Facts vs Feelings with Ryan Detrick & Sonu Varghese
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 Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Episodes
123 episodes
Eggscellent Inflation or Not (Ep. 123)
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...
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44:27
Besides Tariffs, What Scares Us (Ep. 122)
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 historica...
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41:11
The Tariff Man is Back (Ep. 121)
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 inflat...
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Episode 121
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42:04
Is Tech in DeepSeek? (Ep. 120)
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, ...
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50:06
Guess Who's Back (Ep. 119)
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 mon...
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38:21
2025 Outlook (Ep. 118)
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 Grou...
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53:49
2024: What We Got Right, What We Got Wrong (Ep. 117)
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...
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42:43
The Thriving Advisor with Dr. Phil Pearlman (Ep. 116)
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 episod...
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47:21
Did the Fed Kill Santa? (Ep. 115)
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...
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41:02
Why Inflation Isn't Sticky (Ep. 114)
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...
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46:53
Now the Bears Turn into Bulls? (Ep. 113)
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 ...
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43:41
3 Things We Are Worried About (Ep. 112)
Are today’s markets walking a tightrope? Balancing optimism with caution, Sonu Varghese, VP, Global Macro Strategist at Carson Group, is joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this t...
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46:41
Reasons to Be Thankful (Ep. 111)
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 ...
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40:56
Will Higher Rates Break The Economy? (Ep. 110)
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 Varghe...
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45:45
The Post-Election Chase is On (Ep. 109)
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 Mac...
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44:14
Talking with the Two That Got the Economy Right (Ep. 108)
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, Ex...
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1:32:29
Talking About the Election with Libby Cantrill (Ep. 107)
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 ...
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38:31
Talking About Anything and Everything with Josh Brown (Ep. 106)
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 Strat...
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43:37
Let’s Talk About The Election (Ep. 105)
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...
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51:02
The Bull Market Turns Two (Ep. 104)
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...
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43:03
The Mega-Pod From Excell, Part 2 (Ep. 103)
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 ...
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44:38
The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)
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 Strate...
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49:02
Talking Charts: How to Read the Market Like a Pro with Frank Cappelleri (Ep. 101)
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 Varghes...
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43:30
Celebrating Bull Markets and Episode 100 with Tom Lee (Ep. 100)
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 ...
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37:45
Talking About The Economy With Dr. David Kelly (Ep. 99)
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 a...
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37:07