Facts vs Feelings with Ryan Detrick & Sonu Varghese

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

Despite being traditionally male-dominated, the finance industry is undergoing a significant shift as women make remarkable progress and break down barriers.Today, we speak with a prominent contributor at Carson Group about her experiences in the financial world!In this episode, Ryan Detrick & Sonu Varghese sit down with Jessica Golson, Senior Vice President, Investments and Trading at Carson Group. She shares her experiences as a woman in finance and her role overseeing Carson Investment Research's investment and trading teams. Additionally, they explore the evolution of the advisor role, the importance of tax planning, and Carson Group's core values of community.Jessica discusses: Her role in overseeing the investment team, investment platform, and trading team at Carson Investment ResearchA conversation about being a woman in the finance industryThe changes in advisor roles over the years and how Carson Group supports its partnersThe various aspects of investment beyond portfolio management, including tax planning and funding retirement or educationThe importance of having support and education for advisors in making investment decisions and providing solutions to clientsThe sense of community and collaboration among advisors at Carson GroupThe importance of asking questions and not waiting for a certain role or position to suggest a change in the workplaceAnd more!Connect with Jessica Golson: LinkedIn: Jessica GolsonConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseAbout our guest:Jessica Golson received a Bachelor of Science in Business Administration from the University of Nebraska Omaha, where she majored in Finance, Banking, and Investment Science, and minored in Management. In 2012, she received a Masters of Investment Management and Financial Analysis from Creighton University. She currently holds FINRA Series 7 and 66 security licenses.She brings over 10 years of industry experience striving to help advisors succeed. Since starting in the industry as an advisor she has since held influential roles in Trading, Performance, and Management. In her previous positions, she sought out opportunities for operational efficiencies and acted as a catalyst of change; improving many of the processes and procedures.Outside of work, Jessica soaks up every second she can with her husband Terrance, and their three amazing children, Wyatt, Jacob, and Adalynn.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Curious about the current state of the stock and housing market and what's coming up for the second half of the year?Get up to date with the current market updates!In this episode, Ryan Detrick & Sonu Varghese explain the difference between hard and soft economic data and why it's important to look at both to get a better understanding of the economy. Ryan and Sonu also touch on the impact of Harry Markowitz on the investment industry, the potential for a strong July rally, and the current state of the housing market. Ryan and Sonu discuss: The difference between soft data and hard dataHarry Markowitz and his impact on the industry through formalizing diversification and the return versus risk frameworkThe possibility of a continuation of the summer rally in the second half of the year, citing historical data and momentumThe valuations in the S&P500 — with a focus on the tech sectorThe importance of housing in the economy and how it is showing early cycle signalsHow housing has historically led recessions and how it took away from GDP for eight quarters in a rowAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Ready for this week's market updates? In this episode, Ryan Detrick & Sonu Varghese talk about the recent Fed decision, its impact on the market, and general markets update. They cover inflation, retail sales, and statistics on the housing market. Additionally, they touch on the importance of diversifying your portfolio and being cautious about chasing shiny objects. Ryan and Sonu discuss: The recent Fed decision, projections for the economy, and the impact on the marketAn explanation of core inflation, the impact of energy, food, and vehicles, and the role of housing in the consumer price indexAn analysis of retail sales data, including auto sales and building materials, and its implications for consumer spendingAn explanation of the difference between headline and core inflation and how consumers experience inflation in their daily livesThe recent positive housing data, including a 22% increase in housing starts in May and a 5% increase in permits dataThe recent strength of the stock marketThe mid-year outlook and potential gains in the stock market for the second half of the yearThe idea of diversifying investments outside the US, including mid and small-cap stocks, and sectors like energy and industrialsAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.