Ryan Detrick

speaker

751 appearances 2 recordings 2 series first heard Feb 2026 last heard 26 Jun

Ryan Detrick’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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That doesn't mean some of these industries aren't going to get over the top and have big implosions.

But big picture, those are the things I think we need to focus on.

And to me, those matter more.

And at the start of the year, I mean, again, getting back to kind of we talk about this stuff, we create content, but we also manage money.

At the start of the year, we positioned our portfolios for a higher inflationary world.

We added managed futures.

That's been a very dirty word for a couple of years because they haven't worked at all.

Managed futures have done really well in this environment.

I know gold's come back, but we had gold for a while.

We did sell gold before it really started to break down.

We had less bond exposures we talked about.

And you know what does well in inflation is kind of high?

Stocks.

And I get it.

We can pick some years it hasn't happened.

But historically, stocks do okay in a higher inflationary world.

So those are where we are.

But then Sony kind of built on this.

We don't think the Fed is going to cut.

I know everybody kind of jumped on that bandwagon.

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