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
2025 Outlook (Ep. 118)
How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.
Ryan and Sonu discuss:
- Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equities
- Observations on U.S. economic resilience driven by consumer balance sheets and productivity
- Potential risks from interest rates, housing market stagnation, and a strong dollar’s effects on exports and earnings
- Anticipated Fed rate cuts and inflation trends tied to real estate and wage growth
- Strategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectors
- And more!
Download the full Market Outlook 2025 here.
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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