Facts vs Feelings with Ryan Detrick & Sonu Varghese
Carson Investment Research
163 episodes
3 days ago
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 expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks from Fed officials have rattled markets. Ryan and Sonu also break down the sharp risk-off moves in crypto, the resilience of sectors like healthcare and co...
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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 expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks from Fed officials have rattled markets. Ryan and Sonu also break down the sharp risk-off moves in crypto, the resilience of sectors like healthcare and co...
A Facts vs Feelings Special: Talking Markets With Joe Fahmy and Warren Pies
Facts vs Feelings with Ryan Detrick & Sonu Varghese
1 hour 23 minutes
3 weeks ago
A Facts vs Feelings Special: Talking Markets With Joe Fahmy and Warren Pies
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, hosted a special Halloween livestream featuring Joe Fahmy, Managing Director at Zor Capital, and Warren Pies, Co-Founder and Strategist at 3Fourteen Research. Together they explore what’s driving markets at the end of 2025—from AI-led growth and investor sentiment to fiscal spending, oil, and the broader economic outlook. The result is an entertaining and insightf...
Facts vs Feelings with Ryan Detrick & Sonu Varghese
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 expectations from the Fed, how mixed economic data is shaping the outlook, and why recent remarks from Fed officials have rattled markets. Ryan and Sonu also break down the sharp risk-off moves in crypto, the resilience of sectors like healthcare and co...
