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, …
Celebrating Women’s History Month with Lindsey Bell and Debbie Taylor
In this special episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Lindsey Bell, Chief Market Strategist at Clearonomics, and Debbie Taylor, Managing Partner and Chief Tax Strategist at Carson Wealth, for a special Women’s History Month Livestream. Together, they discuss their careers, recent market trends, and how investors …
Correction, How Worried Should We Be?
In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the recent market correction, what history tells us about recoveries, and whether investors should be concerned. Plus, they discuss sentiment shifts, the strength of international markets, and what they see next for stocks. Key Takeaways: …
Talking Pies, Pi Day & St. Patty’s Day with Warren Pies
Key Takeaways: Is a Growth Scare Just That? Market sentiment has shifted, but there’s no clear recession signal yet. Key indicators like residential construction payrolls remain strong. The Fed’s Search for Neutral: Interest rates are still restrictive, but the Fed may need to cut more than expected this year to support economic growth. Government Spending & Deficits: Large …
Growth Scare
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the “growth scare” and discuss whether the bull …
Denominator Blindness
In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the latest market trends, inflation data, and what’s driving stocks to all-time highs despite ongoing concerns about tariffs, interest rates, and other economic uncertainty. Key Takeaways: Markets at All-Time Highs: Despite concerns about tariffs, …