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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: Talking About Everything With Skanda Amarnath (Ep. 136)
Description: In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts.Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, and the evolving landscape of productivity and AI-related capital investment. Skanda brings grounded clarity on interpreting economic data without succumbing to noise or sensationalism, offering practical insights for advisors and investors alike.Key Takeaways:<...