Facts vs Feelings with Ryan Detrick & Sonu Varghese

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.

Neil Dutta from RenMac LLC challenges slowing economic growth consensus, discusses real-world indicators, commodity shocks impact, Federal Reserve actions. Delve into entrepreneurship, productivity, AI in investing. Topics include fiscal responses, market conditions, concerns about lack of positioning for upside risk scenarios, and potential impact of AI on productivity.

Discussing whether the market is in a bubble, predictions on potential interest rate cuts, analysis of inflation factors, impact of defense spending on the economy, and overview of economic trends. Exploring market bubbles, valuations, and investing in small and mid-cap stocks. Looking at NVIDIA's earnings growth, Federal Reserve decisions, and economic factors like wage growth and inflation. Analysis of shelter, food, and service inflation, trends in portfolio management services, and positive outlook on the economy with strong labor market.

Ryan Detrick & Sonu Varghese analyze the recent market rally, job reports, interest rates, and specific stocks like Nvidia, Tesla, and Amazon. They discuss market sentiment, productivity, Jerome Powell's speech impact, and the relationship between gold, real interest rates, and storage costs for investment strategies.

Financial experts discuss the impact of the upcoming election on markets, Biden's chances, key battleground states, fiscal policy, and more. They analyze the US dollar, government spending deficit, and state polling. The discussion also covers the Federal Reserve's policies, historical market performance during elections, and the importance of diversity in financial analysis.

Ryan Detrick and Sonu Varghese analyze NVIDIA's impressive earnings growth, market trends, strategic investment preferences, importance of managing volatility, Warren Buffett's investment strategies, and leveraging for wealth building.