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Welcome to the 4th Quarter (Ep. 54)

Welcome to the 4th Quarter (Ep. 54)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese


Welcome to the 4th Quarter (Ep. 54)

FromFacts vs Feelings with Ryan Detrick & Sonu Varghese

ratings:
Length:
34 minutes
Released:
Oct 4, 2023
Format:
Podcast episode

Description

Fourth quarters are often crucial times for the economy and the markets as they capture the trends from previous quarters and set the tone for the next year. However, this year’s fourth quarter may be more uncertain and volatile than usual...What can investors do to prepare for the potential challenges and opportunities ahead?In this episode, Ryan Detrick & Sonu Varghese share their expectations for the fourth quarter, including the potential impact of a government shutdown. They also explore the historical performance of the stock market in Q4 and the strength of the dollar.Ryan and Sonu discuss: The impact of a government shutdown on the economyAn analysis of the historical performance of the fourth quarterThe strength of the economy and the possibility of the Federal Reserve cutting rates more than anticipatedThe risk of an energy shock and how it can impact portfoliosAn analysis of the weakness of regional banks and its impact on small capsThe recent personal consumption expenditures report, core inflation trends, income growth, and consumption levelsThe surprising increase in net wealth among the bottom 50% of income earners over the last three and a half yearsAnd more!Resources:Facts Vs. Feelings (Ep. 53) - Talking About the Economy with Alejandra GrindalConnect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Oct 4, 2023
Format:
Podcast episode

Titles in the series (84)

This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.