Facts vs Feelings with Ryan Detrick & Sonu Varghese

Carson Investment Research
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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. 

  1. قبل ٢١ ساعة

    The Post-Election Chase is On (Ep. 109)

    As the post-election market rally gains momentum, how can investors position themselves for what’s next? This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small-c...

    ٤٥ من الدقائق

  2. ٤ جمادى الأولى

    Talking with the Two That Got the Economy Right (Ep. 108)

    As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals?This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds.From surprising 3% GDP growth...

    ١ س ٣٣ د

  3. ٢٧ ربيع الآخر

    Talking About the Election with Libby Cantrill (Ep. 107)

    As election season heats up, how can investors keep their portfolios steady amid political swings?This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts could...

    ٣٩ من الدقائق

  4. ٢١ ربيع الآخر

    Talking About Anything and Everything with Josh Brown (Ep. 106)

    What’s the secret to success in both finance and media?This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant.Josh also explores balancing work with personal life and ...

    ٤٤ من الدقائق

  5. ١٣ ربيع الآخر

    Let’s Talk About The Election (Ep. 105)

    As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new?This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might co...

    ٥١ من الدقائق

  6. ٦ ربيع الآخر

    The Bull Market Turns Two (Ep. 104)

    Is the bull market’s two-year run a sign of stability or the start of a shake-up?In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what’s driving market strength and what’s ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today’s landscape.They also explore the economic fallout from recent hu...

    ٤٣ من الدقائق

  7. ٢٩ ربيع الأول

    The Mega-Pod From Excell, Part 2 (Ep. 103)

    Are your financial decisions shaped by emotions or grounded in logic? The difference could have a bigger impact on your financial future than you think.This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, host an insightful conversation recorded live at the Excel Conference, featuring leading financial minds: Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research; Brian Portnoy, ...

    ٤٥ من الدقائق

  8. ٢٢ ربيع الأول

    The Fed Goes Big: What the Recent Rate Cut Means for Investors (Ep. 102)

    Is the Fed’s latest rate cut a sign of turbulent times ahead or a smart move to sustain growth?In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, examine the Federal Reserve’s significant decision to cut interest rates by 50 basis points (or half a percentage point) — the first reduction since March 2020. This pivotal move carries major implications for investors, the economy, and ...

    ٤٩ من الدقائق
مشاهدة الكل (١٠٩)

حول

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. 

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    Carson Investment Research
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    © 2024 Facts vs Feelings with Ryan Detrick & Sonu Varghese
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    Facts vs Feelings with Ryan Detrick & Sonu Varghese

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