Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble. 

Is that true?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into whether the market is truly in a bubble, suggesting that diversification is crucial as earnings growth shows resilience. The conversation also covers interest rates, Japan’s economy, inflation, and the impact of defense spending on the economy, hinting at potential future increases in defense investment.

Ryan and Sonu discuss: 

• Whether the current market situation is a bubble
• Japan's shift from negative interest rates to 0.1% and its connection to wage growth and inflation
• Prediction and analysis of potential interest rate cuts by the Federal Reserve
• CPI, core inflation, shelter impact, and food inflation
• The low defense spending and its impact on the economy
• Strong labor market, income, and consumption
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com 

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese