Facts vs Feelings with Ryan Detrick & Sonu Varghese
Carson Investment Research
161 episodes
5 days ago
In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the powerful role of momentum in today’s markets and what investors should expect heading into year-end. They examine how the S&P 500’s impressive rally fits into historical context, why tech leadership remains dominant, and how market breadth and global participation are evolving. The conversation also explores the impact of Federal Reserve policy sh...
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In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the powerful role of momentum in today’s markets and what investors should expect heading into year-end. They examine how the S&P 500’s impressive rally fits into historical context, why tech leadership remains dominant, and how market breadth and global participation are evolving. The conversation also explores the impact of Federal Reserve policy sh...
Facts vs Feelings with Ryan Detrick & Sonu Varghese
53 minutes
1 week ago
Here Comes the Year-End Rally (Ep. 159)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss why a strong year-end rally may already be underway. They explore the drivers behind market momentum, earnings strength, inflation trends, and the Fed’s next moves, while adding insight, a bit of humor, and practical perspective for investors heading into the final stretch of 2025. Key Takeaways: · Seasonality on Investors’ Side: ...
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, discuss the powerful role of momentum in today’s markets and what investors should expect heading into year-end. They examine how the S&P 500’s impressive rally fits into historical context, why tech leadership remains dominant, and how market breadth and global participation are evolving. The conversation also explores the impact of Federal Reserve policy sh...
