Facts vs Feelings with Ryan Detrick & Sonu Varghese
by Carson Investment Research
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- 🇭🇺HU · Investing#174500 to 3K
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150 to 900🎙 Daily cadence·188 episodes·Last published today - Monthly Reach
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500 to 3K🇭🇺100% - Active Followers
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275 to 1.6K
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On the show
From 13 epsHosts
Recent guests
Recent episodes
Party Like It's 1999 (FvF Ep. 187)
May 13, 2026
57m 55s
Talking 'Sell in May' with Jeff Hirsch (FvF Ep. 186)
May 6, 2026
54m 19s
Still Searching For Buffett (FvF Ep. 185)
Apr 29, 2026
42m 48s
Social Hour With Josh Schafer and Talmon Smith (Social Hour Ep. 4)
Apr 28, 2026
1h 02m 37s
The Bull is Back (FvF Ep. 184)
Apr 22, 2026
58m 34s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/13/26 | Party Like It's 1999 (FvF Ep. 187) | In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999? The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.... | 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 | |
| 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 | |
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| 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 | ||||||
| 2/4/26 | Warsh & Repeat (FvF Ep. 173) | After a quiet data week and a loud political signal, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what a potential Fed leadership shakeup could mean for rates, markets, and investor expectations. With Kevin Warsh emerging as the likely next Fed chair, the discussion cuts past headlines to examine his long history at the Fed, his shifting stance on inflation and rate cuts, and why markets may be less willing to take his guidanc... | 49m 32s | ||||||
| 1/28/26 | Rieder or Not, Gold Shines, & Shutdown Looms (FvF Ep. 172) | After a powerful run in metals, renewed inflation pressure, and a shifting Federal Reserve backdrop, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to connect the dots between markets, policy, and positioning. Fresh off being named one of the Top 23 podcasts for financial advisors for the second year in a row, the conversation moves fluidly from gold’s breakout and the return of the debasement trade to the growing uncertainty a... | 58m 34s | ||||||
| 1/21/26 | When Do We Get Tacos? (FvF Ep. 171) | After a long stretch of calm markets and steadily improving breadth, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, confront a sudden return of volatility driven by geopolitics, tariffs, and rising bond yields. They walk through why renewed trade threats tied to Greenland are unsettling markets, how bond yields are once again asserting their influence over policy and risk assets, and why metals are responding more decisively than equitie... | 53m 21s | ||||||
| 1/14/26 | Rumble in Washington (FvF Ep. 170) | After a strong start to the year and renewed highs across global markets, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step into the growing tension between Washington and the Federal Reserve, and what it could mean for markets, confidence, and policy credibility. They react to Jamie Dimon’s latest comments on economic resilience, unpack the unusual legal pressure facing Fed Chair Jerome Powell, and explain why markets appear far more ... | 54m 16s | ||||||
| 1/7/26 | 2026 Market Outlook (FvF Ep. 169) | After a volatile first half and another year of strong headline returns, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to assess what actually shaped markets in 2025 and what that foundation means heading into 2026. They revisit why early-year turbulence caught so many investors off guard, how companies navigated tariffs and margin pressure more effectively than expected, and why earnings growth remained the quiet backbone of ... | 1h 07m 04s | ||||||
| 12/31/25 | Geeking Out On Charts with Chris Kimble and Scott Brown (FvF Ep. 168) | Ryan Detrick, Chief Market Strategist at Carson Group, flies solo for this new episode of Facts vs Feelings, joined by longtime chart-watchers Chris Kimble, former CEO of Kimble Charting Solutions, and Scott Brown, Founder of Brown Technical Insights, for a wide-ranging conversation on what the market is signaling as 2025 comes to a close. They dig into market breadth, sector leadership, financials, commodities, and metals that have gone nowhere for over a decade, along with gold’s role, sent... | 46m 15s | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.