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
So that is kind of upward pressure on inflation.
But the other part of this, something called shelter.
Shelter is about 42% of core DCE.
Keep this fairly simple.
That is deflationary in a way.
I mean, we are seeing housing prices, rent prices.
Rent prices have been negative year over year from Zillow and apartment lists for like a couple of years now.
And then the government's data is delayed
Keep it easy here.
We think the shelter is going to kind of put a lid on inflation.
So we're going to have inflation right around 3% or so.
That's okay.
We've been seeing it.
That's where we are.
But again, we manage billions of dollars on the Carson team.
Last comment here.
And for years, we've been positioning for a world of a little bit more inflation, a little bit more being around 3% than 2%, maybe a little bit less bonds, maybe a little bit more stocks.
We do have some gold.
We have some managed futures.
I say if you drop it, it hits your foot and it hurts, you might want to own a little bit more in that your portfolio than you did, say, 10, 15 years ago.
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