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
Cathie Wood is Back! (Ep. 132)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Cathie Wood of Ark Invest to unpack the state of innovation in finance, the market’s reaction to tariffs, and the evolving role of AI, Bitcoin, and government in shaping the future economy.
Together, they explore whether we are entering a recession or exiting one, and how long-term investors can cut through short-term volatility. Cathie also shares her thoughts on manufacturing reshoring, AI’s role in diagnostics and automation, OpenAI’s dominance, and why Bitcoin might just be getting started.
Key Takeaways:
- Market headwinds are turning into tailwinds
- Risk of a recession is on the rise
- Tariff chaos could be offset some by tax cuts and deregulation
- AI will catalyze every sector
- Bitcoin and gold can be hedges against market volatility, but there’s still uncertainty
- Manufacturing is coming back to the U.S., but with more automation
- The government’s role in innovation is evolving as the private sector progresses
Connect with Cathie:
• X: @cathiedwood
Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @ryandetrick
Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @sonusvarghe
Relevant Hashtags:
#CathieWood #ARKInvest #Bitcoin #AI #Tariffs #Innovation #StockMarket #Recession #FactsVsFeelings #TechnologyInvesting #CarsonGroup #FinancialPodcast #OpenAI #Automation #EconomicOutlook #RollingRecession #Reshoring #DigitalAssets #Investing
