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
Social Hour With Brian Belski (Ep. 1)
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Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP and Global Macro Strategist at Carson Group, went live for the very first Facts Vs Feelings: Social Hour livestream on Friday, 1/30.
They kicked things off with special guest Brian Belski for a relaxed, wide-ranging conversation that blended big-picture macro, markets, and a bit of fun along the way.
Jump to:
0:00 - Live Stream Kickoff And Banter
3:45 - Belski’s Background And Career Arc
12:30 - Founding Humilus And Investing Philosophy
20:10 - Gold’s Selloff, Fed Debates, And Inflation
31:00 - Secular Bull Market Case And History
40:05 - Travel Detour And Airport Talk
45:10 - Earnings Versus Multiples And Tech Leadership
53:00 - Financials, Mid Caps, And Small Cap Opportunity
1:00:00 Advisors, Building A Firm, And Contrarian Mindset
Connect with Ryan:
• LinkedIn: https://www.linkedin.com/in/ryandetrick/
• X: https://x.com/RyanDetrick
Connect with Sonu:
• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/
• X: https://x.com/sonusvarghese?lang=en
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
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