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
52 minutes
1 month ago
No, This Isn’t 1929 (Ep. 154)
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the growing comparisons between today’s market and the 1929 crash. They cut through the noise on gold sentiment, small-cap strength, earnings growth, Fed policy, and consumer resilience—all in under 52 minutes. Key Takeaways 1929 comparisons: Why we believe today’s bull market is not a replay of the Great Depression.Gold sentiment: The metal has been a stro...
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...
