Facts vs Feelings with Ryan Detrick & Sonu Varghese
Carson Investment Research
161 episodes
4 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
47 minutes
1 month ago
Shutdown…But Not Out (Ep. 156)
In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the market implications of the ongoing government shutdown, the surge in gold prices, and what investors should expect from the Fed. They also dig into the booming AI investment cycle, shifting momentum across market caps, and why the labor market remains resilient even as hiring slows. Key Takeaways Gold Shines Bright: Gold has remained on the rise, nearing $4,000 an ounce as ...
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...
