Celebrating 200 episodes, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take Facts vs Feelings on the road to Boston for a live show, joined by special guest Art Hogan, Chief Market Strategist at B. Riley Wealth. Art opens by explaining his opinion on why the …
Ryan Detrick
August 12, 2026
“Bull markets are like a cruise ship. Once they get moving, they are hard to slow down, hard to stop, and very hard to turn around.” Ryan Detrick, Carson Group’s Chief Market Strategist Stocks soared last week, with the S&P 500 gaining more than 3.5% while the tech-heavy Nasdaq soared more than 5%, both making …
Ryan Detrick
August 11, 2026
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up more than 400% year-to-date to a 67% collapse in July, a stark reminder that …
Ryan Detrick
August 5, 2026
“Are you not entertained?” Maximus Decimus Meridius (Russell Crowe) in Gladiator (2000) after he quickly disposes of all of his opponents in the arena Are we having fun yet? Let’s just start with the KOSPI in South Korea. It had outright crashed to the tune of 44%, until Friday, when it soared a record 17%! …
Ryan Detrick
July 31, 2026
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into Apple reclaiming its title as the world’s largest company by market cap after sitting out the AI spending race, while hyperscalers like Google, Amazon, and Microsoft pour ever-larger sums …
Ryan Detrick
July 29, 2026
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome back JC Parets, founder of Trend Labs (formerly of All Star Charts), for a wide-ranging conversation on market breadth, momentum, and where the “dumb money” is currently making its biggest …
Ryan Detrick
July 22, 2026
“Don’t worry, be happy. In every life we have trouble, but when you worry you make it double.” Bobby McFerin from his hit song Don’t Worry, Be Happy Ok, now that you have that song in your head, let’s talk about some good news. We get it, the news and headlines are constantly bad. This …
Ryan Detrick
July 21, 2026
In this midyear outlook episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, revisit their 2026 forecast and explain why they’ve raised their S&P 500 target from 12-15% to 15-18% for the year, while holding bonds steady at 3-5%. They walk through …
Ryan Detrick
July 15, 2026
We are so proud to release our 2026 Midyear Outlook, “Still Riding the Wave.” We’ve been bullish for years, and we think the second half of this year should still see nice gains, thanks to the combination of accelerating artificial intelligence (AI) investment, strong corporate earnings, fiscal expansion, and a Federal Reserve expected to look …
Ryan Detrick
July 14, 2026
In Episode 195 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, celebrate the Dow’s first close above 53,000 and break down the fastest 1,000-point milestone in the index’s history. They unpack what they see as really driving the S&P 500’s 10% first-half …
Ryan Detrick
July 8, 2026