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
Market chaos and travel nightmares might seem unrelated, but they both reveal deeper systemic issues and opportunities.
How do travel disruptions reflect broader economic vulnerabilities? What historical parallels can we draw to understand current market trends?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss their recent travel challenge...
Inflation is no longer the primary concern for investors, as market dynamics begin to shift and new opportunities arise.
How do recent inflation trends impact market behavior? What are the implications of the recent rally in small caps, and how do geopolitical events influence market reactions?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive...
Carson’s midyear outlook “Eyes on The Prize” is out now!
How do you balance immediate market reactions with overarching economic indicators? What strategies can help investors stay focused amidst market noise?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into their midyear outlook, discussing everything from the economy and inflation to t...
What drives the relentless ascent of stock prices, and how does a tech giant like Nvidia find itself at the forefront of market value?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into the current bull market and discuss potential future trends.
They analyze Nvidia's astonishing rise, making it the most valuable company in the world ...
What is the biggest mistake the Fed could potentially make? With inflation cooling off, is the change in the Fed’s behavior the right move?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the Federal Reserve's recent decisions, the outlook for inflation, and why the economy's resilience might lead to unexpected outcomes. They d...
It's always a great time to talk with a key individual in the industry, and today we are excited to welcome back Professor Jeremy Siegel!
In this special episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group sit down with Professor Jeremy Siegel, Professor Emeritus & Chief Economist at Wisdomtree Asset Management, to explore topics...
As whispers of a slowing economy grow louder, investors strive for clarity.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dissect the current economic signals and their implications for investors. They explore the recent stock market reactions to political events and delve into the broader economic indicators that are fueling concerns about a p...
Markets remain uncertain, but sitting down with top industry insiders can help clear the uncertainties.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, are joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management. Together they engage in a rich conversation on the current state of global markets, the impact of in...
As investors contemplate the significance of the Dow hitting 40,000, they are wondering about the market’s next moves.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat about the Dow reaching 40,000, the implications for investors, and the broader market sentiment. They also touch on the current state of inflation, analyzing recent reports an...
Discover the vision and strategy behind Carson Group’s evolution as Burt White steps into the role of CEO!
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Burt White, CEO at Carson Group, to explore the company’s direction under his leadership and the legacy of service excellence they aim to uphold.
Together they discuss:
- Burt’s...
The art of stock picking is a skill that can lead to significant rewards for those who master it.
How does one sift through the noise to identify undervalued gems? What does it take to maintain a long-term perspective in a market driven by short-term sentiments?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Eddy Elfenbein, Portfol...
Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.
What does May look like historically when we look back on previous years?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influe...
Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward.
How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recen...
Discover the transformative power of AI as we explore its impact on the tech industry and beyond!
This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities.
They dive into the long-term implications of AI, the comparison between the current tech transfo...
With the bull market we have had for several months now, it is normal for some to have doubts about its continuation.
What can we expect for the markets? How is the economy doing and why should investors consider it?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's performance amidst economic indicators and Feder...
In a world where technology rapidly reshapes the landscape of industries, disruptive innovation stands at the forefront of this transformation. It challenges the status quo, propels economies forward, and redefines what is possible.
As we dive into the minds of those who navigate these territories, we gain invaluable insights into the future of finance, investment, and the global economy.
In this episode, Ryan Detrick, Chief Market ...
"Inflation is on a glide path lower." Neil Dutta from RenMac LLC shares his thoughts with us today on Facts vs Feelings, offering a fresh perspective on the current economic landscape. Despite a rocky start in January, there's a sense of optimism in the air.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group discuss economic insights ...
Over the last 20 weeks, we have seen a huge rally in the stock market, led by tech stocks like Nvidia, which has led some to believe that we are in a bubble.
Is that true?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into whether the market is truly in a bubble, suggesting that diversification is crucial as earnings growth shows resilien...
The market’s changing trends and sentiments play a pivotal role in determining smart investment strategies.
When we look at the massive rally the stock market has seen over the last few months, what is expected for the market in the near future?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent market rally and the lack of a buyi...
As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election.
Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election's potential effects on financial markets with Libby Cantrill, Head of Public Policy at...
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