In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a necessary part of investing.

Ryan and Sonu discuss:

• Tariffs create uncertainty, but history shows markets adapt.
• The Fed’s rate cut timeline may be delayed due to inflation concerns.
• Fiscal policy could offset the impact of tariffs, especially with potential tax cuts.
• Despite uncertainty, broadening market trends and strong corporate earnings remain positive.
• February has historically been weak post-election, but the long-term outlook remains bullish.

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 Detrick

● X: Ryan Detrick

Connect with Sonu Varghese:

● LinkedIn: Sonu Varghese

● X: Sonu Varghese

Publishing Tags: #FinancialMarkets #Investing #StockMarket #Economy #Tariffs #TradeWar #Inflation #FederalReserve #InterestRates #MarketTrends #InvestmentStrategy #GlobalEconomy #StockMarketAnalysis #EconomicPolicy #PersonalFinance #FinancialPlanning #InvestorEducation #MarketVolatility #Trading #WealthManagement #FinancePodcast

Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical.

How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of diversification in portfolios. They also discuss the implications of AI for productivity, technology sector competition, and global markets.

Ryan and Sonu discuss:

• The emergence of DeepSeek, a cost-effective and open-source AI competitor, and its implications for the AI market
• U.S. and Chinese competition in technology innovation and the broader economic significance of AI advancements
• The impact of AI cost reductions on accessibility, productivity, and business adoption across sectors
• Recent market trends, including the role of technology stocks, mid-cap performances, and financial sector growth
• The broader economic outlook, emphasizing the benefits of AI-driven cost efficiencies for the economy and the importance of maintaining diversified investment strategies
• And 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 Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.

How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the surprising strength of markets, the potential impact of tariffs and a stronger dollar, and the outlook for inflation in 2025. They highlight key data and trends that show resilience and opportunities in the economy despite widespread skepticism.

Ryan and Sonu discuss:

• The recent broad market strength, particularly in small and mid-cap stocks, and the implications of improved market breadth
• Why inflation metrics, especially core CPI, show improvement and the role of lagging indicators like shelter costs and motor vehicle insurance
• The influence of tariffs and a strengthening dollar on U.S. manufacturers, earnings, and inflation expectations
• Resilience in the labor market, including trends in part-time workers and construction jobs, suggesting economic stabilization
• Policy uncertainties, including President Trump’s potential tariffs on Canada and Mexico and their possible effects on global trade and markets
• And more!

Resources:

• Download the full Market Outlook 2025 here.
• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
• ROMA Collectibles

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.

Ryan and Sonu discuss:

• Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equities
• Observations on U.S. economic resilience driven by consumer balance sheets and productivity
• Potential risks from interest rates, housing market stagnation, and a strong dollar’s effects on exports and earnings
• Anticipated Fed rate cuts and inflation trends tied to real estate and wage growth
• Strategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectors
• And more!

Download the full Market Outlook 2025 here.

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 Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

How do market strategists assess their predictions and refine their strategies for the future?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.

They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.

Ryan and Sonu discuss:

• The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
• The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
• Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
• The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
• The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
• And 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 Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming modern challenges, and optimizing decision-making.

Dr. Pearlman shares insights on building healthier habits, combating distractions, and fostering meaningful connections in an ever-demanding profession.

Dr. Pearlman discusses:

• How to tackle phone addiction and reclaim time for personal growth and relationships
• Simple steps advisors can take to improve health and performance, including dietary and physical activity tips
• Strategies for setting and maintaining achievable goals for long-term success
• The importance of focusing on individual progress over external comparisons to combat FOMO and enhance satisfaction
• Insights on leveraging psychological flexibility to quit bad habits and make more effective decisions
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Dr. Phil Pearlman:

• Email: ppearlman@gmail.com
• LinkedIn: Philip Pearlman
• X: @ppearlman
• Website: Dr. Phil Pearlman
• Website: Pearl Institute

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Our Guest:

Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.

The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations.

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025.

They explore the context of inflation fears, shifts in economic projections, and the broader implications of monetary policy, offering perspectives on why a recession might not be imminent despite challenges.

Ryan and Sonu discuss:

• The Federal Reserve’s hawkish shift and its impact on market sentiment, including fears of prolonged rate cuts and inflation risks
• Historical market trends, including the significance of the Santa Claus rally and potential warning signs for the coming year
• How inflation metrics like shelter and financial services charges influence overall inflation perceptions and the Fed’s response
• Strong economic indicators such as income growth outpacing inflation and their role in sustaining consumer spending and economic resilience
• The political and economic uncertainties shaping 2025, including rate cuts, tax policies, and market growth potential
• And 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 Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

Inflation concerns are widespread, but are they justified?

Economic trends suggest that the narrative of persistently high inflation may be overblown.

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy.

They discuss why inflation is less of a concern than widely believed, explore consumer strength, and offer insights into the Federal Reserve's approach to monetary policy.

Ryan and Sonu talk about:

• The recent market trends, including stock movements, Santa Claus rallies, and why market sentiment remains resilient despite fluctuations
• The misconceptions surrounding "sticky" inflation, emphasizing the lagging impact of shelter and auto insurance data
• The Federal Reserve's policy decisions, including upcoming rate cuts and their implications for the market
• The resilience of the U.S. consumer, supported by strong balance sheets, rising disposable income, and robust retail sales growth
• China's economic shifts, including its dominance in automobile manufacturing and its global impact on manufacturing trends and oil demand
• And 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 Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese