FvF
Market Breadth is Overrated (FvF Ep. 208)
In Episode 208 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, make the case that market breadth is overrated. With the S&P 500 less than half a percent from an all-time high and the Nasdaq printing a new record, the hosts explain why tech and tech-adjacent …
Ryan Detrick
October 7, 2026
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
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
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
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
All About Debase (FvF Ep. 202)
In the latest episode of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into last week’s surprise Treasury announcement to double buybacks of long-end bonds after the 30-year yield hit 5.33%, its highest since 2007. Ryan and Sonu explain why this move—an “Operation Twist”-style intervention rather …
Ryan Detrick
August 26, 2026
Celebrating #200 With Art Hogan (FvF Ep. 200)
Celebrating 200 episodes, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take Facts vs Feelings on the road to Boston for a live show, joined by special guest Art Hogan, Chief Market Strategist at B. Riley Wealth. Art opens by explaining his opinion on why the …
Ryan Detrick
August 12, 2026
One Trillion Dollars (FvF Ep. 199)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, open with a cautionary tale from the AI-focused hedge fund Situation Awareness, whose founder went from up more than 400% year-to-date to a 67% collapse in July, a stark reminder that …
Ryan Detrick
August 5, 2026
JC Parets Returns (FvF Ep. 197)
In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome back JC Parets, founder of Trend Labs (formerly of All Star Charts), for a wide-ranging conversation on market breadth, momentum, and where the “dumb money” is currently making its biggest …
Ryan Detrick
July 22, 2026
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
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