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
3 Things We Are Worried About (Ep. 112)
Are today’s markets walking a tightrope?
Balancing optimism with caution, Sonu Varghese, VP, Global Macro Strategist at Carson Group, is joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings.
They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market uncertainties.
This conversation delivers actionable strategies to help you manage uncertainty, stay diversified, and make sense of today’s market challenges. Whether navigating fiscal and monetary policy decisions, understanding global trends, or debating valuations, this conversation has something for every investor.
Key Highlights:
- Policy Risks: Federal Reserve rate decisions remain a wildcard, potentially impacting housing, business investments, and broader economic growth
- Trade and Tariffs: Tariff rhetoric and policy shifts could nudge inflation and alter market sentiment—but are they long-term threats or one-time adjustments
- Stock Valuations: U.S. markets continue trading at high valuations (e.g., 22x forward PE), raising questions about sustainability and investor sentiment
- Global Perspectives: Growth stories in India and Japan contrast with U.S. workforce trends, offering a broader view of opportunities and challenges
- Why It Matters: Understanding these risks could help investors stay grounded and focused on long-term goals despite short-term noise
- And much more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
- Reasons to Be Thankful (Ep. 111)
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Connect with Sonu Varghese:
Connect with Barry Gilbert:
