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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

44:57

Growth Scare (Ep. 125)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/03/05

Facts vs. Feelings Podcast | Episode 125 | Growth Scare In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the "growth scare" and discuss whether the bull market still has room to run. Key Takeaways: Market Volatility & Growth Concer...

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44:57

Growth Scare (Ep. 125)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/03/05

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the "growth scare" and discuss whether the bull market still has room to run. Key Takeaways: Market Volatility & Growth Concerns: Stocks have pulled back due to new tariffs on Canada...

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53:58

Denominator Blindness (Ep. 124)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/02/26

Summary: 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 trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty. Key Takeaways: Markets at All-Time Highs: Despite concerns about tariffs, inflation, and the Fed, stocks are still hitting record levels, driven by strong earnings and expa...

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44:27

Eggscellent Inflation or Not (Ep. 123)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/02/19

Summary: In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more! Key Takeaways: The S&P 500 is near an all-time high despite economic concerns.Inflation remains a hot topic, with rising egg prices making headlines.Mome...

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41:11

Besides Tariffs, What Scares Us (Ep. 122)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/02/12

Summary: In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the effects of potential retaliatory tariffs, and the latest employment data revisi...

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42:04

The Tariff Man is Back (Ep. 121)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/02/05

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a nece...

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50:06

Is Tech in DeepSeek? (Ep. 120)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/01/29

Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical.How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of d...

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38:21

Guess Who's Back (Ep. 119)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/01/22

The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines.How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the surprising strength of markets, the potential impact of tariffs and a stronger dollar, and the outlook...

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53:49

2025 Outlook (Ep. 118)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/01/15

How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds.Ryan and Sonu discuss: Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equitiesObservations on U....

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42:43

2024: What We Got Right, What We Got Wrong (Ep. 117)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/01/08

How do market strategists assess their predictions and refine their strategies for the future?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook.They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strategy...

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47:21

The Thriving Advisor with Dr. Phil Pearlman (Ep. 116)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/01/01

How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming mod...

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41:02

Did the Fed Kill Santa? (Ep. 115)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/12/25

The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025. They explore the context of inflation fears, shifts in economic projections, and the broader implications of mo...

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46:53

Why Inflation Isn't Sticky (Ep. 114)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/12/18

Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy. They discuss why inflation is less of a concern than widely believed, explore consumer strength...

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44:03

Now the Bears Turn into Bulls? (Ep. 113)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/12/11

Market sentiment is shifting, and the conversation is abuzz with optimism.What drives these changes, and how should investors prepare for potential volatility ahead?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the prospects for the coming year. They explore trends in employment, the economy, and the impact of mone...

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47:03

3 Things We Are Worried About (Ep. 112)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/12/04

Are today’s markets walking a tightrope? Balancing optimism with caution, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, are once again joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market unce...

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41:17

Reasons to Be Thankful (Ep. 111)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/11/27

Surprising economic growth, falling inflation, and financial wins—what’s not to be thankful for?On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest Barry Gilbert, VP of Wealth Management, joins to spotlight the U.S. economy’s surprising resilience.This release explores the dr...

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46:18

Will Higher Rates Break The Economy? (Ep. 110)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/11/20

With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings?This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy and markets.Ryan and Sonu examine how these trends reshape investment opportunities, from skyrocketing mortgage rates—eroding housing affordability—...

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44:48

The Post-Election Chase is On (Ep. 109)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/11/13

As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small-c...

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93:01

Talking with the two that got the economy right (Ep....

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/11/06

As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals?This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds.From surprising 3% GDP growth...

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38:53

Talking About the Election with Libby Cantrill (Ep. 107)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/10/30

As election season heats up, how can investors keep their portfolios steady amid political swings?This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts could...

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166 results

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