FvF
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, …
Ryan Detrick
February 26, 2025
Eggscellent Inflation or Not
Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the rising cost of eggs and other factors contributing to inflation stickiness. They also discuss the stock market flirting with an all-time high, when to expect cuts from the Fed, and much more. Key Takeaways: The S&P 500 is near an …
Ryan Detrick
February 19, 2025
Besides Tariffs, What Else Scares Us
Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the biggest economic and market concerns beyond tariffs. They dive into historical market indicators, the Federal Reserve’s stance on interest rates, employment trends, and whether the third year of a bull market signals trouble. The duo also touches on global markets, the …
Ryan Detrick
February 12, 2025
The Tariff Man is Back
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, dive into the latest tariff drama, analyzing its potential impact on the economy, markets, and inflation. They explore past trade wars, the Fed’s stance on inflation uncertainty, and how fiscal policy—especially potential tax cuts—could …
Ryan Detrick
February 5, 2025
Is Tech in DeepSeek?
Artificial Intelligence is reshaping industries and global competition, and understanding its market impact is critical. How do advancements like DeepSeek’s AI change the game? What does it mean for the global economy, technology stocks, and U.S.-China relations? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist …
Ryan Detrick
January 29, 2025
Guess Who’s Back
The investing world is buzzing as markets rally, inflation softens, and a familiar political figure makes headlines. How do these factors shape the current economic picture? What are the implications for portfolios and policies in the months ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro …
Ryan Detrick
January 22, 2025
2025 Outlook
How do market strategies evolve amidst economic shifts, policy adjustments, and investor behavior? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, share their 2025 outlook. They delve into economic growth, earnings, policy impacts, and the potential paths for stocks and bonds. Ryan …
Ryan Detrick
January 15, 2025
2024: What We Got Right, What We Got Wrong
How do market strategists assess their predictions and refine their strategies for the future? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, reflect on 2024’s market outcomes. They explore what they anticipated correctly, where they misjudged, and how these insights shape their …
Ryan Detrick
January 8, 2025
The Thriving Advisor with Dr. Phil Pearlman
How can advisors truly thrive in their personal and professional lives? Dr. Phil Pearlman brings a refreshing perspective, blending psychology, health, and financial strategy to empower advisors to achieve peak performance. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with …
Ryan Detrick
January 1, 2025
Did the Fed Kill Santa?
The market is navigating a period of heightened uncertainty, but key insights from this latest discussion will shed light on what’s driving sentiment and expectations. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the recent Fed meeting, market reactions, and what’s …
Ryan Detrick
December 25, 2024
Why Inflation Isn’t Sticky
Inflation concerns are widespread, but are they justified? Economic trends suggest that the narrative of persistently high inflation may be overblown. In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, analyze the nuances of current inflation data and its implications for investors and …
Ryan Detrick
December 18, 2024
Now the Bears Turn into Bulls?
Market sentiment is shifting, and the conversation is abuzz with optimism. What drives these changes, and how should investors prepare for potential volatility ahead? In this episode, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, unveil the surprising rally in the market, factors influencing the …
Ryan Detrick
December 11, 2024