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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
Federal Reserve
S&P 500
Tariffs
Stock Market
2024 Election
Gold
Artificial Intelligence
Consumer Spending
Labor Market
Recession
Market Volatility
Carson Group
Market Trends
NVIDIA
Monetary Policy
GDP
Economy
Earnings Growth
2024 Elections

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

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Artwork for Facts vs Feelings with Ryan Detrick & Sonu Varghese

Latest Episodes

In Episode 213 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Carson Group’s Blake Anderson, Director of Portfolio Management, and Barry Gilbert, VP and Asset Alloc... more

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In Episode 212 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, ask the question on every investor’s mind: when will the madness end? With the Nasdaq 100 down 6.66% in October and ... more

YouTube

The Social Hour is back, and this live stream landed on one of the wildest days of the month. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Alvin Graylin, Digital Fello... more

In this special release of Facts vs Feelings, recorded live at the Excell Conference 2026, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by Ed Fitzpatrick, Managing Director and Portfolio ... more

YouTube

Key Facts

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Accepts Sponsors
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Recent Guests

Alvin Graylin
Digital Fellow at Stanford HAI, Senior Fellow at Asia Society Policy Institute, author and AI and semiconductor veteran
Stanford Institute for Human-Centered AI
Episode: Social Hour With Alvin Graylin (Ep. 6)
Ed Fitzpatrick
Managing Director and Portfolio Manager who leads JPMorgan's U.S. rates team
JPMorgan
Episode: Live From Excell 2026 (FvF Special Release)
Libby Cantrill
Head of Public Policy at PIMCO
PIMCO
Episode: Talking Midterms with Libby Cantrill (FvF Ep. 210)
Rory Johnston
Founder and CEO of Commodity Context, independent oil and gas analyst
Commodity Context
Episode: Rory Johnston Returns (FvF Ep. 207)
Jay Woods
Founder and Strategist at Brown Technical Insights
Brown Technical Insights
Episode: Social Hour With Jay Woods and Scott Brown (Ep. 5)
Scott Brown
Founder and Strategist at Brown Technical Insights
Brown Technical Insights
Episode: Social Hour With Jay Woods and Scott Brown (Ep. 5)
Art Hogan
Chief Market Strategist, B. Riley Wealth
B. Riley Wealth
Episode: Celebrating #200 With Art Hogan (FvF Ep. 200)
JC Parets
Founder, Trend Labs (former All Star Charts)
Trend Labs
Episode: JC Parets Returns (FvF Ep. 197)
Richard Thaler
Nobel Prize in Economics laureate, pioneer of behavioral economics
University of Chicago / Fuller & Thaler
Episode: Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192)

Hosts

Ryan Detrick
Host of Facts vs Feelings; Chief Market Strategist
Sonu Varghese
Co-host of Facts vs Feelings; VP, Global Macro Strategist

Reviews

4.9 out of 5 stars from 133 ratings
  • Excellent

    Great info, two great personalities.

    One wish, please improve the recording technology. Ryan's voice is too "boomy" back away from the mic or use compression.

    Apple Podcasts
    5
    NickNam e
    United States7 months ago
  • Great listen

    Ryan is fantastic!

    Apple Podcasts
    5
    Ron M A
    United States10 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 Statesa year ago
  • Seriously?

    What a couple of losers. Total waste of time.

    Apple Podcasts
    1
    ihatenicknames99
    United Statesa year ago
  • Enjoyable listen

    Great information and very informative!

    Apple Podcasts
    5
    Captryan20
    United Statesa year ago

Listeners Say

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

Sponsorships and branded segments are noticed but well-integrated with content.
Occasional criticisms note production quality or insistence on data over opinion.
Guests and hosts deliver timely macro context with actionable portfolio ideas.
Listeners appreciate a data-driven, practical take on markets and ROI-focused insight.
Many praise the hosts' ability to translate complex topics into accessible guidance.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Social Hour With Alvin Graylin (Ep. 6)
Q: Do you think chip controls from the US side are working? However, we define working.
Graylin says controls make it harder for Chinese labs to obtain chips but have not stopped them from catching up. He argues that restrictions encourage China to fund domestic chip competitors and risk reducing global use of U.S. technology.
Social Hour With Alvin Graylin (Ep. 6)
Q: Do you think they made a mistake by putting all this enormous capex spending on their balance sheets, rather than doing things like joint ventures, going to the banks?
Graylin says major hyperscalers had cash flow to support spending, but debt-funded neo-cloud companies are more exposed. He warns that distressed debt and circular funding arrangements could create further risks if demand for data-center equipment slows.
Live From Excell 2026 (FvF Special Release)
Q: Will AI complement jobs or compete with them by replacing workers, and how might either outcome affect inflation and interest rates?
Fitzpatrick expects both effects: some worker displacement, alongside productivity gains that could be disinflationary. He says the longer-term outcome is uncertain and that AI may also create new opportunities and competition.
Live From Excell 2026 (FvF Special Release)
Q: Given nominal GDP growth around 8%, elevated manufacturing prices and heavy AI capital spending, why shouldn't the 10-year yield be at 6.5% to 7%?
Fitzpatrick points to strong growth and elevated near-term price pressures, but says inflation expectations remain well behaved and markets are also anticipating AI-driven productivity gains. He emphasizes the role of real yields and the risk that higher rates could disrupt markets.
Talking Midterms with Libby Cantrill (FvF Ep. 210)
Q: Are you surprised by how much bipartisan pushback there is on AI data centers?
Cantrill says opposition has grown sharply, with roughly 70 percent of surveyed voters disapproving. She expects the backlash to persist beyond the election, increasing permitting obstacles, the possibility of moratoriums and the cost of building AI infrastructure.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A data-driven market show that brushes aside noise to focus on what truly moves portfolios. Across recent episodes, the hosts dissect macro themes, policy shifts, inflation signals, and the evolving role of technology like AI in markets, while also exploring energy, commodities, and earnings dynamics. The discussion often blends rigorous analysis with practical portfolio takeaways for advisors and investors, plus lively banter and real-world anecdotes that keep complex topics approachable. A standout aspect is the consistent emphasis on diversification, risk management, and evidence-based decision-making, with occasional live-event humor and branding moments that help listeners connect with the hosts' research-driven approach.

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

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this podcast launched 4 years ago and published 222 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. Alvin Graylin
2. Ed Fitzpatrick
3. Libby Cantrill
4. Rory Johnston
5. Jay Woods
6. Scott Brown
7. Art Hogan
8. JC Parets

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