Facts vs Feelings with Ryan Detrick & Sonu Varghese

What drives the relentless ascent of stock prices, and how does a tech giant like Nvidia find itself at the forefront of market value?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into the current bull market and discuss potential future trends. They analyze Nvidia's astonishing rise, making it the most valuable company in the world for a brief moment, and what that means for other tech giants and the broader market. You'll gain insights into the first half of the year's stock performance and the economic indicators that are shaping investor sentiment. Special attention is given to the resilience of the U.S. economy, sector performances, and expectations for the year's second half.Ryan and Sonu discuss: Analysis of Nvidia's explosive growth and its impact on the stock marketA review of first-half stock performance and what it implies for the second half of the yearKey economic indicators, including industrial production and consumer spendingInsights into the resilience of the U.S. economy and sector performances beyond techAnd 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

What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They dive into market breadth, the complexities of inflation data, and explore whether the Fed's continued hawkish stance is justified amid signs of softening inflation. Ryan and Sonu discuss: Market breadth and its impact on equity performanceInflation trends and underlying improvements in CPI and PPI dataThe Fed's recent hawkish signals and what they mean for future rate cutsClarification on the so-called petrodollar issue and its implicationsAnd 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

It's always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel!In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor Jeremy Siegel, Professor Emeritus & Chief Economist at Wisdomtree Asset Management, to explore topics ranging from the stock market to AI's impact on GDP and the Federal Reserve's role in shaping the economy. They uncover the timeless principles of investing and the potential of AI to revolutionize productivity and growth.Together they cover: Why stocks still offer attractive returns over bonds despite yieldsA comparison of today's tech stock valuations with the 2000s dot-com bubbleEmotional vs. rational decision-making in bear markets.Potential long-term benefits of AI on GDP growth and investment strategiesAnd more!Resources:Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com Professor Jeremy Siegel (Ep. 26)Talking About Markets and Life with Jeremy Schwartz (Ep. 87)Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971, and spent one year as a National Science Foundation Post-Doctoral Fellow at Harvard University. Prof. Siegel taught for four years at the Graduate School of Business of the University of Chicago before joining the Wharton faculty in 1976. He has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. Prof. Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute. Prof. Siegel is the author of numerous professional articles and three books.Prof. Siegel is currently the academic director of the U.S. Securities Industry Institute. He also currently serves as Senior Investment Strategy Advisor of WisdomTree Investments, Inc., consulting the firm on its proprietary stock indexes. He is also a member of the company’s board of directors.Professor Jeremy Siegel is not affiliated with CWM, LLC.

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.

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of inflation, tech stocks, the future of interest rates and more!Jeremy discusses: His journey with Professor Siegel and the inception of WisdomTree Asset ManagementThe nuances of currency valuation and the implications for international investingInsights into the Japanese market, Warren Buffett’s investment strategies, and the potential of India as an investment destinationThe competitive landscape of China’s market and the tactical considerations for investorsThe potential for AI to revolutionize productivity and its long-term implications for the economyThe importance of real-time data in understanding economic indicators like inflation and housing costsThe influence of tech companies on market indices and the broader implications for sector-based investingThe future of interest rates and the debate between market expectations and Federal Reserve projectionsAnd more!Resources:Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com Connect with Jeremy Schwartz: LinkedIn: Jeremy SchwartzX: Jeremy SchwartzConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Jeremy Schwartz has served as our Global Chief Investment Officer since November 2021 and leads WisdomTree’s investment strategy team in the construction of WisdomTree’s equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Jeremy joined WisdomTree in May 2005 as a Senior Analyst, adding Deputy Director of Research to his responsibilities in February 2007. He served as Director of Research from October 2008 to October 2018 and as Global Head of Research from November 2018 to November 2021. Before joining WisdomTree, he was a head research assistant for Professor Jeremy Siegel and, in 2022, became his co-author on the sixth edition of the book Stocks for the Long Run. Jeremy is also co-author of the Financial Analysts Journal paper “What Happened to the Original Stocks in the S&P 500?” He received his B.S. in economics from The Wharton School of the University of Pennsylvania and hosts the Wharton Business Radio program Behind the Markets on SiriusXM 132. Jeremy is a member of the CFA Society of Philadelphia.

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.

Explore Carson Group's evolution under CEO Burt White as he discusses peak service, client-centric metrics, and partnership dynamics with Ryan Detrick and Sonu Varghese. They delve into leadership transitions, client-centric RAAs, and reigniting passion for business growth.

Portfolio Manager, Eddy Elfenbein, shares secrets of stock picking in a passive investing era. He discusses his unique ETF strategy, market segmentation, dividend vs buybacks, long-term investments, labor trends, Fed's interest rates impact, and insights on stocks vs. bonds.

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.

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.