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 Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Live From Excell With Dr. David Kelly (Episode 153)
In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed’s upcoming rate decisions, productivity, AI, and the outlook for portfolios, this episode is packed with insights advisors and investors can use right now.
Key Takeaways
- Jobs revisions: Recent downward adjustments highlight slowing payroll growth.
- Labor market: Supply shortages are keeping unemployment low despite weak hiring.
- Productivity: AI may boost output, but inequality risks remain.
- Fed policy: There’s a debate on whether cuts would stimulate the economy or actually drag it down.
- Tax refunds: 2025 policy changes could deliver a stimulus-like boost.
- Global opportunities: International equities could benefit from a weaker dollar.
Connect with Ryan:
• LinkedIn: Ryan Detrick
• X: @ryandetrick
Connect with Sonu:
• LinkedIn: Sonu Varghese
• X: @sonusvarghese
Connect with Dr. David Kelly:
• Website: Dr. David Kelly
• LinkedIn: Dr. David Kelly
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
Disclosure: Dr. David Kelly is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.
#FactsVsFeelings #CarsonGroup #DavidKelly #MarketOutlook #FedPolicy #InvestingPodcast #ExcelConference #Economy2025
