Facts vs Feelings with Ryan Detrick & Sonu Varghese

Welcome to the 4th Quarter (Ep. 54)


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Fourth quarters are often crucial times for the economy and the markets as they capture the trends from previous quarters and set the tone for the next year. 

However, this year’s fourth quarter may be more uncertain and volatile than usual...

What can investors do to prepare for the potential challenges and opportunities ahead?

In this episode, Ryan Detrick & Sonu Varghese share their expectations for the fourth quarter, including the potential impact of a government shutdown. They also explore the historical performance of the stock market in Q4 and the strength of the dollar.

Ryan and Sonu discuss: 

  • The impact of a government shutdown on the economy
  • An analysis of the historical performance of the fourth quarter
  • The strength of the economy and the possibility of the Federal Reserve cutting rates more than anticipated
  • The risk of an energy shock and how it can impact portfolios
  • An analysis of the weakness of regional banks and its impact on small caps
  • The recent personal consumption expenditures report, core inflation trends, income growth, and consumption levels
  • The surprising increase in net wealth among the bottom 50% of income earners over the last three and a half years
  • And more!

Resources:

  • Facts Vs. Feelings (Ep. 53) - Talking About the Economy with Alejandra Grindal

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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