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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: Why This Isn't a Bubble (Ep. 77)
Description: Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble. Is that true?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into whether the market is truly in a bubble, suggesting that diversification is crucial as earnings growth shows resilience. The conversation also covers interest rates, Japan’s economy, inflation, and the impact of defense spending on the economy, hinting at...