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 Philosophy
20:10 - Gold’s Selloff, Fed Debates, And Inflation
31:00 - Secular Bull Market Case And History
40:05 - Travel Detour And Airport Talk
45:10 - Earnings Versus Multiples And Tech Leadership
53:00 - Financials, Mid Caps, And Small Cap Opportunity
1:00:00 Advisors, Building A Firm, And Contrarian Mindset
Connect with Ryan:
• LinkedIn: https://www.linkedin.com/in/ryandetrick/
• X: https://x.com/RyanDetrick
Connect with Sonu:
• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/
• X: https://x.com/sonusvarghese?lang=en
Questions about the show? We’d love to hear from you! factsvsfeelings@carsongroup.com
