How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.

Ryan and Sonu discuss:

• Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equities
• Observations on U.S. economic resilience driven by consumer balance sheets and productivity
• Potential risks from interest rates, housing market stagnation, and a strong dollar’s effects on exports and earnings
• Anticipated Fed rate cuts and inflation trends tied to real estate and wage growth
• Strategies emphasizing diversified investments, including opportunities in underperforming mid-cap and small-cap sectors
• And more!

Download the full Market Outlook 2025 here.

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

How do market strategists assess their predictions and refine their strategies for the future?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.

They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy.

Ryan and Sonu discuss:

• The impact of a Santa Claus rally that failed to materialize and its implications for short-term market sentiment
• The contributions of earnings growth, dividends, and multiple expansion to the S&P 500's 25% total return in 2024
• Their successful forecast of Federal Reserve rate cuts and their influence on economic stability
• The underperformance of small and mid-cap stocks despite positive expectations and the need to adapt to market shifts
• The strong performance of U.S. equities over international stocks, driven by relative economic strength and a resilient dollar
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming modern challenges, and optimizing decision-making.

Dr. Pearlman shares insights on building healthier habits, combating distractions, and fostering meaningful connections in an ever-demanding profession.

Dr. Pearlman discusses:

• How to tackle phone addiction and reclaim time for personal growth and relationships
• Simple steps advisors can take to improve health and performance, including dietary and physical activity tips
• Strategies for setting and maintaining achievable goals for long-term success
• The importance of focusing on individual progress over external comparisons to combat FOMO and enhance satisfaction
• Insights on leveraging psychological flexibility to quit bad habits and make more effective decisions
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Dr. Phil Pearlman:

• Email: ppearlman@gmail.com
• LinkedIn: Philip Pearlman
• X: @ppearlman
• Website: Dr. Phil Pearlman
• Website: Pearl Institute

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Our Guest:

Phil launched Pearl Institute to help people live healthier, perform better, and make wise decisions. Previously, he spent years serving as an executive in both finance and media. Phil lives with his wife and two boys in Montebello, New York.