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.
Facts vs Feelings with Ryan Detrick & Sonu Varghese
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 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 drivers of today’s strong markets and their year-end outlook, from economic growth and moderating inflation to personal triumphs and professional gratitude. The hosts also share practical strategies for staying diversified and grounded in fundamentals while embracing gratitude as a mindset for success.
Key Highlights:
- Economic Resilience: GDP growth outpaces expectations at 2.8–2.9%, driven by productivity gains and entrepreneurship
- Inflation Trends: Thanksgiving dinner costs drop 5% year-over-year, reflecting gradual inflation moderation
- Stock Market Rally: The S&P 500 gains ~20% for the second year, with financials leading sector growth
- Year-End Momentum: December’s historical strength and profit margins show continued market optimism
- Investment Insights: Diversify portfolios and focus on earnings fundamentals to prepare for long-term growth
- And much more!
Resources:
- Any questions about the show? Send it to us! We’d love to hear from you! factsvsfeelings@carsongroup.com
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