps; bond yields may stabilize
- Gold & Dollar Dynamics: Strong dollar pressures international stocks; gold may be a buying opportunity
- Election Trends: Historically, markets gain momentum after election years
- Shifting Media: Podcasts and new media reshape election sentiment
- 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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