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, Ryan Detrick & Sonu Varghese speak with Claudia Sahm, Independent Macroeconomist Consultant, about the Sahm Rule, unemployment, and the current economic landscape. They explore the Sahm Rule as an indi...

Talking About the Sahm Rule and Unemployment with Claudia Sahm (Ep. 61)

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.

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As investors contemplate the significance of the Dow hitting 40,000, they are wondering about the market’s next moves.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat about the Dow reaching 40,000, the implications for investors, and the broader market sentiment. They also touch on the current state of inflation, analyzing recent reports and their implications for the economy. Ryan and Sonu discu...

Dow 40k, Now What? (Ep. 86)

Discover the vision and strategy behind Carson Group’s evolution as Burt White steps into the role of CEO!In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Burt White, CEO at Carson Group, to explore the company’s direction under his leadership and the legacy of service excellence they aim to uphold.Together they discuss: Burt’s recent appointment as CEO and the seamless transition of lea...

Talking About the Future of Carson Group with Burt White (Ep. 85)

The art of stock picking is a skill that can lead to significant rewards for those who master it.How does one sift through the noise to identify undervalued gems? What does it take to maintain a long-term perspective in a market driven by short-term sentiments?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Eddy Elfenbein, Portfolio Manager, to explore his journey as a well-known stock picke...

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Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.What does May look like historically when we look back on previous years?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influencing its direction. Additionally, they touch on GDP, inflatio...

Buy in May and Stay (Ep. 83)

Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward.How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recent market pullback, the surge in yields, and what these indicat...

Talking About the Sahm Rule and Unemployment with Claudia Sahm (Ep. 61)

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