Show from 05/24/24

Host Jeremy Schwartz is joined by Ryan Detrick and Sonu Varghese for a special dual release episode of Behind the Markets and Facts vs. Feelings. The tables turn in this episode as Jeremy takes the guest seat. He discusses his long-term collaboration with Professor Jeremy Siegel and their work on “Stocks for the Long Run,” highlighting insights on market trends, valuation perspectives, and international investments. They delve into the current state of the economy, inflation measures, and the potential impact of AI on productivity. Ryan and Sonu then shift the conversation to Jeremy’s experiences as WisdomTree’s Global CIO, exploring the firm’s innovative approaches to ETFs and model portfolios. Jeremy shares his thoughts on the importance of international diversification, the competitive edge of Japanese stocks, and the implications of currency hedging strategies. The episode concludes with Professor Siegel and Jeremy’s passion for barbecue.

Facts Vs Feelings Hosts: As Chief Market Strategist at Carson Group, Ryan Detrick brings a wealth of expertise and a strong understanding of financial markets to guide the firm’s strategic investment decisions. With a proven track record of insightful market analysis and a passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that drive Carson Group’s success.

Sonu Varghese has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds.

Learn more about Ryan at: https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/

Follow Ryan on X(Twitter): @RyanDetrick

Learn more about Sonu at: https://www.carsonwealth.com/team-members/sonu-varghese/

Follow Sonu on X(Twitter): @sonuvarghese

Listen to Facts vs. Feelings on Spotify: https://open.spotify.com/episode/0pDWHQulo5ezvA3hPS5wH7

Listen to Facts vs. Feelings on Apple Music:

https://podcasts.apple.com/ca/podcast/talking-about-markets-and-life-with-jeremy-schwartz-ep-87/id1651235114?i=1000657157147