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ratings:
Length:
53 minutes
Released:
Mar 13, 2024
Format:
Podcast episode

Description

The market’s changing trends and sentiments play a pivotal role in determining smart investment strategies. When we look at the massive rally the stock market has seen over the last few months, what is expected for the market in the near future?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent market rally and the lack of a buying frenzy, despite all-time highs. They dive into specific stocks and market sentiment, reflecting on lessons from past financial crises and the importance of a long-term perspective. The conversation also covers job reports, interest rate, productivity, and more!Ryan and Sonu discuss: The market rally, impact of magazine covers featuring bullish sentiments, and potential market trendsThe shift in market sentimentThe performance of specific stocks like Nvidia, Super Micro, Tesla, Amazon, Google, and AppleAn analysis of job productivity and the overall economic roundupExplaining the household survey and the unemployment rateAn explanation of the strong productivity and its connection to the labor marketJerome Powell's speech and its impact on the marketThe relationship between gold, real interest rates, and storage costs, and its implications for investment strategiesAnd 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 DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese
Released:
Mar 13, 2024
Format:
Podcast episode

Titles in the series (83)

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.