How Serendipity & Curiosity Can Shape a Wealthier Life with Sonu Varghese (Ep. 95)

What if curiosity could be your greatest financial advantage?

Bryan Sweet sits down with Sonu Varghese, VP and Global Macro Strategist at Carson Group, for a conversation that blends mindset and money in unexpected ways.

From growing up in Oman to building a career in finance, Sonu shares how serendipity, curiosity, and courage shaped his life’s direction. He opens up about facing fear, creating his own luck, and learning through every setback. Bryan and Sonu also discuss how curiosity doesn’t just expand your mind, it can strengthen your financial life too, especially when it comes to making smarter, tax-efficient investment decisions that help you keep more of what you earn.

What to expect:

• How curiosity can lead to life-changing opportunities
• The link between mindset and financial growth
• Real examples of turning fear into forward motion
• The overlooked value of tax-efficient investing
• And more

Connect With Sonu Varghese:

• Carson Wealth
• LinkedIn: Sonu Varghese, Ph.D.
• Facts vs Feelings Podcast

Connect With Sweet Financial Partners:

• 1 [phone]
• meetingwithsweet.com
• Sweet Financial
• LinkedIn: Bryan Sweet
• Facebook: Sweet Financial Partners
• Get our book, “Dream Architecture,” here

About Our Guest:

Sonu has over 15 years of experience in the Asset Management industry. Before joining Carson, he was a Partner and Director of Research at Convex Capital Management where he co-managed portfolios, advised clients and led the research effort, including creating a proprietary leading economic index for 30 countries and systematizing investment processes. Prior to that Sonu worked independently with hedge fund managers and high-net worth individuals to develop quantitative investment models for trading equities, options, ETFs and closed-end funds.

Sonu started his career in finance during the final year of his Ph.D. at Purdue University, when he got an opportunity to do options modeling work. He finished his Ph.D. in Mechanical Engineering in 2006, with his dissertation focused on simulating blood flow in diseased arteries. However, he decided to pursue finance as he enjoyed the mathematical modeling aspect of it, and the challenges thrown up by human behavior in markets. Prior to his Ph.D., Sonu received his M.S. in Mechanical Engineering from Purdue and Bachelors in Engineering from the National Institute of Technology (Trichy) in India.

Sonu and his wife love to travel and are looking forward to doing a lot more of it as their twins grow up. They also enjoy listening to an eclectic selection of music as a family and being outdoors in the city (Chicago weather permitting). At home, you may find him hanging out with the family with a guitar in his