The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines. How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Str ... Show More
Feb 11
Deja Vu All Over Again (Ep. 174)
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 fea ... Show More
57m 32s
Feb 6
Social Hour With Brian Belski (Ep. 1)
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 conv ... Show More
1h 2m
Feb 4
Warsh & Repeat (Ep. 173)
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 ... Show More
49m 32s
Jul 2024
Inflation Disaster or Relief? Jared Dillian’s Dire Warning
Jared Dillian shares his urgent predictions on oil, inflation, the Fed, and the impact that the 2024 election could have on the economy.
In this episode, host Andrew Brill is joined by Jared Dillian —author, trader, musician, entrepreneur, and educator. Jared discusses the press ... Show More
39m 44s
Sep 2024
The Dividend Cafe - Monday September 16, 2024
<p>Today's Post - <a href="https://bahnsen.co/4eJ46qf">https://bahnsen.co/4eJ46qf</a></p>
<p>Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends</p>
<p>In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on va ... Show More
15m 14s
Oct 2024
Alejandra Grindal: Back Into Balance – Jobs, Inflation, & Markets
Back into balance. That’s where the job market, U.S. inflation, and other key economic indicators are headed. And THAT has major 2025 implications – both for the underlying economy AND the stock market. Those were just a few of the key insights Alejandra Grindal, chief economist ... Show More
15m 5s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Oct 2024
Sam Stovall: The Election, The Fed, & The Market Road Ahead
What stocks should you buy? What sectors should you target? Ask 10 different experts and you might get 10 different answers. But Sam Stovall, Chief Investment Strategist at CFRA Research, likes to provide answers grounded in factual analysis, hard data, and historical patterns. A ... Show More
19m 6s
Dec 2024
The Great Rate Cut Rug Pull - Ep 1000
Jerome Powell's rate cut, market drops, economic risks, inflation, and the future of the economy.Download the CFO’s Guide to AI and Machine Learning at https://netsuite.com/goldFor 20% off your Momentous order, head to https://livemomentous.com and use code GOLD.Laughing Cats htt ... Show More
59m 8s
Jan 2025
Guess Who's Back?
<p>In this week's Market Minutes recap, hear from our team of investment experts as they share their perspectives on the latest market and economic activity. Our panel shares detailed insights into the Beige Book, CPI data, the stock and bond markets, tariffs, the debt ceiling, a ... Show More
21m 25s