How do market strategists assess their predictions and refine their strategies for the future?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.Ryan and Sonu discuss: The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentimentThe contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024Their successful forecast of Federal Reserve rate cuts and their influence on economic stabilityThe underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shiftsThe strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollarAnd 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: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming modern challenges, and optimizing decision-making. Dr. Pearlman shares insights on building healthier habits, combating distractions, and fostering meaningful connections in an ever-demanding profession.Dr. Pearlman discusses:How to tackle phone addiction and reclaim time for personal growth and relationshipsSimple steps advisors can take to improve health and performance, including dietary and physical activity tipsStrategies for setting and maintaining achievable goals for long-term successThe importance of focusing on individual progress over external comparisons to combat FOMO and enhance satisfactionInsights on leveraging psychological flexibility to quit bad habits and make more effective decisionsAnd more!Resources:Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com Connect with Dr. Phil Pearlman: Email: ppearlman@gmail.com LinkedIn: Philip PearlmanX: @ppearlmanWebsite: Dr. Phil PearlmanWebsite: Pearl InstituteConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.

Dive into a playful debate on whether the Federal Reserve's recent moves have ruined holiday cheer. Discover how inflation fears and economic indicators are shaping market reactions, along with insights on the potential for the Santa Claus rally this season. The hosts analyze the Fed's evolving strategies, exploring implications for consumers and investors alike. With light-hearted anecdotes and serious discussions about monetary policy, the conversation balances economic analysis with festive spirit.

Are inflation worries overblown? The hosts examine why inflation may not be as persistent as feared, spotlighting consumer strength and the implications for investors. They delve into stock market trends, including the phenomenon of Santa Claus rallies. The conversation highlights misconceptions around 'sticky' inflation and the intricacies of Federal Reserve policies. Additionally, the U.S. consumer's resilience is contrasted with China's economic shifts, particularly in the automobile sector. Tune in for insights on managing financial fears!

Market sentiment is shifting, and the conversation is abuzz with optimism.What drives these changes, and how should investors prepare for potential volatility ahead?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the prospects for the coming year. They explore trends in employment, the economy, and the impact of monetary policy changes on investors' strategies.Ryan and Sonu discuss: The market's transition from bearish to bullish sentiment after consecutive strong years of returns, emphasizing shifting sentiment among prominent analystsThe labor market's mixed signals, including steady job creation, rising unemployment rates, and slowing hiring trendsPotential implications of Federal Reserve rate cuts and the broader economic impact, including risks of prolonged pauses in cutsThe resurgence of small-cap stocks and their potential to outperform amid favorable economic growth expectationsGlobal economic risks, including political instability in key regions and their potential impact on the U.S. dollar and broader markets.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: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

Markets are navigating a delicate balance of optimism and caution. Experts discuss the uncertainty surrounding Federal Reserve policies and their impact on growth. Tariffs and their potential inflationary effects raise questions about market sentiment. High stock valuations keep investors on edge, sparking debates about sustainability. Global perspectives from countries like India and Japan offer valuable insights, highlighting contrasting economic trends and opportunities. This engaging discussion is packed with strategies for investors to stay diverse and resilient amidst challenges.

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 entrepreneurshipInflation Trends: Thanksgiving dinner costs drop 5% year-over-year, reflecting gradual inflation moderationStock Market Rally: The S&P 500 gains ~20% for the second year, with financials leading sector growthYear-End Momentum: December’s historical strength and profit margins show continued market optimismInvestment Insights: Diversify portfolios and focus on earnings fundamentals to prepare for long-term growthAnd much 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: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Barry Gilbert: LinkedIn: Barry Gilbert, PhD, CFACarson Wealth

Interest rates are soaring, causing mortgage prices to skyrocket and affecting housing affordability. There are intriguing signs of cooling inflation that might not be reflected in official reports. Consumer resilience remains strong despite economic challenges. The experts examine sector performances, with financials and energy thriving while tech faces hurdles. They also scrutinize the Fed's cautious approach and discuss historical lessons, including insights from the 1995 Greenspan era, as potential opportunities surface in the current market landscape.

Investors are buzzing about a possible post-election market rally driven by anticipated Republican policies like tax cuts and deficit spending. The hosts explore how these changes might boost small-cap stocks and the implications of a strong dollar on international markets. Gold's recent dip could present buying opportunities, while bond yields may see stabilization after their recent fluctuations. They also discuss trends in election years, highlighting how new media, especially podcasts, are shaping public sentiment and investment strategies.

Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, share their expert insights on the current economic landscape. They discuss the implications of surprising 3% GDP growth, potential slowdowns in consumer spending, and challenges in the housing market. The duo also examines inflation trends influenced by wage growth and energy prices while diving into the role of upcoming elections on economic forecasts. Their perspectives offer investors useful strategies for navigating uncertainty.