Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble.
Is that true?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into whether the market is truly in a bubble, suggesting that diversification is crucial as earnings growth shows resilience. The conversation also covers interest rates, Japan’s economy, inflation, and the impact of defense spending on the economy, hinting at potential future increases in defense investment.
Ryan and Sonu discuss:
Resources:
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