Discussing NDR’s 2024 Outlook with Ed Clissold
With 2024 just around the corner, there are big uncertainties for the U.S. economy regarding inflation, interest rates, political uncertainty, and a possible recession. How can investors navigate this complex and volatile environment? What are the sectors to look at? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, …
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 …
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 …
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 …
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 & …
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 …
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 …
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 …
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 …
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 …