Ryan Detrick
Here’s Our Midyear Outlook 2026 (FvF Ep. 196)
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
2026 Midyear Outlook: Still Riding The Wave Is Here!
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
The Summer Rally Continues (FvF Ep. 195)
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
More Reasons To Be Bullish the Rest of 2026
“Someone will always be getting richer faster than you. This is not a tragedy.” Charlie Munger Well, that’s a wrap on the first half of 2026. After all the hand wringing this spring over the Middle East, oil prices, and the Fed, the S&P 500 closed the first six months up a very solid 9.6% …
Ryan Detrick
July 7, 2026
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 …
Ryan Detrick
July 1, 2026
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 …
Ryan Detrick
June 24, 2026
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 …
Ryan Detrick
June 23, 2026
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 …
Ryan Detrick
June 17, 2026
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 …
Ryan Detrick
June 12, 2026
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 …
Ryan Detrick
June 10, 2026