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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
Biden Administration
Donald Trump
Sell In May and Go Away
GDP
Leadership
Legacy Planning

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

PublishesWeeklyEpisodes163Founded3 years ago
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Artwork for Facts vs Feelings with Ryan Detrick & Sonu Varghese

Latest Episodes

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dig into the surge in market volatility and what they believe is truly behind it. They explore shifting rate-cut expect... more

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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss how markets are responding to the government’s impending reopening, improving earnings, and shifting political ... more

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In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the powerful role of momentum in today’s markets and what investors should expect heading into year-end. They ... more

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In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, hosted a special Halloween livestream featuring Joe Fahmy, Managing Director at Zor Capital, and Warren Pies, Co-Founde... more

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Recent Guests

Urian Timmer
Director of Global Macro at Fidelity
Fidelity Investments
Episode: Volatility, May I Meet You? (Ep. 162)
Joe Fahmy
Investment advisor and market analyst
Zor Capital
Episode: A Facts vs Feelings Special: Talking Markets With Joe Fahmy and Warren Pies
Kate Hall
Vice President, Alternative to Diligence
Carson Investment Research
Episode: No Cockroaches in a Bull Market (Ep. 158)
Jan van Eck
CEO of Van Eck
Van Eck
Episode: Talking Gold, Crypto, and More With Jan van Eck (Ep. 155)
Dr. David Kelly
Chief Global Strategist at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Live From Excell With Dr. David Kelly (Ep. 153)
Strider Elass
Senior Economist
First Trust Portfolios
Episode: Live From Excell With Strider Elass and Sam Rines (Ep. 152)
Sam Rines
Macro Strategist
WisdomTree
Episode: Live From Excell With Strider Elass and Sam Rines (Ep. 152)
JC Parets
A prominent market technician and founder of TrendLabs.
TrendLabs
Episode: Talking Charts with J.C. Parets (Ep. 148)
Barry Gilbert
VP, Asset Allocation Strategist
Carson Investment Research
Episode: Talking With the Best Portfolio Manager We Know (Ep. 142)

Hosts

Ryan Detrick
Host and Chief Market Strategist with a deep understanding of market dynamics and investment strategies.
Sonu Varghese
Co-host and VP Global Macro Strategist specializing in macroeconomic analysis.

Reviews

4.8 out of 5 stars from 102 ratings
  • Seriously?

    What a couple of losers. Total waste of time.

    Apple Podcasts
    1
    ihatenicknames99
    United States4 months ago
  • Enjoyable listen

    Great information and very informative!

    Apple Podcasts
    5
    Captryan20
    United States4 months ago
  • Facts vs Feelings” Nails It Every Week

    Highly recommend

    Apple Podcasts
    5
    blueskyranch
    United States6 months ago
  • Work for cnn

    All fluff and no real opinions. If you want something of substance, search personal finance or CFP things.. this podcast brings no value

    Apple Podcasts
    1
    nba reviewer 12345
    United States8 months ago
  • Great podcast but…

    Ryan instantly lost a little credibility by mispronouncing Nvidia.

    Apple Podcasts
    4
    patrick20009
    United Statesa year ago

Listeners Say

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

Overall, the hosts receive praise for their expertise and ability to simplify complex topics for a broader audience.
Listeners appreciate the insightful and data-driven discussions on market trends and investment strategies.
Some critics feel that not all episodes provide substantial value, describing certain content as fluff.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

No Cockroaches in a Bull Market (Ep. 158)
Q: How do you guard against fraud in lending?
Kate states that knowing the companies and continually gathering information is crucial in identifying potential frauds.
No Cockroaches in a Bull Market (Ep. 158)
Q: What do private credit managers tell us if there were cockroaches in their closet?
Kate explains that while managers might not disclose specifics before something happens, they can indicate rising problems through fundamental data such as interest coverage ratios or EBITDA trends.
Live From Excell With Dr. David Kelly (Ep. 153)
Q: What excites you about our industry over the next decade?
The challenge of helping clients get clear information in an increasingly biased landscape.
Live From Excell With Dr. David Kelly (Ep. 153)
Q: How do you help financial advisors specifically?
I produce a podcast called Notes in the Week Ahead and publish articles on LinkedIn to communicate market insights.
Cliff Asness Returns (Ep. 150)
Q: What are some of the big things that have changed at AQR in the last 10 years?
Most of the changes are point in the spectrum... we have moved somewhat from on the theory vs data spectrum.

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Frequently Asked Questions About This Podcast

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Listeners can expect detailed insights into market dynamics and economic trends from hosts who bring extensive experience in financial strategy. The discussions often focus on crucial aspects of investing, such as market indicators, economic forecasts, and the impact of geopolitical events on financial markets. The interplay between factual data and emotional responses to market fluctuations is a central theme, with the hosts aiming to equip their audience with the knowledge needed to navigate their investment decisions confidently. Episodes feature a range of topics including gold, cryptocurrency, inflation, interest rates, and consumer behavior, aiming to clarify complex market scenarios and provide actionable advice for savvy investors.

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2. Ask The Compound
3. Animal Spirits Podcast
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5. RenMac

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this podcast launched 3 years ago and published 163 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. Urian Timmer
2. Joe Fahmy
3. Kate Hall
4. Jan van Eck
5. Dr. David Kelly
6. Strider Elass
7. Sam Rines
8. JC Parets

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