31 min listen
Talking with the Carson Investment Research Team (Ep. 51)
Talking with the Carson Investment Research Team (Ep. 51)
ratings:
Length:
40 minutes
Released:
Sep 13, 2023
Format:
Podcast episode
Description
With global markets impacted by various factors, exploring diverse perspectives and ideas is essential for investors.In this episode, Ryan Detrick & Sonu Varghese speak with Carson’s Group Investment Research Team, Barry Gilbert, VP, Asset Allocation Strategist, and Grant Engelbart, VP, Investment Strategist.They discuss various topics related to investing, including the impact of US-China relations and the importance of considering other factors in portfolio construction. They also talk about the team dynamics at Carson Partners and the importance of being open to new ideas and perspectives in investing. Additionally, they emphasize the integration of investment and wealth management in financial planning and the advantages of working at Carson Partners.They discuss:The impact of China's restrictions on Apple's revenue and the broader implications for US-China relationsThe growth potential of active ETFs and their impact on the marketThe need to be open to new ideas and perspectives in order to understand and navigate the complexities of the marketThe need to consider how different investment components fit together to achieve diversificationThe essential connection between investment and wealth management The impact and accessibility of Carson Partners for advisorsTheir investment philosophy and how it has evolved over their careerThe recent disconnect between the US dollar and commodity prices, and the US's energy independenceAnd more!Connect with Barry Gilbert: LinkedIn: Barry GilbertConnect with Grant Engelbart: LinkedIn: Grant EngelbartConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Sep 13, 2023
Format:
Podcast episode
Titles in the series (83)
E5: So Good It's Bad? by Facts vs Feelings with Ryan Detrick & Sonu Varghese