Facts vs Feelings with Ryan Detrick & Sonu Varghese
by Carson Investment Research
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On the show
From 18 epsHosts
Recent guests
Recent episodes
Let’s Run It Hot (FvF Ep. 193)
Jun 24, 2026
56m 03s
Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192)
Jun 17, 2026
46m 58s
Live from Chicago with Jim Bianco and Jeff Kilburg (FvF Ep. 191)
Jun 10, 2026
53m 20s
Talking SpaceX IPO (FvF Ep. 190)
Jun 3, 2026
1h 06m 44s
Deal or No Deal (FvF Ep. 189)
May 27, 2026
1h 09m 54s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | Let’s Run It Hot (FvF Ep. 193) | In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets. Kevin Warsh's first Fed meeting as chair featured a statement that clocked in at roughly 130 words and told markets almost nothing about how the new Fed intends to make decisions. Sonu makes the case that despite all the hawkish ... | 56m 03s | ||||||
| 6/17/26 | Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192) | In this special live episode of Facts vs Feelings from Carson's Second Quarter Summit in Chicago, Ryan Detrick and Sonu Varghese sit down with Nobel Prize-winning economist Dr. Richard Thaler for a conversation that ranges from NFL draft strategy to retirement savings design to why markets keep producing events that are statistically supposed to be impossible. Thaler breaks down his "Loser's Curse" research on the NFL draft, explaining why top picks are systematically overvalued and why tradi... | 46m 58s | ||||||
| 6/10/26 | Live from Chicago with Jim Bianco and Jeff Kilburg (FvF Ep. 191)✨ | market analysisAI+3 | Jeff KilburgJim Bianco | Carson GroupKKM Financial+1 | — | market trendsAI concentration+3 | — | 53m 20s | |
| 6/3/26 | Talking SpaceX IPO (FvF Ep. 190)✨ | SpaceX IPOmarket breadth+3 | Blake Anderson | AICarson Group+1 | — | SpaceXIPO+5 | — | 1h 06m 44s | |
| 5/27/26 | Deal or No Deal (FvF Ep. 189)✨ | economymarket analysis+4 | Sonu Varghese | Carson GroupCarson Investment Research | — | economyoil prices+4 | — | 1h 09m 54s | |
| 5/20/26 | Welcome to the Party, Mr. Warsh (FvF Ep. 188)✨ | Federal Reservemarket analysis+3 | — | Carson GroupDow+1 | — | Kevin WarshJerome Powell+3 | — | 54m 35s | |
| 5/13/26 | Party Like It's 1999 (FvF Ep. 187)✨ | market analysisinvesting trends+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | 1999market trends+3 | — | 57m 55s | |
| 5/6/26 | Talking 'Sell in May' with Jeff Hirsch (FvF Ep. 186)✨ | Sell in MayMarket Strategy+3 | Jeff Hirsch | Carson GroupStock Trader's Almanac | — | Sell in MayJeff Hirsch+3 | — | 54m 19s | |
| 4/29/26 | Still Searching For Buffett (FvF Ep. 185)✨ | Warren Buffettinvesting+5 | Sonu Varghese | Carson Group | OmahaMcDonald's on 40th and Dodge | Warren BuffettOmaha+5 | — | 42m 48s | |
| 4/28/26 | Social Hour With Josh Schafer and Talmon Smith (Social Hour Ep. 4)✨ | financial mediainvesting+3 | Josh SchaferTalmon Smith | Carson GroupBarron's Investor Circle+1 | — | investingeconomics+3 | — | 1h 02m 37s | |
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| 4/22/26 | The Bull is Back (FvF Ep. 184)✨ | market rallyinvesting strategies+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | market rally2026 lows+3 | — | 58m 34s | |
| 4/15/26 | Talking Oil and Iran with Rory Johnston (FvF Ep. 183)✨ | oil marketsgeopolitics+3 | Rory Johnston | Carson GroupCommodity Context | Strait of Hormuz | oilIran+4 | — | 1h 01m 54s | |
| 4/8/26 | Who’s the Skunk at the Party? (FvF Ep. 182)✨ | market environmentoil prices+3 | Sonu Varghese | Carson Group | — | oil pricesinflation+3 | — | 59m 40s | |
| 4/1/26 | Is There Light at the End of the Tunnel? (FvF Ep. 181)✨ | geopolitical developmentsoil markets+3 | Sonu Varghese | Carson Group | U.S.Strait of Hormuz+1 | Strait of Hormuzoil markets+3 | — | 1h 00m 07s | |
| 3/31/26 | Social Hour With Sam Ro & Frank Cappelleri (Social Hour Ep. 3)✨ | market strategyinvesting insights+3 | Frank CappelleriSam Ro | Carson GroupCappThesis+1 | — | market strategyinvesting+7 | — | 1h 04m 10s | |
| 3/25/26 | It Takes Two To Tango (FvF Ep. 180)✨ | market volatilityinflation+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | market environmentinflation concerns+3 | — | 45m 34s | |
| 3/18/26 | Strait to Trouble (FvF Ep. 179)✨ | oil marketsglobal economy+3 | Sonu Varghese | Brent crudeWTI crude+1 | Strait of Hormuz | oil shortagesStrait of Hormuz+3 | — | 1h 08m 45s | |
| 3/12/26 | Live From Future Proof (Special Edition)✨ | marketsmacro+3 | Sonu Varghese | Carson Group | Miami | market volatilityoil prices+3 | — | 30m 32s | |
| 3/11/26 | Talking About AI with Steve Hou and Kai Wu (FvF Ep. 178)✨ | artificial intelligenceinvestment+3 | Steve HouKai Wu | BloombergSparkline Capital+1 | — | AIinvestment flows+4 | — | 1h 08m 48s | |
| 3/4/26 | We’ve Got a Lot of Problems (FvF Ep. 177)✨ | gas pricesmarket analysis+3 | — | oilgas+1 | Strait of Hormuz | inflation shockoil spikes+3 | — | 52m 51s | |
| 3/3/26 | Social Hour With Cullen Roche (Social Hour Ep. 2) | The Social Hour format loosens things up, and this time Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by Cullen Roche, founder of Discipline Funds and author of Pragmatic Capitalism and Your Perfect Portfolio. What makes this conversation different is Cullen’s dual lens. He thinks like a macro investor, but he builds portfolios like a financial planner. That combination leads to a deeper discussion around matching ... | 1h 02m 17s | ||||||
| 2/25/26 | No Tariffs for You! (FvF Ep. 176) | A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist at Carson Group, connect the dots and ask a bigger question: what actually changed, and what simply made headlines? They break down the Court’s ruling on IEEPA tariffs, what it means... | 1h 04m 35s | ||||||
| 2/18/26 | A Tale Of Two Markets (FvF Ep. 175) | Markets keep climbing, headlines keep swinging, and yet sentiment still feels stuck somewhere between cautious and confused. In Episode 175 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, zoom out to examine what is actually driving markets right now and where investors may be misreading the signals. From shifting expectations around growth and inflation to the way earnings, liquidity, and policy are interacting bene... | 1h 00m 37s | ||||||
| 2/11/26 | Deja Vu All Over Again (FvF Ep. 174) | After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterioration, or replaying last year’s fear cycle with new headlines? As Claude-triggered concerns ripple through software and hyperscalers, they unpack their theories on why prices have fallen far faster than earnings, how valuation compression has reached l... | 57m 32s | ||||||
| 2/6/26 | Social Hour With Brian Belski (Social Hour Ep. 1) | Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP and Global Macro Strategist at Carson Group, went live for the very first Facts Vs Feelings: Social Hour livestream on Friday, 1/30. They kicked things off with special guest Brian Belski for a relaxed, wide-ranging conversation that blended big-picture macro, markets, and a bit of fun along the way. Jump to: 0:00 - Live Stream Kickoff And Banter 3:45 - Belski’s Background And Career Arc 12:30 - Founding Humilus And Investing Philos... | 1h 02m 16s | ||||||
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