Facts vs Feelings with Ryan Detrick & Sonu Varghese

Buy in May and Stay (Ep. 83)

May 1, 2024

Ryan Detrick and Sonu Varghese dive into the 'Sell in May and Go Away' strategy, GDP impact on markets, Fed's inflation measures, and the role of consumer spending in driving economic growth. They discuss historical market performance, election year trends, and economic indicators influencing investment decisions.

47:36

Episode guests

Sonu Varghese

Ryan Detrick

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Understanding the 'Sell in May and go away' strategy relevance in current market conditions.

Analyzing the impact of GDP numbers on market perception and the reality behind statistics.

Exploring the Fed's favorite inflation measure and its implications on interest rate policies.

Deep dives

Introduction to the Podcast Episode

The podcast episode introduces the host, Ryan Dietrich, and the co-host, Sonu Varghese. They delve into a discussion about various economic indicators and trends, aiming to provide insights for investors on what really matters in the market.

Introduction

2min

Market Insights: 'Sell in May and Go Away' Strategy Analysis

6min

Market Corrections and Election Year Trends

2min

Navigating Market Volatility and Momentum Amidst Election Uncertainty

6min

Market Performance Analysis and Celebratory News for Carson Wealth

5min

Understanding Economic Strength Through Imports and GDP Growth

9min

Economic analysis and upcoming industry events discussion

2min

Exploring Inflation Measures and Trends

11min

Economic Growth, Market Pricing, and Rate Cut Forecasts

4min

Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.

What does May look like historically when we look back on previous years?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influencing its direction. Additionally, they touch on GDP, inflation, and the Fed.

Ryan and Sonu discuss:

The significance of the “Sell in May and go away” strategy and its relevance to the current market conditions
The impact of GDP numbers on market perception and the reality behind these statistics
The Fed’s favorite measure of inflation and anticipated interest rate policies.
The role of consumer spending and investment in driving economic growth
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:

Connect with Sonu Varghese:

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Facts vs Feelings with Ryan Detrick & Sonu Varghese

Buy in May and Stay (Ep. 83)

Episode guests