Bromance, Interrupted
In the latest Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, unpack the political feud between Donald Trump and Elon Musk — and what it signals for markets, sentiment, and investor behavior. But this episode covers more than just political drama: Ryan and Sonu break down what recent data …
Why Bulls Love TACOs
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the recent market rally and the surprisingly solid economic data that continues to confound many bearish predictions. From stock performance and inflation trends to the latest tariff drama, Ryan and Sonu break down …
Talking with Dan Ives about the Future of Tech, AI and Innovation
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines. Broadcasting from Carson’s 2025 …
Talking About Everything With Skanda Amarnath
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by returning guest Skanda Amarnath, Executive Director of Employ America, as they dive deep into macroeconomic dynamics, market reactions, and policy shifts. Together, they examine inflation metrics, shifting recession probabilities, the role of tariffs, …
Holy Smokes, Are the Lows In?
In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the surprising market rally, major developments in the U.S.-China trade situation, and what the latest economic signals mean for investors. After weeks of tariff tension and fear of global slowdown, calmer heads may finally …
Slowing, Not Cracking
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the messy, muddy Q1 GDP report and break down why the headline number might be misleading. They also explain the disconnect between public sentiment and actual economic data, touch on Warren Buffett’s retirement announcement, …
Did the Stock Market Win the Tariff Throwdown?
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the market’s strong rally amid tariff turmoil and examine whether policy pullbacks from Washington are signaling a win for the stock market. The duo also dives into technical indicators, sentiment extremes, earnings expectations, and …
Cathie Wood is Back!
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Cathie Wood of Ark Invest to unpack the state of innovation in finance, the market’s reaction to tariffs, and the evolving role of AI, Bitcoin, and government in shaping the future economy. …
Is The Recession Imminent?
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the ripple effects of tariffs, high interest rates, and a wavering investment environment on the U.S. and global economies. With companies freezing investment plans and government spending cooling off, the duo explores how the …
Welcome to the Crash of 2025
In this episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the immediate fallout of last week’s tariffs announcement and how it could impact both the U.S. and the global economy. They dive into the plunging markets, how a trade war could trigger a recession, …