Facts vs Feelings with Ryan Detrick & 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.

Ryan Detrick & Sonu Varghese chat with Meb Faber, Founder and CEO of Cambria Investments. They discuss investment portfolios, ETFs, criteria for launching new funds, current market conditions, advice for young investors, and the importance of diversifying globally in asset allocation.

As we approach the midpoint of the year, it's crucial to evaluate the current condition of the stock market and the overall economy.What can we anticipate in the second half of the year?In this episode, Ryan Detrick & Sonu Varghese speak about the mid-year outlook for the stock market and the economy. They highlight positive performance and surprises, leading to a bullish outlook. They delve into the labor market, the Federal Reserve's decisions, and concerns like US-China relations and the semiconductor industry.Sonu & Ryan discuss: The unexpected rise and strong performance of the NASDAQ, particularly in May, with mention of NVIDIA's earnings reportThe outlook for stock gains and the potential for reaching all-time highsThe performance and potential of developed international marketsThe state of the economy and the Federal Reserve's role in avoiding a recessionInflation, interest rates, and the Fed's stance on raising ratesPotential worries that could disrupt the stock market, including the relationship between China and the United StatesThe impact of geopolitical risk on inflation and how disruptions can affect the economyThe stock market forecast for the year and the importance of grounding investment decisions in historical evidenceAnd more!Resources:Putting Theory Into Action with Jessica Golson, CIPM (Ep. 41)Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese