When bond yields first hit 4%, people worried. Now they're at 5%, the Fed is hiking again, and stocks are still at record highs.
Market strategist Ryan Detrick returns to help you separate the panic from the data heading into the rest of 2026. Learn whether higher yields are as bad as they sound, how much AI is really shaping the economy and job market, and what midterm elections mean for your portfolio.
Review the Midyear Outlook 2026 here: https://mitlin.us/2026Outlook
Topics discussed:
(00:00) Introduction
(01:20) A look back at his July outlook (and what surprised him)
(03:35) What the Fed's first rate hike in three years means
(05:55) Higher bond yields and what they signal for stocks
(10:04 The labor market and the impact of AI
(13:53) How much the economy depends on AI spending
(16:54) AI boom vs. the dot-com bubble
(21:24) What midterm elections mean for investors
(25:37) Where he sees opportunity beyond tech
(27:31) The warning signs he's watching
(30:03) What brought you JOY today?
If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors
Connect with Larry Sprung:
- LinkedIn: https://www.linkedin.com/in/lawrencesprung/
- Instagram: https://www.instagram.com/larry_sprung/
- Facebook: https://www.facebook.com/LawrenceDSprung/
- X (Twitter): https://x.com/Lawrence_Sprung
About Our Guest:
As Chief Market Strategist at Carson Group and a CNBC contributor, Ryan Detrick brings a wealth of knowledge and a strong understanding of financial markets to guide the firm's strategic investment decisions. Leveraging market analysis and his passion for helping both advisors and clients navigate the complexities of the financial landscape, Ryan plays a pivotal role in shaping the investment strategies that help drive Carson Group's success.
Ryan's career has been marked by a dedication to staying at the forefront of market trends and the role history plays in potential market moves. Prior to joining Carson Group, Ryan held key positions at several leading financial institutions, where he honed his skills in market analysis, risk management, and portfolio optimization. His ability to distill complex market information into actionable insights has earned him recognition as a thought leader in the financial industry, including being named one of Business Insider's Oracles of Wall Street in 2023 and again in 2025. A sought-after commentator, Ryan frequently shares his market perspectives through media appearances on CNBC, Fox Business, Yahoo! Finance, Bloomberg, and SiriusXM, speaking engagements, and written commentary. Leveraging his extensive knowledge of market trends, economic indicators, and investment opportunities, Ryan provides valuable insights that help empower clients to make informed decisions in an ever-evolving financial environment.
Ryan also co-hosts a top-investing podcast, "Facts vs Feelings," alongside Carson Group colleague Sonu Varghese, VP, Global Macro Strategist. Each week on the show—which was named among the 23 Top Financial Advisor Podcasts to Listen to in 2026 by Kitces.com—they engage in insightful conversations exploring the intersection of data-driven market analysis and the human element in investment decision-making. Through "Facts vs Feelings," Ryan reaffirms his dedication to making finance more understandable.
Connect with Ryan Detrick:
- LinkedIn: https://www.linkedin.com/in/ryandetrick/
- X (Twitter): https://x.com/RyanDetrick/
- Website: https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/
Disclosure:
Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
This episode was produced by Podcast Boutique https://www.podcastboutique.com
