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
2024: What We Got Right, What We Got Wrong (Ep. 117)
How do market strategists assess their predictions and refine their strategies for the future?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.
They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.
Ryan and Sonu discuss:
- The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
- The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
- Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
- The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
- The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
- 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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