All Episodes

January 17, 2024 49 mins

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 prices
  • The recent election in Taiwan and the potential impact on China
  • The drama surrounding the Bitcoin ETF approval
  • An analysis of inflation data, including CPI and PPI, and its impact on potential rate cuts by the Fed
  • The significance of M2 being negative year over year and its potential impact on the economy
  • The male labor participation rate and its comparison to historical levels
  • The beginning of earnings season, bank performance, and significant developments in the aviation and technology sectors
  • And more!


Resources:

Connect with Ryan Detrick: 

Connect with Sonu Varghese: 

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

The Nikki Glaser Podcast

The Nikki Glaser Podcast

Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.