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2024: What We Got Right, What We Got Wrong (Ep. 117)
How do market strategists assess their predictions and refine their strategies for the future?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.
They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.
Ryan and Sonu discuss:
- The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
- The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
- Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
- The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
- The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
- And more!
Resources:
Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
Connect with Ryan Detrick:
LinkedIn: Ryan Detrick - www.linkedin.com/in/ryandetrick/
X: Ryan Detrick - RyanDetrick
Connect with Sonu Varghese:
LinkedIn: Sonu Varghese - www.linkedin.com/in/sonu-varghese-phd/
X: Sonu Varghese - sonusvarghese
#CarsonGroup #RyanDetrick #SonuVarghese #FactsVersusFeelings #Podcast #MarketOutlook #FedRateCuts #ProductivityGrowth #InflationTrends #SmallCapStocks #TechSectorGrowth #EconomicIndicators
Переглядів: 341

Відео

Sarah Cain: Elevate Your Financial Practice with World-Class Client Experiences
Переглядів 3016 годин тому
What does it truly mean to provide a world-class client experience? In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Sarah Cain, VP of Carson Coaching. Together, they unravel the art of moving beyond the basics of financial services to create interactions that clients rave about. Listen in as they explore how small, intentional actions can leave a lasting im...
The Thriving Advisor with Dr. Phil Pearlman (Ep. 116)
Переглядів 340День тому
How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Foun...
Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services
Переглядів 3414 днів тому
Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services. In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast. Together, they explore the transformative power of community, celebrate women's achievements, and d...
Did the Fed Kill Santa? (Ep. 115)
Переглядів 66814 днів тому
The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025. They explore th...
J.J. Peller on The Power of Setting Big Goals
Переглядів 4021 день тому
Are your goals big enough to bring transformation, not just transactions, into your life? This week, Ana Trujillo Limón, Director, Editorial, sits down with executive business coach J.J. Peller to explore the power of setting ambitious goals. Join the conversation as they delve into why thinking beyond "realistic" goals can unlock your true potential. J.J. unravels the art of goal-setting, emph...
Why Inflation Isn't Sticky (Ep. 114)
Переглядів 58921 день тому
Why Inflation Isn't Sticky (Ep. 114)
Now the Bears Turn into Bulls? (Ep. 113)
Переглядів 445Місяць тому
Now the Bears Turn into Bulls? (Ep. 113)
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
Переглядів 38Місяць тому
Building Client Loyalty in a Digital Age with Tammy Breitenbach, ACC, MBA
3 Things We Are Worried About (Ep. 112)
Переглядів 1,2 тис.Місяць тому
3 Things We Are Worried About (Ep. 112)
Reasons to Be Thankful (Ep. 111)
Переглядів 348Місяць тому
Reasons to Be Thankful (Ep. 111)
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Переглядів 32Місяць тому
How Advisors Can Delegate, Innovate, and Elevate with Jessica Colston, MS, PCC
Will Higher Rates Break The Economy? (Ep. 110)
Переглядів 313Місяць тому
Will Higher Rates Break The Economy? (Ep. 110)
The Post Election Chase is On (Ep. 109)
Переглядів 4242 місяці тому
The Post Election Chase is On (Ep. 109)
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Переглядів 1072 місяці тому
Beyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFA
Talking with the Two that Got The Economy Right (Ep. 108)
Переглядів 3312 місяці тому
Talking with the Two that Got The Economy Right (Ep. 108)
Talking About the Election with Libby Cantrill (Ep. 107)
Переглядів 3912 місяці тому
Talking About the Election with Libby Cantrill (Ep. 107)
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Переглядів 452 місяці тому
Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®
Talking About Anything and Everything with Josh Brown (Ep. 106)
Переглядів 5112 місяці тому
Talking About Anything and Everything with Josh Brown (Ep. 106)
Let’s Talk About The Election (Ep. 105)
Переглядів 3802 місяці тому
Let’s Talk About The Election (Ep. 105)
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
Переглядів 623 місяці тому
Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa
The Bull Market Turns Two (Ep. 104)
Переглядів 4623 місяці тому
The Bull Market Turns Two (Ep. 104)
The Mega-Pod From Excell, Part 2 (Ep. 103)
Переглядів 2923 місяці тому
The Mega-Pod From Excell, Part 2 (Ep. 103)
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Переглядів 3983 місяці тому
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Переглядів 6893 місяці тому
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Переглядів 383 місяці тому
Andres Mazabel: How to Start the Estate Planning Conversation with Your Clients
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Переглядів 7264 місяці тому
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Переглядів 504 місяці тому
Keena Pettijohn: Age Tech Meets FinTech For Longevity Planning
Ronsense: The Person You Want To Be
Переглядів 824 місяці тому
Ronsense: The Person You Want To Be
Ronsense: To Me or For Me
Переглядів 54 місяці тому
Ronsense: To Me or For Me

КОМЕНТАРІ

  • @rebeccacheche505
    @rebeccacheche505 8 місяців тому

    My favorite boxer...

  • @carltonpenaloza1395
    @carltonpenaloza1395 10 місяців тому

    Rich Roll’s brother!!!

  • @199compound
    @199compound 10 місяців тому

    He doesn't drink or smoke or party, that's inspiring coming from someone who's had trouble with all those things. Thank you for the inspiration Bud.

  • @totallysxmmyyt6787
    @totallysxmmyyt6787 10 місяців тому

    Bud, unlike EJ, who admitted that he wasn't living like a boxer, whereas Bud lives the life of a boxer, you don't hear about him clubbing and hanging out with rap artist. Awesome interview. Years ago, I never bought into the EJ hype train, Bud was always on my radar.

  • @hackstergirl5644
    @hackstergirl5644 11 місяців тому

    People need to share this video, why isn't everyone who is worried about the migrant crisis watching this video

  • @damon123jones
    @damon123jones Рік тому

    great interviewers ❤❤

  • @TheNyayko
    @TheNyayko Рік тому

    You guys are awesome! Thank you for the show . I love it

  • @finomgroup984
    @finomgroup984 Рік тому

    Powell did not lean hawkishly into dot plot question, like he did at prior meetings, indeed!

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    very nice

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    no channel tag and no rank tag

  • @ltah2
    @ltah2 Рік тому

    Terrific show, Ana!

  • @Ķãǐļöŵco
    @Ķãǐļöŵco Рік тому

    When was this recorded. Thank you!

  • @AdvisorFinder
    @AdvisorFinder Рік тому

    "The spoils in life go to the risk takers" Good morning Ron 👑🟣

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    "Wow, your content just keeps getting better and better!"

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Great

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Fine

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    Nice dear ❤❤❤

  • @annconnolly5298
    @annconnolly5298 Рік тому

    AWESOME, guy!! Love the music addition 😀

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Beautiful

  • @AdvisorFinder
    @AdvisorFinder Рік тому

    Incredible technology! Thanks for sharing this, Ron

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    go ahead and take Success! take love

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Brilliant

  • @333jrac
    @333jrac Рік тому

  • @jorgegrande8237
    @jorgegrande8237 Рік тому

    Good show today, gentlemen. A little chitchat but not too much. Mostly useful, highly relevant information. Appreciate your work. Thank you.

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Awesome

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Outstanding

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    Carson Group 💖💖

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Great

  • @murraypassarieu9115
    @murraypassarieu9115 Рік тому

    I had to quit for a couple of years because it was aggravating my prostate. Luckily I was able to go back and now I drink mostly cold brew I make myself from organic beans. I hope I never have to quit again. Best mood elevator ever.

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Nice video dear

  • @anjonsarker2374
    @anjonsarker2374 Рік тому

    Wonderful

  • @rewirement
    @rewirement Рік тому

    Kellan and Julie are such amazing people. I learn from them every time we hangout.

  • @ltah2
    @ltah2 Рік тому

    Terrific video. Great to see Nellie!!

  • @rewirement
    @rewirement Рік тому

    Austin has overcome so much! Was wonderful spending time with him and hearing about his story

  • @rewirement
    @rewirement Рік тому

    Carson has such amazing partners impacting their communities and giving back!

  • @bengtturvey5005
    @bengtturvey5005 Рік тому

    "PromoSM" ☹️

  • @ThaboHermanus
    @ThaboHermanus Рік тому

    South Africa did better? Can you please come and show that portfolio of evidence to some of my fellow countrymen who are obsessed with offshore ONLY investing

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    ❤❤❤

  • @nasrinm1915
    @nasrinm1915 Рік тому

    Listening from Toronto, Canada. Thank you for the guidance 🙏🙏

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    such a nice video

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter Рік тому

    Thank you for the beautiful impact you're making on the world.

  • @shavkat_murtazaev
    @shavkat_murtazaev Рік тому

    Listening from Uzbekistan, Samarkand city.

  • @finomgroup984
    @finomgroup984 Рік тому

    Great read on H2 gents. Thank you for the analysis and steadfast disciplines!

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter Рік тому

    Thanks for sharing 🙏

  • @seo-expert-nargis-akter
    @seo-expert-nargis-akter Рік тому

    Thank you so much for sharing

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    lovely

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    nice

  • @growproteas1148
    @growproteas1148 Рік тому

    Sounds like you have Eustachian tube dysfunction - The fluid is not in your ear canal but behind the tympanic membrane - causing a muffled sound - Pinch your nose and see if you can blow air into your inner ear as a test. Treatment - pseudoephedrine to dry the water - or short course of prednisone. I am a doctor

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    Nice

  • @WebCodeingBD
    @WebCodeingBD Рік тому

    Real nice video