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Artwork for Facts vs Feelings with Ryan Detrick & Sonu Varghese

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Carson Investment Research
Inflation
2024 Elections
Economy
NVIDIA
Stock Market
Investment Strategy
Carson Group
Dow Jones Industrial Average
Federal Reserve
Market Performance
Financial Advice
Advisor Success
Consumer Spending
Productivity
Donald Trump
Biden Administration
Sell In May and Go Away
GDP
Professional Development
2024 Election

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 and VP, Global Macro Strategist, Sonu Varghese, and is a product of the Carson Investment Research Team.The information included herein is for informational purposes and is intended for use by advisors ... more

PublishesWeeklyEpisodes188Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Facts vs Feelings with Ryan Detrick & Sonu Varghese

Latest Episodes

A global oil chokepoint sits at the center of today’s biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics.

In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carso... more

In Episode 182 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into a market environment defined by soaring oil prices, sticky inflation, and geopolitical ten... more

YouTube

In Episode 181 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 consequential geopolitical developments in recent memory, the ongoing Stra... more

YouTube

The Social Hour is back for its 3rd episode — and this one did not disappoint. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the industry: Frank C... more

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Recent Guests

Rory Johnston
Founder of Commodity Context; energy market analyst
Commodity Context / University of Toronto Munk School
Episode: Talking Oil and Iran with Rory Johnston (FvF Ep. 183)
Sam Ro
Founder at TKer
TKer
Episode: Social Hour With Sam Ro & Frank Cappelleri (Social Hour Ep. 3)
Frank Cappelleri
Founder at CappThesis
CappThesis
Episode: Social Hour With Sam Ro & Frank Cappelleri (Social Hour Ep. 3)
Steve Hou
Senior Quant Researcher at Bloomberg, former AQR
Bloomberg
Episode: Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Kai Wu
Founder and Chief Investment Officer at Sparkline Capital
Sparkline Capital
Episode: Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Cullen Roche
Founder and CIO, Discipline Funds
Discipline Funds
Episode: Social Hour With Cullen Roche (Social Hour Ep. 2)
Brian Belski
CEO and Chief Investment Officer at Humulus Investment Strategies
Humulus Investment Strategies
Episode: Social Hour With Brian Belski (Social Hour Ep. 1)
Art Hogan
Chief Market Strategist at B. Riley Wealth, known as the Boston Goat
B. Riley Wealth
Episode: Wrapping Up 2025 with Art Hogan, the Boston GOAT (FvF Ep. 167)
Jurrien Timmer
Director of Global Macro at Fidelity
Fidelity
Episode: Talking Macro and Charts with Jurrien Timmer (FvF Ep. 163)

Hosts

Ryan Detrick
Host of market-focused discussions; Chief Market Strategist, Carson Group / Carson Investment Research Team
Sonu Varghese
Co-host; VP Global Macro Strategist with a focus on macro and market strategy

Reviews

4.9 out of 5 stars from 117 ratings
  • Great listen

    Ryan is fantastic!

    Apple Podcasts
    5
    Ron M A
    United States3 months ago
  • Enjoyable listen

    Great information and very informative! In the day of doom and gloom, they give an excellent data driven perspective.

    Apple Podcasts
    5
    Captryan20
    United States5 months ago
  • Seriously?

    What a couple of losers. Total waste of time.

    Apple Podcasts
    1
    ihatenicknames99
    United States9 months ago
  • Enjoyable listen

    Great information and very informative!

    Apple Podcasts
    5
    Captryan20
    United States9 months ago
  • Facts vs Feelings” Nails It Every Week

    Highly recommend

    Apple Podcasts
    5
    blueskyranch
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests often bring timely perspectives that translate into advisor-ready strategies.
Praised for data-driven insights and practical market guidance.
Host banter and humor are appreciated, though some listeners seek deeper disagreements on macro views.
Quality and depth of content noted as robust by many listeners.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Q: Which sectors are most at risk or poised to benefit as AI matures?
Software as a sector will face dispersion and pricing pressures, but incumbents with distribution, brand, and services moats remain advantaged; industrials and services stand to gain from AI-enabled productivity, while hardware and energy infrastructure will see increased demand to support AI buildouts.
Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)
Q: What is something about AI that is coming within a year or two that nobody's talking about?
The guests highlight that the next big driver is the orchestration layer and agents that can programmatically compose tasks, enabling more practical, enterprise-ready AI applications beyond just model improvements.
Geeking Out On Charts with Chris Kimble and Scott Brown (FvF Ep. 168)
Q: What's your take on market breadth?
Market breadth has improved recently, with various sectors showing growth, indicating a potential economic acceleration.
Geeking Out On Charts with Chris Kimble and Scott Brown (FvF Ep. 168)
Q: What are some areas that you like?
If the commodity bull market is real, it's time for financial advisors to consider leveraging that in their client's portfolios.
Wrapping Up 2025 with Art Hogan, the Boston GOAT (FvF Ep. 167)
Q: What advice do you have for financial advisors?
Over communicate with clients and help them understand the importance of diversification while addressing their concerns logically.

Audience Metrics

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Frequently Asked Questions About This Podcast

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A analytically driven market show focused on distilling macro and micro drivers behind asset pricing, with a strong emphasis on actionable portfolio guidance for advisors and clients. Episodes frequently cover Fed policy, inflation dynamics, geopolitical risks, AI and tech implications, and sector rotations, all grounded in data, charts, and real-world implications. Guests span macro researchers, institutional investors, and strategists, bringing diverse perspectives on investing principles, portfolio construction, and practical takeaways for practitioners. A notable strength is its blend of rigorous analysis with accessible storytelling, anchored by two hosts who translate complex trends into advisor-ready insights.

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1. The Compound and Friends
2. Ask The Compound
3. Animal Spirits Podcast
4. RiskReversal Pod
5. RenMac

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this podcast launched 3 years ago and published 188 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Rory Johnston
2. Sam Ro
3. Frank Cappelleri
4. Steve Hou
5. Kai Wu
6. Cullen Roche
7. Brian Belski
8. Art Hogan

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