Facts vs Feelings with Ryan Detrick & Sonu Varghese

In this week’s episode of Facts vs. Feelings , Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist are joined by Warren Pies, Co-Founder of 3Fourteen Research, to discuss market trends, recession risks, Fed policy, and, of course, some fun Pi Day and St. Patrick’s Day talk. They dive into economic growth concerns, interest rates, inflation, and why a growth scare...

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the "growth scare" and discuss whether the bull market still has room to run. K...

Summary: In the latest episode of Facts vs Feelings , Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty. Key Takeaways: Markets at All-Time Highs: Despite concerns about tariffs,...

Summary: In this episode of Facts vs Feelings , Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more! Key Takeaways: The S&P 500 is near an all-time high des...

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 gl...

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 di...

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 G...

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 sur...

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:  Predictio...

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 hi...

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...

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...

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...

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 pr...

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 t...

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 Ma...

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 trend...

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 shift...

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 Gro...

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 re...

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...

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...

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 mea...

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 financ...

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 reducti...