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Sonu Varghese

VP, Global Macro Strategist at Carson Group, co-host of the Facts vs. Feelings podcast.

Top 10 podcasts with Sonu Varghese

Ranked by the Snipd community
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5 snips
Aug 21, 2024 • 1h 10min

Talking AI with Dani Fava (Ep. 98)

Dani Fava, Chief Strategy Officer at Carson Group, joins Ryan Detrick and Sonu Varghese to explore AI's revolutionary impact on finance. They discuss exciting applications of AI in financial services and address common fears associated with its integration. The trio delves into the S&P 500's recent performance, the effects of economic data on market trends, and the Federal Reserve's actions, including potential rate cuts. With wit and insight, they emphasize the importance of balancing technology with human connection in finance.
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4 snips
May 22, 2024 • 47min

Dow 40k, Now What? (Ep. 86)

Ryan Detrick & Sonu Varghese discuss Dow hitting 40,000, market implications, earnings growth, market multiples, momentum, inflation reports, Fed's target, and more. They explore historical significance, market trends, 2024 election impact, investment doubling strategies, valuations, earnings, inflation trends, economic impact, and summer plans.
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Mar 13, 2024 • 53min

Is Anyone Bearish? (Ep. 76)

Ryan Detrick & Sonu Varghese analyze the recent market rally, job reports, interest rates, and specific stocks like Nvidia, Tesla, and Amazon. They discuss market sentiment, productivity, Jerome Powell's speech impact, and the relationship between gold, real interest rates, and storage costs for investment strategies.
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Jun 5, 2024 • 40min

How Worried Should We Be About a Slowing Economy? (Ep. 88)

Ryan Detrick and Sonu Varghese analyze recent global stock market fluctuations post-elections in India and Mexico. They discuss the role of news in market volatility, strong stock performance in May, concerns about a potential slowdown, inflation data, and consumer behavior effects on market trends. The podcast explores historical data insights, market momentum, and a positive outlook on equities despite economic uncertainties.
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Feb 21, 2024 • 48min

Did the Economy Actually Slow Down? (Ep. 73)

Ryan Detrick and Sonu Varghese analyze economic indicators, market trends, and inflation metrics to assess the pace of economic growth. They discuss stock market performance, inflation trends, retail sales, and industrial production data, comparing the current economic slowdown with previous years. The podcast provides insights into GDP growth, income trends, and the impact of younger generations on historical progress.
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Sep 25, 2024 • 49min

The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)

Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the Federal Reserve's recent rate cut and its implications for investors. They analyze whether this strategic move indicates a positive economic shift or hidden risks ahead. The duo also highlights resilient economic data, including strength in consumer spending and industrial production, amidst concerns about rising consumer debt, providing practical insights for navigating today's financial landscape.
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Aug 14, 2024 • 43min

What Is It About August? (Ep. 97)

Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP of Global Macro Strategist at Carson Group, delve into the intriguing patterns of August market volatility. They unpack historical disruptions and the psychology behind investor behavior during low-volume trading periods. The discussion covers recent volatility triggered by the Bank of Japan's rate hike, the important role of economic indicators like unemployment and inflation, and strategic investment approaches to navigate these choppy waters. A must-listen for any investor!
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Jul 24, 2024 • 46min

Is This Really Happening? (Ep. 94)

Ryan Detrick & Sonu Varghese discuss travel chaos, market trends, and historical parallels. They touch on IT outages, inflation data, bullish market indicators, and the impact of Biden stepping down from elections. Topics include economic vulnerabilities, PCE inflation data, consumer and industrial strength, and significant rallies in the Russell 2000 and S&P 500.
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May 1, 2024 • 48min

Buy in May and Stay (Ep. 83)

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.
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Apr 24, 2024 • 40min

Yes, Stocks Can Go Down (Ep. 82)

Ryan Detrick and Sonu Varghese discuss the recent market pullback, surge in bond yields, and inflation data's impact on the economy. They explore the market's behavior, inflation's role in shaping market sentiment, and potential long-term economic trends' impact on market performance.