About this episode

Ryan Detrick and Sonu Varghese discuss market rotations and insights from recent economic speeches.

In Episode 194 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the "June swoon" and the powerful market rotation shaking up underlying sector leadership. They analyze insights from Sonu's time at the Economic Club of New York, covering Scott Bessent’s speech on national security industrial policy, Kevin Warsh's influence at the Fed, and the broader message of the global market. The episode also dig...

People in this episode

Hosts: Ryan Detrick, Sonu Varghese

Topics covered

• market rotation
• sector leadership
• economic policy
• national security
• Federal Reserve
• global market

Keywords

• June swoon
• market analysis
• sector leadership
• economic insights
• Federal Reserve

Mentioned in this episode

Organizations: Carson Group, Economic Club of New York

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

• Here's Our Midyear Outlook 2026 (FvF Ep. 196) · July 15, 2026 · 58 min
• The Summer Rally Continues (FvF Ep. 195) · July 8, 2026 · 52 min
• Let’s Run It Hot (FvF Ep. 193) · June 24, 2026 · 56 min
• Talking Behavioral Finance with Nobel Prize Winner Dr. Richard Thaler (FvF Ep. 192) · June 17, 2026 · 47 min

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