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
Credit spreads are just fine, okay?
I know the AI stuff and the worries about software.
Yes, maybe some credit spreads on some of the more specific technology companies have blown out a little bit.
But overall, the credit markets are functioning just fine.
Credit, to me, are the smartest people in the room.
So credit's strong, breadth is strong, earnings are strong.
Those are three things that we've seen for, honestly, three years now.
And knock on wood, they're going to continue to be strong.
That's why we remain overweight equities and optimistic in 2026.
Yeah, you know, we talked a lot about the US, obviously, because we're US-centric, but around the globe, I think it's really important to point this out.
I mean, most investors know this.
The rest of the globe's done really well relative to the US over the past year or so.
But on an economic front, we've seen a lot of growth coming from emerging markets, coming from developed international around the globe.
I mean, we are seeing that.
So it's really a kind of global story in terms of economic growth and stock market returns.
And I think that's a real positive thing.
You know, things that we like to look at
Business investment.
I mean, business investment is strong.
AI investment.
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