Facts vs Feelings with Ryan Detrick & Sonu Varghese

The market’s changing trends and sentiments play a pivotal role in determining smart investment strategies.  When we look at the massive rally the stock market has seen over the last few months, what is expected for the market in the near future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recen...

As the race to the White House heats up, experts from the financial sector weigh in on the high-stakes implications of the upcoming presidential election. Today on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the upcoming presidential election's potential effects on financial markets with Libb...

Can NVIDIA sustain its remarkable earnings growth? This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze the stock market's current state, with a special focus on NVIDIA's stellar earnings and the market's overall positioning. They discuss their strategic investment preferences,...

We are confronted with a key question as we deal with economic downshifts and market swings. Does the latest data really reflect an economic slowdown? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze various indicators to assess the pace of economic growth, including market performance, inflation metric...

Bitcoin ETFs are one of the most anticipated and debated developments in the crypto space.  What are the implications for the market, the economy, and crypto's future?  In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, speak with Matthew Hougan, Chief Investment Officer at Bitwise Asset Management about the...

From the stock market hitting all-time highs to new tax bills, positive economic indicators, and even the Super Bowl, there's a lot to keep track of when it comes to finance and investing this week! In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, provide an in-depth analysis of current economic indicators...

The stock market has been on a remarkable run, reaching new highs and defying expectations.  But what are the drivers behind this rally, and what are the risks ahead?  In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze recent market trends, including the stock market's highs and the implications of t...

Now that the stock market has reached its all-time high, what can we expect? Which ways can the latest economic indicators and international markets affect us? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's recent all-time highs and their implications for investors. They also...

The world is facing unprecedented challenges and opportunities in 2024. From geopolitical tensions and trade wars to technological innovations and environmental issues. How can investors navigate these times? How will the emergence of cryptocurrencies and digital assets affect the financial system and regulation?  In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Va...

With signals of growth faced against global uncertainties, what can we expect from the global economy in 2024? How will these factors affect the performance of various sectors and markets, and what strategies can investors adopt to navigate this year?  In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, share thei...

Happy New Year and welcome to the very first Facts vs Feelings episode of 2024! In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group analyze market trends and the outlook for 2024. They discuss the recent market rally, the role of inflation and the Federal Reserve, and the potential for continued growth, especially...

With 2024 just around the corner, there are big uncertainties for the U.S. economy regarding inflation, interest rates, political uncertainty, and a possible recession. How can investors navigate this complex and volatile environment? What are the sectors to look at?  In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson G...

The U.S. economy has been showing signs of strength, despite the challenges posed by the pandemic and ever-evolving global uncertainties.  One of the most encouraging indicators is the unemployment rate, which fell to 3.7% in November. What does this mean for the markets? What is the outlook for 2024? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, G...

Recessions are periods of economic contraction that typically last for several months or longer.  With all the news about a possible recession for 2024, will we actually experience one? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore some of the indicators and factors that suggest that the current econ...

The stock market is often a reflection of the economy, the consumer, and the sentiment of the investors. Based on the increases we've seen over the past four weeks, what can we expect for the end of the year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group chat about the year-end rally in the stock market,...

The Sahm Rule is an indicator that detects recessions in real-time based on changes in the unemployment rate. This rule was proposed by Claudia Sahm, a former Federal Reserve economist and a leading expert on macroeconomic policy. Today, we learn about the Sahm Rule and more! In this episode, Ryan Detrick & Sonu Varghese speak with Claudia Sahm, Independent Macroeconomist Consultant, about the...

With the recent inflation data, can we say that the Fed has stopped raising rates? How will this affect the economy if this is to happen? What’s next for the stock market for the remainder of the year? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group dive into inflation, the Federal Reserve, and the stock market...

A number of factors and causing the stock market to continue to experience high volatility, causing uncertainty for investors. With October’s correction, are there signs of a market bottom? A potential rally? In the latest episode of Facts vs Feelings, Carsons' Chief Market Strategist, Ryan Detrick & VP, Global Macro Strategist, Sonu Varghese explain why stocks may have just bottomed, des...

October 2023 proved to be a challenging month for the stock market.  Various factors, such as geopolitical tensions, inflation fears, earnings disappointments, and the Federal Reserve's policy, caused the market to suffer a decline in sentiment and confidence.  What are the projections for the market's performance for the remainder of the year?  In this episode, Carson's Chief Marke...

The global economy is facing unprecedented challenges and uncertainties, which has disrupted supply chains, boosted inflation, and strained fiscal and monetary policies. How can investors navigate this complex and volatile environment, and what are the implications for the bond market? Today, we chat about this and more with a very special guest! In this episode, Carson's Chief Market Strateg...

The Middle East is home to some of the world’s oldest civilizations, religions, and cultures. At the same time, it is the scene of some of the most pressing geopolitical issues of our time.  The recent escalation of violence between Israel and Hamas has raised concerns about the stability of the region and the prospects for peace, and the situation also presents opportunities and challenges for th...

Investing is a complex and uncertain activity that requires careful analysis, discipline, and patience.  There are many factors that can influence the performance of different investment strategies, such as market conditions and investor preferences. Today, we speak with a leading figure in the field. In this special edition of the Facts Vs. Feelings podcast, recorded live at the Excell conference...

Fourth quarters are often crucial times for the economy and the markets as they capture the trends from previous quarters and set the tone for the next year.  However, this year’s fourth quarter may be more uncertain and volatile than usual... What can investors do to prepare for the potential challenges and opportunities ahead? In this episode, Ryan Detrick & Sonu Varghese share their expecta...

Dive deep into the pulse of the economy with top experts! In this special live edition episode, Ryan Detrick & Sonu Varghese chat with Alejandra Grindal, Chief Economist at Ned Davis Research. Together, they dissect the influence of macroeconomics on investment choices, unravel the pandemic's effect on inflation, consumer confidence, and retail sales, and shed light on the profound influe...

Live from the Excell Conference in Nashville, this week we bring you incredible stories and valuable guests! In this episode, Ryan Detrick & Sonu Varghese sit down with Paul Hickey, Co-Founder: Bespoke Investment Group and Bespoke Market Intel, Sam Ro, CFA, Founder of TKer.co, and Frank Cappelleri, Founder and President at CappThesis.   They cover various topics, including the current state of...