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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

46:40

Back to December (Ep. 164)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/12/03

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shifting Fed expectations have driven sentiment. They break down sector rotation, the surprising divergence between crypto and junk tech, the return of market breadth, and the growing possibility of reflationary growth into 2026. The conversation also covers rising une...

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54:08

Talking Macro and Charts with Jurrien Timmer (Ep. 163)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/11/26

In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jurrien Timmer, Fidelity's Director of Global Macro, to break down the current cyclical and secular bull markets, how AI compares to past transformative periods, what rising rates have meant for valuations, and why international equities are becoming more attractive. They also touch on the role of gold and Bitcoin, how to think about barbell st...

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49:27

Volatility, May I Meet You? (Ep. 162)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/11/19

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the surge in market volatility and what they believe is truly behind it. They explore shifting rate-cut expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks from Fed officials have rattled markets. Ryan and Sonu also break down the sharp risk-off moves in crypto, the resilience of sectors like healthcare and co...

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48:36

Winter Is Here (Ep. 161)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/11/12

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss how markets are responding to the government’s impending reopening, improving earnings, and shifting political dynamics. They unpack why consumer sentiment remains low despite strong market and economic data, explore the reality behind so-called “K-shaped” growth, and explain why they still see powerful tailwinds for investors heading into 2026. Key Takeaw...

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45:22

Don’t Sleep on Momentum (Ep. 160)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/11/05

In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the powerful role of momentum in today’s markets and what investors should expect heading into year-end. They examine how the S&P 500’s impressive rally fits into historical context, why tech leadership remains dominant, and how market breadth and global participation are evolving. The conversation also explores the impact of Federal Reserve policy sh...

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83:50

A Facts vs Feelings Special: Talking Markets With Joe...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/11/03

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, hosted a special Halloween livestream featuring Joe Fahmy, Managing Director at Zor Capital, and Warren Pies, Co-Founder and Strategist at 3Fourteen Research. Together they explore what’s driving markets at the end of 2025—from AI-led growth and investor sentiment to fiscal spending, oil, and the broader economic outlook. The result is an entertaining and insightf...

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53:12

Here Comes the Year-End Rally (Ep. 159)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/10/29

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss why a strong year-end rally may already be underway. They explore the drivers behind market momentum, earnings strength, inflation trends, and the Fed’s next moves, while adding insight, a bit of humor, and practical perspective for investors heading into the final stretch of 2025. Key Takeaways: · Seasonality on Investors’ Side: ...

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51:31

No Cockroaches in a Bull Market (Episode 158)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/10/22

Summary: In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Kate Hall, VP of Alternative Due Diligence at Carson Group. They dive into the “cockroaches in a bull market” conversation—what it means for credit markets, how private credit has evolved, and why due diligence and diversification are key in today’s environment. The trio also discusses gold’s surge, strong bank earnings, and why market signals s...

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51:15

Oops…the China Trade War Is Back (Ep. 157)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/10/15

Summary: In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they’re calling “Trade War 3.0.” They break down the latest round of tariffs, China’s restrictions on rare earth exports, and what this means for markets, global trade, and investors. The conversation also touches on October’s trademark market volatility, the three-year anniversary of the current bull market, and Carso...

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47:01

Shutdown…But Not Out (Ep. 156)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/10/08

In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the market implications of the ongoing government shutdown, the surge in gold prices, and what investors should expect from the Fed. They also dig into the booming AI investment cycle, shifting momentum across market caps, and why the labor market remains resilient even as hiring slows. Key Takeaways Gold Shines Bright: Gold has remained on the rise, nearing $4,000 an ounce as ...

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48:16

Talking Gold, Crypto, and More With Jan van Eck (Ep....

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/10/01

In this special episode of Facts vs. Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jan van Eck, CEO of VanEck, to discuss gold, crypto, ETFs, and the future of investing. From the history of the first U.S. gold fund to today’s innovations in blockchain, stablecoins, and nuclear energy, Jan shares unique insights into how markets are evolving. Key Takeaways Gold & Bitcoin: Gold r...

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52:09

No, This Isn’t 1929 (Ep. 154)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/09/24

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the growing comparisons between today’s market and the 1929 crash. They cut through the noise on gold sentiment, small-cap strength, earnings growth, Fed policy, and consumer resilience—all in under 52 minutes. Key Takeaways 1929 comparisons: Why we believe today’s bull market is not a replay of the Great Depression.Gold sentiment: The metal has been a stro...

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40:59

Live From Excell With Dr. David Kelly (Episode 153)

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/09/17

In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed’s upcoming rate decisions, productivity, AI, and the outlook for portfolios, this episode is packed with insights advisors and investors can use right now. Key Takeawa...

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44:38

Live From Excell With Strider Elass and Sam Rines...

Facts vs Feelings with Ryan Detrick & Sonu Varghese ·

2025/09/10

In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Strider Elass of First Trust and Samuel Rines of WisdomTree for a timely discussion on the labor market, inflation trends, tariffs, and what investors should watch heading into late 2025. The conversation covers job growth concentration in a few sectors, revisions in employment data, underlying inflation...

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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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166 results

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