Summary:
In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they’re calling “Trade War 3.0.” They break down the latest round of tariffs, China’s restrictions on rare earth exports, and what this means for markets, global trade, and investors. The conversation also touches on October’s trademark market volatility, the three-year anniversary of the current bull market, and Carson Group’s exciting milestone of surpassing $50 billion in assets under management. To wrap up, Ryan and Sonu discuss how AI investments are shaping economic growth and why diversification remains key as the market rides this wave of innovation.

Key Takeaways:

• Trade War 3.0: The China trade war is back, with new tariffs and export restrictions creating fresh market uncertainty.
• Not a Shock: October remains the most volatile month for markets—current swings are historically typical.
• The Bull’s Birthday: The three-year bull market continues to show resilience and momentum heading into year four.
• Massive Impact: AI-related investment is a key driver of GDP growth, fueling spending, innovation, and market optimism.

Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @RyanDetrick

Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @SonuVarghese

Questions about the show? We’d love to hear from you — factsvsfeelings@carsongroup.com

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