We’ve Got a Lot of Problems (FvF Ep. 177)
About this episode
Ryan Detrick and Sonu Varghese discuss the recent shifts in inflation expectations and their impact on the market.
Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn’t debating disinflation or AI productivity. It’s asking whether we’re entering a new inflation shock. In Episode 177 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, walk through what’s happening beneath the headlines. They explain how the Strait of Hormuz disruption is impacting oil flows, why gasolin...
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