Episode Details

On this episode of ⁠The Money Path⁠, host ⁠Todd M. Schoenberger⁠ is joined by ⁠Ryan Detrick⁠, Chief Market Strategist at ⁠Carson Group⁠, for a wide-ranging discussion on where markets stand — and where opportunity may lie next.

The conversation opens with the Federal Reserve and the appointment of Kevin Warsh, as Ryan examines how policy direction, rate cut expectations, and a 3% inflation environment shape Carson Group’s portfolio strategy. With Carson recently surpassing $55 billion in assets, Ryan shares how their team is positioning for continued economic resilience.

The discussion then turns to commodities, where gold and silver have made major moves. Ryan explains why he doesn’t believe the metals rally has peaked, the role of central bank demand, and how a weaker dollar could fuel further upside. He also points to potential “catch-up” opportunities in energy and other underperforming sectors, noting the outperformance of the S&P 500 equal weight index.

On earnings, Ryan highlights a strong start to the reporting season, with S&P 500 earnings up 12.8% year-over-year, and industrials surprising to the upside. Despite pockets of concern in software and staples, he sees the broader bull market remaining intact.

Todd and Ryan close by addressing market volatility, tariff impacts, and why pullbacks can create opportunity for long-term investors. Ryan also shares insights from his podcast, “Facts vs. Feelings,” reinforcing the theme that data — not emotion — should guide investment decisions.

This episode delivers a grounded, data-driven roadmap for navigating today’s markets across policy, commodities, earnings, and equities.

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