Facts vs Feelings with Ryan Detrick & Sonu Varghese cover image

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Latest episodes

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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.
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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.
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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.
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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.
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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.
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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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Feb 22, 2023 • 32min

E22: Breaking Down the Market with Ed Clissold

After seeing the market soar despite a recession, Ed Clissold, an experienced CFA who employs a disciplined, four-bucket approach to investing to train his clients to identify market opportunities and challenge the prevailing wisdom.You will learn:1. How has technology changed the stock market over the last decade.2. What strategies investors can use to manage their emotions and stay disciplined during volatile markets.3. What insights can be gained by analyzing sentiment indicators in the stock market.Ed Clissold is a market strategist at Ned Davis Research with over 20 years of experience studying markets. He is a CFA and has a deep understanding of technical analysis and sentiment indicators.
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Feb 15, 2023 • 33min

E21: Fed Lasagna

In this 21st episode of Carson's Facts versus Feelings, Ryan and Sonu dive into Fed Lasagna, an ironic mix of wild market sentiment and conflicting economic data, as they attempt to cut through the noise and focus on what really matters.Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team
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Feb 8, 2023 • 29min

E20: Houston, We Have Soft Landing

In this week's episode of 'Facts vs. Feelings,' Ryan and Sonu discuss how the odds of an economic soft landing have significantly increased. They delve into the data and the Federal Reserve's role, and explain why this is not just a temporary bear market recovery.Hosted by Ryan Detrick and Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team
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Feb 1, 2023 • 30min

E19: So Goes January

Today, Ryan and Sonu discuss the strong finish for stocks and bonds in January and follow it up with their expectations for the economy for the rest of the year."So goes January, so goes the year." Facts vs. Feelings is hosted by Ryan Detrick and Sonu Varghese and is a product of the Carson Investment Research team.You can find other information at CarsonGroup.com.

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