Articles authored by Ryan Detrick
Stop, Drop, & Rotate (FvF Ep. 194)
In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the “June swoon” and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu’s time at the Economic Club of New York, covering Scott Bessent’s …
Let’s Run It Hot (FvF Ep. 193)
In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets. Kevin Warsh’s first Fed meeting as chair featured a statement that clocked …
Remembering Alan Greenspan, aka The Maestro
“If I turn out to be particularly clear, you’ve probably misunderstood what I’ve said.” Alan Greenspan We lost a great one yesterday, as Alan Greenspan passed away from complications of Parkinson’s disease at 100 years young. Greenspan was an economist who served as the chairman of the Federal Reserve Bank (Fed) from 1987 until …
Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192)
In this special live episode of Facts vs Feelings from Carson’s Q2 Summit in Chicago, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Nobel Prize-winning economist Dr. Richard Thaler for a conversation that ranges from NFL draft strategy to retirement savings design to …
Five Things To Think About
“It is human nature to overestimate risk and underestimate opportunity.” Jeff Bezos Here are a few things I’ve been thinking about lately. Bad Days Happen Last Friday, the S&P 500 fell 2.6%, marking the worst day of the year. Yes, it didn’t feel good, but after the historic nine-week rally, it would have been foolish …
Live from Chicago with Jim Bianco and Jeff Kilberg (FvF Ep. 191)
In Episode 191 of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, go live from Chicago with Jeff Kilburg, Founder and CEO & CIO at KKM Financial, and Jim Bianco, President at Bianco Research, for a wide-ranging conversation on where markets stand now …
Talking SpaceX IPO (FvF Ep. 190)
In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They’re joined by Blake Anderson, Director of Portfolio Management …
Is This Bull Market Only Halfway Over?
You might have heard this before, but the S&P 500 gained again last week, with many more new highs across the board. Sparking the rally was hope for progress on an agreement with Iran, but we’ve been here before. Still, oil fell 10% last week as traders remained optimistic we would see some movement toward …
Deal or No Deal (FvF Ep. 189)
In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and …
Do Stocks Really Test New Fed Chairs?
“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” Alan Greenspan, the 13th Federal Reserve Chairperson First things first, we hope everyone had a great Memorial Day holiday, and a heartfelt thank you to those who have served to keep us safe. And to those who …