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
Welcome to the Crash of 2025 (Ep. 130)
In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the immediate fallout of last week’s tariffs announcement and how it could impact both the U.S. and the global economy. They dive into the plunging markets, how a trade war could trigger a recession, the long-term impact of tariffs, and much more.
Key Takeaways
- Market Impact: The immediate aftermath in the markets after tariffs went into effect wasn’t pretty, with the Dow dropping more than 10% in two days. When could we expect some relief?
- Inflation Returns: Tariffs are likely to raise prices for most goods, and rising inflation could affect when and whether the Fed makes rate cuts this year.
- Recession Odds: With the markets in bear market territory, what’s the likelihood of these tariffs triggering a recession?
- Delayed Impact: Manufacturing and labor market numbers in upcoming months may not fully reflect the impact of tariffs.
- Time to Diversify: Volatility in the stock market just further emphasizes the need for investors to have a diverse portfolio.
Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @ryandetrick
Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @sonusvarghese
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#FactsVsFeelings #MarketTrends #Economy #FedPolicy #StockMarket #Tariffs #LiverationDay #Inflation #Investing #LaborMarket #Recession
