Facts vs Feelings with Ryan Detrick & Sonu Varghese

Can You Take Me Higher (Ep. 69)


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Now that the stock market has reached its all-time high, what can we expect?

Which ways can the latest economic indicators and international markets affect us?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's recent all-time highs and their implications for investors. They also cover the importance of manufacturing and high-tech industries for the economy. Additionally, they examine global economic factors, including China's influence on markets and the comparative strengths of the US economy.

Ryan and Sonu discuss: 

  • Historical data on all-time highs, patterns of all-time highs over the years, and the likelihood of continued all-time highs
  • Analysis of the increase in consumer confidence
  • An analysis of retail sales
  • The importance of manufacturing for the economy, including high-paying jobs and the impact on supply chains
  • The positive trends in high-tech production and its impact on the economy
  • The impact of Taiwan Semiconductor's growth on the semiconductor market and its implications for investors
  • The impact of geopolitical tensions on the stock markets, particularly in Taiwan and China
  • The impact of China's economic slowdown on global markets
  • A Comparison of the growth rates of the US and China economies
  • The potential momentum in small and mid-cap stocks and the significance of GDP growth
  • And more!


Resources:

  • Any questions about the show? Send it to us! We’d love to hear from you! [email protected] 

Connect with Ryan Detrick: 

  • LinkedIn: Ryan Detrick

Connect with Sonu Varghese: 

  • LinkedIn: Sonu Varghese
...more
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Facts vs Feelings with Ryan Detrick & Sonu VargheseBy Carson Investment Research

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