About this episode
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