Curious about the current state of the stock and housing market and what's coming up for the second half of the year?Get up to date with the current market updates!In this episode, Ryan Detrick & Sonu Varghese explain the difference between hard and soft economic data and why it's important to look at both to get a better understanding of the economy. Ryan and Sonu also touch on the impact of Harry Markowitz on the investment industry, the potential for a strong July rally, and the current state of the housing market. Ryan and Sonu discuss: The difference between soft data and hard dataHarry Markowitz and his impact on the industry through formalizing diversification and the return versus risk frameworkThe possibility of a continuation of the summer rally in the second half of the year, citing historical data and momentumThe valuations in the S&P500 — with a focus on the tech sectorThe importance of housing in the economy and how it is showing early cycle signalsHow housing has historically led recessions and how it took away from GDP for eight quarters in a rowAnd more!Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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