Tune in for our centennial celebration!

In this special milestone episode, we’re celebrating the 100th episode of Facts vs Feelings with a live audience and special guest Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors. Together with hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, Tom discusses market outlooks, evolving investment strategies, and key economic trends shaping the future.

What’s next for the S&P 500? How do historical patterns and Fed actions impact today's market? And why should financial advisors pay close attention to demographic trends and Bitcoin? Tom Lee offers his bold predictions, including the path to S&P 15,000 and the evolving role of Bitcoin in investment portfolios.

They discuss:

• Tom’s bold prediction: S&P 500 reaching 15,000 by 2030
• The impact of demographic trends on long-term market cycles
• Navigating short-term volatility, particularly in September and October
• Insights into Bitcoin’s potential and its role in a diversified portfolio
• The Federal Reserve’s rate cuts and their influence on market outlook
• Strategies for small-cap stocks in a shifting economy
• And more!

Resources:

• Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com

Connect with Tom Lee:

• X: Tom Lee
• Website: Fundstrat

Connect with Ryan Detrick:

• LinkedIn: Ryan Detrick
• X: Ryan Detrick

Connect with Sonu Varghese:

• LinkedIn: Sonu Varghese
• X: Sonu Varghese

About Our Guest:

Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998.

Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.

Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.