Ryan Detrick
Oops…the China Trade War Is Back
In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the renewed tensions between the U.S. and China—what they’re calling “Trade War 3.0.” They break down the latest round of tariffs, China’s restrictions on rare earth exports, and what this means for markets, global trade, and investors. …
Ryan Detrick
October 15, 2025
The Bull Market Turns Three
“Bull markets are like a cruise ship—once they get moving they are hard to slowdown and very hard to turn around.” Ryan Detrick, Carson Group’s Chief Market Strategist Can you believe it? The bull market turns three this Sunday. It might feel like a lifetime ago, but three years ago right now stocks were …
Ryan Detrick
October 10, 2025
Shutdown…but Not Out
In this episode, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the market implications of the ongoing government shutdown, the surge in gold prices, and what investors should expect from the Fed. They also dig into the booming AI investment cycle, shifting momentum across market caps, and why the …
Ryan Detrick
October 8, 2025
A Quarter for the History Books. Now What?
“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 What a Month and Quarter “Wow” is about all you can say for what just happened. Yes, historically August and September tend to be weak …
Ryan Detrick
October 1, 2025
Talking Gold, Crypto, and More With Jan van Eck
In this special episode of Facts vs. Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, sit down with Jan van Eck, CEO of VanEck, to discuss gold, crypto, ETFs, and the future of investing. From the history of the first U.S. …
Ryan Detrick
October 1, 2025
Are Stocks in a Bubble?
“By many measures, for example, equity prices are fairly highly valued.” Jerome Powell, Tuesday, September 23, Speech to the Providence Chamber of Commerce That recent comment by Fed Chair Jerome Powell helped spark the recent three-day selloff in equities. No, it wasn’t just that comment alone, but those words did add some worry for investors. …
Ryan Detrick
September 26, 2025
No, This Isn’t 1929
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, tackle the growing comparisons between today’s market and the 1929 crash. They cut through the noise on gold sentiment, small-cap strength, earnings growth, Fed policy, and consumer resilience—all in under 52 minutes. Key Takeaways …
Ryan Detrick
September 24, 2025
Small Caps Join the Party
“You’re killing me, Smalls!” Ham Porter to Scotty Smalls in The Sandlot We made it to fall! The weather should start to get cooler, the days are shorter, the leaves change, and football is in the air. Well, as a Cincinnati Bengals fan our season is over, but for the rest of you, there is …
Ryan Detrick
September 23, 2025
Live From Excell With Dr. David Kelly
In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed’s upcoming rate …
Ryan Detrick
September 17, 2025
Let’s Talk About a Government Shutdown
“I don’t tell jokes. I watch the government and report the facts.” Roy Rogers In case there wasn’t enough bad news out there, now we have to worry about a potential government shutdown in two weeks on September 30. Congress has until then to fund the government or we could be looking at the first …
Ryan Detrick
September 16, 2025