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
51 minutes
3 weeks ago
Oops…the China Trade War Is Back (Ep. 157)
Summary: In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they’re calling “Trade War 3.0.” They break down the latest round of tariffs, China’s restrictions on rare earth exports, and what this means for markets, global trade, and investors. The conversation also touches on October’s trademark market volatility, the three-year anniversary of the current bull market, and Carso...
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...
