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
Did the Stock Market Win the Tariff Throwdown? (Ep. 133)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the market’s strong rally amid tariff turmoil and examine whether policy pullbacks from Washington are signaling a win for the stock market.
The duo also dives into technical indicators, sentiment extremes, earnings expectations, and the broader economic implications of continued trade tensions with China. Plus, a golden discussion — literally — about gold’s recent surge and what it might mean for investors.
Key Takeaways:
- Markets vs. Tariffs
- Policy Sensitivity
- Market Breadth & Technicals
- Near Bear Markets
- Trade Impact Lag
- Fed & Policy Outlook
- Earnings Expectations
- Sentiment Extremes
- Gold Surge
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Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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