Facts vs Feelings with Ryan Detrick & Sonu Varghese

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.

Dan Ives, Managing Director at Wedbush Securities, joins Ryan Detrick & Sonu Varghese to discuss the transformative power of AI. They explore AI's role in tech advancement, major companies like Nvidia leading the revolution, geopolitical impacts on the industry, blockchain technology's potential, and the importance of diverse perspectives in understanding tech market trends.

With the bull market we have had for several months now, it is normal for some to have doubts about its continuation. What can we expect for the markets? How is the economy doing and why should investors consider it?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's performance amidst economic indicators and Federal Reserve policy considerations. They navigate through employment growth, GDP, inflation, and inflation expectations, illuminating how these factors influence market sentiment and investor strategies.Ryan and Sonu discuss: Updates on the stock market and what we can expect based on historical trendsThe resilience and growth of the job market contrary to skeptical viewpointsDebunking the myth of part-time employment dominating new job growthThe performance of GDP and GDI and its implications for investorsThe nuances of inflation and its current trajectory in the economyAnd 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

Financial expert Cathie Wood discusses disruptive innovation, ARK Invest, Tesla's AI influence, Bitcoin's potential, female leadership in finance, and the future of coding. The podcast explores the importance of technical analysis, GDP growth due to technology, and the rise of disruptive innovation in equities.