FvF
Good News is Good News
The U.S. economy has been showing signs of strength, despite the challenges posed by the pandemic and ever-evolving global uncertainties. One of the most encouraging indicators is the unemployment rate, which fell to 3.7% in November. What does this mean for the markets? What is the outlook for 2024? In this episode, Ryan Detrick, Chief …
Ryan Detrick
December 13, 2023
Things You Don’t See in a Recession Part 2
Recessions are periods of economic contraction that typically last for several months or longer. With all the news about a possible recession for 2024, will we actually experience one? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore some of the indicators …
Ryan Detrick
December 6, 2023
Welcome to the Year End Rally
The stock market is often a reflection of the economy, the consumer, and the sentiment of the investors. Based on the increases we’ve seen over the past four weeks, what can we expect for the end of the year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global …
Ryan Detrick
November 29, 2023
Talking About the Sahm Rule and Unemployment with Claudia Sahm
The Sahm Rule is an indicator that detects recessions in real-time based on changes in the unemployment rate. This rule was proposed by Claudia Sahm, a former Federal Reserve economist and a leading expert on macroeconomic policy. Today, we learn about the Sahm Rule and more! In this episode, Chief Market Strategist, Ryan Detrick & …
Ryan Detrick
November 22, 2023
Why the Fed is Done
With the recent inflation data, can we say that the Fed has stopped raising rates? How will this affect the economy if this is to happen? What’s next for the stock market for the remainder of the year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro …
Ryan Detrick
November 15, 2023
Why Stocks Just Bottomed
A number of factors and causing the stock market to continue to experience high volatility, causing uncertainty for investors. With October’s correction, are there signs of a market bottom? A potential rally? In the latest episode of Facts vs Feelings, Carsons’ Chief Market Strategist, Ryan Detrick & VP, Global Macro Strategist, Sonu Varghese explain why …
Ryan Detrick
November 8, 2023
Sam Stovall Joins Facts vs. Feelings
Sonu and I had the honor and privilege to be joined by Sam Stovall, the Chief Investment Strategist at CFRA on the Facts vs. Feelings podcast last week. I’ve been a fan of Sam for more than two decades and it was so much fun to talk markets, his career, and tips for investors and …
Ryan Detrick
May 10, 2023
Jeremy Siegel Joins Carson Research’s Facts vs. Feelings Podcast
This week we dropped the 26th episode of our Facts vs. Feelings podcast, and it was a good one. We had Professor Jeremy Siegel on with Sonu and myself, and boy, did we have fun. Here are some highlights from our discussion. I won’t give it all away, as we want you to watch it …
Ryan Detrick
March 24, 2023
FvF On Location: Searching for Buffett
Markets and McMuffins, what could be better? In this episode, Ryan and Sonu take the podcast on the road, to Omaha, Nebraska, to be exact, to channel one of the greats… Or at least eat like him. Buffett, Inflation, and automation are just a few topics on the menu. Join us to hear what …
Ryan Detrick
January 26, 2023