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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: It Takes Two To Tango (FvF Ep. 180)
Description: In Episode 180 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, discuss a volatile market environment shaped by inflation concerns, rising yields, geopolitical uncertainty, and shifting investor sentiment. They break down why a rough week in markets may not be as unusual as it feels, how inflation is changing the way investors should think about diversification, and why bonds may not provide the same protection they once did.The conversation covers risk-on signals inside the market, falling consumer staples, rising yields competing with dividend stocks...