Facts vs Feelings with Ryan Detrick & Sonu Varghese

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

May 15, 2024 40 mins

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...
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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...

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May 1, 2024 47 mins

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...

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April 24, 2024 39 mins

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...

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April 17, 2024 46 mins

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...

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April 10, 2024 36 mins

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...

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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 ...

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"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 ...

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March 20, 2024 51 mins

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...

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March 13, 2024 53 mins

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...

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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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Can NVIDIA sustain its remarkable earnings growth?

This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the stock market's current state, with a special focus on NVIDIA's stellar earnings and the market's overall positioning. They discuss their strategic investment preferences, favoring sectors like industrials, f...

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We are confronted with a key question as we deal with economic downshifts and market swings.

Does the latest data really reflect an economic slowdown?

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze various indicators to assess the pace of economic growth, including market performance, inflation metrics such as CPI, PPI, and PCE, and tren...

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Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space. 

What are the implications for the market, the economy, and crypto's future? 

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management about the impact of Bitcoin ETFs on the market...

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February 7, 2024 48 mins

From the stock market hitting all-time highs to new tax bills, positive economic indicators, and even the Super Bowl, there's a lot to keep track of when it comes to finance and investing this week!

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, provide an in-depth analysis of current economic indicators, including jobs, productivity, and ...

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January 31, 2024 45 mins

The stock market has been on a remarkable run, reaching new highs and defying expectations. 

But what are the drivers behind this rally, and what are the risks ahead? 

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze recent market trends, including the stock market's highs and the implications of the upcoming Fed meeting. They explore...

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January 24, 2024 48 mins

Now that the stock market has reached its all-time high, what can we expect?

Which ways can the latest economic indicators and international markets affect us?

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 recent all-time highs and their implications for investors. They also cover the importance of manufacturin...

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January 17, 2024 49 mins

The world is facing unprecedented challenges and opportunities in 2024. From geopolitical tensions and trade wars to technological innovations and environmental issues.

How can investors navigate these times? How will the emergence of cryptocurrencies and digital assets affect the financial system and regulation? 

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist a...

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January 10, 2024 44 mins

With signals of growth faced against global uncertainties, what can we expect from the global economy in 2024?

How will these factors affect the performance of various sectors and markets, and what strategies can investors adopt to navigate this year? 

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2024 outlook on the economy and sto...

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January 3, 2024 36 mins

Happy New Year and welcome to the very first Facts vs Feelings episode of 2024!

In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and the Federal Reserve, and the potential for continued growth, especially in small and mid-cap stocks. They ex...

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