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 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! [e-mail]