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Podcast: Facts vs Feelings with Ryan Detrick & Sonu Varghese
Episode: No Tariffs for You! (FvF Ep. 176)
Description: A Supreme Court decision wipes out a major tariff mechanism, GDP comes in softer than expected, and AI fears collide with an AI spending boom. On the surface, it feels like three separate stories. In Episode 176 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, Chief Macro Strategist at Carson Group, connect the dots and ask a bigger question: what actually changed, and what simply made headlines?They break down the Court’s ruling on IEEPA tariffs, what it means for policy going into a midterm year, and why markets barely flinched. From there, th...