Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP and Global Macro Strategist at Carson Group, went live for the very first Facts Vs Feelings: Social Hour livestream on Friday, 1/30.

They kicked things off with special guest Brian Belski for a relaxed, wide-ranging conversation that blended big-picture macro, markets, and a bit of fun along the way.

Jump to:

0:00 - Live Stream Kickoff And Banter

3:45 - Belski’s Background And Career Arc

12:30 - Founding Humilus And Investing Philosophy

20:10 - Gold’s Selloff, Fed Debates, And Inflation

31:00 - Secular Bull Market Case And History

40:05 - Travel Detour And Airport Talk

45:10 - Earnings Versus Multiples And Tech Leadership

53:00 - Financials, Mid Caps, And Small Cap Opportunity

1:00:00 Advisors, Building A Firm, And Contrarian Mindset

Connect with Ryan:

• LinkedIn: https://www.linkedin.com/in/ryandetrick/

• X: https://x.com/RyanDetrick

Connect with Sonu:

• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/

• X: https://x.com/sonusvarghese?lang=en

Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com