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 109 episodes available.
As the post-election market rally gains momentum, how can investors position themselves for what’s next?
This week on Facts vs. Feelings, hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, assess the economic implications of recent election results and a renewed Trump administration.
From anticipated Republican policy shifts—like potential tax cuts, deregulation, and deficit spending—to a bullish outlook for small-cap stocks, Ryan and Sonu examine how these strategies may shape market sentiment in the months ahead. They discuss the impact of a strong dollar on international equities, why gold’s recent dip could offer buying opportunities, and whether bond yields might stabilize following recent increases.
So, tune in as they explore market patterns, highlighting how post-election years often deliver solid performance and explore how non-traditional media, like podcasts, are increasingly shaping election sentiment.
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As economic data shows resilience and market expectations shift, how can investors navigate these mixed signals?
This week on Facts vs. Feelings, Neil Dutta, Head of Economic Research at Renaissance Macro Research, and Skanda Amarnath, Executive Director at Employ America, join hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to assess the economy's current strength and potential headwinds.
From surprising 3% GDP growth and possible consumer spending slowdowns to pressures in the housing market driven by high mortgage rates, they discuss why current market optimism might be short-lived. Neil and Skanda also explore how inflation trends, influenced by wage growth and energy prices, could shape future economic stability.
So, tune in as they further explore geopolitical risks, such as fiscal policy changes, and their implications for investors as the 2024 election approaches—offering strategies to stay informed and balanced in uncertain times!
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As election season heats up, how can investors keep their portfolios steady amid political swings?
This week on Facts vs. Feelings, Libby Cantrill, Head of Public Policy, PIMCO, joins hosts Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to unpack the 2024 election's potential market impact. From rising deficits and tax reform to tariffs and a divided Congress, they explore why reacting emotionally to political shifts could undermine investment decisions.
They also examine how new media like podcasts is reshaping voter engagement—and share strategies for staying calm and focused in high-stakes times.
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What’s the secret to success in both finance and media?
This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant.
Josh also explores balancing work with personal life and why he left social media (Twitter/X) for more direct connections through newsletters and YouTube. Plus, he gives a behind-the-scenes look at his media experiences on CNBC’s Halftime Report and as an advisor for Billions.
Finally, Josh offers his take on how the pandemic revealed cracks in the financial system, leading to inflation and labor shortages.
Tune in for insights on career growth, content creation, and what’s next for the economy!
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As the election approaches, investors are bracing for potential surprises—will history repeat itself, or are we in for something new?
This week on Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into key forces at play—rising inflation, surging small- and mid-cap stocks, and why investors are staying calm despite higher CPI and PPI numbers. As Q4 unfolds, they consider whether seasonal trends might cool inflation and how hurricanes could influence the Fed's next steps.
They also discuss how the election could sway the markets, why a split Congress might benefit investors, and which trends like defense spending and a strong dollar are likely to stick. Plus, they unpack the spike in the volatility index (VIX) and what it could mean for a post-election market shift.
Join us to gain insights and prepare for the market's next moves!
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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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About Our Guest:
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.
The podcast currently has 109 episodes available.
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