Facts vs Feelings with Ryan Detrick & Sonu Varghese
Carson Investment Research
170 episodes
2 days ago
After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026. They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of ...
All content for Facts vs Feelings with Ryan Detrick & Sonu Varghese is the property of Carson Investment Research and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026. They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of ...
Facts vs Feelings with Ryan Detrick & Sonu Varghese
40 minutes
3 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
After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026. They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of ...
