Facts vs Feelings with Ryan Detrick & Sonu Varghese

Why This Isn't a Bubble (Ep. 77)


Listen Later

Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble. 

Is that true?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into whether the market is truly in a bubble, suggesting that diversification is crucial as earnings growth shows resilience. The conversation also covers interest rates, Japan’s economy, inflation, and the impact of defense spending on the economy, hinting at potential future increases in defense investment.

Ryan and Sonu discuss: 

  • Whether the current market situation is a bubble
  • Japan's shift from negative interest rates to 0.1% and its connection to wage growth and inflation
  • Prediction and analysis of potential interest rate cuts by the Federal Reserve
  • CPI, core inflation, shelter impact, and food inflation
  • The low defense spending and its impact on the economy
  • Strong labor market, income, and consumption
  • 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
  • X: Ryan Detrick

Connect with Sonu Varghese: 

  • LinkedIn: Sonu Varghese
  • X: Sonu Varghese
...more
View all episodesView all episodes
Download on the App Store

Facts vs Feelings with Ryan Detrick & Sonu VargheseBy Carson Investment Research

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

36 ratings


More shows like Facts vs Feelings with Ryan Detrick & Sonu Varghese

View all
Masters in Business by Bloomberg

Masters in Business

2,185 Listeners

Odd Lots by Bloomberg

Odd Lots

1,774 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Behind the Markets Podcast by Behind the Markets

Behind the Markets Podcast

106 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,987 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

287 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 Listeners

RenMac by Jeff deGraaf, Neil Dutta, & Stephen Pavlick

RenMac

70 Listeners

Excess Returns by Excess Returns

Excess Returns

65 Listeners

Ask The Compound by The Compound

Ask The Compound

305 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

789 Listeners

MRKT Matrix by RiskReversal Media

MRKT Matrix

180 Listeners

Forward Guidance by Blockworks

Forward Guidance

271 Listeners

On The Tape with Danny Moses by RiskReversal Media

On The Tape with Danny Moses

119 Listeners

On Investing by Charles Schwab

On Investing

278 Listeners