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PODCAST

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Carson Investment Research

This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of CWM, LLC. Carson

business investing

All Episodes

51:06

September Blues (Ep. 151)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/09/03

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into a seasonally tricky September. They break down Fed Chair Jerome Powell’s dovish stance at the Jackson Hole Symposium, the Fed’s balancing act between jobs and inflation, the steepening yield curve, and why gold and international markets are worth watching. Despite short-term volatility risks, they explain why the long-term bull market remains intact. Key...

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58:47

Cliff Asness Returns (Ep. 150)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/08/27

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome back legendary investor Cliff Asness, Co-Founding Partner, Managing Principal, and Chief Investment Officer of AQR Capital Management. From market bubbles and speculative manias to AI-driven strategies and even Superman movies, this milestone 150th episode blends sharp market insight with candid (and fun) conversation. Key Takeaways: Bubble Talk: Cliff exp...

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52:42

The Fed Has an Inflation Problem (Ep. 149)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/08/20

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market moves, the outlook for rate cuts, and what the data is really telling us about inflation and growth. From cooling economic numbers to investor sentiment, this week’s conversation highlights why the market isn’t as fragile as headlines suggest — and what investors should really be watching for the rest of 2025. Key Takeaways: Jobs...

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57:18

Talking Charts with J.C. Parets (Ep. 148)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/08/13

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with veteran market technician JC Parets, founder of TrendLabs, for a fast-moving discussion on technical analysis, market sentiment, gold, global equities, crypto, and the discipline of changing your mind when the charts say so. Packed with insights, laughs, and a few baseball stories, this episode cuts through the noise and focuses on what really matter...

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43:48

You're Fired! (Ep. 147)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/08/06

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the latest surprising jobs data, significant payroll revisions, and President Trump's controversial firing of Bureau of Labor Statistics Commissioner Erica Groshen. Ryan and Sonu also provide insights into the Fed’s next moves, inflation challenges, and the unexpected factors influencing recent labor market trends. Key Takeaways: Surprising Jobs Report: Ju...

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52:23

Au Revoir, Trade War (Ep. 146)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/07/30

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the recent easing of global trade tensions and how markets have responded positively. They dive into three popular market myths currently being debated, analyze corporate earnings, and provide their reasoning on why stocks continue to perform well despite skepticism. Key Takeaways: Trade War Cooling: New trade agreements with the EU, Japan, and other natio...

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42:48

What Goes Around...and Up, Up, Up (Ep. 145)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/07/23

In Episode 145 of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist unpack recent market reactions, Trump's potential impact on Jerome Powell's Fed tenure, and new inflation data that surprised most economists. Key Takeaways Event Study on Powell's Potential Firing: Markets briefly reacted negatively to rumors of Jerome Powell’s firing, showcasing investor sensitivities.Surprising Inflation Data: Recent Producer Price Index (P...

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43:34

Jerome on the Ropes (Ep. 144)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/07/16

In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist dive into the recent controversy surrounding Federal Reserve Chair Jerome Powell, exploring potential political pressures, the Fed's massive headquarters renovation project, and the broader implications for monetary policy and the economy if there were to be a change in Fed leadership. Key Takeaways Jerome Powell Under Pressure: Discussion about the Trump adm...

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51:14

Midyear Market Outlook '25 (Ep. 143)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/07/09

In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, provide a midyear market review and outlook for 2025. Reflecting on major surprises in the first half of the year, including unexpected tariff announcements and subsequent reversals, they analyze market performance in the first half of the year against historical trends. The discussion highlights market resilience, key economic indicators, historical market ...

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52:56

Talking With the Best Portfolio Manager We Know (Ep....

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/07/02

In this week’s episode of the Facts Vs Feelings podcast, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Barry Gilbert, VP Asset Allocation Strategist at Carson Group, for an insightful conversation on effective portfolio management strategies. Barry shares valuable perspectives on the importance of teamwork, constructive debate, and making decisive investment decisions based on clear, actionable insights. Ryan and Sonu also discuss t...

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51:51

It's Getting Hot in Here (Ep. 141)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/06/25

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss recent Middle East tensions involving the U.S. and Iran, the surprisingly minimal market reaction despite high geopolitical stakes, and insights into historical parallels and fiscal spending impacts on stock markets. They also cover recent criticisms of Fed Chair Jerome Powell by President Trump and debate the Fed's current policy paralysis amid uncertainty about inf...

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50:45

Going with the Flow with Sam Ro (Ep. 140)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/06/18

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by financial journalist and TKer founder and editor Sam Ro. Together, they cover Sam’s background, his curated newsletter approach, emerging data-quality issues at the BLS, and why human judgment still matters in the age of AI. Key Takeaways What Sam Ro Actually Does All Day Sam is the founder and editor of TKer (pronounced ticker), a daily financial newsletter. ...

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44:08

Bromance, Interrupted (Ep. 139)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/06/11

In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, unpack the political feud between Donald Trump and Elon Musk — and what it signals for markets, sentiment, and investor behavior. But this episode covers more than just political drama: Ryan and Sonu break down what recent data says about inflation, the labor market, and Federal Reserve policy, while stressing the importance of not overreacting to headlines. Key Takeaways ...

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40:35

Why Bulls Love TACOs (Ep. 138)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/06/04

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down what they believe is actually happening beneath the market’s surface. Key Takeaways Markets Continue to Surprise on the Upside After a brief ...

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42:08

Talking with Dan Ives about the Future of Tech, AI...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/05/28

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines. Broadcasting from Carson's 2025 Spring Partner Summit in Omaha, this conversation blends covers everything from Tesla and Palantir to Microsoft's AI mo...

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50:10

Talking About Everything With Skanda Amarnath (Ep. 136)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/05/21

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts. Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, and the evolving landscape of productivity and AI-related capital investment. Skanda brings grounded...

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45:50

Holy Smokes, Are the Lows In? (Ep. 135)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/05/14

In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the surprising market rally, major developments in the U.S.-China trade situation, and what the latest economic signals mean for investors. After weeks of tariff tension and fear of global slowdown, calmer heads may finally be prevailing. From trade negotiations to market breadth thrust indicators, and even a glimpse into the Fed’s next move—the guys c...

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47:55

Slowing, not cracking (Ep. 134)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/05/07

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the messy, muddy Q1 GDP report and break down why the headline number might be misleading. They also explain the disconnect between public sentiment and actual economic data, touch on Warren Buffett’s retirement announcement, set expectations for the Fed’s next move, and more. Key Takeaways: GDP Looks Weak at First Glance—But Isn't: GDP for Q1 came in ...

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43:48

Did the Stock Market Win the Tariff Throwdown? (Ep. 133)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/04/30

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the market’s strong rally amid tariff turmoil and examine whether policy pullbacks from Washington are signaling a win for the stock market. The duo also dives into technical indicators, sentiment extremes, earnings expectations, and the broader economic implications of continued trade tensions with China. Plus, a golden discussion — literally — about gold...

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45:02

Cathie Wood is Back! (Ep. 132)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/04/23

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Cathie Wood of Ark Invest to unpack the state of innovation in finance, the market’s reaction to tariffs, and the evolving role of AI, Bitcoin, and government in shaping the future economy. Together, they explore whether we are entering a recession or exiting one, and how long-term investors can cut through short-term volatility. Cathie also shares h...

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172 results

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