Podcasts about chief market strategist

Gareth Soloway, Chief Market Strategist at Verified Investing, joins Soar Financially to discuss the AI stock frenzy, the Space IPO, market euphoria, gold and silver weakness, bond yields, recession risks, and where smart money may be rotating next.#gold #bitcoin #silver -----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now and what could matter next. The episode centers on the bull market's concentration in AI and large-cap tech, the durability of the rally, the role of active management, and why diversification may need to look different than it did a decade ago.The conversation also digs into earnings momentum, cross-ownership in AI, the impact of higher bond yields on long-duration assets, and whether software is being transformed or disrupted by AI.From bubbles and breadth to bond yields, oil shocks, and portfolio construction, the episode connects live market commentary to the forces shaping returns underneath the surface.Jump to:0:00 — Live Crowd and Big Questions1:48 — What A Bubble Really Means6:00 — Earnings Momentum and AI Optimism12:35 — Circular Ownership and AI ROI16:05 — AI Replaces Software or Adds Cost21:55 — 60/40 Is Not Dead Just Different30:10 — Return Stacking and Better Diversifiers36:30 — Oil, Inflation Volatility, and Bonds41:40 — Concentration, Active Picks, And Dispersion47:20 — Hard-Won Advice and Closing ThanksConnect 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 Rod and Greg Show Daily Rundown – Tuesday, June 9, 20264:20 pm: Senator Mike Lee joins the show for his weekly conversation with Rod and Greg about what's happening in Washington, D.C., and today they'll discuss his thoughts on the LDS Church, at least initially, not being recognized as being of Christian denomination. Plus, they'll discuss why what's happening in the California primary election is why it's necessary to pass the SAVE Act.4:38 pm: Jack Tomczak, Vice President of Outreach for Americans for Citizen Voting, joins the program to discuss the question of how the idea of citizen-only voting could be controversial.6:05 pm: Anthony Iafrate, Associate Editor for The Daily Caller, joins Rod and Greg for a conversation about his piece on which party won the gerrymandering war.6:38 pm: James Thorne, Chief Market Strategist for Wellington-Altus Private Wealth, joins Rod and Greg to discuss his piece for Real Clear Politics on how Scott Bessent could be the most consequential Secretary of the Treasury since Alexander Hamilton. 

In this episode of Why Invest?, host Luke Hyde‑Smith is joined by David Zervos, Chief Market Strategist at Jefferies, to explore what is driving today's equity markets and the resilience of the global economy. David explains why recent shocks have done little to derail market momentum, reflecting a strength in economic fundamentals and the role of capital in driving growth. They discuss how advances in technology and AI are boosting productivity and reshaping labour dynamics, while also raising longer-term social and political questions. The conversation also looks at the key risks ahead and how investors can navigate this environment. If you would like further information about anything discussed in this episode, please do get in touch: whyinvest@w1m.com.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M Wealth Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

Following transformative AI-related bond issuance, what has been the impact of this fundraising on the structure and dynamics of credit markets? In this podcast, Aleksandar Devic, Fixed Income Strategist, joins host Julien Lafargue, Chief Market Strategist, to discuss the latest developments in credit markets. Away from AI, where is the relative value in more traditional sectors? Are there any opportunities at the long end of the investment grade curve? And where is the most value in high yield?

Jun 5, 2026 – After a record-breaking rally, Gina Martin Adams, Chief Market Strategist at HB Wealth, joins Jim Puplava to discuss what's driving equities, risks from oil and inflation, the impact of hyperscaler investments, and her sector picks...

Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, evolving supply chains, and new approaches to international cooperation are redefining opportunities and risks, demanding a sophisticated understanding of the forces at play. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today's markets and tomorrow's investment decisions.  Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

In this special edition, Sophie Dimopoulou, Head of External Distribution in Luxembourg, is joined by Professor Athanasios Platias, Professor Emeritus of Strategy at the University of Piraeus in Greece, and Daniel Morris, Chief Market Strategist at BNP Paribas Asset Management. Together they discuss how geopolitics and artificial intelligence are each effecting profound change on the global economy.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They're joined by Blake Anderson, Director of Portfolio Management at Carson Group, for a wide-ranging conversation on market breadth, small caps, tech leadership, Google's AI spending, software, and the growing influence of data centers and high-quality cash flows in today's market.The episode also digs into the latest rally in stocks, the role of FOMO, the state of the bond market, and why this bull market may still have more room to run even as leadership narrows.From IPO mechanics and index inclusion rules to the economics of AI infrastructure, the conversation connects the market's biggest headlines to the harder data underneath.Key Takeaways:The S&P 500 is up nine consecutive weeks. When it has gained more than 15% in April and May combined, June has never been lower and the rest of the year averages nearly 19% gains.Small caps are up 18% year-to-date and it seems like nobody is talking about it. A third of those returns trace back to three companies, all tied to data centers and AI infrastructure.SpaceX chose the Nasdaq, and Nasdaq changed its rules. Mega-cap companies can now be assessed for index inclusion just 15 days post-IPO instead of waiting six months.At a $2 trillion valuation against $19 billion in 2025 revenue, SpaceX carries a price-to-sales ratio above 90. Historically, IPOs with price-to-sales above 40 average a 94% first-day pop, but a negative 45% three-year return.A deal disclosed in the SpaceX S1 could see Anthropic pay up to $15 billion annually for data center capacity, nearly matching SpaceX's entire 2025 revenue in a single contract.Google is raising $80 billion in equity and has cut buybacks to zero. AI infrastructure spending has moved from optional to existential, with payoff timing still uncertain.Jump to:0:00 — Welcome and the SpaceX question1:19 — Markets rip higher after the spring rally10:33 — Breadth, small caps, and hidden leaders14:10 — FOMO signals and the bubble check15:59 — Blake joins on tech and rates20:48 — Google funds AI data centers26:22 — Software's AI reset and data moats29:13 — SpaceX IPO filing and index rule changes43:01 — IPO stats, valuation risk, and consumer 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#SpaceXIPO #FactsVsFeelings #investing #stockmarket #AI #techinvesting #IPO #smallcaps #SP500 #bullmarket #NVIDIA #Starlink #Anthropic #OpenAI #marketanalysis #portfoliomanagement #indexfunds #WallStreet #fintech #CarsonGroup

As valuations in semi-conductor chip manufacturers soar, are concerns of a bubble warranted or is this the start of a new paradigm? In this podcast, Rob Smith, AI and Data Science Strategist, joins host Julien Lafargue, Chief Market Strategist, to explore the latest developments in the AI sector. Will future productivity gains continue to support the AI trade? What are the most important developments in agentic AI? And what comes next?

On this episode of Market Matters, Shay Boloor, Chief Market Strategist at Futurum Equities, breaks down Big Tech and the AI trade. He explains why AI didn't kill Google's search business, examines the next potential waves of the AI boom, and gives an inside look at the life of a market strategist. Shay also recaps some of his best market calls, including Palantir (PLTR) and Digital Ocean (DOCN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe 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

College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster than household incomes, the conversation has shifted from simply saving to strategically investing for education. Choosing the right vehicle—like a 529 plan—can make a meaningful difference, offering tax-deferred growth, tax-free withdrawals, and state-level benefits. This episode examines common misconceptions, the impact of procrastination and the realities of scholarships to provide a practical lens for advisors and parents seeking clarity in a changing environment. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management, as they share actionable perspectives and personal experiences on building smarter education savings plans. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

European small cap stocks have outperformed their large cap peers so far this year. Damien Kohler, Head of European Small Cap Equities tells Daniel Morris, Chief Market Strategist, that small caps can prove positive for investors pursuing an active barbell strategy of a strong income-oriented approach combined with identifying underpriced potential for growth.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

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

Today, we're back on Wall Street and dining at Harry's, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi. Her origin story starts in Wisconsin, but she's made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management. Timecodes 00:00 — “Edgy Broads” 00:21 — Welcome to Standing Table at Harry's on Wall Street 01:24 — Meet SoFi's Head of Investment Strategy, Liz Thomas 02:24 — From Wisconsin to Wall Street: Liz's Journey Begins 04:54 — The Mentor Who Changed Liz's Career Path 06:14 — Guy & Dan Tell the Early Fast Money Origin Story 09:35 — Liz Opens Up About Leaving Everything Behind for NYC 12:31 — Becoming a CNBC Personality & Inspiring Young Women 16:18 — Why Liz Took the Leap from BNY Mellon to SoFi 20:49 — Marriage, Motherhood & Being the Breadwinner 22:21 — Liz's Mission Supporting Women Through Grace Outreach 23:37 — Liz's Career Advice: Don't Wait to Be Noticed Standing Table is made possible through our continued partnership with Apex Fintech Solutions. Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing. For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/ LinkedIn: https://www.linkedin.com/company/apex-fintech/ —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

As private credit becomes a more significant part of the investment landscape, how important is diversification and manager selection? In this special podcast, Kellie Hata, Head of European Private Markets, and Mike Scott, Senior Investment Due Diligence Analyst, both from Albourne Partners, join host Julien Lafargue, Chief Market Strategist, to explore how a disciplined and well-informed approach can exploit attractive opportunities in private credit despite increasing performance dispersion and rising defaults.

Carl Quintanilla, Leslie Picker, and Michael Santoli kicked off the hour with fresh consumer data and Fed commentary - before breaking down the broader market outlook with MetLife's Chief Market Strategist. Plus: the tech stocks worth taking a look at here - with T. Rowe Price's Dominic Rizzo, and a discussion of why SpaceX should be seen as more than just a rocket company (according to an early investor in the firm).    Elsewhere this hour: all eyes on Washington ahead of Kevin Warsh's swearing in ceremony as the next Fed chair... Former Minneapolis Fed President Narayana Kocherlakota joined the team with his take on the action - and what's next.    Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China's policy for growth from hi-tech industry development is a state-organised – but not state-led – strategic effort that combines top-down industrial planning with bottom-up competition among local players. Chi Lo, Senior Market Strategist in Hong Kong, tells Daniel Morris, Chief Market Strategist, that investment value in China is created through aligning private incentives with state goals of high-quality growth, technological self-reliance, digitalisation and national security.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

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

China has agreed to purchase at least $17 billion of agricultural products from the US annually through 2028, the White House said in a fact sheet detailing President Donald Trump's two-day summit in China. A day earlier, the Chinese Ministry of Commerce released its own readout of the meeting, which said the US and China will adopt a series of measures, including mutually cutting levies on certain products. China did not provide specifics, adding that teams from both countries were still negotiating details, and the White House release was silent on tariffs. Trump previously suggested that tariffs did not come up in his meetings with Chinese President Xi Jinping. We spoke to Rebecca Choong Wilkins, Bloomberg's Asia EcoGov Correspondent. Plus - A selloff in global bonds extended as the deadlock over the Iran war drove oil prices higher, fueling inflation concerns and raising bets that central banks will need to keep tightening policy. Bloomberg TV hosts Haidi Stroud-Watts and Shery Ahn spoke to Kristina Hooper, Chief Market Strategist at Man Group.See omnystudio.com/listener for privacy information.

As ongoing political uncertainty in the UK puts pressure on sterling, what is the longer-term outlook for the currency? Bhaskar Gupta, Head of FX Distribution, joins host Julien Lafargue, Chief Market Strategist, to discuss the outlook for the major currencies amid expected rate hikes from leading central banks. They also discuss the US dollar's safe-haven status, inflationary headwinds and yen volatility amid bouts of intervention by the Bank of Japan.

Amid fast-moving headlines and shifting market dynamics, it's time to pause and take a fresh pulse on what matters most. From energy disruptions and inflation to the rise of AI and evolving consumer sentiment, today's landscape calls for clarity and perspective. Explore the key forces shaping portfolios, uncover emerging opportunities, and rethink risk in a world where change is constant.   In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they spotlight the market's defining themes and offer timely insights for advisors and investors. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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

US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large cap. Geoff Dailey, Head of US Equities, tells Daniel Morris, Chief Market Strategist, that the main driver was the artificial intelligence theme.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted on Ausha. See ausha.co/privacy-policy for more information.

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

Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments add further insight into enterprise tech, semis and AI-driven spending trends. Gargi Chaudhuri of BlackRock on the firm's spring outlook and discusses where she sees opportunity across equities and portfolios. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

Apr 17, 2026 – After this week's wrap-up, Financial Sense Newshour's Jim Puplava interviews Dave Keller, Chief Market Strategist at Sierra Alpha Research, to discuss the explosive moves in stocks, commodities, and cryptocurrencies as global events...

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

Stijn Schmitz welcomes back Josef Schachter to the show. Josef is Founder of Schachter Asset Management Inc. The discussion centers on the significant disruptions in the global oil and gas market caused by recent geopolitical conflicts in the Middle East. Schachter provides a comprehensive analysis of the current energy landscape, highlighting the potential long-term implications of supply constraints and infrastructure damage. According to Schachter, the conflict has already removed approximately 14 to 16 million barrels of oil from daily production, with strategic petroleum reserves and shadow fleet inventories currently offsetting the supply shock. He anticipates that if the war continues, oil prices could reach $80-$90 per barrel by year-end, with potential risks of prices climbing to $150-$180, which could trigger significant demand destruction. They discuss the broader implications for the energy sector, with Schachter emphasizing that the current environment presents attractive opportunities for investors. He recommends focusing on companies with large reserve life indices, low operating costs, and attractive valuations. Specifically, he highlights Canadian energy companies in natural gas and oil sands sectors as promising investments. Schachter notes that the energy landscape has fundamentally changed since March 1st, with companies now needing to focus on growth strategies. He believes the sector is still in early stages, comparing it to being on the fourth hole of a golf course, with significant potential for future development. Companies with strong balance sheets and the ability to capitalize on higher commodity prices will be best positioned. The conversation also touches on potential demand impacts, with Schachter suggesting that prices above $150-$180 per barrel could trigger severe economic consequences, potentially leading to demand reduction that would stabilize prices. He recommends investors carefully evaluate energy companies, looking at metrics like finding and development costs, operating efficiency, and management’s equity stake. Ultimately, Schachter believes the energy sector offers significant long-term investment potential, particularly for those willing to be patient and strategic in their approach. Timestamps: 00:00:00 – Introduction 00:01:05 – Long-Term Conflict Implications 00:04:04 – Geopolitical Risks and Escalation 00:05:09 – Oil Price Dynamics Forecast 00:08:18 – Futures Curve Analysis 00:10:18 – Supply Shortage Timeline 00:11:24 – Energy Sector Investments 00:13:19 – Infrastructure Damage Assessment 00:16:35 – US Geopolitical Oil Strategy 00:18:14 – Historical Price Parallels 00:21:29 – Stock Valuation Opportunities 00:25:13 – Iran War Possibilities 00:29:20 – Attractive Oil Gas Picks 00:32:38 – Canadian Oil & Gas 00:35:41 – Oil & Gas Producers 00:40:32 – Assessing Companies 00:45:58 – Concluding Thoughts Guest Links: Website: https://schachterenergyreport.ca Subscription Discount for Palisade Listeners, $100 off the first year of our subscription, use coupon code “POD100” https://schachterenergyreport.ca/subscriptions/ Josef Schachter is a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus in the stock market and the energy sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what's going on, what is to come, and why. Josef is a frequent guest on Michael Campbell's Podcast ‘Mikes Money Talks' and other podcast and radio shows and is often quoted in the media. He is a regular Guest Speaker at the annual World Outlook Financial Conference in Vancouver and he delivers presentations to various companies and organizations. For several years, he was a frequent and notably colourful commentator on BNN Bloomberg's Market Call. Josef provided Oil and Gas research to Maison Placements Canada geared to their institutional clients for 15 years ending April 2017, and was acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014. Prior to establishing his firm Schachter Asset Management Inc. in 1996, Josef was the Chief Market Strategist at Richardson Greenshields, a Director of RGCL and a member of its Investment Policy Committee. He holds a Chartered Financial Analyst designation and is a past Chairman of the Canadian Council of Financial Analysts.

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]

Frank Mottek discusses the latest market trends and news. Art Hogan, Chief Market Strategist at B Riley Wealth Management, joins us live to break down the market's reaction to the ongoing Iran conflict and its impact on the economy. We also cover the historic Artemis 2 mission, where NASA's lunar fly-around by four astronauts marks the first trip to the Moon in 53 years. Plus, we dive into the commercial real estate market, where a major deal in downtown LA may have hit a snag.See omnystudio.com/listener for privacy information.

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]

With no clear resolution to the war in Iran in sight, rising oil prices have already had a cascading effect on economic growth which is barreling into the stock market. We break down the spike in prices across sectors, and the dislocation inside the capital markets with Liz Ann Sonders, Chief Market Strategist for Charles Schwab. Plus, investors have turned decidedly bearish at last, just in time for the business news magazines to flash their latest covers of despair. That's usually a bullish indicator, but we are living in very unusual times. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

Erik Garcia, CFP®, ChFC®, BFA™, welcomes back Phil Blancato for their annual market conversation, now a tradition on Stuff About Money They Didn't Teach You In School. Phil is Chief Market Strategist at Osaic Wealth, a regular on Fox Business, and an experienced portfolio manager who brings equal parts insight and humor, including a lightning round that somehow turns the 2026 market into a lasagna and ends with a debate on why pasta made in Italy is superior. Phil's core headline for 2026 is a return to more normal market behavior: broader participation beyond a handful of mega-cap names and more average equity returns than the outsized gains investors have gotten used to. They unpack what a "defining year" for AI actually means, including winners, losers, and the infrastructure and energy needed to power the buildout, plus how productivity gains could change work and life. The conversation also hits international's resurgence, why bonds are "sexy" again, and the discipline of staying invested through scary headlines. Phil closes with what keeps him up at night, with debt and renewed inflation risk at the top, and a reminder that diversification is the plan when market leadership shifts. Episode Highlights: Phil explains how treating colleagues and clients as friends and family has made a 35-year career feel like he's never worked a day in his life. (02:05) Phil's one headline for 2026: a return to normal market returns with broader participation across sectors. (08:00) Phil uses "Flippy the fryer," an AI arm completing 200,000 man hours at White Castle, to illustrate real-world AI productivity gains. (15:05) Phil emphasizes Finance 101: never panic based on headlines, as US economic fundamentals remain strong beneath the noise. (20:00) Erik highlights his favorite chart showing intra-year drawdowns versus final returns, making the case for staying invested through volatility. (26:28) Phil believes that AI overdependence is dangerous, pointing to GPS reliance and the Pope's ban on AI-written sermons as cautionary examples. (31:00) Phil identifies rising inflation and the US debt burden as his top black swan risks for markets. (39:25) Erik reflects on using AI-driven productivity for leisure, coaching basketball, and spending more time doing what matters most. (45:45) Key Quotes: “It's a defining year for AI. What companies can either continue to grow revenue or use AI to be more productive.” - Phil Blancato “I would say I've always been a big fan of why people like me are successful. We take advantage of when there's a panic in markets, and there's a panic in a software market right now.” - Phil Blancato “Being paid to wait around. You're getting real return, real income in your portfolio. It gives you safety and security and maybe a chance to see them go up as much as 7% or 8% this year.” - Phil Blancato Resources Mentioned: Phil Blancato Osaic Wealth Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

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

In episode 62 of Fill the Gap, hosts Tyler Wood, CMT and Dave Lundgren, CMT, CFA interview Keith Lerner, CMT, CFA, the CIO and Chief Market Strategist at Truist Advisory Services, about his “weight of the evidence” investment framework, which integrates history, economics, fundamentals, and technical analysis to guide portfolio decisions. Lerner explains how technical analysis serves as a critical accountability tool that can challenge narratives, force humility, and prompt timely portfolio adjustments when market data diverges from expectations. He discusses how the relative importance of different signals changes across market cycles, noting periods—such as sharp volatility events—when technicals deserve greater weight due to uncertainty in fundamentals or macro outcomes.Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast. For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/ Give us a shout:@dlundgren3333 or https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/@_TBone_Pickens or https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/@CMTAssociation orhttps://www.linkedin.com/company/cmtassociationCMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.Learn more at: www.cmtassociation.org

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

Financial expert Peter Grandich discusses the precarious state of the American economy, emphasizing his deeply bearish outlook on the stock market. He argues that the middle class is eroding due to unsustainable debt, while a small elite holds the vast majority of wealth. Grandich expresses skepticism toward Bitcoin and AI, viewing them as speculative bubbles, while favoring gold and silver as essential assets for capital preservation. Beyond finance, he warns of increasing social and political division in the United States, highlighting risks such as civil unrest and demographic shifts. Ultimately, he encourages a philosophy of “less is more” and a return to faith to navigate a future defined by economic decline. Watch on BitChute / Brighteon / Rumble / Substack / YouTube *Support Geopolitics & Empire! Become a Member https://geopoliticsandempire.substack.com Donate https://geopoliticsandempire.com/donations Consult https://geopoliticsandempire.com/consultation **Listen Ad-Free for $4.99 a Month or $49.99 a Year! Apple Subscriptions https://podcasts.apple.com/us/podcast/geopolitics-empire/id1003465597 Supercast https://geopoliticsandempire.supercast.com ***Visit Our Affiliates & Sponsors! Above Phone https://abovephone.com/?above=geopolitics American Gold Exchange https://www.amergold.com/geopolitics easyDNS (15% off with GEOPOLITICS) https://easydns.com Escape The Technocracy (15% off with GEOPOLITICS) https://escapethetechnocracy.com/geopolitics Outbound Mexico https://outboundmx.com PassVult https://passvult.com Sociatates Civis https://societates-civis.com StartMail https://www.startmail.com/partner/?ref=ngu4nzr Wise Wolf Gold https://www.wolfpack.gold/?ref=geopolitics Websites Website https://petergrandich.com X https://x.com/PeterGrandich YouTube https://www.youtube.com/c/PeterGrandichCompany About Peter Grandich Peter Grandich entered Wall Street in the mid-1980s with neither formal education nor training, and within three years was appointed Head of Investment Strategy for a leading New York Stock Exchange-member firm. He would go on to hold positions as Chief Market Strategist, Portfolio Manager for four hedge funds and a mutual fund that bore his name. His abilities have resulted in hundreds of media interviews, including Good Morning America, Fox News, CNBC, Wall Street Journal, Barron's, Financial Post, Globe and Mail, US News & World Report, New York Times, Business Week, MarketWatch, Business News Network and dozens more. He has spoken at investment conferences around the globe, edited numerous investment newsletters and was one of the more sought-after financial commentators. Grandich has been a member of the National Association of Christian Financial Consultants, The New York Society of Security Analysts, The Society of Quantitative Analysts and The Markets Technician Association. He served on the Boards of Athletes in Action, the Fellowship of Christian Athletes, Good News International Ministries and Catholic Athletes For Christ. Through Athletes in Action, Grandich assisted with Bible study and chapel services for the New York Giants and New York Yankees from 2002 to 2016. His autobiography, Confessions of a Wall Street Whiz Kid, was first published in the fall of 2011. The second edition was released in 2014, while the third edition, Confessions of a Former Wall Street Whiz Kid, was issued in October 2015. The fourth edition of the book was later released in April 2019, and the fifth edition was issued in May 2021. The fifth edition of the book is currently available on Amazon.com, but you can also read the book for free online. Read the book online. Grandich was the editor and publisher of The Grandich Letter from 1984 to 2014. He was also Senior Commentator for Moneytalks.net from 2013 to 2015. In 2013, Grandich founded the Athletes & Business Alliance (ABA), a private organization of professional athletes and business executives who exchange ideas and build relationships with an emphasis on capitalizing on the talents of all involved. A symbiotic organization, ABA is a network of accomplished individuals in an environment where one can develop personal associations with a structured and supportive system of giving and receiving business. The ABA boasts a select membership of diverse senior-level executives, high net worth business owners, and both active and retired pro athletes. By invitation only, high-level corporate and business decision-makers and prominent athletes intermingle. To achieve success, businesses must utilize effective marketing tools, secure new customers to generate repeat business and provide superior customer service that engenders loyalty. The ABA provides an environment to do this and more. In late 2020, Peter closed all professional athlete related business. Peter Grandich currently resides in New Jersey with his wife, Mary, and they have one daughter, Tara. *Podcast intro music used with permission is from the song “The Queens Jig” by the fantastic “Musicke & Mirth” from their album “Music for Two Lyra Viols”: http://musicke-mirth.de/en/recordings.html (available on iTunes or Amazon)

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

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

Feb 20, 2026 – The Supreme Court just struck down tariffs—so what happens next? In this wide-ranging conversation, Jim Puplava sits down with Gina Martin Adams, Chief Market Strategist at HB Wealth, to break down what it means for markets...

Gareth Soloway, Chief Market Strategist at VerifiedInvesting.com, joined me to review the charts for Bitcoin, Ethereum, XRP, Gold, Silver, the S&P500, and the Nasdaq.Brought to you by