How do you know when to stay the course or press the panic button during market volatility?

In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil. 

The team dives into the recent volatility triggered by the Bank of Japan's actions, the impact of weak job data on the Fed's interest rate decisions, and the ripple effects on both global and domestic markets. 

They discuss: 

• The Bank of Japan's unexpected moves and their impact on global markets
• Analysis of recent job data and what it means for future Fed rate cuts
• How current earnings reports reflect broader market conditions
• Diversification strategies to manage risk
• And more!

Resources:

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

Connect with Barry Gilbert: 

• LinkedIn: Barry Gilbert

Connect with Grant Engelbart: 

• LinkedIn: Grant Engelbart

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Barry Gilbert:

Barry Gilbert is a Vice President, Asset Allocation Strategist. As the VP, Asset Allocation Strategist, Barry Gilbert combines a background in thought leadership with a pragmatic and disciplined approach to portfolio management.

Barry holds a PhD in philosophy from Boston University, an MA from the Pennsylvania State University, and a BA from Haverford College. A former educator, he taught finance and economics in the MSF and MBA programs at Northeastern University’s D’Amore-McKim School of Business. Prior to his career in asset management, Barry taught philosophy, the history of ideas, and writing and rhetoric at Harvard University, Trinity College and Boston University, and has served as a visiting research fellow at the Institute for Human Sciences in Vienna, an international think tank in politics and economics.

About Grant Engelbart:

Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.

Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and Series 65 registration. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. He has contributed to numerous publications and is an active contributor to commentary related to the ETF industry.