Facts vs Feelings with Ryan Detrick & Sonu Varghese
Reasons to Be Thankful (Ep. 111)
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 entrepreneurship
- Inflation Trends: Thanksgiving dinner costs drop 5% year-over-year, reflecting gradual inflation moderation
- Stock Market Rally: The S&P 500 gains ~20% for the second year, with financials leading sector growth
- Year-End Momentum: December’s historical strength and profit margins show continued market optimism
- Investment Insights: Diversify portfolios and focus on earnings fundamentals to prepare for long-term growth
- And much more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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Connect with Sonu Varghese:
Connect with Barry Gilbert:
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