Facts vs Feelings with Ryan Detrick & Sonu Varghese

Dive deep into the pulse of the economy with top experts!In this special live edition episode, Ryan Detrick & Sonu Varghese chat with Alejandra Grindal, Chief Economist at Ned Davis Research. Together, they dissect the influence of macroeconomics on investment choices, unravel the pandemic's effect on inflation, consumer confidence, and retail sales, and shed light on the profound influence of the global landscape, especially China, on the US.They discuss: The correlation between the stock market and the economyThe impact of the pandemic on inflation and whether it will be a long-term or temporary effectReasons behind the low productivity growth and its potential impact on long-term economic growthThe importance of business investment for productivityHow consumer indicators can be influenced by political polarizationThe importance of considering multiple indicators before making economic predictionsThe importance of the US economy and the impact of ChinaAnd more!Resources: Website: Ned David ResearchLinkedIn: Ned Davis ResearchX: Ned Davis ResearchYouTube: Ned Davis ResearchConnect with Alejandra Grindal: LinkedIn: Alejandra GrindalConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Alejandra Grindal is the Senior International Economist for Ned Davis Research Group. She is the primary person in charge of the firm’s global economic outlook and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years Alejandra has been particularly focused on global demographics and labor force trends, China’s economic transition, and Japan’s lost decade. She joined Ned Davis Research Group in 2006. Alejandra is a member of the National Association for Business Economics, where she is co-chair of the International Roundtable. She is a frequent speaker at professional and investment conferences and her work has been cited in the financial media. Prior to joining Ned Davis Research Group, Alejandra taught Microeconomics and Macroeconomics at Florida State University during her graduate studies and then worked as a full-time professor at Santa Fe College and Edison College. Alejandra also worked in the British Parliament as a research assistant, where she participated in policy and constituent research and campaign marketing.Alejandra received her Masters degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University.

Live from the Excell Conference in Nashville, this week we bring you incredible stories and valuable guests!In this episode, Ryan Detrick & Sonu Varghese sit down with Paul Hickey, Co-Founder: Bespoke Investment Group and Bespoke Market Intel, Sam Ro, CFA, Founder of TKer.co, and Frank Cappelleri, Founder and President at CappThesis.  They cover various topics, including the current state of the economy, technical analysis, market trends, inflation, and the impact of higher energy prices on the economy. They also share their experiences running their own companies and the importance of adapting to market feedback. Together, they discuss:The message of the market from a technical point of view, focusing on bullish patterns and low volatilityThe weak consumer sentiment and its correlation with presidential approval ratings and inflationThe early days of their businesses, including not having basic supplies, going independent, and the importance of listening to the market The performance of small caps and the factors affecting their movementDetails about their companies and how they help investors and advisorsWhether the economy is in an early cycle or heading towards a recessionThe need to know your time frame when trading and the benefits of being market agnosticAnd more!Connect with Paul Hickey: LinkedIn: Paul HickeyBespoke Investment GroupConnect with Sam Ro: LinkedIn: Sam RoTKer by Sam RoConnect with Frank Cappelleri: LinkedIn: Frank CappelleriCappThesisConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese

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 relationsThe growth potential of active ETFs and their impact on the marketThe need to be open to new ideas and perspectives in order to understand and navigate the complexities of the marketThe need to consider how different investment components fit together to achieve diversificationThe essential connection between investment and wealth management The impact and accessibility of Carson Partners for advisorsTheir investment philosophy and how it has evolved over their careerThe recent disconnect between the US dollar and commodity prices, and the US's energy independenceAnd more!Connect with Barry Gilbert: LinkedIn: Barry GilbertConnect with Grant Engelbart: LinkedIn: Grant EngelbartConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese

Ryan Detrick & Sonu Varghese celebrate their 50th episode, analyzing the jobs report, discussing GDP growth, and the strength of consumption. They explore the historic stock market performance in September and reflect on reaching podcast milestones. They also discuss the employment population ratio, women in the labor market, the current state of the economy, and the role of feelings in understanding it. The hosts share their upcoming plans, concert experiences, and labor day wishes while reminiscing about the 80s.

Debunking 7 common myths related to debt and finance including credit card debt, student loans, bankruptcies, excess savings, and rising interest rates. Also discusses topics such as decline in stock prices for major retailers, composition of US government debt, and China's impact on the United States.

In this episode, Ryan Detrick & Sonu Varghese discuss the strong economic data and retail sales, the impact of investment spending on productivity, the contrasting views between Leading Economic Indicators and consumer opinions, the relationship between bonds and the stock market’s performance, the importance of teaching children about investing and financial literacy, and the market's expectation of the Fed raising interest rate expectations despite doubts on the declaration.

Neil Dutta, Managing Director and Head of Economics at Renaissance Macro Research, joins Ryan Detrick & Sonu Varghese to chat about macroeconomics and the current state of the economy. They discuss recession risks, the impact of inventories on GDP, fiscal policy, limitations of indicators like PMIs, concerns about the Fed, and more.

This podcast discusses Fitch's downgrade of US debt, its implications on investments and interest rates, and the strength of treasury yields. The hosts also touch on their personal experiences with baseball, the role of credit ratings, speculations on Fitch's actions, and an upcoming financial advisors conference. They explore the relationship between income, consumption, and the economy, highlighting positive economic indicators.

They discuss the recent GDP report with better-than-expected growth, decreasing inflation, and positive earnings reports. They also talk about the potential upside of energy and industrial stocks, the recent interest rate hike, and predictions of no more rate hikes. Plus, they share personal stories and laugh about their lack of knowledge about Disney movies.

As the financial markets remain on the rise and unpredictable...It is critical to seek guidance and insights from experts who have a complete understanding of market dynamics which is crucial for investors and enthusiasts alike.In this episode, Ryan Detrick & Sonu Varghese sit down with Tom Lee, Managing Partner & Head of Research at Fundstrat Global Advisors, LLC. They chat about Tom's perspective on the bull market and how he stays informed about the markets. They also talk about international perspectives, demographics, and credit in market growth. Additionally, they touch on inflation, the Fed's actions, and the importance of mentors.Tom discusses: What he looks at first thing in the morning regarding the marketsThe reasons behind his bullishness at the start of the yearHow regional biases impact market outlooks in Europe, Asia, and Latin AmericaHis motivation for leaving JP Morgan and starting his own research companyHow demographics and credit play a role in understanding growth and market trendsThe importance of maintaining a sense of humor in the unpredictable marketThe potential trajectory of inflation and the Fed's possible actions in the futureThe influential mentors in his career and the importance of finding a good mentorAnd more!Resources:Sign up here for a 30-day free trial and 10% off a future Fundstrat subscriptionConnect with Tom Lee: LinkedIn: Tom LeeFundstrat - WebsiteConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest: Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy, and Telecom Services.Mr. Lee received his BSE from the Wharton School at the University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charter holder and is an active member of NYSSA and the NY Economic Club.