
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.
Latest episodes

May 3, 2023 • 31min
E32: Talking Markets with Sam Stovall
Ryan and Sonu are joined by CFRA's Sam Stovall for a discussion on the current state of the markets. In between sharing market insights, Sam lightens the mood with some of his typical humor.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Apr 26, 2023 • 43min
E31: Now This is a Dull Market
On today's episode, Ryan and Sonu talk about how dull things have been in the past week. They also review earnings and some of the projects Sonu has collaborated on with our partners at Wisdom Tree. Additionally, they will touch on the housing market, the economy, and briefly discuss the stock market.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Apr 19, 2023 • 36min
E30: Things You Don’t See in a Recession
Ryan and Sonu review the positive indicators currently happening in relation to recession discussions, as well as inflation and market sentiment, in today’s episode.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Apr 12, 2023 • 33min
E29: Just A Bump in the Road
In today’s episode, Ryan and Sonu return from Spring Break to talk about recent economic data. The focus of the discussion is the positive monthly Jobs Employment Number, and they also delve into some uncommon indicators that suggest the ongoing stock market rally may sustain.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Apr 5, 2023 • 36min
E28: Cautiously Optimistic with Sam Ro
Today, Ryan and Sonu are joined by a very special guest, Sam Ro. Sam shares his insights and experiences from his career so far, and finally puts an end to Ryan's long-awaited question: how do you pronounce TKer? Together, they discuss the latest trends in the industry and share their perspectives on the future of their field. Sam's visit is a valuable opportunity for the hosts and their listeners, as they gain a rare glimpse into the mind of one of the most successful professionals in their industry.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Mar 29, 2023 • 28min
E27: Yellen' Past Each Other
Ryan and Sonu provide their insights on the current banking crisis updates, the significance of gold, and the role of the Federal Reserve and chairwoman Janet Yellen in today's episode.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Mar 22, 2023 • 35min
E26: Professor Jeremy Siegel
Carson's Chief Market Strategist, Ryan Detrick, and Director of Investment Platform, Sonu Varghese, welcome special guest Professor Jeremy Siegel. He answers several of their burning questions and even shares some insights on March Madness. Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Mar 14, 2023 • 37min
E25: The Fed Broke it, We Bought it?
Ryan and Sonu focus on Silicon Valley Bank, what it all means, and how the Fed's aggressive interest-rate-hiking policy collided with a bank's business strategy. Tune in and stay updated! Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Mar 8, 2023 • 37min
E24: From TINA to CREAM
Why Invest in Stocks When Bond Yields are High? "TINA, or “There is No Alternative,” was the theme of the last decade as interest rates were close to zero. Yields on long-term bonds weren’t much above that. So stocks were the “only alternative” if someone wanted reasonable returns.But now it looks like there is an alternative, thanks to the Federal Reserve’s aggressive rate hikes. CREAM, or “Cash Rules Everything Around Me,” looks attractive enough to replace TINA.Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research teamInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Mar 1, 2023 • 35min
E23: Not Too Hot, Not Too Cold, Still Not Right
In today's episode Ryan and Sonu discuss the hot economy since Groundhog Day. They dive into Core PCE Inflation, high yield interest rates and historical market performance of March and April.Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research teamInvestment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
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