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
Talking With the Best Portfolio Manager We Know (Ep. 142)
In this week’s episode of the Facts Vs Feelings podcast, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Barry Gilbert, VP Asset Allocation Strategist at Carson Group, for an insightful conversation on effective portfolio management strategies. Barry shares valuable perspectives on the importance of teamwork, constructive debate, and making decisive investment decisions based on clear, actionable insights. Ryan and Sonu also discuss the historical strength of the July market, providing investors with context and strategic guidance for navigating the second half of the year.
Key Takeaways
- July Stock Market Trends and Analysis
- July has historically been strong, with the S&P 500 rising 10 consecutive years in that month, and it’s notably the strongest month during post-election years.
- Impact of Positive May and June Performance
- Historically, positive returns in both May and June forecast strong market performance for the rest of the year—typically gaining around 9-10% in the final six months.
- Effective Portfolio Management Insights
- Barry Gilbert stresses the importance of constructive debate, critical thinking, and conviction-driven investment decisions in successful asset allocation strategies.
- Carson Group’s Investment Philosophy
- Barry highlights Carson’s culture of managing real money through rigorous debate and collaborative decision-making.
- Investor Guidance and Market Volatility
- Ryan and Sonu emphasize the importance of maintaining a long-term investment perspective and managing emotional reactions during short-term market fluctuations.
Connect with Barry:
• LinkedIn: Barry Gilbert
• X: @gilbert3142
Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @ryandetrick
Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @sonusvarghese
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
#FactsVsFeelings #PortfolioManagement #InvestmentStrategies #JulyMarketRally #StockMarketTrends #CarsonGroup #FinancialPodcast #MarketVolatility #RyanDetrick #SonuVarghese
