Facts vs Feelings with Ryan Detrick & Sonu Varghese

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.

As election season heats up, how can investors keep their portfolios steady amid political swings?This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts could undermine investment decisions.They also examine how new media like podcasts is reshaping voter engagement—and share strategies for staying calm and focused in high-stakes times.Key Highlights:Election Impact on Markets: Why sticking to portfolio fundamentals is critical amid election uncertaintyKey Election Themes: Likely shifts in deficits, tax reform, and tariffs, regardless of who winsPolling and Predictions: A look at tight races and the caution needed with prediction marketsMedia Shift: How new media is reshaping how voters engage in electionsCongressional Balance: Market risks and opportunities if Congress remains dividedPersonal Reflections: Libby’s insights on stress management during an election yearAnd 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 Libby Cantrill: LinkedIn: Libby Cantrill, CFAPIMCO

Josh Brown, CEO of Ritholtz Wealth Management, shares his journey from retail stockbroker to a leading RIA founder, emphasizing networking and risk-taking. He discusses the importance of authenticity in both work-life balance and content creation, revealing his shift from social media to newsletters and YouTube. Brown offers behind-the-scenes insights from his time on CNBC and as an advisor for 'Billions.' He also reflects on the pandemic's impact on the financial system, touching on inflation and labor shortages, all while celebrating personal and professional connections.

As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new?This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might cool inflation and how hurricanes could influence the Fed's next steps.They also discuss how the election could sway the markets, why a split Congress might benefit investors, and which trends like defense spending and a strong dollar are likely to stick. Plus, they unpack the spike in the volatility index (VIX) and what it could mean for a post-election market shift.Join us to gain insights and prepare for the market's next moves!Key Highlights:Inflation Trends: Insights into the recent CPI and PPI data, including signs of easing in shelter costs and projections for Q4Market Dynamics: How small- and mid-cap stock strength contributes to broader market gains, supported by strong earnings from major banksElection Impact: Tight polling and the prospects of a split Congress could create a favorable market environment, with defense spending and dollar strength likely to continueVolatility and VIX: What the elevated volatility index suggests about investor sentiment ahead of the electionLabor Market Considerations: Potential impacts of hurricanes on employment data and what this could mean for the Fed's policy directionQ4 Market Outlook: Expectations for strong equity performance, driven by seasonal trends and market momentumAnd 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 Varghese

The discussion dives into the two-year bull market, analyzing whether it's a sign of lasting stability or the prelude to instability. Recent job growth and profit gains highlight economic strength, while the impacts of hurricanes in Florida underscore community resilience. Inflation and CPI data could reshape Federal Reserve actions, influencing market strategies. The hosts also reflect on historical market behaviors and tease the potential effects of upcoming elections on investor sentiment.

Join Ed Clissold, Chief U.S. Strategist at Ned Davis Research, and Brian Portnoy, finance founder and behavioral expert, as they delve into the emotional currents influencing financial decisions. They discuss how market sentiment shapes investor behavior and the necessity of emotional intelligence in financial advising. Learn about the power of storytelling in engaging clients and the importance of financial literacy for younger generations. Plus, gain insights into current economic trends and the vital role of data in navigating complex financial landscapes.

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.

This week’s guest is Frank Cappelleri, a finance professional known for his technical analysis expertise. He shares crucial insights on navigating market volatility with precision. Frank presents a bullish target of 6,100 for the S&P 500, emphasizing inflation's role in investor sentiment. He breaks down seasonal trends, especially the September volatility, and reveals why utilities are currently outperforming. The conversation dives deep into contrasting performances of gold and oil, offering traders a comprehensive view of the market landscape.