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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
And we look at the macro backdrop and we look at all these different factors.
And it's not like one thing matters, right?
I mean, we took a big top-down approach and focus on all this different stuff.
And to us, you know, again, it's like, what drives long-term stock gains?
Well, I think it's earnings.
I think it's earnings, right?
And we have seen record earnings.
We have seen record profit margins.
We continue to see positive things.
I get it.
I know a lot of listeners probably feel this way because consumer confidence is very, very low.
We just got some data and it's still very low.
In some cases, consumer confidence is lower than it was during a hundred year pandemic.
yet retail sales are still strong you know auto sales are still strong so it's this interesting dichotomy people feel one way and do another and to put a bow on this we think following the hard data three years ago carson group was pretty optimistic not many people were we were laughed at we were mocked for that optimistic view we should follow the hard data the hard data continues in our opinion to suggest things are strong and again that is what the fed is up to that is what fiscal policy is up to that is earnings all these different things we pay attention to
And it's fun to talk about animals on four legs.
I get it, but no, we don't invest in that.
We focus on the fundamentals.
Well, one of them I already kind of talked about, so we'll get that out of the way right now.
Earnings, right?
I mean, earnings are hitting record highs.
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