Ryan Detrick
Rory Johnston Returns (FvF Ep. 207)
In Episode 207 of the Facts vs Feelings podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Rory Johnston, founder and CEO of Commodity Context, to make sense of an oil market that remains historically tight more than 200 days into the war with Iran. Rory explains why …
Ryan Detrick
September 30, 2026
Here Comes the Best Month in a Midterm Year
“October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August, and February.” Mark Twain The bears had their shot last week, as Treasury yields soared and at a bad time too, as the third week of September is …
Ryan Detrick
September 29, 2026
Tech or Bust? (FvF Ep. 206)
In Episode 206 of the Facts vs Feelings Podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the Mag 7’s surge to a new all-time high, edging out the S&P 500 itself. The hosts point to Meta’s blockbuster rally, up double digits on the back of a new …
Ryan Detrick
September 23, 2026
Never Short a Dull Market
“The greatest danger for most of us is not that our aim is too high and we miss it, but that it is too low and we reach it.” -Michelangelo There’s an old saying on Wall Street to never short a dull market. “Shorting the market” means you sell first (borrowing the shares), then hope to buy …
Ryan Detrick
September 22, 2026
A Dove In Hawk’s Clothing?
“At this juncture, however, the impact on the broader economy and financial markets of the problems in the subprime market seems likely to be contained.” Ben Bernanke, former Fed Chairman, on March 28, 2007 in a testimony to Congress The Federal Reserve Bank (Fed) hiked interest rates for the first time in three years …
Ryan Detrick
September 17, 2026
Is AI Going to Kill All of Us? (FvF Ep. 205)
In Episode 205 of the Facts versus Feelings Podcast, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the AI story dominating headlines: a viral tweet from a former Anthropic employee warning about civilization-level risk, an OpenAI/Hugging Face sandbox incident where AI agents were caught cheating …
Ryan Detrick
September 16, 2026
Everything’s Running Hot! (FvF Ep. 204)
In Episode 204 of the Facts vs Feelings Podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into why “everything’s running hot” across the US economy. The hosts unpack the August jobs report, including a much-stronger-than-expected 162,000 jobs created, upward revisions to prior months, a tick higher in labor …
Ryan Detrick
September 9, 2026
What If The Fed Hikes?
“People calculate too much and think too little.” Charlie Munger, Former Vice Chairman of Berkshire Hathaway First things first, stocks were flat last week, but the S&P 500 continues to hold above its June peak. This level is a logical area of support. The 50-day moving average, which is just below this area, provides …
Ryan Detrick
September 8, 2026
Want the Rainbow? Put Up With the Rain (FvF Ep. 203)
In Episode 203 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, tackle a surprise caller’s question on why oil and gas prices aren’t higher given ongoing disruptions in the Strait of Hormuz. The hosts break down global oil dynamics, including China’s massive strategic petroleum reserves, economic …
Ryan Detrick
September 2, 2026
Why The Worst Month of the Year Likely Won’t Bring Rain
“The way I see it, if you want the rainbow, you gotta put up with the rain.” Dolly Parton First off, many of my best childhood memories were taking vacations down to the Smokey Mountains. Gatlinburg, Pigeon Forge, and Sevierville all share a special place in my heart. Dolly was a legend for so …
Ryan Detrick
August 31, 2026