The Post Election Chase is On (Ep. 109)

As the post-election market rally gains momentum, how can investors position themselves for what’s next?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.
From anticipated Republican policy shifts-like potential tax cuts, deregulation, and deficit spending-to a bullish outlook for small-cap stocks, Ryan and Sonu examine how these strategies may shape market sentiment in the months ahead. They discuss the impact of a strong dollar on international equities, why gold’s recent dip could offer buying opportunities, and whether bond yields might stabilize following recent increases.
So, tune in as they explore market patterns, highlighting how post-election years often deliver solid performance and explore how non-traditional media, like podcasts, are increasingly shaping election sentiment.
Key Highlights:
Market Rally: Optimism from GOP policies drives small-cap growth post-election
Tax and Fiscal Policy: Upcoming tax cuts and spending could spark growth while balancing inflation
Investment Outlook: Bullish on small caps; bond yields may stabilize
Gold & Dollar Dynamics: Strong dollar pressures international stocks; gold may be a buying opportunity
Election Trends: Historically, markets gain momentum after election years
Shifting Media: Podcasts and new media reshape election sentiment
And much more!
Resources:
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Connect with Ryan Detrick:
LinkedIn: Ryan Detrick - / ryandetrick
X: Ryan Detrick - / ryandetrick
Connect with Sonu Varghese:
LinkedIn: Sonu Varghese - / sonu-varghese-phd
X: Sonu Varghese - / sonusvarghese
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