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© 2025 Facts vs Feelings with Ryan Detrick & Sonu Varghese
Description
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.
119 Episodes
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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 outlook...
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 U....
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 strategy...
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 mod...
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 mo...
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 strength...
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 mone...
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 you ...
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 dr...
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 affordability—...
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-c...
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 growth...
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 could...
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 and ...
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 co...
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 hu...
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 Portnoy, ...
Is the Fed’s latest rate cut a sign of turbulent times ahead or a smart move to sustain growth?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, examine the Federal Reserve’s significant decision to cut interest rates by 50 basis points (or half a percentage point) — the first reduction since March 2020. This pivotal move carries major implications for investors, the economy, and ...
Staying ahead of market volatility requires more than just luck — it demands sharp technical insights and smart risk management. This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group are joined by Frank Cappelleri, CFA, CMT, Founder, and President at CappThesis. Together, they explore essential technical patterns and market signals that can help traders and financial advisors navigate volatili...
Tune in for our centennial celebration!In this special milestone episode, we’re celebrating the 100th episode of Facts vs Feelings with a live audience and special guest Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors. Together with hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, Tom discusses market outlooks, evolving investment strategies, and key economic trends shaping the future.What’...
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