91 episodios
Facts vs Feelings with Ryan Detrick & Sonu Varghese Carson Investment Research
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- Economía y empresa
This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
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Why Even Nvidia Can't Stop This Bull (Ep. 91)
What drives the relentless ascent of stock prices, and how does a tech giant like Nvidia find itself at the forefront of market value?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into the current bull market and discuss potential future trends. They analyze Nvidia's astonishing rise, making it the most valuable company in the world for a brief moment, and what that means for other tech giants ...
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The Biggest Mistake The Fed Could Make (Ep. 90)
What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They dive into market breadth, the complexities of inflation data, and explore...
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Timeless Lessons with Professor Jeremy Siegel (Ep. 89)
It's always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel!In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor Jeremy Siegel, Professor Emeritus & Chief Economist at Wisdomtree Asset Management, to explore topics ranging from the stock market to AI's impact on GDP and the Federa...
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How Worried Should We Be About a Slowing Economy? (Ep. 88)
As whispers of a slowing economy grow louder, investors strive for clarity.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve into the broader economic indicators that are fueling concerns about a potential slowdown.Ryan and Sonu discuss: Global stock mar...
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Talking About Markets and Life with Jeremy Schwartz (Ep. 87)
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!Je...
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Dow 40k, Now What? (Ep. 86)
As investors contemplate the significance of the Dow hitting 40,000, they are wondering about the market’s next moves.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat about the Dow reaching 40,000, the implications for investors, and the broader market sentiment. They also touch on the current state of inflation, analyzing recent reports and their implications for the economy. Ryan and Sonu discu...