The Impact of Harry Markowitz on the Stock Market

Curious about the current state of the stock and housing market and what's coming up for the second half of the year?

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In this episode, Ryan Detrick & Sonu Varghese explain the difference between hard and soft economic data and why it's important to look at both to get a better understanding of the economy. Ryan and Sonu also touch on the impact of Harry Markowitz on the investment industry, the potential for a strong July rally, and the current state of the housing market.

Ryan and Sonu discuss: 

• The difference between soft data and hard data
• Harry Markowitz and his impact on the industry through formalizing diversification and the return versus risk framework
• The possibility of a continuation of the summer rally in the second half of the year, citing historical data and momentum
• The valuations in the S&P500 — with a focus on the tech sector
• The importance of housing in the economy and how it is showing early cycle signals
• How housing has historically led recessions and how it took away from GDP for eight quarters in a row
• And more!

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.