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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

43:59

Talking About Anything and Everything with Josh Brown...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/10/24

What’s the secret to success in both finance and media?This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant.Josh also explores balancing work with personal life and ...

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51:24

Let’s Talk About The Election (Ep. 105)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/10/16

As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new?This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might co...

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43:25

The Bull Market Turns Two (Ep. 104)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/10/09

Is the bull market’s two-year run a sign of stability or the start of a shake-up?In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what’s driving market strength and what’s ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today’s landscape.They also explore the economic fallout from recent hu...

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45:00

The Mega-Pod From Excell, Part 2 (Ep. 103)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/10/02

Are your financial decisions shaped by emotions or grounded in logic? The difference could have a bigger impact on your financial future than you think.This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, host an insightful conversation recorded live at the Excel Conference, featuring leading financial minds: Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research; Brian Portnoy, ...

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49:24

The Fed Goes Big: What the Recent Rate Cut Means for...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/09/25

Is the Fed’s latest rate cut a sign of turbulent times ahead or a smart move to sustain growth?In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, examine the Federal Reserve’s significant decision to cut interest rates by 50 basis points (or half a percentage point) — the first reduction since March 2020. This pivotal move carries major implications for investors, the economy, and ...

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43:51

Talking Charts: How to Read the Market Like a Pro...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/09/18

Staying ahead of market volatility requires more than just luck — it demands sharp technical insights and smart risk management. This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group are joined by Frank Cappelleri, CFA, CMT, Founder, and President at CappThesis. Together, they explore essential technical patterns and market signals that can help traders and financial advisors navigate volatili...

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38:06

Celebrating Bull Markets and Episode 100 with Tom Lee...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/09/11

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’...

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37:29

Talking About The Economy With Dr. David Kelly (Ep. 99)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/08/28

Understanding today’s economy requires a keen eye on labor markets, Federal Reserve policies, and fiscal strategies.How do these factors interplay to shape the financial landscape? What practical advice can help investors stay grounded amid market noise?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.Together they discu...

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70:40

Talking AI with Dani Fava (Ep. 98)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/08/21

Artificial Intelligence (AI) is transforming the financial industry, offering both exciting opportunities and significant challenges.How is AI being integrated specifically into financial services? What are the potential risks and rewards of this technology?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Davi Fava, Chief Strategy Officer at Carson Group, for an in-depth conversation on artif...

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43:18

What Is It About August? (Ep. 97)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/08/14

The month of August can often bring unexpected market volatility, and in this release we touch on the reasons behind it and how investors can stay prepared.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recurring phenomenon of August market volatility, discussing historical events that have shaken the markets during this seemingly unpredictable month. Joined by insights from various prof...

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56:42

Is There Anything to Fear? (Ep. 96)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/08/07

How do you know when to stay the course or press the panic button during market volatility?In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil. The team...

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56:20

Investing Insights with Cliff Asness (Ep. 95)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/07/31

How do you balance rigorous research with open-mindedness in investing? How do you communicate effectively with clients during volatile times?This week, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Cliff Asness, Managing and Founding Principal at AQR Capital Management, for an insightful discussion on market strategies and the nuances of value investing. Cliff shares his thoughts on the current state of ...

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46:01

Is This Really Happening? (Ep. 94)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/07/24

Market chaos and travel nightmares might seem unrelated, but they both reveal deeper systemic issues and opportunities.How do travel disruptions reflect broader economic vulnerabilities? What historical parallels can we draw to understand current market trends?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss their recent travel challenges due to the massive IT outage, inflation data, and bullish ma...

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44:02

Inflation is Last Year's Problem (Ep. 93)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/07/17

Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise.How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into recent market dynamics, focusing on how the rally in sma...

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46:08

Here's Our Midyear Outlook (Ep. 92)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/07/10

Carson’s midyear outlook “Eyes on The Prize” is out now!How do you balance immediate market reactions with overarching economic indicators? What strategies can help investors stay focused amidst market noise?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into their midyear outlook, discussing everything from the economy and inflation to the Fed's position and stock market expectations. You'll hear a...

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42:17

Why Even Nvidia Can't Stop This Bull (Ep. 91)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/06/26

What drives the relentless ascent of stock prices, and how does a tech giant like Nvidia find itself at the forefront of market value?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into the current bull market and discuss potential future trends. They analyze Nvidia's astonishing rise, making it the most valuable company in the world for a brief moment, and what that means for other tech giants ...

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47:19

The Biggest Mistake The Fed Could Make (Ep. 90)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/06/19

What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They dive into market breadth, the complexities of inflation data, and explore...

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33:39

Timeless Lessons with Professor Jeremy Siegel (Ep. 89)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/06/12

It's always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel!In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor Jeremy Siegel, Professor Emeritus & Chief Economist at Wisdomtree Asset Management, to explore topics ranging from the stock market to AI's impact on GDP and the Federa...

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39:52

How Worried Should We Be About a Slowing Economy?...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/06/05

As whispers of a slowing economy grow louder, investors strive for clarity.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve into the broader economic indicators that are fueling concerns about a potential slowdown.Ryan and Sonu discuss: Global stock mar...

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40:13

Talking About Markets and Life with Jeremy Schwartz...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2024/05/29

Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of inflation, tech stocks, the future of interest rates and more!Je...

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166 results

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