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.
Episodes
186 episodes
Is There Light at the End of the Tunnel? (FvF Ep. 181)
In Episode 181 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most consequential geopolitical developments in recent memory, the ongoin...
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1:00:07
Social Hour With Sam Ro & Frank Cappelleri (Social Hour Ep. 3)
The Social Hour is back for its 3rd episode — and this one did not disappoint. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the industry: F...
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1:04:10
It Takes Two To Tango (FvF Ep. 180)
In Episode 180 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, discuss a volatile market environment shaped by inflation concerns, rising yields, geopolitic...
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45:34
Strait to Trouble (FvF Ep. 179)
The most dangerous shortages are the ones you don’t see coming. What happens when global oil flow is disrupted and the Strait of Hormuz becomes a bottleneck for the world economy?In Episode 179 of Facts vs. Feelings, Ryan Detrick, Chief ...
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1:08:45
Live From Future Proof (Special Edition)
Recorded live from the beach at Future Proof in Miami, this special episode of Facts vs Feelings brings Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, to the main stage for a wi...
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30:32
Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Artificial intelligence continues to dominate headlines and investment flows, but understanding the technology behind it requires looking beyond the hype and into the structure of the ecosystem itself. In this episode of Facts vs Feelings, Ryan...
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1:08:48
We’ve Got a Lot of Problems (FvF Ep. 177)
Oil spikes. Gas jumps above $3. Inflation expectations shift in a matter of days. Suddenly the market isn’t debating disinflation or AI productivity. It’s asking whether we’re entering a new inflation shock.In Episode 177 of Facts vs. Fe...
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52:51
Social Hour With Cullen Roche (Social Hour Ep. 2)
The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Prag...
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1:02:17
No Tariffs for You! (FvF Ep. 176)
A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detri...
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1:04:35
A Tale Of Two Markets (FvF Ep. 175)
Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strateg...
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1:00:37
Deja Vu All Over Again (FvF Ep. 174)
After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterio...
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57:32
Social Hour With Brian Belski (Social Hour Ep. 1)
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...
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1:02:16
Warsh & Repeat (FvF Ep. 173)
After a quiet data week and a loud political signal, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what a potential Fed leadership shakeup could mean for rates, markets, and inve...
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49:32
Rieder or Not, Gold Shines, & Shutdown Looms (FvF Ep. 172)
After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between ma...
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58:34
When Do We Get Tacos? (FvF Ep. 171)
After a long stretch of calm markets and steadily improving breadth, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, confront a sudden return of volatility driven by geopolitics, tariffs, a...
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53:21
Rumble in Washington (FvF Ep. 170)
After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Re...
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54:16
2026 Market Outlook (FvF Ep. 169)
After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what th...
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1:07:04
Geeking Out On Charts with Chris Kimble and Scott Brown (FvF Ep. 168)
Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical In...
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46:15
Wrapping Up 2025 with Art Hogan, the Boston GOAT (FvF Ep. 167)
2025 kept investors off balance, and Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Group turned to Art Hogan, Chief Market Strategist at B. Riley Wealth Management, to make sense of what actuall...
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48:03
The Fed Comes Bearing Gifts (FvF Ep. 166)
A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts ...
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55:34
Is Reacceleration in the Cards? (FvF Ep. 165)
In this week’s episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese dig into the market’s latest shift toward a potential economic reacceleration, looking at rising global yields, what the renewed steepening of the yield curve may signa...
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53:23
Back to December (FvF Ep. 164)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shiftin...
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Episode 164
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46:39
Talking Macro and Charts with Jurrien Timmer (FvF Ep. 163)
In the latest episode of Facts vs Feelings, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jurrien Timmer, Fidelity's Director of Global Macro, to break down the current cycli...
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Episode 163
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54:08
Volatility, May I Meet You? (FvF Ep. 162)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the surge in market volatility and what they believe is truly behind it. They explore shifting rate-cut ...
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Episode 162
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49:27