Facts vs Feelings with Ryan Detrick & Sonu Varghese

• Celebrating Women's History Month with Jess Menton and Kate Hall (Ep. 129)

  In this special episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Jess Menton, Senior Reporter at Bloomberg News, and Kate Hall, VP, Alternative Due Diligence, at Carson Group. The conversation explores career growth, industry challenges, and what the future holds for female leaders in financial services.Key Takeaways:The importance of representation: Women in leadership serve as role models, paving the way for future generations.Overcoming industry challenges: Jess and Kate share personal experiences navigating male-dominated spaces in finance.The power of mentorship: The guests discuss how building strong networks and mentorship opportunities are key to helping advance women in the industry.Market insights: The panel discusses economic trends, investing strategies, and the current state of the markets.Advice for the next generation: The group talks about how to encourage young women considering careers in finance and how the industry can better support them.This is more than just a market discussion—it’s about leadership, resilience, and the future of finance.Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Jess Menton:LinkedIn: Jessica MentonX: @JessicaMentonConnect with Kate Hall:LinkedIn: Kate K. HallHashtags#FactsVsFeelings #MarketTrends #Economy #FedPolicy #StockMarket #Turkey #InterestRates #Inflation #Investing #LaborMarket

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• Celebrating Women's History Month with Lindsey Bell and Debbie Taylor (Ep. 128)

  In this special episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome Lindsey Bell, Chief Market Strategist at Clearonomics, and Debbie Taylor, Managing Partner and Chief Tax Strategist at Carson Wealth, for a special Women’s History Month Livestream. Together, they discuss their careers, recent market trends, and how investors can navigate today's economic landscape.Key Takeaways:Market Insights & Volatility – Are recent corrections normal? We take a look at the stock market’s history following recent corrections. The Role of Women in Finance – Lindsey and Debbie share their career journeys, the challenges they faced along the way, and lessons from their time in the financial industry. Tax Strategies & Planning – Debbie discusses tax efficiency, investment strategies, and financial planning for long-term success. Economic Trends & Consumer Behavior – What do earnings growth, job markets, and tariffs mean for investors?Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Lindsey:LinkedIn: Lindsey BellX: @justLBellConnect with Debbie:LinkedIn: Debbie TaylorQuestions about the show? We’d love to hear from you! [email protected]

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• Correction, How Worried Should We Be? (Ep. 127)

  In the latest episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, break down the recent market correction, what history tells us about recoveries, and whether investors should be concerned. Plus, they discuss sentiment shifts, the strength of international markets, and what they see next for stocks.Key Takeaways:Understanding Market Corrections: The S&P 500 fell 10% in just 16 trading days — historically, corrections like this happen about once a year.What Happens Next? History suggests strong rebounds after quick corrections, with the S&P 500 gaining an average of 7.5% in three months and 15% in six months following similar drops.It’s Not All Bad: While the S&P 500 dipped, international markets like Germany, Japan, and Europe have remained resilient, showing the importance of diversification.Investor Sentiment is Shifting: Bearish sentiment is at its highest level since March 2009, often a contrarian buy signal.The Fed and Inflation Concerns: Inflation expectations have risen, but real inflation remains under control. The Fed’s next moves will be crucial.Diversification Wins: Bonds, gold, and low-volatility stocks have held up well, reinforcing the need for a balanced portfolio.Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu Varghese Questions about the show? We’d love to hear from you! [email protected]

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• Talking Pies, Pi Day & Patty’s Day with Warren Pies (Ep. 126)

  In this week’s episode of Facts vs. Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist are joined by Warren Pies, Co-Founder of 3Fourteen Research, to discuss market trends, recession risks, Fed policy, and, of course, some fun Pi Day and St. Patrick’s Day talk. They dive into economic growth concerns, interest rates, inflation, and why a growth scare doesn’t necessarily mean a recession is coming.Key Takeaways:Is a Growth Scare Just That? Market sentiment has shifted, but there’s no clear recession signal yet. Key indicators like residential construction payrolls remain strong.The Fed’s Search for Neutral: Interest rates are still restrictive, but the Fed may need to cut more than expected this year to support economic growth.Government Spending & Deficits: Large fiscal deficits have been a cushion for the economy, but potential cuts could introduce new risks.Energy Market Insights: Oil prices are trending lower, which is good for inflation and Fed policy, but may present challenges for energy companies.Market Volatility & Rate Cuts: The Fed’s reluctance to ease policy is contributing to a growth scare, but this may just be a temporary market correction.Housing & Economic Signals: While mortgage rates remain high, housing market fundamentals aren’t signaling an imminent downturn.Pi Day & St. Patrick’s Day Fun: We discuss Chicago’s green river tradition, our favorite pies, and how Warren’s firm got its name.Questions about the show? We’d love to hear from you! [email protected] Join us for a special Women’s History Month edition of Facts vs Feelings, featuring top women leaders in finance discussing markets, investing, and industry insights. Register now: https://www.linkedin.com/events/7303883891440762880Connect with Warren: LinkedIn: Warren PiesX: @WarrenPiesWebsite: https://www.3fourteenresearch.com/Connect with Ryan: LinkedIn: Ryan DetrickX: @ryandetrickConnect with Sonu: LinkedIn: Sonu VargheseX: @sonusvarghes#StockMarket #Investing #InterestRates #FederalReserve #EconomicGrowth #Inflation #EnergyMarkets #FinancePodcast #CarsonGroup #PiDay #StPatricksDay

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• Growth Scare (Ep. 125)

  In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the latest market volatility, tariff concerns, and whether the economy is truly slowing down or if fears are overblown. Despite uncertainty, they analyze the data behind the "growth scare" and discuss whether the bull market still has room to run.Key Takeaways:Market Volatility & Growth Concerns: Stocks have pulled back due to new tariffs on Canada, Mexico, and China, but history shows that early-year volatility in a post-election cycle is normal.Tariffs & Economic Impact: Tariffs are sparking concerns, but the lack of a dollar surge suggests it may not spiral into a full trade war.Stock Market Resilience: While tech has struggled, financials, real estate, and consumer staples have shown strong performance, proving the market can broaden out beyond large-cap tech.Fed & Interest Rates: Despite inflation fears, rate cuts remain on the table for later this year, potentially providing a tailwind for stocks.Seasonal Trends & Historical Context: The first quarter of post-election years tends to be choppy, but historical data suggests a stronger market performance in the coming months.Consumer Spending & Economic Data: A sharp drop in GDP expectations is mostly driven by a trade imbalance and tariff front-loading, rather than an actual economic collapse.What’s your take on the markets? Drop a comment below and let us know! Don't forget to like, subscribe, and share for weekly market insights!Questions about the show? We’d love to hear from you! [email protected] Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu Varghese#StockMarket #Investing #MarketVolatility #Tariffs #EconomicGrowth #InterestRates #BullMarket #FederalReserve #FinancePodcast #CarsonGroup

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