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Facts vs Feelings with Ryan Detrick & Sonu Varghese
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Facts vs Feelings with Ryan Detrick & Sonu Varghese

Author: Carson Investment Research

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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. 

122 Episodes
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Summary: In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the effects of potential retaliatory tariffs, and the latest employment data revisi...
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could shape 2025. Plus, they discuss the January market rally, historical trends for February, and why volatility is a nece...
Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical. How do advancements like DeepSeek's AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the transformative impact of AI, the economic trends shaping 2024, and the importance of...
The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines. How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the surprising strength of markets, the potential impact of tariffs and a stronger dollar, and the outlo...
2025 Outlook (Ep. 118)

2025 Outlook (Ep. 118)

2025-01-1553:49

How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds. Ryan and Sonu discuss: Predictions for stocks growing 12-15% and bonds by 4-7%, with a focus on equitiesObservations on...
How do market strategists assess their predictions and refine their strategies for the future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024's market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their 2025 outlook. They also highlight the key drivers behind market performance, emphasizing transparency and adaptability in strate...
How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. Phil Pearlman, Founder of the Pearl Institute, to explore actionable strategies for enhancing well-being, overcoming mo...
The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what's driving sentiment and expectations. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s coming for 2025. They explore the context of inflation fears, shifts in economic projections, and the broader implications of ...
Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and the broader economy. They discuss why inflation is less of a concern than widely believed, explore consumer stren...
Market sentiment is shifting, and the conversation is abuzz with optimism. What drives these changes, and how should investors prepare for potential volatility ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the shift in sentiment, and the prospects for the coming year. They explore trends in employment, the economy, and the impact of mo...
Are today’s markets walking a tightrope? Balancing optimism with caution, Sonu Varghese, VP, Global Macro Strategist at Carson Group, is joined by Barry Gilbert, VP of Wealth Management, to tackle three key market concerns in this thought-provoking episode of Facts vs. Feelings. They examine the complexities of policy risks, tariffs, and valuations, offering insights to help investors navigate today’s market uncertainties. This conversation delivers actionable strategies to help y...
Surprising economic growth, falling inflation, and financial wins—what’s not to be thankful for? On this gratitude-filled episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on the moments, milestones, and market trends that make this year one to celebrate. Guest Barry Gilbert, VP of Wealth Management, joins to spotlight the U.S. economy’s surprising resilience. This release explores the ...
With interest rates climbing to historic highs, is the economy teetering on the brink—or are opportunities waiting in the wings? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the far-reaching effects of rising rates on the economy and markets. Ryan and Sonu examine how these trends reshape investment opportunities, from skyrocketing mortgage rates—eroding housing affordabilit...
As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration. From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small...
As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals? This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds. From surprising 3% GDP grow...
As election season heats up, how can investors keep their portfolios steady amid political swings? This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts coul...
What’s the secret to success in both finance and media? This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant. Josh also explores balancing work with personal life an...
As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new? This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might c...
Is the bull market’s two-year run a sign of stability or the start of a shake-up? In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what’s driving market strength and what’s ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today’s landscape. They also explore the economic fallout from recent ...
Are your financial decisions shaped by emotions or grounded in logic? The difference could have a bigger impact on your financial future than you think. This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, host an insightful conversation recorded live at the Excel Conference, featuring leading financial minds: Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research; Brian Portno...
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