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...
Facts vs Feelings with Ryan Detrick & Sonu Varghese
40 minutes
2 months ago
Live From Excell With Dr. David Kelly (Ep. 153)
In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed’s upcoming rate decisions, productivity, AI, and the outlook for portfolios, this episode is packed with insights advisors and investors can use right now. Key Takeawa...
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...
