FvF
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
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
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
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
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
Still Searching for Buffett (FvF Ep. 185)
In Episode 185 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are recording live from Omaha at PodPony’s studio during Carson’s Q2 board meeting. They make a pilgrimage to the McDonald’s on 40th and Dodge that Warren Buffett reportedly frequents. No Buffett …
Ryan Detrick
April 29, 2026
The Bull is Back (FvF Ep. 184)
In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in? Ryan and …
Ryan Detrick
April 22, 2026