Talking with the Carson Investment Research Team (Ep. 51)

With global markets impacted by various factors, exploring diverse perspectives and ideas is essential for investors.

In this episode, Ryan Detrick & Sonu Varghese speak with Carson’s Group Investment Research Team, Barry Gilbert, VP, Asset Allocation Strategist, and Grant Engelbart, VP, Investment Strategist.

They discuss various topics related to investing, including the impact of US-China relations and the importance of considering other factors in portfolio construction. They also talk about the team dynamics at Carson Partners and the importance of being open to new ideas and perspectives in investing. Additionally, they emphasize the integration of investment and wealth management in financial planning and the advantages of working at Carson Partners.

They discuss:

• The impact of China's restrictions on Apple's revenue and the broader implications for US-China relations
• The growth potential of active ETFs and their impact on the market
• The need to be open to new ideas and perspectives in order to understand and navigate the complexities of the market
• The need to consider how different investment components fit together to achieve diversification
• The essential connection between investment and wealth management 
• The impact and accessibility of Carson Partners for advisors
• Their investment philosophy and how it has evolved over their career
• The recent disconnect between the US dollar and commodity prices, and the US's energy independence
• And more!

Connect with Barry Gilbert: 

• LinkedIn: Barry Gilbert

Connect with Grant Engelbart: 

• LinkedIn: Grant Engelbart

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese