Facts vs Feelings with Ryan Detrick & Sonu Varghese
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 S...
Insights from recent episode analysis
On the show
- Sonu Varghese15 eps
- Rory Johnston1 ep
- Frank Cappelleri1 ep
Also: Sam Ro, Steve Hou, Kai Wu, Josh Schafer, Talmon Smith, Jeff Hirsch, Jeff Kilburg, Jim Bianco, Blake Anderson, Dr. Richard Thaler, Art Hogan, JC Parets
Audience Interest
Podcast Focus
Publishing Consistency
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Based on the show's feed history.
Built from
By chart position
- 🇵🇭PH · Investing#12211K to 133K
- 🇦🇪AE · Investing#1503.7K to 46K
- 🇭🇺HU · Investing#1891.4K to 18K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
16K to 196K🎙 ~2x weekly·209 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
32K to 392K🇺🇸71%🇵🇭19%🇦🇪7%+1 more - Active Followers
Loyal subscribers who consistently listen
18K to 216K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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Total Plays
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Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/28/26 |  Be Careful What You Wish For (FvF Ep. 211) | In Episode 211 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, explain why investors should be careful what they wish for when it comes to market breadth. After years of complaints about narrow leadership, breadth finally arrived, with 324 of 500 S&P 500 stocks gaining on October 22 even as the index fell 1.4% and tech dropped 3.3%. They discuss why defensive-led participation is a warning sign, since tech has historic... | 51m 29s | ||||||
| 10/21/26 | Talking Midterms with Libby Cantrill (FvF Ep. 210) | In Episode 210 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Libby Cantrill, Head of Public Policy at PIMCO, for her fifth appearance on the show. With the midterm elections about two weeks away, Libby explains why the data is flashing signs of a potential blue wave: President Trump’s net approval is roughly 20 points underwater, the generic ballot sits near Democrats +9, and an enthusiasm gap favors Democra... | 1h 00m 39s | ||||||
| 10/14/26 | The Bull Market Turns Four (FvF Ep. 209) | In Episode 209 of Facts vs Feelings, Carson Group's Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, celebrate the bull market turning four. With the S&P 500 up about 128% on a price basis and 131% including dividends since October 2022, the hosts note that no bull market in the last 50 years has made it past its third birthday and failed to reach a fifth. They explain why this one is being driven by earnings rather than valuations: of the 128% price gain,... | 59m 30s | ||||||
| 10/7/26 | Market Breadth is Overrated (FvF Ep. 208) | In Episode 208 of Facts vs Feelings, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, make the case that market breadth is overrated. With the S&P 500 less than half a percent from an all-time high and the Nasdaq printing a new record, the hosts explain why tech and tech-adjacent stocks, roughly half of the index, are carrying the market even as 10 of 11 sectors finished September in the red. They point to Micron's strong earnings, South Kor... | 57m 37s | ||||||
| 9/30/26 | Rory Johnston Returns (FvF Ep. 207) | In Episode 207 of the Facts vs Feelings podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, welcome back Rory Johnston, founder and CEO of Commodity Context, to make sense of an oil market that remains historically tight more than 200 days into the war with Iran. Rory explains why Brent sits near $108 with extreme backwardation, why roughly 13.5 million barrels a day are now moving through the Strait of Hormuz versus a pre-war normal of ab... | 51m 45s | ||||||
| 9/23/26 | Tech or Bust? (FvF Ep. 206) | In Episode 206 of the Facts vs Feelings Podcast, Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, dig into the Mag 7's surge to a new all-time high, edging out the S&P 500 itself. The hosts point to Meta's blockbuster rally, up double digits on the back of a new AI agent that's been downloaded nearly a million times in less than a week, along with chip and semiconductor names like AMD, Intel, and Arm Holdings that all posted big gains as the... | 57m 29s | ||||||
| 9/21/26 | Social Hour With Jay Woods and Scott Brown (Ep. 5) | The Social Hour is back after a summer break, and this livestream edition came loaded. Carson Group’s Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist, are joined by two technical analysis heavyweights: Jay Woods, Chief Market Strategist at Freedom Capital Markets and CNBC contributor, and Scott Brown, Founder and Strategist at Brown Technical Insights. Fair warning: Scott was cheerfully reminded he was the (second? fifth?) choice to fill in for CNBC anchor Mor... | 1h 02m 41s | ||||||
| 9/16/26 | Is AI Going To Kill All Of Us? (FvF Ep. 205) | In Episode 205 of the Facts versus Feelings Podcast, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, tackle the AI story dominating headlines: a viral tweet from a former Anthropic employee warning about civilization-level risk, an OpenAI/Hugging Face sandbox incident where AI agents were caught cheating and covering their tracks, and Anthropic CEO Dario Amodei's call to slow the AI frontier and create third-party auditors. The... | 58m 37s | ||||||
| 9/9/26 | US economyjobs report+3 | — | Carson Group | — | jobs createdlabor force participation+3 | — | 1h 01m 00s | ||
| 9/2/26 | oil pricesgas prices+5 | — | Carson Group | Strait of HormuzChina+2 | oil pricesgas prices+6 | — | 1h 08m 50s | ||
| 8/26/26 | Treasury buybackslong-end bonds+4 | Sonu Varghese | goldCarson Group+1 | — | Treasury announcementbuybacks+5 | — | 54m 39s | ||
| 8/19/26 | consumer spendingAI financing+3 | Sonu Varghese | Carson GroupNVIDIA | Penn State | consumer tapped outAI boom+3 | — | 1h 14m 05s | ||
| 8/12/26 | market analysisearnings growth+4 | Art Hogan | Carson GroupB. Riley Wealth | Boston | market climbingbubble fears+5 | — | 44m 30s | ||
| 8/5/26 | AIhedge funds+4 | — | Carson GroupSituation Awareness | — | AIhedge fund+6 | — | 1h 05m 21s | ||
| 7/29/26 | market analysistechnology investments+3 | Sonu Varghese | Carson GroupApple+3 | — | Applemarket cap+3 | — | 1h 05m 20s | ||
| 7/22/26 | market breadthmomentum+3 | JC Parets | Trend LabsAll Star Charts | NYSERussell 3000 | market breadthmomentum+4 | — | 1h 01m 16s | ||
| 7/15/26 | midyear outlookS&P 500 forecast+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | midyear outlookS&P 500+3 | — | 58m 24s | ||
| 7/8/26 | market analysisstock market+3 | Sonu Varghese | Carson GroupCarson Investment Research | DowS&P 500 | DowS&P 500+4 | — | 51m 40s | ||
| 7/1/26 | market rotationsector leadership+4 | — | Carson GroupEconomic Club of New York | — | June swoonmarket analysis+3 | — | 42m 41s | ||
| 6/24/26 | Federal Reservemarket strategy+4 | Sonu Varghese | Carson GroupCarson Investment Research | — | Alan GreenspanKevin Warsh+4 | — | 56m 03s | ||
| 6/17/26 | behavioral financeNobel Prize+3 | Dr. Richard Thaler | Carson Investment Research | Chicago | behavioral financeNobel Prize+3 | — | 46m 58s | ||
| 6/10/26 | market analysisAI+3 | Jeff KilburgJim Bianco | Carson GroupKKM Financial+1 | — | market trendsAI concentration+3 | — | 53m 20s | ||
| 6/3/26 | SpaceX IPOmarket breadth+3 | Blake Anderson | AICarson Group+1 | — | SpaceXIPO+5 | — | 1h 06m 44s | ||
| 5/27/26 | economymarket analysis+4 | Sonu Varghese | Carson GroupCarson Investment Research | — | economyoil prices+4 | — | 1h 09m 54s | ||
| 5/20/26 | Federal Reservemarket analysis+3 | — | Carson GroupDow+1 | — | Kevin WarshJerome Powell+3 | — | 54m 35s | ||
| 5/13/26 | market analysisinvesting trends+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | 1999market trends+3 | — | 57m 55s | ||
| 5/6/26 | Sell in MayMarket Strategy+3 | Jeff Hirsch | Carson GroupStock Trader's Almanac | — | Sell in MayJeff Hirsch+3 | — | 54m 19s | ||
| 4/29/26 | Warren Buffettinvesting+5 | Sonu Varghese | Carson Group | OmahaMcDonald's on 40th and Dodge | Warren BuffettOmaha+5 | — | 42m 48s | ||
| 4/28/26 | financial mediainvesting+3 | Josh SchaferTalmon Smith | Carson GroupBarron's Investor Circle+1 | — | investingeconomics+3 | — | 1h 02m 37s | ||
| 4/22/26 | market rallyinvesting strategies+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | market rally2026 lows+3 | — | 58m 34s | ||
| 4/15/26 | oil marketsgeopolitics+3 | Rory Johnston | Carson GroupCommodity Context | Strait of Hormuz | oilIran+4 | — | 1h 01m 54s | ||
| 4/8/26 | market environmentoil prices+3 | Sonu Varghese | Carson Group | — | oil pricesinflation+3 | — | 59m 40s | ||
| 4/1/26 | 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 | market strategyinvesting insights+3 | Frank CappelleriSam Ro | Carson GroupCappThesis+1 | — | market strategyinvesting+7 | — | 1h 04m 10s | ||
| 3/25/26 | market volatilityinflation+3 | Sonu Varghese | Carson GroupCarson Investment Research | — | market environmentinflation concerns+3 | — | 45m 34s | ||
| 3/18/26 | oil marketsglobal economy+3 | Sonu Varghese | Brent crudeWTI crude+1 | Strait of Hormuz | oil shortagesStrait of Hormuz+3 | — | 1h 08m 45s | ||
| 3/12/26 | marketsmacro+3 | Sonu Varghese | Carson Group | Miami | market volatilityoil prices+3 | — | 30m 32s | ||
| 3/11/26 | artificial intelligenceinvestment+3 | Steve HouKai Wu | BloombergSparkline Capital+1 | — | AIinvestment flows+4 | — | 1h 08m 48s | ||
| 3/4/26 | gas pricesmarket analysis+3 | — | oilgas+1 | Strait of Hormuz | inflation shockoil spikes+3 | — | 52m 51s | ||
Showing 39 of 209
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Chart history for Facts vs Feelings with Ryan Detrick & Sonu Varghese
Peaked at #122 in PH, currently #122 in PH.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| PH | — | #122 | #122 | — |
| AE | — | #150 | #150 | — |
| HU | — | #189 | #189 | — |
Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.