Listen "The Little Things May Add Up (Ep. 68)"
Episode Synopsis
The world is facing unprecedented challenges and opportunities in 2024. From geopolitical tensions and trade wars to technological innovations and environmental issues.How can investors navigate these times? How will the emergence of cryptocurrencies and digital assets affect the financial system and regulation? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the economic outlook and global issues. They also dive into the implications of Bitcoin ETFs, volatility, and risk tolerance in cryptocurrency markets. Additionally, they touch on inflation and rates, referencing the CPI and PPI, the M2 concerns, and the male labor participation rate.Ryan and Sonu discuss: The geopolitical scene, focusing on the Red Sea issues and the impact on global shipping and oil pricesThe recent election in Taiwan and the potential impact on ChinaThe drama surrounding the Bitcoin ETF approvalAn analysis of inflation data, including CPI and PPI, and its impact on potential rate cuts by the FedThe significance of M2 being negative year over year and its potential impact on the economyThe male labor participation rate and its comparison to historical levelsThe beginning of earnings season, bank performance, and significant developments in the aviation and technology sectorsAnd more!Resources:Any questions about the show? Send it to us! We’d love to hear from you! [email protected] Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
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