“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 …
Ryan Detrick
June 23, 2026
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 …
Ryan Detrick
June 17, 2026
“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 …
Ryan Detrick
June 12, 2026
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 …
Ryan Detrick
June 10, 2026
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 …
Ryan Detrick
June 3, 2026
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 …
Ryan Detrick
June 2, 2026
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 …
Ryan Detrick
May 27, 2026
“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 …
Ryan Detrick
May 26, 2026
“Getting fired can be a good thing. You just don’t want to make a habit of it.” Jim Simons, founder of Renaissance Technologies, arguably one of the most successful hedge funds of all time. Is it me, or does May get crazier and crazier each year? And I’m not talking about markets, I’m talking about …
Ryan Detrick
May 20, 2026
In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating. When Jerome Powell took over in February 2018, the Dow dropped 4.6% on …
Ryan Detrick
May 20, 2026