About this episode

Ryan Detrick and Sonu Varghese discuss consumer spending and the complexities of AI financing.

In this episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, joins Sonu Varghese, Chief Macro Strategist at Carson Group, live from Penn State as Ryan navigates college move-in day and a few very real headlines along the way. From there, they dive into the increasingly complex financing behind the AI boom, including NVIDIA's role in funding AI infrastructure, the rise of "neo-clouds," private credit, and the shift of AI financing risk from corporate balance she...

More episodes of Facts vs Feelings with Ryan Detrick & Sonu Varghese

• Everything's Running Hot! (FvF Ep. 204) · September 9, 2026 · 1h 1m
• Want the Rainbow? Put Up With the Rain (FvF Ep. 203) · September 2, 2026 · 1h 9m
• All About DeBase (FvF Ep. 202) · August 26, 2026 · 55 min
• Celebrating #200 With Art Hogan (FvF Ep. 200) · August 12, 2026 · 45 min
• One Trillion Dollars (FvF Ep. 199) · August 5, 2026 · 1h 5m
• Welcome to the Chip Crash (FvF Ep. 198) · July 29, 2026 · 1h 5m

Explore listener stats, chart rankings, contacts and more on the Facts vs Feelings with Ryan Detrick & Sonu Varghese podcast page.