Ryan Detrick is the chief market strategist at Carson Group. In this episode of Full Signal, we discuss his highly optimistic outlook on stocks, the resilience of the market despite recession signals, the "most hated bull market," the Federal Reserve, AI versus dot-com bubble, the K-shaped economy, gold, and forecasts into next year.Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/Follow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/Timestamps: 0:00 - Intro0:30 - Why Ryan's optimistic on stocks3:24 - The bull market is in every country7:00 - Why it's the "most hated bull market"13:36- AI boom vs. dot-com era18:38 - Current sentiment & consumer behavior19:08 - Breaking records in asset prices19:21 - Wealth disparity and K-Shaped economy20:13 - Household and corporate balance sheets20:46 - Leverage and market rotation23:58 - AI impacting job market26:33 - Fed rate cuts31:35 - Political gridlock in Washington
Mike Green, chief strategist of the $11 billion firm Simplify Asset Management, joins Phil Rosen for the first episode of Full Signal. We discuss the biggest risks in today’s market, how passive investing is fueling an "everything bubble" and driving asset prices above their fair value, hidden economic issues, why Bitcoin isn't what you think it is, and the parallels between the AI boom and dot-com bubble.
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
0:00 - Intro
0:27 - The biggest risks in markets
1:17 - Passive investing is inflating asset prices
3:34 - What's the tipping point to the passive investing bubble?
8:50 - Rising earnings are masking weakness
13:30 - AI vs. the dot-com bubble
15:03 - The role of 401(k)s in the "everything bubble"
25:46 - Bitcoin criticisms
30:35 - Conclusion
#podcast #investing #markets #macro #stocks #bitcoin #fed
Full Signal is a new markets show hosted by Phil Rosen, co-founder of Opening Bell Daily. Full Signal will feature in-depth interviews with leading investors, Wall Street strategists and executives, along with original data, commentary and Opening Bell Daily’s signature data visualizations.