85 episodes
Facts vs Feelings with Ryan Detrick & Sonu Varghese Carson Investment Research
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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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Talking About the Future of Carson Group with Burt White (Ep. 85)
Discover the vision and strategy behind Carson Group’s evolution as Burt White steps into the role of CEO!In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Burt White, CEO at Carson Group, to explore the company’s direction under his leadership and the legacy of service excellence they aim to uphold.Together they discuss: Burt’s recent appointment as CEO and the seamless transition of lea...
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Talking About Everything Under the Sun with Eddy Elfenbein (Ep. 84)
The art of stock picking is a skill that can lead to significant rewards for those who master it.How does one sift through the noise to identify undervalued gems? What does it take to maintain a long-term perspective in a market driven by short-term sentiments?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Eddy Elfenbein, Portfolio Manager, to explore his journey as a well-known stock picke...
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Buy in May and Stay (Ep. 83)
Staying on top of market trends and reviewing investment strategies is crucial for investors looking to optimize their portfolios.What does May look like historically when we look back on previous years?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, discuss the current state of the market, exploring what to expect in May and the factors influencing its direction. Additionally, they touch on GDP, inflatio...
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Yes, Stocks Can Go Down (Ep. 82)
Market volatility is a constant companion for investors, but understanding the underlying economic indicators can provide a clearer path forward.How do we interpret the recent market pullback? What do the surging yields and inflation data tell us about the future economic outlook?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recent market pullback, the surge in yields, and what these indicat...
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Talking About AI with Dan Ives (Ep. 81)
Discover the transformative power of AI as we explore its impact on the tech industry and beyond!This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities. They dive into the long-term implications of AI, the comparison between the current tech transformation and historical moments, and the potential of AI t...
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Total Eclipse of the Bears (Ep. 80)
With the bull market we have had for several months now, it is normal for some to have doubts about its continuation. What can we expect for the markets? How is the economy doing and why should investors consider it?In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the stock market's performance amidst economic indicators and Federal Reserve policy considerations. They navigate through employ...