Podcast appearances and mentions of carson group

In this episode, Matthew Jarvis hosts Michael Belluomini and Liam Heffernan from the Carson Group to discuss their recent acquisitions, the intricacies of deal approvals, and the importance of cultural fit in acquisitions. They delve into the structure of acquisition payments, the significance of maintaining a full pipeline, and the financial discipline required in the M&A landscape. The conversation also covers the importance of growth metrics in valuation and the tax implications for advisors considering a partnership with larger firms. Unlocking Value Through Strategic Acquisitions With Michael Belluomini And Liam Heffernan Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Liam Heffernan: Website | LinkedIn - Michael Belluomini: Website | LinkedIn - Download the evaluation framework Carson uses to assess RIA growth! - Learn More about our Coaching Programs

In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and why markets may not be reacting to geopolitical headlines the way many investors expect.It's a real-time look at the K-shaped economy: tighter budgets at the bottom, resilient spending at the top.Ryan and Sonu walk through stretched momentum after an eight-week rally, sector rotation beneath the surface, and another massive earnings season. They also explain why private AI investments are quietly becoming a meaningful contributor to public company profits, something many investors still aren't fully accounting for.Key Takeaways:Oil prices, Treasury yields, and inflation expectations remain tightly connected even when markets appear calm.Consumer behavior is splitting across income levels, reinforcing the idea of a K-shaped economy.Soft data like sentiment surveys continues diverging from hard data like earnings and employment.Earnings, buyback activity, and AI exposure are reshaping market leadership.Market momentum remains strong, but sector leadership underneath the surface keeps rotating.Bond markets may be the biggest force shaping Fed expectations and investor behavior goingJump to:3:06 — Strait Tensions and Oil Prices6:41 — The All-Electric Ferrari Debate8:39 — Consumer Strain Signals13:15 — Consumer Sentiment Hits Record Lows21:37 — Home Water Leaks and Insurance Headaches25:18 — Sector Breadth and Market Leadership33:15 — Momentum Crowding and the Win Streak37:41 —Earnings and Buybacks45:01 — Private AI Valuations Inside Public Earnings48:13 —Health Data and AI Coaching50:44 — Chicago Live Show Details54:00 — Grading Powell and New Fed Risks1:05:12 — Fed Hike Odds and Week AheadConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating.When Jerome Powell took over in February 2018, the Dow dropped 4.6% on his first day, the worst debut of any Fed chair in modern memory. This time, it's not the equity market doing the hazing. It's the bond market. The 30-year Treasury yield sits above 5% for the first time since 2007, and Japan's yields just hit levels not seen since the 1990s. Ryan and Sonu explain why the dynamics that once pushed foreign money into Treasuries are quietly reversing and what that means for U.S. investors.From there, Sonu walks through industrial production data that almost nobody is talking about. Manufacturing is running at nearly 5% annualized. High-tech equipment production is up 61% above 2019 levels in real terms. This is hard data, not a survey, and it runs directly counter to the narrative that the economy is softening.Then comes earnings. With 91% of S&P 500 companies reported, earnings growth is running at 27% against expectations of 13%. Communication services, expected to be down nearly 4%, came in up roughly 40%. The consumer is holding up, too, with retail sales running at 13% annualized and 95.2% of all household debt paid on time per the New York Fed.The episode closes with a look at what to watch: NVIDIA earnings, FOMC minutes, and a bond market both hosts are keeping a very close eye on.Key Takeaways:The bond market is testing Kevin Warsh the same way equity markets tested every Fed chair before him, and the dynamics driving yields higher are not going away quickly.AI is showing up in the hard data, not just stock prices. High-tech equipment production is up 61% above 2019 levels in real terms.S&P 500 growth came in at 27% against a 13% estimate during earnings season. Communication services swung from an expected decline of nearly 4% to a gain of roughly 40%.The two-year Treasury yield above the Fed funds rate signals the market believes the Fed is behind the curve. Rate cut calls from the sell side are, in Sonu's words, a John McEnroe moment.The S&P 500 is up seven consecutive weeks, gaining over 16% during that stretch. One year after prior streaks of this magnitude, the market has never been lower and is up 16% on average.Jump to:0:00 — Welcome and Who's Running the Fed?6:10 — Bonds Are Testing the New Fed Chair13:05 — Manufacturing Heats Up and AI Shows Up in Hard Data21:40 — Japan Sparks a Global Yield Reprice34:55 — Portfolio Moves on Duration and Cash43:55 — Earnings and AI Spending49:20 — Consumer Strength, Retail Sales, and Final ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999?The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.From there, Ryan and Sonu dig into the numbers raising eyebrows. Semiconductors now make up roughly 22% of the S&P 500, up from around 6% at last April's lows. A telecom ETF built around AI infrastructure is up 44% year to date. These are not boring numbers. But beneath all that heat, sentiment is in the toilet, breadth is holding up, and credit spreads are making new cycle lows in ways that look nothing like the quiet deterioration that began in 1998. Ryan and Sonu make the case that this is not 1999. Not yet, anyway.Then Sonu drops inflation data that deserves a second read. Computer software and accessories, where AI token and cloud spending shows up in CPI, is running at an 83% annualized pace over the last three months. The Fed has a real problem. Ryan and Sonu walk through why stable jobs plus hard inflation plus a dovish Fed still adds up to bullish for equities, before closing out with a stronger-than-expected labor market update, a preview of the US-China trade meeting, and a record-breaking Uber ride from O'Hare to Cedar Rapids.Key Takeaways:Semiconductor stocks and AI infrastructure names are posting numbers that feel frothy on the surface, but earnings growth and genuine demand provide far more fundamental support than the dot-com era ever did.The NYSE advance decline line just hit an all-time high. In 1998, it peaked 18 months before the market did. That divergence is not happening today.AI-related inflation is real and showing up in the data. Computer software in PCE is running nearly 60% annualized over the last six months. This is not just an energy or tariff story.The S&P 500 has posted six consecutive weekly gains totaling over 16%, the second best such streak on record. One year later, the market has historically been up 17% on average.The labor market is quietly stabilizing. Blue-collar sectors that were bleeding jobs in 2024 are turning around, and prime-age employment sits at its highest ratio since before the 2008 financial crisis.The longer the Fed delays action on inflation, the greater the Volcker-style risk in 2027 or 2028. The AI capex boom has driven roughly 45% of real GDP growth over the last five quarters. When that fades, the math changes.Jump to:0:00 — Welcome and the 1999 Question2:00 — College Memories and Dot Com Vibes6:20 — New Highs with Rotten Sentiment10:30 — Frothy Semis and Leverage Lessons15:50 — AI Infrastructure Trade and Sector Gaps22:40 — Breadth, Credit Spreads, and Bull Signals33:10 — CPI Heat from Tariffs and AI Bottlenecks41:50 — Fed Risks and When Booms Break49:40 — Payrolls Update and Blue-Collar Turn54:20 — China Trade Talk, Travel Chaos, and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In Episode 186 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by a genuine industry legend, Jeff Hirsch, Editor-in-Chief of the Stock Trader's Almanac, now celebrating its 60th year. And yes, Jeff is also turning 60 this month.The conversation starts where May always takes us. "Sell in May and Go Away." Jeff immediately sets the record straight. It's not about selling everything on May 1. It's about repositioning, spring cleaning your portfolio, tightening stops, and getting ready for the historically weakest six months of the year. He walks through how MACD signals layered on seasonal patterns sharpen entries and exits, which sectors shine during the weak months, and why the Nasdaq's growing weight in the S&P 500 has stretched that weak window further into June.From there, the episode covers the Trump presidential cycle pattern, the sixth-year tailwinds, and how the midterm-year setup historically creates one of the best buying opportunities on the calendar. Jeff makes a candid near-term call on gold, makes the case for utilities and staples during the weak months, and explains why the mutual fund October 31 deadline is the true engine behind all of it.Oh, and Sonu's birthday is May 4. So officially: reposition on Sonu's birthday, go sober on Ryan's.Key Takeaways:"Sell in May" is widely misunderstood. The real strategy is repositioning, not abandoning the market entirely.Jeff uses MACD crossover signals layered on seasonal patterns to time entries (on or after October 1) and exits (on or after April 1 for the S&P 500, June 1 for Nasdaq).The Trump presidential cycle pattern, the sixth year of the decade, and the sixth year of the presidency all point toward a strong year. Jeff's target range is 8% to 12%, with 15% possible if geopolitical risks resolve.Utilities (XLU) and consumer staples are Jeff's preferred sector plays for the weak six months, with added tailwinds from data center electricity demand and dividends.Gold looks like a near-term top after a massive run. Jeff is watching for a seasonal re-entry opportunity in July or August.The real driver behind October seasonality is the mutual fund October 31 fiscal year-end deadline, which creates institutional churn, window dressing, and the conditions for the classic "bear killer" October bounce.Jump to:0:00 — Welcome and Meet Jeff Hirsch1:37 — Sell in May Reframed6:25 — MACD Signals and Seasonality10:55 — Sector Plays for the Weak Months14:55 — The Trump Cycle and Midterm Choppiness22:45 — Why Seasonal Patterns Exist35:05 — International Ideas and Cash Choices44:05 — Dead Indicators and the 401(k) Flow Shift50:10 — Gold, Grains, Options, and Calendar Quirks53:05 — Where to Follow Jeff and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Jeff:• LinkedIn: https://www.linkedin.com/in/jeffrey-hirsch-8285358/• X: https://x.com/AlmanacTrader?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

With the Nasdaq and the Russell at fresh highs, Carson Group's Ryan Detrick says there may still be several years left of the bull market. One company is teaming up with Nvidia to build mini data centers that can be attached to residential homes. Plus, an exclusive interview with Citadel founder and CEO Ken Griffin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ryan Detrick of Carson Group pushes back on the “Sell in May” narrative, arguing strong earnings and a resilient labor market are keeping the S&P 500 (SPX) supported. He highlights an “everything rally” spanning international stocks and small caps, while favoring a barbell approach despite ongoing inflation and Fed concerns.======== Schwab Network ========Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DEmpowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In Episode 185 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are recording live from Omaha at PodPony's studio during Carson's Q2 board meeting. They make a pilgrimage to the McDonald's on 40th and Dodge that Warren Buffett reportedly frequents. They got the scoop on his usual order, but did Buffett himself show up? You'll have to listen to find out!On the markets side, Ryan breaks down why the current secular bull market started in 2013 and what history says happens after you're up 100%, which is exactly where this bull market now stands from the October 2022 lows. The S&P just hit its 10th all-time high of the year, forward profit margins just reached a record 15.2%, and the data on "sell in May" may surprise you. Ryan's numbers show May has been up 12 of the last 13 years.The episode also covers the oil picture with WTI back near $100 and the Strait of Hormuz situation still unresolved, the consumer sentiment disconnect between how people feel and what retail sales are actually showing, and the Fed outlook heading into tomorrow's decision. Sonu explains why Kevin Walsh is leaning on trimmed mean PCE to justify rate cuts, and Ryan calls him out for putting everyone to sleep. Gold gets a candid look too, still in a long-term bull market but stretched after a massive run, with real rate pressure creating some short-term headwinds.Key Takeaways:The S&P 500 just hit its 10th all-time high of the year, and the bull market has officially crossed the 100% gain mark from the October 2022 lows.Forward profit margins just reached a record 15.2%, the highest ever recorded.Ryan makes the case that the current secular bull market began in 2013 and explains what history says comes next.Sell in May is largely a myth. May has been up 12 of the last 13 years.WTI is back near $100 and the Strait of Hormuz situation has not resolved the way markets hoped.Consumer sentiment remains near historic lows, but retail sales tell a very different story.Gold is still in a long-term bull market but faces short-term headwinds from real rate pressure after an extended run.Jump to:0:00 - Live from Omaha Setup 1:59 - All-Time Highs and Oil Shock 6:10 - Why Sentiment Feels So Low 11:27 - Board Meeting and Real Money 13:22 - Will AI Kill Investing Alpha? 16:09 - When Secular Bull Markets Start 21:00 - Global Breakouts and Gold Debate 22:36 - Rates, Inflation, and the Fed Shift 26:49 - Trimmed Mean PCE Explained 29:49 - Sell in May: Stats Check 32:58 - Bull Market Up 100% — Now What? 36:22 - McDonald's Hunt for Buffett 41:33 - Wrap-Up and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

The Social Hour is back for its 4th episode — and this one covered a lot of ground. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the financial media world: Josh Schafer, Newsletter Editor and Investing Personality at Barron's Investor Circle, and Talmon Smith, Economics Reporter at The New York Times.Fair warning: Ryan's 140-pound Great Pyrenees may or may not have been snoring in the background, Talmon showed up fashionably late on Central Time, and somehow the conversation ended with a tease about something big coming to Omaha. But in between? Plenty of substance.They dig into semiconductors ripping 18 days in a row, the Intel comeback story nobody saw coming, and why AI infrastructure names from chips to optical networking to data center builders keep defying expectations. Josh breaks down what's actually driving the earnings surprise story, why FOMO is back in the market, and what the tailwinds (or lack thereof) look like for the back half of the year. Talmon brings the macro and human side of things, connecting the dots between surging corporate margins, collapsing consumer sentiment, and what affordability really means for everyday Americans. Sonu drops some eye-opening services inflation data that reframes the whole "inflation is solved" narrative.Key Takeaways:Semis on a historic run: The SOX up 18 consecutive days with broad breadth, not just NvidiaIntel's surprise: Earnings estimates doubled overnight and the turnaround thesis is gaining tractionAI infrastructure trade alive and well: Telecom ETF names like Iridium and Lumentum up 100%+ YTDEarnings boom: 26% EPS growth across 25% of S&P 500 reporters and this isn't just Big TechConsumer sentiment vs. stock market: Why both can be true at the same timeServices inflation running hot: Personal care, dental, and vehicle rentals all well above targetThe Fed's hands are tied: Labor market steady, inflation sticky, no clear path to cutsGDP watch: Real GDP print incoming, brace for noise and focus on nominalJosh Schafer and Talmon Smith are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 Disclosures and Social Hour Kickoff 1:15 Meet Barron's Josh Schafer 6:30 Semiconductors Rip on AI Buildout 10:20 Intel's Surprise Turnaround Narrative 14:10 Powell Drama Fades as Stocks Rally 18:35 Tech Layoffs and the Capex Squeeze 22:10 Earnings Boom Meets Inflation Pain 25:40 Talmon Smith on Affordability and Sentiment 37:50 The Fed's Dilemma and the 2% Target 52:40 GDP Angst and Market Narrative Confusion 59:30 Where to Follow and What's NextConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Talmon:• LinkedIn: https://www.linkedin.com/in/tal-smith-b1898a326/• X: https://x.com/talmonsmithConnect with Josh:• LinkedIn: https://www.linkedin.com/in/josh-schafer-b24723132/• X: https://x.com/_JoshSchaferQuestions? We'd love to hear from you! factsvsfeelings@carsongroup.com

In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in?Ryan and Sonu break down what actually drove the comeback—not just momentum, but a fundamental shift in the earnings picture. Forward EPS estimates are rising sharply across tech, energy, and materials, and margin expansion is now the single biggest contributor to year-to-date S&P 500 returns. They explain why nominal GDP growth of 5% to 6% is fueling corporate profits even as consumer sentiment sits near historic lows, and why that gap between how people feel and how they actually spend tells the real story of this market.The episode also covers portfolio construction in a structurally inflationary world, why telecom has quietly surged 40%, why hard assets and managed futures are outperforming bonds, and what this bull market's three-and-a-half-year track record says about where things go from here.Key Takeaways:The SP 500's largest 13-day rally in history was driven by fundamentals, not just reliefForward EPS estimates are rising across tech, energy, and materials, three sectors making up 40% of the indexMargin expansion is the single biggest contributor to year-to-date S&P 500 returnsConsumer spending remains strong in nominal terms even as real income growth is flatTelecom has surged 40% and remains one of the most overlooked positions in diversified modelsBull markets that reach Year 3 have made it to Year 4 seven out of eight times historicallyRyan believes the 9.1% drawdown in early 2026 marked the lows for the yearJump to:0:00 — Welcome and Quick Setup0:31 — X Account Hack and Security Lessons3:41 — Livestream Guests and Schedule8:30 — Ryan's New CNBC Contributor Role9:58 — New Highs and a Historic Rally16:08 — Tim Cook's Legacy and Apple's AI Strategy22:06 — Earnings Growth vs. Valuation Multiples29:27 — Sector Profits: Energy, Tech, and Materials37:20 — Consumer Spending Amid Low Confidence44:15 — Retail Sales and Inflationary Growth47:16 — Portfolio Positioning for Real Economy Trends50:09 — Hype Cycles and the Allbirds AI Story53:34 — Are the Lows In for 2026?56:15 — Omaha Teaser, Closing, and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Market sentiment is getting a lift after Donald Trump extended the US-Iran ceasefire. Oil volatility continues to dominate headlines, with prices swinging on every development tied to the Strait of Hormuz and shifting diplomatic signals. Ryan Detrick, Chief Market Strategist, Carson Group discusses whether markets are getting ahead of themselves on hopes for peace, how investors should navigate the turbulence in energy, and what mixed signals from earnings say about the strength of the consumer versus corporate America. Produced/Presented: Ryan HuangImage: Mohamed Hassan from PixabaySee omnystudio.com/listener for privacy information.

A global oil chokepoint sits at the center of today's biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics.In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Rory Johnston, founder of Commodity Context, to break down what's happening in the Strait of Hormuz and why it matters far beyond energy markets. They walk through how oil actually moves around the world, how much supply has come offline, and why restarting production takes months, not days.The conversation reveals the mechanics behind oil pricing, from futures curves to physical barrels, and explains why spot prices have surged even as headline prices lag behind. They also explore how disruptions force tough tradeoffs across global economies, with rising costs hitting some regions far harder than others.If you want to understand what drives oil prices, how supply shocks unfold, and what comes next, this episode connects the dots.Jump to:0:02 Welcome And Guest Introduction2:05 Rory's Path Into Oil Analysis6:09 Strait Of Hormuz Flow Basics10:20 Reroutes, Pipelines, And Shut-Ins20:50 The Double Blockade Explained27:20 Retaliation Risks And LNG Targets29:52 Shortages, Jet Fuel, And Demand Destruction33:20 How Oil Prices Went Negative36:56 Brent, WTI, Dated Brent, Backwardation50:08 Why Oil And Stocks Look Complacent57:22 Where To Follow Rory And ClosingConnect with Ryan:• Ryan on LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• Sonu on LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Rory Johnston:• Rory Johnston on LinkedIn: https://www.linkedin.com/in/rorysjjohnston/• X: https://x.com/Rory_JohnstonQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Carson Group's founder opens up about the highs, lows, lessons learned, and sacrifices made in building a $57 billion firm. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 182 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into a market environment defined by soaring oil prices, sticky inflation, and geopolitical tension and ask the big question: Who's the real skunk at the party?Inspired by Jamie Dimon's 49-page annual report, the conversation centers on inflation as the underappreciated threat to an otherwise resilient economy. Ryan and Sonu break down what WTI crude at $115 a barrel is signaling, why real yields matter more than nominal ones, and how equity markets have held up remarkably well given the backdrop of war, energy shocks, and a hawkish Fed pivot.The episode covers the March jobs report, a surprisingly solid 178,000 jobs added, and what slowing immigration means for the labor market's break-even rate. Sonu explains the shift to a low hire, low fire economy, why youth unemployment has improved sharply since September, and why manufacturing is showing early signs of life.Ryan and Sonu also discuss portfolio construction in a volatile inflation world: why the traditional 60/40 may not cut it, why small cap value is quietly outperforming, and how managed futures and real assets are earning their place in diversified models. They close with a preview of next week's special guest, oil analyst Rory Johnston of Commodity Context, and a cautious but glass-half-full outlook for the second half of the year.Key Takeaways:- Inflation, not just the war, may be the biggest long-term market risk.- Real yields falling last week was a key positive signal for equities.- The labor market break-even rate has dropped to near zero due to stalled immigration.- Youth unemployment (ages 20 to 24) has fallen sharply since September, a constructive sign.- Diversification across geographies, sectors, and asset classes is more important than ever.- Midterm years are historically volatile, but one year off the lows, markets have always been higher.Jump to:0:00 - Opening And Fast Moving Headlines 2:05 - Oil Spikes And Market Signal Check 8:25 - Real Yields, Valuations, And Midterm History 14:25 - Jamie Dimon On Inflation Risk 18:10 - Building Portfolios For Volatile Inflation 23:00 - Fed Cuts Debate And Growth Indicators 30:00 - Spring Break Stories And Travel Chaos 34:40 - Jobs Report: What Matters Most 42:23 - Layoffs Data And Youth Unemployment Reality Check 49:50 - War Timeline, Commodities Crunch, And CPI Ahead 53:10 - Next Week's Guest: Rory JohnstonConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags:#FactsVsFeelings #Inflation #OilMarkets #StockMarket #MacroEconomics #FederalReserve #JobsReport #MarketVolatility #GeopoliticalRisk #Diversification #EnergyMarkets #InterestRates #WealthManagement #CarsonGroup #InvestingOutlook[inflation risk stock market 2026, Jamie Dimon inflation warning, WTI crude oil price surge, real yields and equity valuations, March jobs report analysis, labor market break-even rate immigration, youth unemployment trends 2026, Fed rate cut outlook 2026, managed futures portfolio diversification, small cap value stocks outperforming, midterm year market volatility history, portfolio construction inflation environment, geopolitical crisis oil prices, low hire low fire economy, Rory Johnston commodity context]

In Episode 181 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most consequential geopolitical developments in recent memory, the ongoing Strait of Hormuz crisis, and what it means for oil markets, global supply chains, and your portfolio.They break down what it would mean if the U.S. exits the conflict without reopening the strait, why Iran could emerge as a de facto regional hegemon, and how a potential toll system on tanker traffic could reshape global energy economics. They also explore why crude oil remains stubbornly elevated despite ceasefire signals, the growing "air pocket" in global oil supply as floating storage drains, and the long term instability risks including nuclear proliferation that could keep an ongoing risk premium baked into energy prices.On the markets side, Ryan and Sonu make the case that this pullback is unlike any bear market on record, with the S&P 500 taking an unusually long time to reach even a 5% decline from its peak. They walk through why the year to date drawdown is almost entirely explained by multiple contraction and not deteriorating earnings, and how forward EPS and profit margins continue to hit new highs even as headlines stay grim. The duo also examine the dramatic drawdowns in mega cap tech names, why the market may be pricing in a recession that isn't materializing, and why diversification across sectors, styles, and geographies is paying off in ways many investors haven't seen in years.The episode wraps with a Disney and Universal trip report, Sonu's allergy update, Ryan's eye health journey, and a big congratulations to his daughter Susanna on her college commitment to Penn State.Key Takeaways:Trump withdrawing without reopening the strait could establish Iran as the dominant regional powerA tanker toll system could generate $100B+ annually for Iran, reshaping Middle East geopoliticsThe S&P 500 decline is 100% multiple contraction; earnings and margins remain strong tailwindsForward 12 month EPS is up 7% in Q1 alone, with half of that gain coming during the crisisNo bear market since WWII has started with such a slow initial 5% decline, a historically unusual patternMega cap tech stocks are down 22 to 35% from highs, pricing in a recession that hasn't arrivedDiversification across value, international, commodities, and small caps is quietly workingJump to:0:00 – Welcome and the Great Kit Kat Heist 2:10 – Trump's Potential Pullback and Hormuz Control 5:50 – Iran's Toll Scenario and Global Leverage 9:10 – Why Oil Stays Elevated Despite Peace Signals 11:55 – Energy as a Strategic Hedge Trade 16:10 – Hedging Activity and Encouraging Market Breadth 18:45 – Tanker Traffic Slowdown and Supply Time Lags 22:05 – Floating Storage Drawdown Explained 35:23 – Mega Cap Tech Drawdowns and Recession Pricing 41:10 – Slow Burn Selloff and What the VIX Is Telling Us 48:05 – Diversification Lessons From Lost Decades 56:50 – Final Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

The Social Hour is back for its 3rd episode — and this one did not disappoint. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the industry: Frank Cappelleri, founder of CappThesis, and Sam Ro, founder of TKer.Fair warning: Sonu joins live from Epcot, Ryan gets an unexpected visit from housekeeping mid-stream, and the conversation somehow wraps up with a heated debate about Predator Badlands. But in between, there's a lot of substance.They dig into what's been driving market volatility, why closing near the lows matters more than the headlines, and what the technicals are actually telling us right now. Frank shares his screen and walks through charts on trading boxes, the VIX, and the tech-to-energy rotation that's hitting historic extremes. Sam breaks down why diversification still makes sense even when everything seems to move together, and what consumer spending data is, and isn't, telling us. Sonu connects the dots between oil supply disruptions, the Fed's difficult position, and what it would actually take to spark a near-term rally.Key Takeaways:Closes near the lows matter: 11 of the last 12 sessions closing weak signals bears are in controlTech vs. energy rotation: The ratio just hit its lowest weekly RSI reading in recorded historyPrivate credit check-in: Why it doesn't look systemic, yet,  and what to watchThe Fed's dilemma: Inflation keeps running hot; how long can they stay patient?Bitcoin watch: Still hasn't made a new low and that might mean somethingDiversification reminder: Mag 7 drawdowns are a painful but timely lessonFrank Cappelleri and Sam Ro are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 - Welcome & Guest Intros 6:21 - Why Markets Turned Ugly 11:06 - Oil Supply Fears & What It Takes To Rally 22:20 - Private Credit Systemic Risk Debate 30:50 - Chart Read: Weak Closes, VIX & the 200-Day Line 43:36 - Energy Surge vs. AI Capital Spending 52:24 - Gold, The Fed Box & Bitcoin As A Risk SignalConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Sam:• LinkedIn: https://www.linkedin.com/in/sammyro/• X: https://x.com/SamRoConnect with Frank:• LinkedIn: https://www.linkedin.com/in/frank-cappelleri-cfa-cmt-a319483/• X: https://x.com/FrankCappelleriQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In Episode 180 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, discuss a volatile market environment shaped by inflation concerns, rising yields, geopolitical uncertainty, and shifting investor sentiment. They break down why a rough week in markets may not be as unusual as it feels, how inflation is changing the way investors should think about diversification, and why bonds may not provide the same protection they once did.The conversation covers risk-on signals inside the market, falling consumer staples, rising yields competing with dividend stocks, and why inflation regimes change which sectors win and lose. They also discuss Federal Reserve policy challenges, why inflation may remain stubborn, and how corporate earnings and margins continue to support the broader bull market despite volatility.They also explore market history, including how often 5% pullbacks turn into corrections or bear markets, why midterm years tend to be more volatile, and why long-term investors should expect pullbacks as the cost of investing.From diversification strategies and managed futures to investor sentiment extremes and earnings growth trends, this episode focuses on separating short-term fear from long-term market reality.Key Takeaways:Pullbacks are normal: 5–10% dips rarely become bear markets Inflation shifts winners: Sectors and diversification strategies matter more than ever Bonds may not hedge: Rising yields challenge traditional allocations Sentiment extremes can signal opportunities: Record bearishness can be a contrarian buy Earnings remain a tailwind: Margins and profits continue supporting the bull marketJump to:0:00 – Welcome!1:06 – Disney Update & Livestream Announcement2:02 – Monday Rally Then a Rough Week4:18 – Iran Talks: Rumors vs Reality8:50 – Risk-On Signals Inside the Market12:19 – The Fed's Inflation Problem Returns19:51 – Favorite Finance Movies21:49 – Chuck Norris Tribute & Jokes25:04 – How 5% Pullbacks Usually End30:35 – When Bonds and Gold Don't Hedge37:03 – Travel Chaos, TSA, Clear & Thanks40:54 – Midterm Year Volatility & ClosingConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com[inflation regime investing, market volatility midterm years, federal reserve inflation problem, diversification in inflation environment, bonds vs stocks inflation, managed futures diversification strategy, investor sentiment indicators, stock market pullbacks history, earnings growth stock market outlook, interest rates and equities, portfolio diversification strategies, macroeconomic investing outlook, inflation and profit margins, market corrections vs bear markets]

Stocks surged Monday as news of potential U.S. and Iran talks offered a lifeline to a market teetering on the edge of a correction. Ryan Detrick, Chief Market Strategist, Carson Group discusses whether this massive relief rally signals a genuine recovery or a temporary head fake. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

The most dangerous shortages are the ones you don't see coming. What happens when global oil flow is disrupted and the Strait of Hormuz becomes a bottleneck for the world economy?In Episode 179 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down what really happens when energy markets get stressed. From the difference between Brent crude and WTI crude to why strategic reserves can't fix everything overnight, the conversation moves beyond gas prices and into the full inflation chain. They explore how diesel, shipping costs, helium supply, and fertilizer prices all connect—and how those pressures can quietly show up later in food prices and global growth.From bearish sentiment and ETF outflows to why rallies often start when positioning gets crowded, they look at what investors may be missing. The discussion touches on tech and software as “cash flow now” plays, the resilience of Bitcoin, and how crypto and stablecoins could play a role when global trade gets constrained. Key Takeaways: • Hidden shortages matter: Supply shocks ripple far beyond what shows up at the pump • Inflation chain reaction: Energy impacts shipping, agriculture, and food prices over time • Market positioning: Extreme sentiment can set the stage for sharp reversals • Alternative assets: Tech and crypto may behave differently during inflation stress • Policy impact: Energy disruptions complicate the outlook for rate cuts and inflation expectationsJump to:0:00 Welcome and St. Patrick's Day1:15 The 11:30 PM Doorbell Mystery5:50 Oil Prices And The Sweet Spot8:05 Strait Of Hormuz Supply Shock12:40 SPR Release And The Shortfall16:40 Fertilizer Prices And Food Inflation18:55 Market Bounce After A Rough Stretch26:00 Sentiment Extremes And Capitulation Signals33:50 Tech Leadership And Software Resilience40:30 Bitcoin Strength And A Crypto Theory46:00 Private Credit Fears And Financials52:55 The Fed Trapped By Inflation1:04:15 Closing And Live Stream Details1:07:25 Standard Investing DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Recorded live from the beach at Future Proof in Miami, this special episode of Facts vs Feelings brings Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, to the main stage for a wide-ranging conversation on markets, macro, and the forces driving today's volatility.Against the backdrop of a rapidly shifting news cycle, Ryan and Sonu break down the dramatic swings in oil prices, the implications of geopolitical tensions for global markets, and what it all means for investors navigating an environment of inflationary growth. They also discuss why they remain constructive on equities despite recent volatility, how global market breadth is expanding beyond the U.S., and the portfolio positioning they believe makes sense in the current environment.From Fed policy and inflation trends to the strength of the labor market and signals from credit markets, the discussion highlights the difference between headline-driven fears and the underlying data shaping the economic outlook. Ryan and Sonu also explore where their outlook could be wrong, including risks tied to gold, small caps, and shifts in monetary policy.Key TakeawaysOil volatility matters: Large swings in energy prices can ripple through inflation, global trade, and market sentimentInflation may remain sticky: Core inflation near 3 percent could limit how aggressively the Federal Reserve cuts ratesGlobal markets are broadening: International equities have been contributing meaningfully to returns alongside U.S. stocksLabor markets remain resilient: Low layoffs and steady income growth continue supporting the economyPortfolio diversification still matters: Exposure across global equities, gold, and selective sector positioning may help navigate uncertaintyJump to:0:00 — Opening and Live Show Setup1:18 — Live from Miami!3:20 — Oil Market Whiplash and Why It Matters6:25 — Portfolio Positioning: Stocks, Gold, and Bonds9:05 — Signs of a Global Bull Market11:20 — Midterm Year Volatility and Market Corrections13:55 — The Fed, Inflation, and the Labor Market17:40 — How Carson Research Supports Advisors19:40 — Where Our Outlook Could Be Wrong23:20 — Signals from Tech, Staples, Credit, and Crypto28:40 — CPI, PCE, and Final ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Steve Hou of Bloomberg and Kai Wu of Sparkline Capital to explore how the AI economy actually works, from the infrastructure powering it to the applications beginning to reshape industries.The conversation moves through the full AI stack, including semiconductors, computing power, models, and software layers, while also examining how competition, innovation, and investment are shaping the next phase of the technology cycle. Key Takeaways• The AI stack matters: Chips, infrastructure, models, and applications each play a distinct role in the ecosystem• Compute demand keeps expanding: AI adoption continues to drive demand for semiconductors and data infrastructure• Competition is accelerating: Innovation across companies may push AI models toward commoditization• Productivity gains will vary: Some sectors may see faster AI-driven improvements than others• Markets are pricing the shift: Investor expectations around AI continue shaping technology and equity marketsSteve Hou and Kai Wu are not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:02 — Opening And Guest Intros1:46 — Kai And Steve's Quant Backgrounds6:56 — Two ChatGPT Moments And AI Agents10:45 — Compute Demand And Industrial Tailwinds17:03 — Models Commoditize, Orchestration Rises23:39 — AI, Inflation, And Energy As Constraint31:17 — Europe, Korea, And Defense Capacity38:02 — Software's Reset And Duration Risk46:30 — Timelines, Diffusion, And S-Curves53:05 — Active Selection Across Regions59:15 — Building Firms With AI Force Multipliers1:03:49 — Mentors, Simplicity, And Implicit Knowledge1:05:44 — Closing And DisclaimersConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn't debating disinflation or AI productivity. It's asking whether we're entering a new inflation shock.In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, walk through what's happening beneath the headlines. They explain how the Strait of Hormuz disruption is impacting oil flows, why gasoline prices move markets faster than geopolitics, and how rate-cut expectations shifted dramatically in just one week. The conversation moves from energy markets to ISM prices paid, AI-driven infrastructure demand, memory chip shortages, and what this means for inflation volatility in the years ahead.Key Takeaways:• Oil shock hits fast: Disruptions near the Strait of Hormuz pushed crude and gas prices sharply higher, immediately shifting inflation expectations• Rate cuts repriced: Markets quickly reduced expectations for multiple Fed cuts as inflation data and energy pressures mounted• Inflation volatility regime: Elevated base inflation combined with external shocks increases the risk of short-term price spikes• AI demand adds pressure: Infrastructure buildout and memory chip shortages are contributing to near-term pricing strength• Economic backdrop still stable: Leading indicators suggest the economy entered this period near trend, not in recession territory• Portfolio construction matters: We believe diversifying beyond traditional bonds remains critical in a more inflation-sensitive world.Jump to:0:02 — Setting The Stage: Problems Pile Up1:08 — Gas Price Surge Hits Home2:46 — Markets Sell Off And Tech's Role3:43 — Oil Jumps And Strait Of Hormuz Risk6:15 — Energy, Diesel, And Food Cost Pressures8:38 — Firsthand Gulf Perspective And LNG Shock12:35 — Portfolios For 3% Inflation World16:24 — Gold, Bonds, And Risk-Off Mechanics20:07 — Fewer Fed Cuts And PCE vs CPI24:55 — Small Caps, Rates, And Risk Appetite28:40 — Fed Independence And Politics Reality32:48 — Inflation-Volatility Regime, Not The 1970s36:48 — Diversify Your Diversifiers Strategy40:25 — VIX Spike And Geopolitics Playbook45:10 — Trend vs Recession: Leading Indicators49:22 — ISM PMI: Expansion But Price PressureConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Portfolio.What makes this conversation different is Cullen's dual lens. He thinks like a macro investor, but he builds portfolios like a financial planner. That combination leads to a deeper discussion around matching assets to liabilities, duration, inflation realities, and how advisors should think through long-term construction instead of reacting to headlines.Key Takeaways:• Narrative vs. numbers: Headlines move quickly, but underlying data often tells a steadier story • Sentiment remains dynamic: Investor positioning continues to shift alongside economic signals • Leadership rotation continues: Sector performance reveals subtle changes beneath the surface • Macro themes persist: Growth, inflation, and policy remain central drivers of direction • Perspective matters: Long-term discipline still anchors sound decision-makingCullen Roche is not affiliated with CWM, LLC. Opinions expressed by this individual may not be representative of CWM, LLC.Jump to:0:00 - Live Kickoff And Colin's Books2:50 - First Principles Over Financial Noise6:10 - Origins Of Pragmatic Capitalism And QE11:30 - From Anonymous Blogger To Public Voice13:40 - We're Savers, Not Stock Pickers17:53 - Inflation Jitters And Market Divergences23:30 - Diversification Vs Diversification28:20 - Simplicity, Costs, And Portfolio Design32:40 - Behavioral Bias: You Are The Risk38:00 - Macro Claims And What Doesn't Compute44:00 - AI's Disruptive Decentralization50:10 - Labor, Layoffs, And Data You Can Trust55:20 - Small Caps, International, And FactorsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrick Connect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Cullen:• LinkedIn: https://www.linkedin.com/in/cullenroche/ • X: https://x.com/cullenroche Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Omani Carson is the Founder and Chairman of Carson Group, a leading global financial services firm based in Omaha, Nebraska. He's also a New York Times bestselling author, award-winning entrepreneur, and sought-after keynote speaker. Beyond his professional achievements, Omani is deeply committed to philanthropy, guided by his mission to create “the greatest amount of good for the greatest number of people.” Alongside his wife, Jeanie, he co-founded the Dreamweaver Foundation, a non-profit dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. His charitable work extends to initiatives that provide food, clean water, and mental health support to underserved communities. Along his path to success, and in line with his broadening focus on advancing social and environmental causes, Omani realized he was operating out of fear and scarcity rather than love and abundance. Having made this shift, and experienced the profound joy, success, and opportunities that came with it, he's dedicated to helping others make it for themselves, and find freedom and fulfillment in their own lives. Omani aims to inspire people to explore life to the fullest, challenge their status quo, and strive to become the best possible version of themselves—all in pursuit of creating a lasting, positive impact. His mission is to empower people to reach their limitless potential, lead consciously, and create a lasting legacy. The Dreamweaver Foundation is a non-profit organisation dedicated to fulfilling end-of-life wishes for seniors with terminal illnesses, founded by Ron and Jeanie Carson. They make wishes come true as a special way to thank and honour our seniors in their last days. Click to learn more about the Dreamweaver Foundation. http://thedreamweaverfoundation.org Carson Wealth has actively participated in various activities for Juvenile Diabetes Research Foundation since 2011. Ron & Jeanie Carson chaired the largest fundraiser of the year, the 19th Annual JDRF Promise Gala, "Going Platinum For A Cure," which raised $1.4 million for type 1 diabetes research. Read more: http://jdrf.org/omaha/2016/03/17/jdrf-promise-gala-went-platinum/ Hosted on Acast. See acast.com/privacy for more information.

Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp speaks with Ryan Detrick, the Chief Market Strategist at Carson Group and a regular source of insightful and fun stats about stocks.Also in this episode:-Markets all over the world are in a bull market, and a record number of stocks in the S&P 500 are outperforming the index-Mortgage rates drop to four-year lows as home price growth slows-How many calendar years has the stock market declined more than 10%?-Tackle your financial tasks by having a “financial health week” as we recently did at The Motley FoolHost: Robert BrokampGuest: Ryan DetrickEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist at Carson Group, connect the dots and ask a bigger question: what actually changed, and what simply made headlines?They break down the Court's ruling on IEEPA tariffs, what it means for policy going into a midterm year, and why markets barely flinched. From there, the conversation shifts to fourth-quarter GDP, where a weak headline number masked far stronger private demand beneath the surface. The episode then moves into the AI debate, examining the surge in hardware and software investment, the role of energy and power demand, and the viral “AI crash” scenario that sparked fears of a white-collar doom loop. Along the way, they explore global market leadership, sector dispersion, and why human behavior still sits at the center of economic outcomes even in a world shaped by algorithms.Key Takeaways:• Tariff authority reset: The Supreme Court's ruling removed a major executive tariff tool, reinforcing checks and balances while reducing policy uncertainty• GDP weakness needs context: A government shutdown distorted headline growth, while private demand remained solid• AI spending is real: Hardware and software investment tied to AI contributed meaningfully to 2025 growth• Scenario vs. reality: Extreme AI displacement models raise important questions, but macro consistency and demand dynamics matter• Market dispersion is widening: Software weakness, industrial strength, and global outperformance highlight a split beneath the surfaceJump to:0:00 — Tariff Shock And Supreme Court Ruling5:30 — Market Reaction, Odds And Policy Limits9:40 — Tariff Refunds And Who Ultimately Paid13:50 — China, Trade Winners And Political Timelines22:00 — GDP Miss Explained And Core Demand Strength31:00 — AI Capex Surge: Chips, Software And Scale35:00 — Power Demand, Energy And Inflation Pressures38:30 — The AI Doom Loop Scenario Debate47:40 — Market Split: Semis, Software And Global Leaders55:00 — Portfolio Implications And The Human EdgeConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In this week's episode, Steven is joined by two of our good friends at Carson Group: Liam and Michael. Liam and Michael are part of the M&A team and get to see behind the curtains of some of the most successful practices in the country and share what they've learned about the ones doing the best work. Steven discusses the role of tax planning in firms that consistently grow, and they all share insight on why tax planning continues to be such a great opportunity for advisors who lean into it. Listen to the end as Steven shares an opportunity to gain insight into your own practices, true growth, and overall health by visiting retirementtaxservices.com/carson. https://zurl.co/r6F3t

Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting beneath the surface, they separate the emotional narrative from the measurable data.The conversation moves through current market leadership, valuation concerns, recession odds, and the risks that deserve attention without overreacting to every headline. They also explore what history suggests about similar environments, how positioning can amplify volatility, and why staying disciplined often feels hardest right when it matters most.Key Takeaways:• Earnings remain the foundation: Corporate profits continue to anchor market strength, even as narratives shift week to week • Sentiment lags fundamentals: Investor psychology still reflects caution despite improving breadth and resilient data • Policy and liquidity matter: Rate expectations, fiscal dynamics, and capital flows are shaping the next phase of returns • Volatility is part of the process: Pullbacks and headline shocks fit within historical patterns of ongoing expansions • Discipline beats drama: Long-term investors benefit more from structure and perspective than from reacting to every news cycleJump to:0:00 - New Titles And Warm-Up Banter2:42 - Framing A Tale Of Two Markets5:10 - Sector Splits And Market Breadth11:55 - Global Equity Strength And Style Shifts16:30 - AI Shockwaves Across Industries22:40 - Tech's Three Tracks: Software, Semis, Telecom27:35 - Short Interest, Contrarian Signals In Tech31:30 - International Rallies And Country Leaders37:15 - Jobs Revisions And Labor Market Reality44:20 - Youth Employment, AI Fears, And Data50:05 - Spurious Correlations And Market Folklore56:20 - CPI Details, Shelter Math, And Services HeatConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, chief market strategist for the Carson Group, says that February and March could be "banana peel months" for the stock market to slip on, but he's not expecting a significant downturn and he says the underpinnings for the stock market will keep the bull market running through at least the end of the year. Detrick noted that the market has sent some mixed messages — with about 20% of stocks making 52-week highs while 6% made 52-week lows just last week — but he says that a strong economy with a dovish Federal Reserve can overcome geopolitical concerns, creating an environment where investors should be "overweight equities, but diversified around the globe." Dan Doonan, executive director for the National Institute on Retirement Savings, discusses their latest report, "Retirement in America: An Analysis of Retirement Preparedness Among Working-Age Americans," which has made headlines for suggesting that the average working American has less than $1,000 saved for retirement. Doonan is quick to back away from that number — because it includes the many Americans who have nothing saved and who aren't working to change that — but notes that while retirement balances are much higher for people who put in the effort, there remains a savings crisis in America.  Gil Baumgarten, founder and chief executive officer at Segment Wealth Management, brings his dividend-and-income focused approach to stock picking back to the Money Life Market Call.

High-profile layoffs, inflation, recession headlines — it's no surprise that investors are worried about a volatile market. But this episode takes a step back from all the noise to look at what the data actually says. Chief Market Strategist Ryan Detrick returns to break down Carson Group's 2026 Market Outlook, from their new stance on global diversification to the asset class you shouldn't overlook. You'll gain insights on AI investing, when (and if) you should worry about a recession, and how to keep fear from driving your decisions. Topics discussed: Introduction (00:00) The meaning behind "riding the wave" of the market (02:14) Recession fears vs. what the data shows (04:51) Labor market trends and what would change the outlook (07:16) A smarter way to think about AI investing (10:30) How to mentally prepare for market volatility (15:54) Global outlook and diversification opportunities (20:04) How long can the bull market really last? (22:52) Bonds and why they still matter (26:11) The mindset shift investors need right now (29:08) Want the full market breakdown? Read the Market Outlook 2026: Riding the Wave into the New Year here: http://mitlin.us/2026outlook Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/research About Our Guest: 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. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. Additional Disclsoures: This material is for general information only and is not intended to provide specific advice or recommendations for any individual This content cannot be copied without express written consent of CWM, LLC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing. Additional risks are associated with international investing, such as currency fluctuations, political and economic stability, and differences in accounting standards. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Past performance does not guarantee future results. The S&P 500 is an index of 500 stocks chosen for market size, liquidity and industry grouping (among other factors) designed to be a leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe. The opinions stated in this presentation should not be construed as direct or indirect advice, or as an offer to buy or sell any securities mentioned herein. This piece contains statements related to our future business and financial performance and future events or developments involving Carson that may constitute forward-looking statements. These statements may be identified by words such as "expect," "look forward to," "anticipate" "intend," "plan," "believe," "seek," "estimate," "will," "project" or words of similar meaning. Such statements are based on the current expectations and certain assumptions of Carson Group's management, of which many are beyond Carson Group's control. These are subject to a number of risks, uncertainties and factors which if one or more of these risks or uncertainties materialize, or should underlying expectations not occur or assumptions prove incorrect, actual results, performance or achievements of Carson Group may (negatively or positively) vary materially from those described explicitly or implicitly in the relevant forward-looking statement. Carson Group neither intends, nor assumes any obligation, to update or revise these forward looking statements in light of developments which differ from those anticipated. This is not intended to provide specific legal, tax, or other professional advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. The return and principal value of stocks fluctuate with changes in market conditions. Shares when sold may be worth more or less than their original cost. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. A diversified portfolio does not ensure a profit or protect against loss in a declining market. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value. The Bloomberg U.S. Aggregate Bond Index is an index of the U.S. investment-grade fixed-rate bond market, including both government and corporate bonds. The MSCI World ex-U.S. Index captures large and mid-cap representation across 22 of 23 Developed Markets (DM) countries excluding the United States. With 871 constituents, the index covers approximately 85% of the free float adjusted market capitalization in each country. This episode was produced by Podcast Boutique https://www.podcastboutique.com

After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterioration, or replaying last year's fear cycle with new headlines? As Claude-triggered concerns ripple through software and hyperscalers, they unpack their theories on why prices have fallen far faster than earnings, how valuation compression has reached levels not seen in over a decade, and why sentiment has turned sharply negative even as the S&P 500 flirts with new highs.From there, the conversation widens. Ryan and Sonu connect record-setting AI capital spending to broader profit growth, explain why global markets like Japan and emerging economies are quietly leading returns, and revisit Bitcoin's drawdown through the lens of software, risk appetite, and historical market behavior. Along the way, they explore why recessions remain elusive amid massive fiscal and corporate investment, why breadth continues to improve beneath volatile leadership, and why moments that feel uncomfortable often end up shaping the next leg of the cycle.Key Takeaways:AI fear is recycling a familiar playbook: Software and tech selloffs reflect sentiment shocks more than collapsing fundamentalsValuations reset without earnings damage: Multiple compression has driven declines even as forward profit expectations riseCapex is reshaping the cycle: AI investment has reached historic levels with implications for growth, margins, and inflationGlobal leadership is expanding: Japan and emerging markets are outperforming as breadth improves outside U.S. megacapsVolatility feels louder than it is: Flat index returns mask sharp rotations that reward discipline over reactionJump to:0:00 — Kicking Off With Sports And Stocks1:08 — Deja Vu: Tech Turmoil Returns3:18 — The Claude Crash And Software Selloff7:45 — Valuations, Momentum, And Narrative Risk12:45 — Hyperscalers' CapEx Arms Race18:55 — Bitcoin, Correlations, And Sentiment25:10 — Global Rotation: Japan Surges, Dollar Softens30:20 — Dow 50K, Compounding, And Milestones34:30 — Earnings Strength And Multiple Math39:20 — Upcoming Data, Outlook, And ClosingConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP and Global Macro Strategist at Carson Group, went live for the very first Facts Vs Feelings: Social Hour livestream on Friday, 1/30.They kicked things off with special guest Brian Belski for a relaxed, wide-ranging conversation that blended big-picture macro, markets, and a bit of fun along the way.Jump to:0:00 - Live Stream Kickoff And Banter3:45 - Belski's Background And Career Arc12:30 - Founding Humilus And Investing Philosophy20:10 - Gold's Selloff, Fed Debates, And Inflation31:00 - Secular Bull Market Case And History40:05 - Travel Detour And Airport Talk45:10 - Earnings Versus Multiples And Tech Leadership53:00 - Financials, Mid Caps, And Small Cap Opportunity1:00:00 Advisors, Building A Firm, And Contrarian MindsetConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

After a quiet data week and a loud political signal, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what a potential Fed leadership shakeup could mean for rates, markets, and investor expectations. With Kevin Warsh emerging as the likely next Fed chair, the discussion cuts past headlines to examine his long history at the Fed, his shifting stance on inflation and rate cuts, and why markets may be less willing to take his guidance at face value. It's been one of the most volatile stretches for metals in decades, as gold and silver experience sharp pullbacks after a historic run. Ryan and Sonu break down why positioning and sentiment mattered more than headlines, and along the way, they connect the dots between capital-intensive tech investment, the emerging commodity supercycle, and why earnings strength continues to underpin equities despite leadership rotation and policy noise.Key Takeaways:Fed leadership uncertainty adds friction, not clarity: Kevin Warsh's record reveals a pattern of convenient pivots that may limit his influence over a skeptical committee Rate cuts face structural resistance: Markets are pricing fewer long-term cuts as capital investment and nominal growth keep upward pressure on rates Metals volatility was about positioning, not fundamentals: Extreme bullish sentiment set the stage for sharp pullbacks despite intact long-term trends Gold and silver require sizing, not timing: Volatility, correlations, and rebalancing matter more than chasing short-term price moves Earnings continue to justify the bull market: Strong margins, industrial strength, and resilient consumer spending support risk assets even as leadership rotatesJump to:0:00 - Setting The Stage: No Jobs Data1:06 - Who Is Kevin Warsh4:30 - Warsh's Crisis-Era Record9:10 - Politics, Hawks, And Rate-Cut Reality14:20 - Balance Sheet Beliefs Challenged19:45 - Gold And Silver's Wild Swing25:40 - How To Own Metals Wisely31:10 - From Software To Capex Supercycle36:50 - Productivity, Labor, And Rates41:30 - Fun Signals: Super Bowl And January46:05 - Earnings, Margins, And MomentumConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between markets, policy, and positioning. Fresh off being named one of the Top 23 podcasts for financial advisors for the second year in a row, the conversation moves fluidly from gold's breakout and the return of the debasement trade to the growing uncertainty around the next Fed chair and what it means for rates, inflation, and risk assets.They explore why commodities are flashing signals that don't align with disinflation narratives, how productivity optimism collides with fiscal reality, and why global earnings strength continues to support equities even as leadership rotates. Along the way, they unpack the implications of a potential government shutdown, policy-driven margin pressure across sectors, and why markets tend to move past the headline faster than most expect.Key Takeaways: • Gold's message is getting louder: Rising commodity prices, fiscal deficits, and rate pressure are reinforcing the case for metals as portfolio protection • The Fed chair race matters more than headlines: Rick Rieder's emergence highlights the tension between productivity optimism and persistent inflation risks • Inflation remains sticky under the surface: Core services and commodity strength challenge the idea of a smooth glide back to 2% • Global earnings are doing the heavy lifting: Companies with international exposure continue to outpace domestically focused peers • Policy noise doesn't derail trends: Shutdown risks and political uncertainty create volatility, but fundamentals keep asserting themselves—Check the 23 Top Financial Advisor Podcasts To Listen To In 2026:https://kitc.es/4pWNyA9Jump to:0:00 Cold Open, Awards, And Snow Jokes2:35 Gold And Silver Surge Explained8:40 The Debasement Trade And Inflation14:50 Global Central Banks Rotate To Gold19:30 Japan, Yields, Yen, And Risk Assets23:40 The Fed Chair Horse Race Heats Up30:20 Productivity, The 1990s, And Why Today's Different38:20 Fed Path: Holds, Politics, And Gold Tailwinds42:30 January Barometer, Tech Lags, And Breadth48:40 Equal-Weight Tech, Financials, And Policy Risk53:40 Earnings Setup: Mega-Cap vs The 493Connect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a long stretch of calm markets and steadily improving breadth, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, confront a sudden return of volatility driven by geopolitics, tariffs, and rising bond yields. They walk through why renewed trade threats tied to Greenland are unsettling markets, how bond yields are once again asserting their influence over policy and risk assets, and why metals are responding more decisively than equities.Along the way, they assess the durability of the bull market by digging into household balance sheets, leverage, labor dynamics, and the expanding leadership beyond mega-cap tech. The discussion ultimately circles back to a familiar theme: markets may react sharply to headlines, but fundamentals, earnings power, and financial resilience continue to shape the bigger picture.Key Takeaways:Tariffs and geopolitics are back in focus: Trade threats tied to Greenland and Europe are reviving volatility, even as markets wait for legal and policy clarityBond yields are driving the response: Rising global yields are limiting diversification benefits and increasing pressure on policy credibilityMetals are acting as a release valve: Strength in gold, silver, and industrial metals reflects policy uncertainty and global demandHousehold balance sheets remain resilient: Lower leverage and elevated net worth are helping sustain spending and growthMarket leadership continues to broaden: Small caps, mid caps, and cyclicals are reinforcing the underlying strength of the bull marketJump to:0:00 — Cold Open And Safety Scare3:00 — Setting The Stage: Worst Market Day5:30 — Greenland Tariffs And Policy Chess11:30 — Supreme Court Tariff Wildcard15:30 — Yields Spike And Safe Havens Pop20:00 — Tech Under Pressure, Small Caps Hold25:30 — Market Breadth And AI Expectations31:00 — K-Shaped Economy And Delta's Split Cabin36:00 — Household Balance Sheets And Leverage44:00 — Asset Drivers: Housing And Stocks50:00 — Bear-Market Risk And Feedback LoopsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Carson Group's Ryan Detrick joins to discuss why signs continue to point toward a market rally—and whether Washington policy risks could disrupt the momentum. Breaking down the president's new affordability push, including as Bernstein's Chad Dillard explains how rising electricity prices and grid constraints are pulling the administration into energy policy and what that could mean for electrical stocks. Phil LeBeau looks at auto affordability pressures Julia Boorstin explores OpenAI's move into advertising, followed by a Netflix earnings preview with Wedbush analyst Alicia Reese. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Reserve, and what it could mean for markets, confidence, and policy credibility. They react to Jamie Dimon's latest comments on economic resilience, unpack the unusual legal pressure facing Fed Chair Jerome Powell, and explain why markets appear far more focused on earnings and growth than political noise.Key Takeaways:Markets are prioritizing fundamentals: Earnings growth, productivity gains, and consumer resilience are outweighing the political headlinesFed independence is being tested: The legal and political pressure on the Fed raises long-term questions, but the markets remain focused on outcomes, not noiseMetals are sending a signal: The strength in gold, silver, and industrial metals reflects both global demand and policy uncertaintyLabor markets are cooling, not breaking: Hiring is slower, but the layoffs remain low and prime-age employment stays historically strongBreadth continues to improve: The leadership is expanding beyond mega-cap tech, reinforcing the durability of the current bull marketJump to:0:00 — Economic Resilience, Consumers, And Bank Signals6:00 — Powell, Politics, And Central Bank Independence12:15 — Gold, Metals, And Washington Crosscurrents19:00 — Credit Cards, Housing Policy, And Affordability Risks28:20 — Market Breadth, Diversification, And January Signals31:10 — Labor Market Cooling, Youth Hiring, And Revisions41:00 — Productivity, Margins, And Revenue Per WorkerConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026.They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of the rally. The conversation then turns forward, covering their 2026 outlook for stocks and bonds, the role of AI-driven capital spending, global market leadership, and why sentiment continues to lag reality even as breadth improves. Along the way, they discuss inflation stickiness, labor market crosscurrents, policy tailwinds, and where diversification still matters most as the cycle matures.Key Takeaways: • Earnings did the heavy lifting: Profit growth and margin resilience, not valuation expansion, powered market gains • Volatility followed the script: Early-year drawdowns fit historical patterns despite widespread surprise • Global leadership expanded: International markets and cyclicals outpaced expectations as breadth improved • AI spending surged: Capital expenditures accelerated across major tech platforms, reinforcing long-term growth trends • 2026 outlook remains constructive: Above-average equity returns and modest bond gains hinge on steady growth without recessionJump to:0:00 — Setting The Stage For 20251:48 — Tariffs, Liberation Day, And Market Bottom4:30 — Sentiment, Concentration Myths, And Breadth9:45 — Speculation Falls, AI Leaders Repriced14:45 — Small Caps, Transports, And Rate Cuts22:30 — IPO Drought, Private Markets, And Valuations27:20 — Media Moments, Gold, And Diversifiers32:20 — Fed Cuts, Dots, And Labor Revisions40:10 — 2026 Playbook: Mid Caps, Financials, Healthcare46:30 — Global Vs. U.S., EM Tilt, And PolicyConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close.They dig into market breadth, sector leadership, financials, commodities, and metals that have gone nowhere for over a decade, along with gold's role, sentiment disconnects, and why certain “boring” areas may be setting up for something much bigger. The discussion blends technical analysis, long-term market history, portfolio construction, and the psychological side of investing, offering context for what could matter most heading into 2026.Chris and Scott are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 — Opening and guest introductions1:41 — Market surprises and leadership shifts6:05 — Financials, tech, and market breadth12:10 — Gold, metals, and long-term breakouts18:40 — Sentiment, seasonality, and market signals26:10 — China, Fibonacci levels, and global setup34:20 — Research, portfolio construction, and the 2026 outlookConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Scott:• LinkedIn: https://www.linkedin.com/in/scott-brown-cmt-22b62891/• X: https://x.com/scottcharts?lang=enConnect with Chris:• LinkedIn: https://www.linkedin.com/in/chris-kimble-708b4681/• X: https://x.com/KimbleChartingQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actually drove the year. They dig into the gap between perception and reality on market breadth, why speculative pockets unraveled even as leadership widened, and how steady rate cuts, shifting Fed signals, and a softer labor backdrop shaped sentiment. Art also brings decades of perspective on small caps, mid caps, financials, healthcare, and the global forces that may matter most as investors position for 2026.Art Hogan, nor B. Riley Wealth Management, are affiliated with CWM, LLC.Key Takeaways:• Market leadership broadened: More sectors and stocks contributed to gains than investors realized• Speculative areas reset: High-risk themes sold off sharply despite broader market strength• Fed signals stayed mixed: Cuts continued while disagreements inside the committee grew• Labor data softened: Slower hiring and revisions added pressure beneath the surface• Cyclicals built momentum: Financials, healthcare, industrials, and global markets carried meaningful strengthJump to:0:00 — Setting the Stage for 20255:20 — Breadth, Sentiment, and Concentration Fears9:30 — Speculative Shakeout and AI Valuations13:45 — Pullbacks, Psychology, and Market Stats17:15 — The Everything Rally in Context20:40 — Small Caps, Transports, and Quality Leadership34:30 — Fed Cuts, Labor Signals, and the 2026 OutlookConnect with Art• LinkedIn: https://www.linkedin.com/in/arthogan/• X: https://x.com/ArthurHoganIIIConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

In this episode, Regan Archibald shifts the conversation from physical longevity to financial longevity, exploring why financial stability is one of the strongest predictors of overall health. Joined by wealth experts Bryan Sweet and Sonu Varghese, the discussion unpacks the biggest risks entrepreneurs face—especially unexpected tax burdens when selling a business—and introduces the powerful concept of creating a “tax asset” to offset capital gains without losing investment growth. Through real case studies, they reveal how proactive planning, strategic portfolio design, and collaboration with the right advisors can save clients hundreds of thousands to millions in taxes while maintaining liquidity, reducing risk, and fueling long-term lifestyle freedom. The episode emphasizes that true longevity requires both optimized health and optimized finances—and that smart tax strategy is essential to building the ageless future you envision. Bryan J. Sweet, CLU, ChFC, MSFS, is the Managing Partner and Wealth Advisor at Sweet Financial Partners and a multi-year Forbes Best-in-State Wealth Advisor. Since launching his career in 1979, he has helped clients design purposeful retirements through his proprietary framework, The Dream Architect™, which blends strategic distribution planning with achieving life's biggest goals. Bryan also co-leads the Elite Wealth Advisor Symposium, mentoring top advisors nationwide in scaling, marketing, and team excellence. His passion is helping others build world-class practices while creating the freedom to live their own dream-driven lives.Personal LinkedIn: https://www.linkedin.com/in/bryansweet/ SFP LinkedIn: https://www.linkedin.com/company/sweet-financial- partners/mycompany/?viewAsMember=true SFP Website: https://sweetfinancial.com/ EWAS Website: https://www.ewasymposium.com/ewas-home Sonu has over 20 years of experience in the asset management industry and leads Carson Group's asset allocation team, shaping the firm's market outlook and providing macro, policy, and portfolio guidance to more than 130 partners overseeing $42 billion in assets. He manages multiple strategic and tactical allocation models on the Carson Investment platform and specializes in the intersection of markets, the economy, and policy. Previously, he served as Partner and Director of Research at Convex Capital Management, where he co-managed portfolios and developed proprietary economic indicators across 30 countries. Sonu began his finance career while completing his Ph.D. in Mechanical Engineering at Purdue University, following both an M.S. from Purdue and a B.E. from the National Institute of Technology in India.LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/  X: https://x.com/sonusvarghese  LIKE/FOLLOW/SUBSCRIBE AGELESS FUTURE:YouTube -https://www.youtube.com/@ReganArchibald / https://www.youtube.com/@Ageless.FutureLinkedIn: https://www.linkedin.com/in/regan-archibald-ab70b813Instagram: https://www.instagram.com/ageless.future/Facebook: https://www.facebook.com/AgelessFutureHealth/

What if curiosity could be your greatest financial advantage? Bryan Sweet sits down with Sonu Varghese, VP and Global Macro Strategist at Carson Group, for a conversation that blends mindset and money in unexpected ways. From growing up in Oman to building a career in finance, Sonu shares how serendipity, curiosity, and courage shaped his … Read More Read More

Market headlines love fear, but is that the full story? After decades of studying market trends, Chief Market Strategist Ryan Detrick knows that the best investment decisions start with data, not emotion or fear-based media. In this episode, he explains what most people get wrong about the market, why data is crucial to the bigger picture, and how investors can navigate information overload on social media. You'll also hear tips for making finance fun (and easier to understand), and building your own voice online! Topics discussed: Introduction (00:00) Ryan's background and career journey to Carson Group (02:16) Why he still has an optimistic, bullish market outlook (05:26) How he makes finance fun and easily digestible (09:34) Leveraging social media and the Facts vs. Feelings podcast (11:10) The importance of visual storytelling and historical data (13:48) How social media impacts investor behavior (16:14) Advantages of the RIA model (20:22) AI's impact on the job market and client privacy (23:44) Networking and branding advice for beginner finance pros (26:26) What brought you JOY today? (30:02) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Ryan Detrick: X (Twitter): https://x.com/RyanDetrick/ LinkedIn: https://www.linkedin.com/in/ryandetrick/ Website: ​​https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/ About Our Guest: 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. Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's 2023 Oracles of Wall Street. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg and SiriusXM, speaking engagements and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that empower clients to make informed decisions in an ever-evolving financial environment. Ryan also co-hosts a top-investing podcast, "Facts vs Feelings" alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable. Originally from Springfield, Ohio, Ryan's financial career began over 20 years ago, with more than a decade spent at Schaeffer's Investment Research and six years at LPL Financial. He has a Chartered Market Technician (CMT) designation, a bachelor's degree in finance from Xavier University, and an MBA from Miami University. Outside Carson, Ryan is a dedicated family man and sports enthusiast. A lifelong Cincinnati Bengals fan, he lives in Cincinnati, Ohio with his family, where he can often be found coaching his two boys in various sports. In his free time, Ryan enjoys traveling to new places and exploring local cuisine. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

The Dow notched its first close above 48,000 despite tech falling today. Carson Group's Ryan Detrick and Wealth Enhancement's Ayako Yoshioka break down the market action. Cisco rises after reporting earnings. Our Leslie Picker on the record run for big banks. Commvault CEO Sanjay Mirchandani on protecting data as AI enhances cybersecurity threats. Fast Money trader Tim Seymour gives his top international picks. We close out with Needham's Laura Martin previews tomorrow's Disney earnings.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Summary: In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Kate Hall, VP of Alternative Due Diligence at Carson Group. They dive into the “cockroaches in a bull market” conversation—what it means for credit markets, how private credit has evolved, and why due diligence and diversification are key in today's environment. The trio also discusses gold's surge, strong bank earnings, and why market signals still favor a solid finish to the year.Key Takeaways:Credit Spreads – Markets remain steady with limited signs of broad stress.Private Credit Boom – The space has tripled since 2015, creating new risk dynamics.Diversification – Broad exposure cushions isolated defaults or fraud risks.Gold Momentum – Rising prices reflect sticky inflation and rate-cut expectations.Market Sentiment – A cooling VIX and broad participation support a strong Q4 outlook.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Kate Hall:• LinkedIn: Kate HallQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags: #FactsVsFeelings #CarsonGroup #RyanDetrick #SonuVarghese #KateHall #PrivateCredit #Investing #Markets #BullMarket #Gold #MarketInsights #FinancialAdvisors #EconomicOutlook #Diversification

Summary: In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they're calling “Trade War 3.0.” They break down the latest round of tariffs, China's restrictions on rare earth exports, and what this means for markets, global trade, and investors. The conversation also touches on October's trademark market volatility, the three-year anniversary of the current bull market, and Carson Group's exciting milestone of surpassing $50 billion in assets under management. To wrap up, Ryan and Sonu discuss how AI investments are shaping economic growth and why diversification remains key as the market rides this wave of innovation.Key Takeaways:Trade War 3.0: The China trade war is back, with new tariffs and export restrictions creating fresh market uncertainty.Not a Shock: October remains the most volatile month for markets—current swings are historically typical.The Bull's Birthday: The three-year bull market continues to show resilience and momentum heading into year four.Massive Impact: AI-related investment is a key driver of GDP growth, fueling spending, innovation, and market optimism.Connect with Ryan: • LinkedIn: Ryan Detrick • X: @RyanDetrickConnect with Sonu: • LinkedIn: Sonu Varghese • X: @SonuVargheseQuestions about the show? We'd love to hear from you — factsvsfeelings@carsongroup.com#FactsVsFeelings #CarsonGroup #Investing #MarketOutlook #ChinaTradeWar #Tariffs #GlobalMarkets #EconomicTrends #RareEarths #AIMarkets #NVIDIA #OpenAI #StockMarket #FinancialPlanning #MarketInsights

While many financial advisors begin with dollars and data, today's guest believes the path to long-term client relationships starts with one powerful question: What brings you joy? By focusing on leading with purpose and values, he has grown a $200M firm and attracted clients who align with his philosophy. Larry Sprung is the founder of Mitlin Financial, an advisory firm based in Hauppauge, New York, and affiliated with Carson Group, that serves 200 client households. In this episode, he shares how he begins prospect meetings with open-ended “joy” questions to set a nonjudgmental tone and show prospects that his firm is focused on their well-being, not just their finances. Listen in to learn how Larry has built trust before prospects ever book a call, how his values-first mindset has led to a loyal client base, and how he's now intentionally scaling after years of running a lifestyle practice.  For show notes and more visit: https://www.kitces.com/457

Ever wondered what it takes to shift from a life of constant striving and grinding to one filled with purpose, balance, and true abundance? Choosing a life of purpose, balance, and true abundance over a life consumed by relentless striving and grinding is a profound journey of self-discovery. This shift challenges the conventional narrative that success is solely defined by external accomplishments and invites us to reflect on the deeper meaning of fulfillment. Ron “Omani” Carson, Founder and CEO of Carson Group, talks about his transformative journey that has taken him from a life of relentless work to a place of profound fulfillment and balance. His pursuit for holistic success has opened doors for him to explore unconventional paths, from psychedelic therapy to biohacking, red light therapy, and the transformative power of intentional living. In this episode of The Greatness Machine, Ron joins Darius to talk about his personal transformation, highlighting a realization that no financial achievement could bring sustained happiness. The conversation also delves into the importance of living with intention, debunking the myth that grinding through life is necessary sacrifice for success. The discussion extends to mindfulness and the significance of self-care.  Topics include: What motivated Ron to pursue a career in financial planning The secret behind the success of Carson Group The importance of aligning the interests of consumers, employees, and shareholders in a conscious capitalism model The concept of abundance versus scarcity Finding and doing what one loves to avoid the myth of paying unnecessary dues The value of intentional living and aligning actions with a deeper purpose Overcoming the scarcity mindset by surrounding oneself with the best people And other topics… Sponsored by: Constant Contact: Try Constant Contact free for 30 days at constantcontact.com. IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness.  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius. Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Ron: Website: https://www.carsonwealth.com/  LinkedIn: https://www.linkedin.com/in/roncarson1 Instagram: https://www.instagram.com/roncarson6/ Twitter: https://twitter.com/rchusker  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine  Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

After some really messy economic headlines for the last few months, we may actually have some good news. To break it down, Nicole is joined by Ryan Detrick, the Chief Market Strategist at Carson Group. Today, Ryan shares some signs he's seeing in the market that nearly always indicate good news ahead… and whether this time could be different.