Ryan Detrick
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 …
Ryan Detrick
June 3, 2026
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 …
Ryan Detrick
June 2, 2026
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 …
Ryan Detrick
May 27, 2026
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 …
Ryan Detrick
May 26, 2026
Maycember is Here! 10 Lessons For Recent Graduates
“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
Welcome to the Party, Mr. Warsh (FvF Ep. 188)
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
Party Like It’s 1999 (FvF Ep. 187)
In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor’s mind: Does today’s market feel like 1999? The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before …
Ryan Detrick
May 13, 2026
Five More Reasons the Bulls Are in Charge
“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria”. Sir John Templeton We might sound like a broken record, but stocks had another great week last week and made more new highs. The S&P 500 traded above 7,300 for the first time ever and now has 16 all-time …
Ryan Detrick
May 12, 2026
Sell in May? With Jeff Hirsch (FvF Ep. 186)
In Episode 186 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by a genuine industry legend, Jeff Hirsch, Editor-in-Chief of the Stock Trader’s Almanac, now celebrating its 60th year. And yes, Jeff is also turning 60 this month. The conversation …
Ryan Detrick
May 6, 2026
Why This Bull Market Could Have Years Left
“So, you’re telling me there’s a chance?” Lloyd Christmas in the classic comedy Dumb & Dumber Now that I have your attention with that title, let’s start with why the rest of 2026 could be strong, then we’ll get into why there could be a lot longer left to this bull market than many may …
Ryan Detrick
May 5, 2026