Avsnitt
-
Summary:
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty.
Key Takeaways:
Markets at All-Time Highs: Despite concerns about tariffs, inflation, and the Fed, stocks are still hitting record levels, driven by strong earnings and expanding profit margins.Rate Cuts Still on the Table: Recent inflation data supports the case for potential Fed rate cuts in 2025, but timing remains uncertain.Earnings Strength: S&P 500 earnings are up nearly 17% YoY, with eight of 11 sectors improving profit margins—an encouraging sign for investors.Tariffs Delayed: Proposed trade tariffs have been delayed, possibly until August, easing immediate market fears.Market Breadth Expanding: More sectors are driving growth beyond just large-cap tech, making the rally more sustainable.Inflation Trends: CPI came in hot, but PPI showed signs of easing price pressures, hinting at continued disinflation.Momentum Matters: Historically, strong market performance in January and February—like we’ve seen to start 2025—leads to continued gains for the rest of the year.Consumer Resilience: While retail sales dipped unexpectedly, seasonal factors and extreme weather likely played a role, rather than fundamental economic weakness.Questions about the show? We’d love to hear from you! [email protected]
Connect with Ryan:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu:
LinkedIn: Sonu VargheseX: Sonu Varghese#StockMarket #Investing #AllTimeHighs #Inflation #FederalReserve #Tariffs #InterestRates #Earnings #MarketTrends #FinancePodcast #CarsonGroup
-
Summary:
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more!
Key Takeaways:
The S&P 500 is near an all-time high despite economic concerns.Inflation remains a hot topic, with rising egg prices making headlines.Momentum is driving market performance, with all 11 S&P sectors in positive territory.Housing, auto insurance, and used cars are the primary contributors to inflation stickiness.The Fed remains in a cutting bias, but rate cuts may not happen until midyear.Trade and tariff policies have the potential for long-term market impacts.The possibility of a government shutdown is looming, adding another layer of uncertainty.Retail sales took a surprising hit, but that may be due to recent extreme weather and seasonality.Questions about the show? We’d love to hear from you! [email protected]
Connect with Ryan:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu:
LinkedIn: Sonu VargheseX: Sonu VargheseRelevant Hashtags:
#StockMarket #Investing #Inflation #InterestRates #MarketTrends #FinancePodcast #Eggflation #FederalReserve #Tariffs #PersonalFinance #CarsonGroup
-
Saknas det avsnitt?
-
Summary:
In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the effects of potential retaliatory tariffs, and the latest employment data revisions.Key Takeaways:
· Tariff Uncertainty: New tariffs on steel and aluminum imports could lead to retaliatory measures from Europe and other trade partners.
· Market Indicators: The December low indicator flashed a warning, though broader market trends remain resilient.
· Federal Reserve & Interest Rates: The Fed is taking a cautious approach, possibly delaying rate cuts until later in the year or even 2026.
· Employment Trends: Payroll revisions lowered job growth estimates, but productivity gains remain a silver lining.
· Market Breadth & Leadership Shift: Large-cap tech stocks show signs of lagging, while broader market participation remains mixed.
· Historical Trends: Year three of a bull market tends to be weaker, averaging only a 2% gain.
· Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Connect with Ryan:
· LinkedIn: Ryan Detrick
· X: Ryan Detrick
Connect with Sonu:
· LinkedIn: Sonu Varghese
· X: Sonu Varghese
Relevant Hashtags:
#StockMarket #Investing #Economy #Tariffs #FederalReserve #InterestRates #Finance #MarketTrends #WealthManagement #Trading #EconomicOutlook -
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a necessary part of investing.
Ryan and Sonu discuss:
Tariffs create uncertainty, but history shows markets adapt.The Fed’s rate cut timeline may be delayed due to inflation concerns.Fiscal policy could offset the impact of tariffs, especially with potential tax cuts.Despite uncertainty, broadening market trends and strong corporate earnings remain positive.February has historically been weak post-election, but the long-term outlook remains bullish.Resources:
● Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Connect with Ryan Detrick:
● LinkedIn: Ryan Detrick
● X: Ryan Detrick
Connect with Sonu Varghese:
● LinkedIn: Sonu Varghese
● X: Sonu Varghese
Publishing Tags: #FinancialMarkets #Investing #StockMarket #Economy #Tariffs #TradeWar #Inflation #FederalReserve #InterestRates #MarketTrends #InvestmentStrategy #GlobalEconomy #StockMarketAnalysis #EconomicPolicy #PersonalFinance #FinancialPlanning #InvestorEducation #MarketVolatility #Trading #WealthManagement #FinancePodcast
-
Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical.
How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of diversification in portfolios. They also discuss the implications of AI for productivity, technology sector competition, and global markets.
Ryan and Sonu discuss:
The emergence of DeepSeek, a cost-effective and open-source AI competitor, and its implications for the AI marketU.S. and Chinese competition in technology innovation and the broader economic significance of AI advancementsThe impact of AI cost reductions on accessibility, productivity, and business adoption across sectorsRecent market trends, including the role of technology stocks, mid-cap performances, and financial sector growthThe broader economic outlook, emphasizing the benefits of AI-driven cost efficiencies for the economy and the importance of maintaining diversified investment strategiesAnd more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.
How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the surprising strength of markets, the potential impact of tariffs and a stronger dollar, and the outlook for inflation in 2025. They highlight key data and trends that show resilience and opportunities in the economy despite widespread skepticism.
Ryan and Sonu discuss:
The recent broad market strength, particularly in small and mid-cap stocks, and the implications of improved market breadthWhy inflation metrics, especially core CPI, show improvement and the role of lagging indicators like shelter costs and motor vehicle insuranceThe influence of tariffs and a strengthening dollar on U.S. manufacturers, earnings, and inflation expectationsResilience in the labor market, including trends in part-time workers and construction jobs, suggesting economic stabilizationPolicy uncertainties, including President Trump’s potential tariffs on Canada and Mexico and their possible effects on global trade and marketsAnd more!Resources:
Download the full Market Outlook 2025 here.Any questions about the show? Send it to us! We’d love to hear from you! [email protected] ROMA CollectiblesConnect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
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 equitiesObservations on U.S. economic resilience driven by consumer balance sheets and productivityPotential risks from interest rates, housing market stagnation, and a strong dollar’s effects on exports and earningsAnticipated Fed rate cuts and inflation trends tied to real estate and wage growthStrategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectorsAnd more!Download the full Market Outlook 2025 here.
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
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 sentimentThe contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024Their successful forecast of Federal Reserve rate cuts and their influence on economic stabilityThe underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shiftsThe strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollarAnd more!Resources:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming modern challenges, and optimizing decision-making.
Dr. Pearlman shares insights on building healthier habits, combating distractions, and fostering meaningful connections in an ever-demanding profession.
Dr. Pearlman discusses:
How to tackle phone addiction and reclaim time for personal growth and relationshipsSimple steps advisors can take to improve health and performance, including dietary and physical activity tipsStrategies for setting and maintaining achievable goals for long-term successThe importance of focusing on individual progress over external comparisons to combat FOMO and enhance satisfactionInsights on leveraging psychological flexibility to quit bad habits and make more effective decisionsAnd more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Dr. Phil Pearlman:
Email: [email protected] LinkedIn: Philip PearlmanX: @ppearlmanWebsite: Dr. Phil PearlmanWebsite: Pearl InstituteConnect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:
Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.
-
The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025.
They explore the context of inflation fears, shifts in economic projections, and the broader implications of monetary policy, offering perspectives on why a recession might not be imminent despite challenges.
Ryan and Sonu discuss:
The Federal Reserve’s hawkish shift and its impact on market sentiment, including fears of prolonged rate cuts and inflation risksHistorical market trends, including the significance of the Santa Claus rally and potential warning signs for the coming yearHow inflation metrics like shelter and financial services charges influence overall inflation perceptions and the Fed’s responseStrong economic indicators such as income growth outpacing inflation and their role in sustaining consumer spending and economic resilienceThe political and economic uncertainties shaping 2025, including rate cuts, tax policies, and market growth potentialAnd more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
Inflation concerns are widespread, but are they justified?
Economic trends suggest that the narrative of persistently high inflation may be overblown.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy.
They discuss why inflation is less of a concern than widely believed, explore consumer strength, and offer insights into the Federal Reserve's approach to monetary policy.
Ryan and Sonu talk about:
The recent market trends, including stock movements, Santa Claus rallies, and why market sentiment remains resilient despite fluctuationsThe misconceptions surrounding "sticky" inflation, emphasizing the lagging impact of shelter and auto insurance dataThe Federal Reserve's policy decisions, including upcoming rate cuts and their implications for the marketThe resilience of the U.S. consumer, supported by strong balance sheets, rising disposable income, and robust retail sales growthChina's economic shifts, including its dominance in automobile manufacturing and its global impact on manufacturing trends and oil demandAnd more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
Market sentiment is shifting, and the conversation is abuzz with optimism.
What drives these changes, and how should investors prepare for potential volatility ahead?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the prospects for the coming year. They explore trends in employment, the economy, and the impact of monetary policy changes on investors' strategies.
Ryan and Sonu discuss:
The market's transition from bearish to bullish sentiment after consecutive strong years of returns, emphasizing shifting sentiment among prominent analystsThe labor market's mixed signals, including steady job creation, rising unemployment rates, and slowing hiring trendsPotential implications of Federal Reserve rate cuts and the broader economic impact, including risks of prolonged pauses in cutsThe resurgence of small-cap stocks and their potential to outperform amid favorable economic growth expectationsGlobal economic risks, including political instability in key regions and their potential impact on the U.S. dollar and broader markets.And more!Resources:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
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.
Policy Risks: Federal Reserve rate decisions remain a wildcard, potentially impacting housing, business investments, and broader economic growthTrade and Tariffs: Tariff rhetoric and policy shifts could nudge inflation and alter market sentiment—but are they long-term threats or one-time adjustmentsStock Valuations: U.S. markets continue trading at high valuations (e.g., 22x forward PE), raising questions about sustainability and investor sentimentGlobal Perspectives: Growth stories in India and Japan contrast with U.S. workforce trends, offering a broader view of opportunities and challengesWhy It Matters: Understanding these risks could help investors stay grounded and focused on long-term goals despite short-term noiseAnd much more!
Key Highlights:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected] Reasons to Be Thankful (Ep. 111)
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Barry Gilbert:
LinkedIn: Barry Gilbert, PhD, CFACarson Wealth -
Surprising economic growth, falling inflation, and financial wins—what’s not to be thankful for?
On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest Barry Gilbert, VP of Wealth Management, joins to spotlight the U.S. economy’s surprising resilience.
This release explores the drivers of today’s strong markets and their year-end outlook, from economic growth and moderating inflation to personal triumphs and professional gratitude. The hosts also share practical strategies for staying diversified and grounded in fundamentals while embracing gratitude as a mindset for success.
Key Highlights:
Economic Resilience: GDP growth outpaces expectations at 2.8–2.9%, driven by productivity gains and entrepreneurshipInflation Trends: Thanksgiving dinner costs drop 5% year-over-year, reflecting gradual inflation moderationStock Market Rally: The S&P 500 gains ~20% for the second year, with financials leading sector growthYear-End Momentum: December’s historical strength and profit margins show continued market optimismInvestment Insights: Diversify portfolios and focus on earnings fundamentals to prepare for long-term growthAnd much more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Barry Gilbert:
LinkedIn: Barry Gilbert, PhD, CFACarson Wealth -
With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy and markets.
Ryan and Sonu examine how these trends reshape investment opportunities, from skyrocketing mortgage rates—eroding housing affordability—to sector rotations in the S&P 500. They reveal why inflation might be cooling faster than official data suggests, the surprising resilience of consumer strength, and whether the Fed’s cautious “wait-and-see” approach hints at a future policy shift.
Tune in as the duo also explores market dynamics, uncovers the lessons of the 1995 Greenspan era, and discusses how high productivity could provide a unique opportunity for rate cuts without economic stagnation!
Key Highlights:
Interest Rate Dynamics: Higher mortgage rates (7–8%) squeeze affordability, but construction jobs remain surprisingly steadySector Performance: Financials, energy, and industrials shine as tech and healthcare face setbacksInflation Trends: Real-time data suggests cooling inflation and calming food and grocery pricesFed’s Position: Powell’s cautious “wait-and-see” strategy faces criticism for focusing on outdated inflation metricsGeopolitical Risks: A strong dollar and global conflicts pressure markets, making diversification essentialProductivity Gains: High productivity offers hope for wage growth without spiking inflationInvestment Outlook: Stay diversified and monitor high-growth tech and renewable energy opportunitiesAnd much more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
As the post-election market rally gains momentum, how can investors position themselves for what’s next?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.
From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small-cap stocks, Ryan and Sonu examine how these strategies may shape market sentiment in the months ahead. They discuss the impact of a strong dollar on international equities, why gold’s recent dip could offer buying opportunities, and whether bond yields might stabilize following recent increases.
So, tune in as they explore market patterns, highlighting how post-election years often deliver solid performance and explore how non-traditional media, like podcasts, are increasingly shaping election sentiment.
Key Highlights:
Market Rally: Optimism from GOP policies drives small-cap growth post-electionTax and Fiscal Policy: Upcoming tax cuts and spending could spark growth while balancing inflationInvestment Outlook: Bullish on small caps; bond yields may stabilizeGold & Dollar Dynamics: Strong dollar pressures international stocks; gold may be a buying opportunityElection Trends: Historically, markets gain momentum after election yearsShifting Media: Podcasts and new media reshape election sentimentAnd much more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:
LinkedIn: Ryan DetrickX: Ryan Detrick
Connect with Ryan Detrick:Connect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese -
As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals?
This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds.
From surprising 3% GDP growth and possible consumer spending slowdowns to pressures in the housing market driven by high mortgage rates, they discuss why current market optimism might be short-lived. Neil and Skanda also explore how inflation trends, influenced by wage growth and energy prices, could shape future economic stability.
So, tune in as they further explore geopolitical risks, such as fiscal policy changes, and their implications for investors as the 2024 election approaches—offering strategies to stay informed and balanced in uncertain times!
Key Highlights:
Economic Growth Outlook: The strong 3% GDP growth might not last, with possible Q4 slowdowns stemming from decreased consumer and equipment spendingConsumer Spending Concerns: Challenges from stagnant real income growth and high mortgage rates could weigh on spendingFederal Reserve Strategy: A cautious approach to rate cuts, guided by labor cost data, points to measured future actionsInflation and Prices: While lower energy costs help curb inflation, core issues persist amidst moderated wage growthMarket Enthusiasm: Is optimism justified, or are markets overlooking key risks?Labor Market Shifts: Slowing job growth may impact consumer-driven economic momentumPolitical Uncertainty: Upcoming fiscal and policy changes may inject volatility into market forecasts and investment strategiesAnd much more!
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]
Resources:Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Neil Dutta:
LinkedIn: Neil DuttaRenaissance Macro ResearchConnect with Skanda Amarnath:
Twitter: Skanda AmarnathEmploy America -
As election season heats up, how can investors keep their portfolios steady amid political swings?
This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts could undermine investment decisions.
They also examine how new media like podcasts is reshaping voter engagement—and share strategies for staying calm and focused in high-stakes times.
Key Highlights:
Election Impact on Markets: Why sticking to portfolio fundamentals is critical amid election uncertaintyKey Election Themes: Likely shifts in deficits, tax reform, and tariffs, regardless of who winsPolling and Predictions: A look at tight races and the caution needed with prediction marketsMedia Shift: How new media is reshaping how voters engage in electionsCongressional Balance: Market risks and opportunities if Congress remains dividedPersonal Reflections: Libby’s insights on stress management during an election yearAnd much more!Resources:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Libby Cantrill:
LinkedIn: Libby Cantrill, CFAPIMCO -
What’s the secret to success in both finance and media?
This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant.
Josh also explores balancing work with personal life and why he left social media (Twitter/X) for more direct connections through newsletters and YouTube. Plus, he gives a behind-the-scenes look at his media experiences on CNBC’s Halftime Report and as an advisor for Billions.
Finally, Josh offers his take on how the pandemic revealed cracks in the financial system, leading to inflation and labor shortages.
Tune in for insights on career growth, content creation, and what’s next for the economy!
Key Highlights:
Career Evolution: Networking and risk-taking lessons from Josh’s rise from retail stockbroker to top-tier RIA founderWork-Life Balance: Practical advice on blending passion for work with family commitmentsContent Creation: How to build a strong, authentic connection with your audience without relying on big-name guestsFinancial Industry Insights: Balancing commentary with professional relationships in financeMedia Experience: Lessons from Josh’s time on live TV and his contributions to BillionsPost-Pandemic Economy: Josh’s perspective on how the pandemic reshaped the economy and exposed system vulnerabilitiesAnd much more!Resources:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Joshua Brown:
LinkedIn: Joshua BrownRitholtz Wealth Management -
As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new?
This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might cool inflation and how hurricanes could influence the Fed's next steps.
They also discuss how the election could sway the markets, why a split Congress might benefit investors, and which trends like defense spending and a strong dollar are likely to stick. Plus, they unpack the spike in the volatility index (VIX) and what it could mean for a post-election market shift.
Join us to gain insights and prepare for the market's next moves!
Key Highlights:
Inflation Trends: Insights into the recent CPI and PPI data, including signs of easing in shelter costs and projections for Q4Market Dynamics: How small- and mid-cap stock strength contributes to broader market gains, supported by strong earnings from major banksElection Impact: Tight polling and the prospects of a split Congress could create a favorable market environment, with defense spending and dollar strength likely to continueVolatility and VIX: What the elevated volatility index suggests about investor sentiment ahead of the electionLabor Market Considerations: Potential impacts of hurricanes on employment data and what this could mean for the Fed's policy directionQ4 Market Outlook: Expectations for strong equity performance, driven by seasonal trends and market momentumAnd much more!Resources:
Any questions about the show? Send it to us! We’d love to hear from you! [email protected]Connect with Ryan Detrick:
LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese:
LinkedIn: Sonu VargheseX: Sonu Varghese - Visa fler
