FvF
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
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
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
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