Facts vs Feelings with Ryan Detrick & Sonu Varghese

222 Episodes

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Are You Not Entertained? (FvF Ep. 213)

2026-11-1158:27

In Episode 213 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Carson Group’s Blake Anderson, Director of Portfolio Management, and Barry Gilbert, VP and Asset Allocation Strategist, to unpack a wild week for markets. They start with the fallout from the Jensen Huang news, as Nvidia slid nearly double digits for the week on reports tied to an alleged Chinese spy, and discuss why the likely congressional heari...

When Will the Madness End? (FvF Ep. 212)

2026-11-0401:05:26

In Episode 212 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, ask the question on every investor’s mind: when will the madness end? With the Nasdaq 100 down 6.66% in October and the S&P 500 up just a penny over the past five months, the hosts explain how a violent tug-of-war between tech and everything else is hiding enormous turmoil beneath a sideways index. The median S&P 500 stock gained 7% in October, the equa...

Social Hour With Alvin Graylin (Ep. 6)

2026-11-0301:02:02

The Social Hour is back, and this live stream landed on one of the wildest days of the month. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Alvin Graylin, Digital Fellow at the Stanford Institute for Human-Centered AI, Senior Fellow at the Asia Society Policy Institute, author, and a 35-year veteran of AI and semiconductors who has worked on both sides of the Pacific. Fair warning: Ryan threatened to chug his wh...

Live From Excell 2026 (FvF Special Release)

2026-10-3038:08

In this special release of Facts vs Feelings, recorded live at the Excell Conference 2026, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Ed Fitzpatrick, Managing Director and Portfolio Manager at JP Morgan, who leads the firm’s U.S. rates team and manages its largest core bond strategy. They dig into why the 10-year Treasury yield is sitting near 5% and whether it should be even higher, given nominal GDP growth running around 8%...

Be Careful What You Wish For (FvF Ep. 211)

2026-10-2851:29

In Episode 211 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, explain why investors should be careful what they wish for when it comes to market breadth. After years of complaints about narrow leadership, breadth finally arrived, with 324 of 500 S&P 500 stocks gaining on October 22 even as the index fell 1.4% and tech dropped 3.3%. They discuss why defensive-led participation is a warning sign, since tech has historic...

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Facts vs Feelings with Ryan Detrick & Sonu Varghese