Facts vs Feelings with Ryan Detrick & Sonu Varghese

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.

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.