Carson Investment Research
Facts vs Feelings with Ryan Detrick & Sonu Varghese
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 Advis...
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Carson Investment Research
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Podcast website
Latest episode
Jul 8, 2026
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Episodes
E26: Professor Jeremy Siegel 22.03.2023 34:47
Carson's Chief Market Strategist, Ryan Detrick, and Director of Investment Platform, Sonu Varghese, welcome special guest Professor Jeremy Siegel. He answers several of their burning questions and even shares some insights on March Madness. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory se...
E25: The Fed Broke it, We Bought it? 14.03.2023 36:32
Ryan and Sonu focus on Silicon Valley Bank, what it all means, and how the Fed's aggressive interest-rate-hiking policy collided with a bank's business strategy. Tune in and stay updated! Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team. Investment advisory services offered through CWM, LLC, an SEC Regist...
E24: From TINA to CREAM 08.03.2023 36:55
Why Invest in Stocks When Bond Yields are High? "TINA, or “There is No Alternative,” was the theme of the last decade as interest rates were close to zero. Yields on long-term bonds weren’t much above that. So stocks were the “only alternative” if someone wanted reasonable returns. But now it looks like there is an alternative, thanks to the Federal Reserve’s aggressive rate hikes. CREAM, or...
E23: Not Too Hot, Not Too Cold, Still Not Right 01.03.2023 35:07
In today's episode Ryan and Sonu discuss the hot economy since Groundhog Day. They dive into Core PCE Inflation, high yield interest rates and historical market performance of March and April. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team Investment advisory services offered through CWM, LLC, an SEC Registered...
E22: Breaking Down the Market with Ed Clissold 22.02.2023 31:59
After seeing the market soar despite a recession, Ed Clissold, an experienced CFA who employs a disciplined, four-bucket approach to investing to train his clients to identify market opportunities and challenge the prevailing wisdom. You will learn: 1. How has technology changed the stock market over the last decade. 2. What strategies investors can use to manage their emotions and stay discipline...
E21: Fed Lasagna 15.02.2023 32:58
In this 21st episode of Carson's Facts versus Feelings, Ryan and Sonu dive into Fed Lasagna, an ironic mix of wild market sentiment and conflicting economic data, as they attempt to cut through the noise and focus on what really matters. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team
E20: Houston, We Have Soft Landing 08.02.2023 29:16
In this week's episode of 'Facts vs. Feelings,' Ryan and Sonu discuss how the odds of an economic soft landing have significantly increased. They delve into the data and the Federal Reserve's role, and explain why this is not just a temporary bear market recovery. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment...
E19: So Goes January 01.02.2023 29:54
Today, Ryan and Sonu discuss the strong finish for stocks and bonds in January and follow it up with their expectations for the economy for the rest of the year. "So goes January, so goes the year." Facts vs. Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E18: Searching for Buffett 25.01.2023 26:07
Markets and McMuffins, what could be better? In this episode, Ryan and Sonu take the podcast on the road, to Omaha, Nebraska, to be exact, to channel one of the greats... Or at least eat like him. Buffett, Inflation, and automation are just a few topics on the menu. Join us to hear what unfolds. Facts vs. Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investme...
E17: The Edge of Normal 18.01.2023 31:25
In this episode Ryan and Sonu talk about how nothing has been “normal” since the beginning of 2020, and their outlook on the world for 2023. The economy and life is on the edge of normal. Facts vs Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E16: Recession Hysteria 12.01.2023 33:01
There was a lot of pain in the market for 2022, and now a lot of talk about the "impending recession" of 2023. We aren't so sure it will play out that way. Join us to hear why. Facts vs Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E15: Mental Health and Investing with Phil Pearlman 21.12.2022 34:45
In this episode, hosts Ryan Detrick and Sonu Varghese are joined by the CEO of Pearl Institute, Phil Pearlman, whose goal is to help advisors unlock their freedom through health planning and performance training. Phil is an expert on the connection between health and wealth planning and has been closely involved with the advisor community for many years. Through his advice, Phil encourages advisor...
Ep 14: Commodities Chat with Kathy Kriskey of Invesco 14.12.2022 30:36
In today's episode, we sit down and talk commodities with Invesco's Commodity Strategist, Kathy Kriskey. So much valuable information crammed into these 30 minutes. Kathy is amazing! 🤯 Facts vs Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E13: Every Rose Has Its Thorn 07.12.2022 32:04
When good news is bad news. This week Ryan and Sonu talk about the latest economic data released and how the Fed might react, the US dollar and why it matters, and some potential positive signs from the market. Oh, and '80s hair bands, of course! 🤘🎸 Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other info...
E12: Against the Grain 29.11.2022 36:18
In today’s episode, we give our takes on some well know things happening in the investment world. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E11: Jamie Hopkins - Find Your Freedom 22.11.2022 33:41
In today’s episode, we sit down with Author Jamie Hopkins to discuss his new book Find Your Freedom: Financial Planning for a Life on Purpose . Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E10: Talkin’ Turkey: 3 Things We’re Thankful For 16.11.2022 31:18
In today’s episode, we cover the rise in stocks, crypto, inflation, and what the FED is up to. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E9: The Next Six Months... 10.11.2022 33:09
In today’s episode, we talk about some things that have been surprising in the market this year, what could happen after the midterm elections, and the FED’s recent increase in interest rates. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E8: PIMCO's Libby Cantrill 01.11.2022 39:28
In today’s episode, Libby Cantrill joins us to talk about the upcoming elections and the impact they could have for the investor. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E7: Did the Fed Blink 26.10.2022 32:30
In today’s episode, we touch on the hard and soft data available today from the FED as well earning season so far. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E6: What is Spooking Investors 19.10.2022 35:11
In today’s episode, we look at what is scaring the investors in relation to the market, the CPI, and what Jamie Dimon is predicting. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E5: So Good It's Bad? 11.10.2022 30:49
In today’s episode, we look at the recent release of the employment number and what that means for the economy and the investor. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E4: The Ugly, the Bad, and the Good 05.10.2022 29:18
In today’s episode, we look and the ugly, the bad, and the good of what is happening in the financial world. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E3: The Economy and the UK Situation 30.09.2022 29:52
In today’s episode, we discuss the Fed, the economy, and the situation in the UK. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
E2: Inflation and Investing with Gargi Pal Chaudhuri 26.09.2022 26:21
In today’s episode, Gargi Pal Chaudhuri joins to discuss inflation and what that means for the investor. Facts vs Feelings is hosted by Ryan Derrick and Sonu Varghese and is a product of the Carson Investment Research team. You can find other information at CarsonGroup.com .
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