By Carson Investment Research
This podcast takes a deep dive into the market-moving events to cut through the noise and help you identify what really matters. Facts vs Feelings is hosted by Chief Market Strategist, Ryan Detrick
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The podcast currently has 104 episodes available.
Is the bull market’s two-year run a sign of stability or the start of a shake-up?
In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what’s driving market strength and what’s ahead. With GDP growth, profit gains, and 254,000 new jobs added, they break down what these trends mean for investors navigating today’s landscape.
They also explore the economic fallout from recent hurricanes in Florida and share how you can help recovery efforts. Inflation and CPI data are key—hear how these might shape Fed decisions and your market strategy.
Curious about election impacts? This market may keep defying pessimistic predictions, setting up a deeper dive in the next episode.
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Are your financial decisions shaped by emotions or grounded in logic?
The difference could have a bigger impact on your financial future than you think.
This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, host an insightful conversation recorded live at the Excel Conference, featuring leading financial minds:
Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research; Brian Portnoy, CFA, Founder of Shaping Wealth; and Adam Holt, CFP®, ChFC®, CEO & Founder of Asset-Map Holdings.
Together, they examine the behavioral and emotional forces that drive both individual investment decisions and broader market trends. From managing emotional reactions in volatile markets to harnessing the power of storytelling in financial advice, they reveal how financial advisors can elevate their approach.
The discussion also explores the complexities of guiding families through financial planning, the critical importance of financial literacy for future generations, and a cautiously optimistic look at today’s economic indicators.
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Is the Fed’s latest rate cut a sign of turbulent times ahead or a smart move to sustain growth?
In this week’s episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, examine the Federal Reserve’s significant decision to cut interest rates by 50 basis points (or half a percentage point) — the first reduction since March 2020. This pivotal move carries major implications for investors, the economy, and overall market sentiment.
Ryan and Sonu explore the reasoning behind the Fed’s policy shift and explain what it means for those managing portfolios in today’s financial landscape.
Are we looking at a new phase of economic momentum, or are there hidden risks on the horizon?
The hosts offer a detailed analysis, along with practical advice for financial advisors and investors adjusting their strategies in response to this new economic reality.
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Staying ahead of market volatility requires more than just luck — it demands sharp technical insights and smart risk management.
This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group are joined by Frank Cappelleri, CFA, CMT, Founder, and President at CappThesis. Together, they explore essential technical patterns and market signals that can help traders and financial advisors navigate volatility and optimize their strategies.
Is the bull market still on track for higher gains, or should traders prepare for turbulence?
Frank explores key topics, from the S&P 500's bullish target to the influence of inflation on investor sentiment. So, tune in as he offers actionable insights on using technical analysis for risk management and effective portfolio management.
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Takeaway: To navigate today's markets, understanding key technical signals and being adaptable in risk management strategies is more important than ever.
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About Our Guest:
Frank Cappelleri is the founder of CappThesis, with over two decades of experience in the finance industry. He worked for major brokerage firms like Instinet and Smith Barney, gaining extensive expertise as an equity sales trader, desk strategist, and research sales specialist. His deep understanding of short-term market movements was shaped by early exposure to technical analysis and insights from experienced market technicians. Frank regularly appears on CNBC, Bloomberg TV, and other financial networks, and his work has been featured in major publications like The Wall Street Journal and Bloomberg. He holds both CFA and CMT designations.
Tune in for our centennial celebration!
In this special milestone episode, we’re celebrating the 100th episode of Facts vs Feelings with a live audience and special guest Tom Lee, Managing Partner and Head of Research at Fundstrat Global Advisors. Together with hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, Tom discusses market outlooks, evolving investment strategies, and key economic trends shaping the future.
What’s next for the S&P 500? How do historical patterns and Fed actions impact today's market? And why should financial advisors pay close attention to demographic trends and Bitcoin? Tom Lee offers his bold predictions, including the path to S&P 15,000 and the evolving role of Bitcoin in investment portfolios.
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Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998.
Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services.
Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Understanding today’s economy requires a keen eye on labor markets, Federal Reserve policies, and fiscal strategies.
How do these factors interplay to shape the financial landscape? What practical advice can help investors stay grounded amid market noise?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.
Together they discuss the dynamic nature of the global economy. You'll learn about the practical applications of charts and data in economic analysis, the impact of monetary policy on recession fears, and the relationship between inflation and unemployment. Dr. Kelly also offers invaluable insights into the recent upward trends in productivity and the critical outlook for fiscal policy as we approach 2025.
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Interested in hearing more from Dr. David Kelly? Subscribe to his shows wherever you listen to podcasts.
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About Our Guest:
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.
David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.
Artificial Intelligence (AI) is transforming the financial industry, offering both exciting opportunities and significant challenges.
How is AI being integrated specifically into financial services? What are the potential risks and rewards of this technology?
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, sit down with Davi Fava, Chief Strategy Officer at Carson Group, for an in-depth conversation on artificial intelligence and its revolutionary impact on finance. Dani takes us through the intricate world of AI, explaining its incredible potential, addressing common fears, and highlighting how Carson Group is integrating this technology to better serve their clients.
Additionally to our conversation with Dani, Ryan and Sonu discuss the recent performance of the S&P 500, the impact of economic data on market trends, and the outlook for future market movements. They also touch on the role of small businesses and the Federal Reserve’s actions in shaping the economy.
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Dani Fava serves the pivotal role of Chief Strategy Officer at Carson Group, wielding over two decades of experience in wealth management to drive our strategic direction. Charged with enhancing the client experience through differentiated products and services, Dani’s leadership is instrumental in shaping innovative growth strategies and advancing the industry on financial advice and the use of AI.
Before joining Carson Group, Dani held influential positions at Envestnet and TD Ameritrade, where she spearheaded initiatives such as digital onboarding, strategic partnerships, and AI integration. Dani’s contributions include the development of advisor technologies like iRebal and the Model Market Center, reflecting her commitment to empowering advisors with cutting-edge tools and insights. Her impact and forward-thinking vision earned her a spot on FinTech Magazine’s Top 100 Women in FinTech (2021), InvestmentNews’ Women to Watch (2020), and ThinkAdvisor’s 2020 IA25, underscoring her status as a trailblazer in wealth management innovation.
In addition to her professional achievements, Dani is recognized for her thought leadership in the industry, often speaking at conferences and contributing to discussions on the future of financial technology. Dani also serves on the board of Language & Culture Worldwide (LCW), a culture consulting company. This work is an extension of her commitment to see more inclusion in the wealth management industry.
The month of August can often bring unexpected market volatility, and in this release we touch on the reasons behind it and how investors can stay prepared.
In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recurring phenomenon of August market volatility, discussing historical events that have shaken the markets during this seemingly unpredictable month.
Joined by insights from various professionals, they analyze the reasons behind these patterns and offer valuable perspectives on how investors can navigate the choppy waters of late summer trading.
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How do you know when to stay the course or press the panic button during market volatility?
In this special episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Barry Gilbert, CFA®, Ph.D. Vice President, Asset Allocation Strategist at Carson Group, and Grant Engelbart CFA®, CAIA®, Vice President, Investment Strategist at Carson Group, for a discussion of this period of heightened market turmoil.
The team dives into the recent volatility triggered by the Bank of Japan's actions, the impact of weak job data on the Fed's interest rate decisions, and the ripple effects on both global and domestic markets.
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About Barry Gilbert:
Barry Gilbert is a Vice President, Asset Allocation Strategist. As the VP, Asset Allocation Strategist, Barry Gilbert combines a background in thought leadership with a pragmatic and disciplined approach to portfolio management.
Barry holds a PhD in philosophy from Boston University, an MA from the Pennsylvania State University, and a BA from Haverford College. A former educator, he taught finance and economics in the MSF and MBA programs at Northeastern University’s D’Amore-McKim School of Business. Prior to his career in asset management, Barry taught philosophy, the history of ideas, and writing and rhetoric at Harvard University, Trinity College and Boston University, and has served as a visiting research fellow at the Institute for Human Sciences in Vienna, an international think tank in politics and economics.
About Grant Engelbart:
Grant Engelbart serves as Vice President, Investment Strategist for Carson Group. In this role, Grant is part of the team responsible for the management of the Carson Investment platform, In-house Carson model portfolios, and contribution to the overall asset allocation viewpoints of the investment team.
Grant received his Bachelor of Science in finance from the University of Nebraska at Lincoln. He is a CFA® Charter holder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and Series 65 registration. He is a member of the CFA® Society of Nebraska and the CAIA Chicago chapter. He has contributed to numerous publications and is an active contributor to commentary related to the ETF industry.
How do you balance rigorous research with open-mindedness in investing? How do you communicate effectively with clients during volatile times?
This week, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Cliff Asness, Managing and Founding Principal at AQR Capital Management, for an insightful discussion on market strategies and the nuances of value investing.
Cliff shares his thoughts on the current state of value investing, explores the concept of 'value spread,' and even dips into some fun side topics.
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About Our Guest:
Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance, and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management in 2002, 2004, 2005, 2014, and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, the CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals.
Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.
Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years.
The podcast currently has 104 episodes available.
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