3 Things We Are Worried About (Ep. 112)

Are today’s markets walking a tightrope? 

Balancing optimism with caution, Sonu Varghese, VP, Global Macro Strategist at Carson Group, is joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. 

They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market uncertainties.

This conversation delivers actionable strategies to help you manage uncertainty, stay diversified, and make sense of today’s market challenges. Whether navigating fiscal and monetary policy decisions, understanding global trends, or debating valuations, this conversation has something for every investor.

Key Highlights:

• Policy Risks: Federal Reserve rate decisions remain a wildcard, potentially impacting housing, business investments, and broader economic growth
• Trade and Tariffs: Tariff rhetoric and policy shifts could nudge inflation and alter market sentiment—but are they long-term threats or one-time adjustments
• Stock Valuations: U.S. markets continue trading at high valuations (e.g., 22x forward PE), raising questions about sustainability and investor sentiment
• Global Perspectives: Growth stories in India and Japan contrast with U.S. workforce trends, offering a broader view of opportunities and challenges
• Why It Matters: Understanding these risks could help investors stay grounded and focused on long-term goals despite short-term noise
• And much more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com 
• Reasons to Be Thankful (Ep. 111) 

Connect with Ryan Detrick: 

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese: 

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

Connect with Barry Gilbert: 

• LinkedIn: Barry Gilbert, PhD, CFA
• Carson Wealth