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Why Inflation Isn't Sticky (Ep. 114)
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 - www.linkedin.com/in/ryandetrick/
X: Ryan Detrick - RyanDetrick
Connect with Sonu Varghese:
LinkedIn: Sonu Varghese - www.linkedin.com/in/sonu-varghese-phd/
X: Sonu Varghese - sonusvarghese
#CarsonGroup #RyanDetrick #SonuVarghese #FactsVersusFeelings #Podcast #Inflation #FederalReserve #CPI #CoreInflation #ConsumerSpending #RetailSales #U.SEconomy #RateCuts #InterestRates #RentPrices #AutoInsurance #ChinaManufacturing #EVExports #OilDemand #ProductivityGrowth #DisposableIncome #NetWorth #MonetaryPolicy
มุมมอง: 340

วีดีโอ

Now the Bears Turn into Bulls? (Ep. 113)
มุมมอง 40421 ชั่วโมงที่ผ่านมา
Market sentiment is shifting, and the conversation is abuzz with optimism. What drives these changes, and how should investors prepare for potential volatility ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the...
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
มุมมอง 2821 ชั่วโมงที่ผ่านมา
Is your client experience helping you grow-or driving business away? Tammy Breitenbach, Executive Business Coach, joins Ana Trujillo Limón, Director, Editorial, to explore how advisors can design standout client experiences that foster loyalty and growth. By combining human interaction, strategic service models, and technology, Tammy reveals how firms could transform relationships and drive pro...
3 Things We Are Worried About (Ep. 112)
มุมมอง 1.2K14 วันที่ผ่านมา
Are today’s markets walking a tightrope? Balancing optimism with caution, Sonu Varghese, VP, Global Macro Strategist at Carson Group, is joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate ...
Reasons to Be Thankful (Ep. 111)
มุมมอง 33621 วันที่ผ่านมา
Surprising economic growth, falling inflation, and financial wins-what’s not to be thankful for? On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest Barry Gilbert, VP of Wealth...
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
มุมมอง 3021 วันที่ผ่านมา
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Will Higher Rates Break The Economy? (Ep. 110)
มุมมอง 310หลายเดือนก่อน
Will Higher Rates Break The Economy? (Ep. 110)
The Post Election Chase is On (Ep. 109)
มุมมอง 423หลายเดือนก่อน
The Post Election Chase is On (Ep. 109)
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
มุมมอง 104หลายเดือนก่อน
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Talking with the Two that Got The Economy Right (Ep. 108)
มุมมอง 328หลายเดือนก่อน
Talking with the Two that Got The Economy Right (Ep. 108)
Talking About the Election with Libby Cantrill (Ep. 107)
มุมมอง 390หลายเดือนก่อน
Talking About the Election with Libby Cantrill (Ep. 107)
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
มุมมอง 44หลายเดือนก่อน
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Talking About Anything and Everything with Josh Brown (Ep. 106)
มุมมอง 507หลายเดือนก่อน
Talking About Anything and Everything with Josh Brown (Ep. 106)
Let’s Talk About The Election (Ep. 105)
มุมมอง 3802 หลายเดือนก่อน
Let’s Talk About The Election (Ep. 105)
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
มุมมอง 592 หลายเดือนก่อน
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
The Bull Market Turns Two (Ep. 104)
มุมมอง 4612 หลายเดือนก่อน
The Bull Market Turns Two (Ep. 104)
The Mega-Pod From Excell, Part 2 (Ep. 103)
มุมมอง 2912 หลายเดือนก่อน
The Mega-Pod From Excell, Part 2 (Ep. 103)
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
มุมมอง 3982 หลายเดือนก่อน
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
มุมมอง 6863 หลายเดือนก่อน
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
มุมมอง 383 หลายเดือนก่อน
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
มุมมอง 7173 หลายเดือนก่อน
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
มุมมอง 503 หลายเดือนก่อน
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Ronsense: The Person You Want To Be
มุมมอง 793 หลายเดือนก่อน
Ronsense: The Person You Want To Be
Ronsense: To Me or For Me
มุมมอง 43 หลายเดือนก่อน
Ronsense: To Me or For Me
Talking About The Economy With Dr. David Kelly (Ep. 99)
มุมมอง 4663 หลายเดือนก่อน
Talking About The Economy With Dr. David Kelly (Ep. 99)
Ronsense: The Maya Principal
มุมมอง 283 หลายเดือนก่อน
Ronsense: The Maya Principal
Talking AI with Dani Fava (Ep. 98)
มุมมอง 3673 หลายเดือนก่อน
Talking AI with Dani Fava (Ep. 98)
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
มุมมอง 294 หลายเดือนก่อน
Megan Belt: Public Relations and Communications Tips for Speaking With Opinionated Clients
Greg Opitz: Client Communication Strategies for Election Years
มุมมอง 314 หลายเดือนก่อน
Greg Opitz: Client Communication Strategies for Election Years
Ronsense: Quitters Day
มุมมอง 354 หลายเดือนก่อน
Ronsense: Quitters Day

ความคิดเห็น

  • @rebeccacheche505
    @rebeccacheche505 7 หลายเดือนก่อน

    My favorite boxer...

  • @carltonpenaloza1395
    @carltonpenaloza1395 9 หลายเดือนก่อน

    Rich Roll’s brother!!!

  • @199compound
    @199compound 9 หลายเดือนก่อน

    He doesn't drink or smoke or party, that's inspiring coming from someone who's had trouble with all those things. Thank you for the inspiration Bud.

  • @totallysxmmyyt6787
    @totallysxmmyyt6787 9 หลายเดือนก่อน

    Bud, unlike EJ, who admitted that he wasn't living like a boxer, whereas Bud lives the life of a boxer, you don't hear about him clubbing and hanging out with rap artist. Awesome interview. Years ago, I never bought into the EJ hype train, Bud was always on my radar.

  • @hackstergirl5644
    @hackstergirl5644 10 หลายเดือนก่อน

    People need to share this video, why isn't everyone who is worried about the migrant crisis watching this video

  • @damon123jones
    @damon123jones 11 หลายเดือนก่อน

    great interviewers ❤❤

  • @TheNyayko
    @TheNyayko ปีที่แล้ว

    You guys are awesome! Thank you for the show . I love it

  • @finomgroup984
    @finomgroup984 ปีที่แล้ว

    Powell did not lean hawkishly into dot plot question, like he did at prior meetings, indeed!

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    very nice

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    no channel tag and no rank tag

  • @ltah2
    @ltah2 ปีที่แล้ว

    Terrific show, Ana!

  • @Ķãǐļöŵco
    @Ķãǐļöŵco ปีที่แล้ว

    When was this recorded. Thank you!

  • @AdvisorFinder
    @AdvisorFinder ปีที่แล้ว

    "The spoils in life go to the risk takers" Good morning Ron 👑🟣

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    "Wow, your content just keeps getting better and better!"

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Great

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Fine

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    Nice dear ❤❤❤

  • @annconnolly5298
    @annconnolly5298 ปีที่แล้ว

    AWESOME, guy!! Love the music addition 😀

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Beautiful

  • @AdvisorFinder
    @AdvisorFinder ปีที่แล้ว

    Incredible technology! Thanks for sharing this, Ron

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    go ahead and take Success! take love

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Brilliant

  • @333jrac
    @333jrac ปีที่แล้ว

  • @jorgegrande8237
    @jorgegrande8237 ปีที่แล้ว

    Good show today, gentlemen. A little chitchat but not too much. Mostly useful, highly relevant information. Appreciate your work. Thank you.

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Awesome

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Outstanding

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    Carson Group 💖💖

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Great

  • @murraypassarieu9115
    @murraypassarieu9115 ปีที่แล้ว

    I had to quit for a couple of years because it was aggravating my prostate. Luckily I was able to go back and now I drink mostly cold brew I make myself from organic beans. I hope I never have to quit again. Best mood elevator ever.

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Nice video dear

  • @anjonsarker2374
    @anjonsarker2374 ปีที่แล้ว

    Wonderful

  • @rewirement
    @rewirement ปีที่แล้ว

    Kellan and Julie are such amazing people. I learn from them every time we hangout.

  • @ltah2
    @ltah2 ปีที่แล้ว

    Terrific video. Great to see Nellie!!

  • @rewirement
    @rewirement ปีที่แล้ว

    Austin has overcome so much! Was wonderful spending time with him and hearing about his story

  • @rewirement
    @rewirement ปีที่แล้ว

    Carson has such amazing partners impacting their communities and giving back!

  • @bengtturvey5005
    @bengtturvey5005 ปีที่แล้ว

    "PromoSM" ☹️

  • @ThaboHermanus
    @ThaboHermanus ปีที่แล้ว

    South Africa did better? Can you please come and show that portfolio of evidence to some of my fellow countrymen who are obsessed with offshore ONLY investing

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    ❤❤❤

  • @nasrinm1915
    @nasrinm1915 ปีที่แล้ว

    Listening from Toronto, Canada. Thank you for the guidance 🙏🙏

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    such a nice video

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter ปีที่แล้ว

    Thank you for the beautiful impact you're making on the world.

  • @shavkat_murtazaev
    @shavkat_murtazaev ปีที่แล้ว

    Listening from Uzbekistan, Samarkand city.

  • @finomgroup984
    @finomgroup984 ปีที่แล้ว

    Great read on H2 gents. Thank you for the analysis and steadfast disciplines!

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter ปีที่แล้ว

    Thanks for sharing 🙏

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter ปีที่แล้ว

    Thank you so much for sharing

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    lovely

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    nice

  • @growproteas1148
    @growproteas1148 ปีที่แล้ว

    Sounds like you have Eustachian tube dysfunction - The fluid is not in your ear canal but behind the tympanic membrane - causing a muffled sound - Pinch your nose and see if you can blow air into your inner ear as a test. Treatment - pseudoephedrine to dry the water - or short course of prednisone. I am a doctor

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    Nice

  • @wordpresswebsitedeveloper
    @wordpresswebsitedeveloper ปีที่แล้ว

    Real nice video