Welcome to ’24! (Ep. 66)

03/01/2024 35 min
Welcome to ’24! (Ep. 66)

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Episode Synopsis

Happy New Year and welcome to the very first Facts vs Feelings episode of 2024!In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and the Federal Reserve, and the potential for continued growth, especially in small and mid-cap stocks. They explore economic cycle indicators, the impact of inflation and rate cuts, and the unpredictability of market returns. Forecasts for the S&P 500 are debated, with a focus on the likelihood of higher gains despite the challenges of accurate predictions.Ryan and Sonu discuss: Market trends and potential outlook for 2024Factors contributing to the recent market rallyPerformance of small and mid-cap stocksThe significance of small-cap industriesEarly versus late economic cycle indicatorsImpact of inflation and rate cuts on market performanceForecasts for the S&P 500 for 2024Likelihood of positive returns in the marketThe importance of understanding odds and adjusting investment strategiesAnd 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