Facts vs Feelings with Ryan Detrick & Sonu Varghese

With global markets impacted by various factors, exploring diverse perspectives and ideas is essential for investors. In this episode, Ryan Detrick & Sonu Varghese speak with Carson’s Group Investment Research Team, Barry Gilbert, VP, Asset Allocation Strategist, and Grant Engelbart, VP, Investment Strategist. They discuss various topics related to investing, including the impact of US-China r...

Ready for a special episode of Facts Vs. Feelings? In this episode, Ryan Detrick & Sonu Varghese celebrate their 50th episode of the podcast! They chat about the recent jobs report, highlighting the increase in jobs created and the slight rise in the unemployment rate. They also touch on economic indicators such as yields, wage growth, and the manufacturing sector. Ryan and Sonu discuss: An an...

Navigating the landscape of debt and finance requires an understanding of the myths and truths that shape our perception. In this episode, Ryan Detrick & Sonu Varghese debunk seven common myths related to debt and finance. They provide insights and analysis on topics such as credit card debt, student loans, bankruptcies, and excess savings. Additionally, they address the topic of rising intere...

Do you feel like we’re in a recession? Well, the facts show us otherwise. In this episode, Ryan Detrick & Sonu Varghese talk about the current state of the economy, focusing on the importance of hard data in understanding economic trends. They discuss the strong economic data and retail sales, highlighting the significant increase in retail sales over the past three months. Ryan and Sonu also...

Macroeconomics is an all-encompassing, complex field, and it's critical to understand each of these large moving parts in order to analyze markets effectively.  With the constantly changing fiscal policies, market indicators, and economic patterns, expert insights prove to be invaluable in guiding us through turbulent and unpredictable times. In this episode, Ryan Detrick & Sonu Varghese...

One topic that has garnered attention this week is Fitch's decision to cut the US credit rating.  This move has had implications for investments, interest rates, and overall market sentiment. Want to learn more? In this episode, Ryan Detrick & Sonu Varghese explore the recent downgrade of US debt by Fitch, its implications, and market reaction. Ryan and Sonu also touch on gridlock in Wash...

After five consecutive months of gains on the S&P 500, what are the projections for the stock market? Find out what the economy has been up to this week! In this episode, Ryan Detrick and Sonu Varghese chat about the latest economic updates, including the recent GDP report, positive indicators in the economy, the impact of Federal Reserve rate hikes, inflation, and the stock market. They highl...

As the financial markets remain on the rise and unpredictable... It is critical to seek guidance and insights from experts who have a complete understanding of market dynamics which is crucial for investors and enthusiasts alike. In this episode, Ryan Detrick & Sonu Varghese sit down with Tom Lee, Managing Partner & Head of Research at Fundstrat Global Advisors, LLC. They chat about Tom&ap...

Navigating investment options can be overwhelming. That is why the financial world requires careful decision-making, disciplined processes, and diversification. Today we speak with someone who knows this perfectly. In this episode, Ryan Detrick & Sonu Varghese chat with Meb Faber, the Founder and CEO of Cambria Investments. Meb talks about investment portfolios, ETFs, and the challenges of mon...

As we approach the midpoint of the year, it's crucial to evaluate the current condition of the stock market and the overall economy. What can we anticipate in the second half of the year? In this episode, Ryan Detrick & Sonu Varghese speak about the mid-year outlook for the stock market and the economy. They highlight positive performance and surprises, leading to a bullish outlook. They...

Despite being traditionally male-dominated, the finance industry is undergoing a significant shift as women make remarkable progress and break down barriers. Today, we speak with a prominent contributor at Carson Group about her experiences in the financial world! In this episode, Ryan Detrick & Sonu Varghese sit down with Jessica Golson, Senior Vice President, Investments and Trading at Carso...

Curious about the current state of the stock and housing market and what's coming up for the second half of the year? Get up to date with the current market updates! In this episode, Ryan Detrick & Sonu Varghese explain the difference between hard and soft economic data and why it's important to look at both to get a better understanding of the economy. Ryan and Sonu also touch on th...

Ready for this week's market updates? In this episode, Ryan Detrick & Sonu Varghese talk about the recent Fed decision, its impact on the market, and general markets update. They cover inflation, retail sales, and statistics on the housing market. Additionally, they touch on the importance of diversifying your portfolio and being cautious about chasing shiny objects. Ryan and Sonu discuss...

It's impossible to encounter the question, "What did you do today that brought you joy?" without Larry Sprung immediately coming to mind. In the latest episode, hosts Ryan and Sonu engage in a captivating conversation with Larry, delving into topics such as his partnership with Carson, the exciting release of his new book, and a multitude of other fascinating subjects. Larry's...

In today's episode, Ryan and Sonu explore stocks, the economy, and the Fed. During the episode, they touch upon the popular TV series Succession, but fret not if you haven't watched it yet! They kindly provide a heads-up, allowing you to skip ahead and avoid any potential spoilers. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts...

Tune in to this episode, live from Carson Group's Partner Summit as Ryan and Sonu engage in an enlightening conversation with Ron Carson. They delve into Ron's background, exploring his journey and beginnings, and provide insights into the current state of affairs. Don't pass up the opportunity to catch this captivating discussion! Hosted by Chief Market Strategist, Ryan Detrick and...

In this episode, Ryan and Sonu are joined by a familiar guest, Libby Cantrill from PIMCO, to discuss the current state of the debt ceiling and take a brief look at the 2024 election. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory services off...

Join Ryan and Sonu on stage at Carson Grouo’s Partner Summit where they share their insights on macro, the Fed, the Carson Investment Research Team, and more. You won’t want to miss this special episode! Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment...

Ryan and Sonu discuss the economy in today's episode and address the two most pressing questions they are currently receiving from Carson Partners. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory services offered through CWM, LLC, an SEC...

Ryan and Sonu are joined by CFRA's Sam Stovall for a discussion on the current state of the markets. In between sharing market insights, Sam lightens the mood with some of his typical humor. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory...

On today's episode, Ryan and Sonu talk about how dull things have been in the past week. They also review earnings and some of the projects Sonu has collaborated on with our partners at Wisdom Tree. Additionally, they will touch on the housing market, the economy, and briefly discuss the stock market. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghe...

Ryan and Sonu review the positive indicators currently happening in relation to recession discussions, as well as inflation and market sentiment, in today’s episode. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory services offered through CWM,...

In today’s episode, Ryan and Sonu return from Spring Break to talk about recent economic data. The focus of the discussion is the positive monthly Jobs Employment Number, and they also delve into some uncommon indicators that suggest the ongoing stock market rally may sustain. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings&a...

Today, Ryan and Sonu are joined by a very special guest, Sam Ro. Sam shares his insights and experiences from his career so far, and finally puts an end to Ryan's long-awaited question: how do you pronounce TKer? Together, they discuss the latest trends in the industry and share their perspectives on the future of their field. Sam's visit is a valuable opportunity for the hosts and their...

Ryan and Sonu provide their insights on the current banking crisis updates, the significance of gold, and the role of the Federal Reserve and chairwoman Janet Yellen in today's episode. Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory serv...