Podcasts about Sonu

On episode 248 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to discuss: Alan Greenspan's legacy, Fed transparency, AI bubble fears, Micron's massive run, market rotation, small caps, inflation, gold, Bitcoin, and whether the bull market still has room to run. This episode is sponsored by Nuveen and ClearBridge Investments. Learn more about Nuveen's comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets.Kevin Warsh's first Fed meeting as chair featured a statement that clocked in at roughly 130 words and told markets almost nothing about how the new Fed intends to make decisions.Sonu makes the case that despite all the hawkish headlines, dot plot drama, and a two-year yield that jumped 16 basis points on Fed day (the largest single-day move on a Fed decision since 2008), actual real policy rates are more accommodative now than they were in March. The committee is split 9-9 on whether to hike this year, Warsh has opted out of the dot plot entirely, and inflation is running well above target, with core PCE likely to finish the year above 3.3%.Apple's announcement that iPhone prices are going up due to memory chip shortages puts a real-world face on the inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized. Meanwhile the Dow, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday, which is the market's own vote on whether any of this is a crisis. The episode closes with a look at sector leadership, why communication services being down 6% to 7% year-to-date while tech is up 33% is genuinely strange, and why momentum breaking down is the signal to potentially worry about and why it isn't breaking down yet.Key Takeaways: Former Fed Chair Alan Greenspan oversaw a 190% gain in the S&P 500 over 18 years, second only to William McChesney Martin. He also presided over two bubbles that burst within a decade, the tech crash, and the housing collapse, producing what remains the worst decade for equity investors in history.Kevin Warsh's first Fed statement came in at roughly 130 words, the shortest non-emergency statement in modern Fed history. He also declined to submit a dot plot projection. The practical effect is that markets are now pricing guidance from the other 18 members, who are not stepping back from the spotlight.The dot plot went 9-9 on whether to hike in 2026. Three months ago, 12 of 19 members expected at least one cut this year. That shift may explain the volatility. 428 S&P 500 stocks fell on Fed day, the broadest single-day decline of the year, but it does not automatically mean the Fed is hawkish.After subtracting the Fed's own inflation projections from its own rate projections, real policy rates are actually more accommodative now than in March, dropping from an implied 0.7% real rate to 0.5%. With core PCE running around 3.5% to 3.8% annualized, the real policy rate is effectively near zero.Apple's decision to raise iPhone prices due to memory chip shortages is the real-world confirmation of a broadening inflation story. PPI for semiconductor chips and printed circuit boards is running above 100% annualized.The Dow Jones Industrial Average, Russell 2000, and S&P MidCap 400 all closed at all-time highs last Thursday. The NYSE advance-decline line and the small cap advance-decline line both hit all-time highs the prior Tuesday.Jump to:0:00 — World Cup Weekend and Father's Day3:07 — Remembering Alan Greenspan's Fed8:05 — A New Chair and a Short Statement13:25 — Dot Plot Split and Market Shock19:45 — Yield Curve Signals and Bond Surprise24:35 — AI Supply Chains and Price Pressure28:20 — The Case for a Dovish Fed34:40 — Economy Strength and Running It Hot37:10 — A Car Break in Reality Check40:35 — Breadth Seasonality and Sector Rotation53:20 — Closing Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Prof. Dr. Özge Öner ve Doç. Dr. Berk Esen, beyaz et, içki ve dijital mecralar yönelik atılan adımların arka planını ve CHP'de devam eden mutlak butlan sürecini tartıştı. İyi seyirler...

Prof. Dr. Murat Ferman NTVRadyo'da hafta içi her sabah canlı yayında, o gün Türkiye ve dünyada ekonominin gündemini, olan biteni, piyasalardaki gelişmeleri, beklentileri, olayların etkisini, vatandaşa nasıl yansıyacağını anlatıyor.

19.06.2026 | Dijital Hayat Bölüm590 - TRT Radyo1 | "20 Yıl Vergi Muafiyeti Yatırıma Teşvik Olur mu?" Dr. Bilal Eren'in hazırlayıp, sunduğu Dijital Hayat programımızda bu hafta, Ussal Danışmanlık Yönetici Ortağı Ussal Şahbaz ile; - 20 Yıl Vergi Muafiyeti Kanunu Nedir, Neleri İçeriyor? - 20 Yıl Vergi Muafiyetinin Amaç ve Motivasyonu Ne? - Vergi Muafiyeti Yasası'nın Şartları Neler? - Yurtdışından Gelecek Hem Gerçek Hem Tüzel Kişileri Kapsıyor mu? - 20 Yıl Gelir Vergisi Muafiyeti Kanunu, Teknoloji Yatırım ve Girişimleri için Teşvik Edici Olur mu? - Bu Kanunun Örnekleri Var mı, Sonuçlar Ne? - 20 Yıl Vergi Muafiyeti Yasası'nın Riskleri Mevcut mu? Başlıklarını konuştuk. Dijital Hayat, her cuma saat 15:30'da TRT Radyo1 mikrofonlarında canlı yayında... Tüm geçmiş ve gelecek yayınlarımız için; Web: https://www.dijitalhayat.tv

Talking about how mental health issues should be approached in Medical Assistace In Dying with Dr. Sonu Gaind.

If you've ever felt confused, frustrated, or completely unprepared for perimenopause and menopause, you're not alone. For generations, women have been expected to navigate this major life transition with little information, limited support, and far too many unanswered questions.In this empowering episode of the V.I.B.E. Living Podcast, Lynnis Woods-Mullins sits down with Michelle Jacobs, co-founder of Womaness, to have an honest conversation about menopause, perimenopause symptoms, hormone therapy, and what women really need to thrive during midlife.Michelle shares her journey from leading product innovation for major consumer brands to co-founding Womaness, a company dedicated to helping women navigate menopause with confidence and clarity. Together, we explore some of the most common symptoms women experience, including hot flashes, night sweats, brain fog, sleep disruptions, weight changes, skin and hair concerns, vaginal dryness, and shifts in libido.We also discuss the growing conversation around hormone replacement therapy (HRT), why menopause education has historically been overlooked, and how changing medical guidance is empowering more women to advocate for themselves and seek answers that support their unique needs.Beyond symptoms and solutions, this conversation dives into the emotional side of aging. We explore how cultural messages about youth impact women's confidence, why community matters, and how simple daily practices like movement, curiosity, gratitude, and self-care can help women feel vibrant, strong, and empowered in every stage of life.Whether you're just beginning to notice changes or are well into your menopause journey, this episode offers practical insights, encouragement, and a refreshing reminder that menopause is not something to endure—it's a transition that can be navigated with knowledge, support, and confidence.If you enjoyed this episode, please subscribe, leave a review, and share it with a friend who could use a little more menopause support on her journey.BioCOO Michelle Jacobs and Co-Founder of Womaness,  envisioned a world where 50 million women entering menopause had a place to go for education, inspiration, and real solutions. With a background in strategic development and brand building, Michelle worked for iconic brands like Polo Ralph Lauren and Lancôme before transitioning to the publishing world where she launched and developed retail business for Real Simple, Cooking Light and InStyle magazines with retail partners like Target, Bed Bath & Beyond, and Crate & Barrel. She then handled the Joy Manganao brand (yes, that Joy Mangano) who introduced the world to the Miracle Mop and Huggable Hangers. Many years and many brands later, the entrepreneurial urge hit, and Michelle knew it was time to establish a business of her own. Social Media and Website FacebookInstagramWomaness Website Many thanks to our podcast sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.If you are ready to try natural HRT check out VITAFEM -  A doctor-formulated menopause supplement built for all 5 hormones. CLICK HERE FOR MORE INFORMATION     Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

What if the exhaustion, irritability, overwhelm, and restlessness you're experiencing in midlife aren't signs that something is wrong—but messages your body is trying to send? For many women, these symptoms are rooted in chronic stress in women over 40, a growing health concern that impacts everything from hormones and sleep to mood, energy, and overall well-being.In this powerful episode of the V.I.B.E. Living Podcast, Lynnis Woods-Mullins sits down with psychotherapist, holistic coach, yoga philosophy teacher, and author Catia Batalha to explore how chronic stress affects women over 40 and what many are truly craving beneath the surface: a regulated nervous system, healthier boundaries, deeper self-trust, and a renewed connection to their inner wisdom.Together, they unpack why modern life keeps so many women stuck in chronic stress and survival mode, and how ancient yoga philosophy offers a pathway back to balance, healing, and self-discovery. You'll learn why yoga is about far more than physical flexibility, how meditation and relaxation create space for clarity and truth, and why listening to your body's wisdom may be one of the most important skills of midlife.This conversation also takes a deep dive into boundaries—not as a trendy self-help concept, but as essential physical, emotional, psychological, and spiritual protection. Catia shares practical insights on navigating relationships, work pressures, personal growth, and the courage it takes to stop living for external validation and start living in alignment with your authentic self.Whether you're navigating menopause, burnout, life transitions, anxiety, people-pleasing, or simply feeling called to something more, this episode offers compassionate guidance and practical tools for creating a calmer, more empowered life.In This Episode:✔ Nervous system regulation for women over 40✔ How chronic stress impacts your health and decision-making✔ The deeper meaning of yoga philosophy beyond physical poses✔ Meditation and relaxation practices for emotional healing✔ Setting healthy boundaries without guilt✔ Empowerment vs. victim mentality in midlife✔ Reconnecting with intuition and body wisdom✔ Midlife transformation, healing, and personal growth✔ Trauma recovery and self-discovery✔ Insights from Catia's novel, Echoes of the TimelessIf you're ready to stop pushing through and start listening to what your mind, body, and spirit truly need, this episode is for you.

Are your hormones changing—or are you simply being told that feeling exhausted, anxious, gaining weight, losing sleep, and struggling with brain fog is just a normal part of aging?In this eye-opening episode of the V.I.B.E. Living Podcast, we sit down with women's health expert and nurse practitioner Carolyn Zaumeyer to uncover the truth about menopause, hormone health, and why so many women are suffering unnecessarily.Carolyn breaks down the critical roles of estrogen, progesterone, and testosterone and explains how declining hormone levels can impact nearly every system in the body. From hot flashes and night sweats to anxiety, mood changes, low libido, joint pain, vaginal dryness, skin changes, fatigue, and disrupted sleep, we explore the symptoms many women experience but rarely connect to hormones.You'll also learn:• The most common signs of hormone imbalance during perimenopause, menopause, and postmenopause• How bioidentical hormone replacement therapy (BHRT) works• The differences between estrogen patches, vaginal estrogen, progesterone, testosterone therapy, and hormone pellets• Why outdated hormone research created decades of confusion and fear around HRT• How proper hormone dosing and individualized treatment plans can improve quality of life• The important lab tests women should consider, including estradiol, testosterone, FSH, thyroid markers, vitamin D, and B12• How to advocate for yourself during medical appointments and get your concerns taken seriously• Why treating root causes is often more effective than adding medication after medicationWe also discuss men's hormone health and how optimizing testosterone can impact energy, mood, vitality, confidence, intimacy, and overall well-being.Whether you're navigating perimenopause, menopause, postmenopause, or simply want to better understand your body's changing needs, this conversation provides practical guidance, expert insights, and hope for the years ahead.If you're ready to feel vibrant, energized, and empowered in midlife and beyond, this episode is for you.

In Episode 189 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, break down the disconnect between how people feel about the economy and what the hard data is actually showing. They connect the dots between oil prices, inflation expectations, Treasury yields, and why markets may not be reacting to geopolitical headlines the way many investors expect.It's a real-time look at the K-shaped economy: tighter budgets at the bottom, resilient spending at the top.Ryan and Sonu walk through stretched momentum after an eight-week rally, sector rotation beneath the surface, and another massive earnings season. They also explain why private AI investments are quietly becoming a meaningful contributor to public company profits, something many investors still aren't fully accounting for.Key Takeaways:Oil prices, Treasury yields, and inflation expectations remain tightly connected even when markets appear calm.Consumer behavior is splitting across income levels, reinforcing the idea of a K-shaped economy.Soft data like sentiment surveys continues diverging from hard data like earnings and employment.Earnings, buyback activity, and AI exposure are reshaping market leadership.Market momentum remains strong, but sector leadership underneath the surface keeps rotating.Bond markets may be the biggest force shaping Fed expectations and investor behavior goingJump to:3:06 — Strait Tensions and Oil Prices6:41 — The All-Electric Ferrari Debate8:39 — Consumer Strain Signals13:15 — Consumer Sentiment Hits Record Lows21:37 — Home Water Leaks and Insurance Headaches25:18 — Sector Breadth and Market Leadership33:15 — Momentum Crowding and the Win Streak37:41 —Earnings and Buybacks45:01 — Private AI Valuations Inside Public Earnings48:13 —Health Data and AI Coaching50:44 — Chicago Live Show Details54:00 — Grading Powell and New Fed Risks1:05:12 — Fed Hike Odds and Week AheadConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

ÇOCUK PARKI

This episode description has a strong foundation already — the story is compelling and emotionally grounded. I tightened the flow, elevated the emotional and editorial tone, improved pacing for listener retention, and strengthened the SEO naturally without sounding stuffed with keywords.A top cardiac anesthesiologist never expects to become the patient — until long COVID changes everything.In this powerful and deeply human conversation, we sit down with Dr. Zeest Khan, a Stanford-trained physician who worked on the front lines of the pandemic in 2020, only to later find herself battling devastating post-viral illness. After collapsing outside her own hospital from extreme fatigue, Dr. Khan was ultimately forced to leave clinical anesthesia and spend months bedridden, confronting the very medical system she once served from the other side of the white coat.What unfolds is a rare and intimate look at long COVID through both the physician's lens and the patient's lived experience — and an honest conversation about how chronic illness can unravel careers, identities, relationships, and the illusion of control.Together, we explore the complex realities of long COVID symptoms, including crushing fatigue, respiratory complications, sudden asthma, dizziness, heart rate and blood pressure fluctuations linked to dysautonomia, and the cognitive dysfunction often referred to as “brain fog.” Dr. Khan also explains why many patients never received a confirmed positive COVID test — and why that should never invalidate the severity of their symptoms or disability.For women navigating midlife health changes, unexplained exhaustion, burnout, hormonal shifts, or prolonged recovery after illness, this episode offers both validation and language for experiences that are too often dismissed.We also dive into the complicated dynamics of the doctor-patient relationship: why medical appointments can feel intimidating, how systemic pressures affect who gets believed, and why so many patients walk away feeling unheard or gaslit. Dr. Khan shares practical, patient-centered strategies for advocating for yourself within a fragmented healthcare system — including symptom tracking, prioritizing the most disruptive issues first, and creating a trusted primary care “home base” to help coordinate care across specialties.This is more than a conversation about long COVID. It's a conversation about resilience, identity, chronic illness, medical advocacy, and what happens when high-achieving people are forced to redefine health, productivity, and worth.If this episode resonates with you, subscribe to the podcast, share it with someone who may need support, and leave a review to help more people searching for long COVID resources, chronic illness validation, and patient advocacy find this conversation.Bio Dr Zeest Khan is a Stanford-trained anesthesiologist who specializes in open-heart surgery. She developed long COVID after working on the front lines of the pandemic in 2020, and was bed-bound for nearly a year. She thought her doctors would help her, but they were confused, too. So she started approaching her own health the way she cared for her complex and critically ill patients in the operating room: by making one scary decision at a time.After falling for a couple of medical scams, she realized how vulnerable people with chronic illness are, and started a podcast to help combat medical misinformation. Long Covid, MD is now a newsletter and YouTube channel dedicated to empowering patients to find answers, and teaching doctors how to care for complex patients like her.Website https://x.com/doctor_zeesthttps://www.youtube.com/@LongCovidMDhttps://longcovidmd.substack.com/WebsiteMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 188 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, welcome new Fed Chair Kevin Warsh the only way they know how: with data, context, and zero sugarcoating.When Jerome Powell took over in February 2018, the Dow dropped 4.6% on his first day, the worst debut of any Fed chair in modern memory. This time, it's not the equity market doing the hazing. It's the bond market. The 30-year Treasury yield sits above 5% for the first time since 2007, and Japan's yields just hit levels not seen since the 1990s. Ryan and Sonu explain why the dynamics that once pushed foreign money into Treasuries are quietly reversing and what that means for U.S. investors.From there, Sonu walks through industrial production data that almost nobody is talking about. Manufacturing is running at nearly 5% annualized. High-tech equipment production is up 61% above 2019 levels in real terms. This is hard data, not a survey, and it runs directly counter to the narrative that the economy is softening.Then comes earnings. With 91% of S&P 500 companies reported, earnings growth is running at 27% against expectations of 13%. Communication services, expected to be down nearly 4%, came in up roughly 40%. The consumer is holding up, too, with retail sales running at 13% annualized and 95.2% of all household debt paid on time per the New York Fed.The episode closes with a look at what to watch: NVIDIA earnings, FOMC minutes, and a bond market both hosts are keeping a very close eye on.Key Takeaways:The bond market is testing Kevin Warsh the same way equity markets tested every Fed chair before him, and the dynamics driving yields higher are not going away quickly.AI is showing up in the hard data, not just stock prices. High-tech equipment production is up 61% above 2019 levels in real terms.S&P 500 growth came in at 27% against a 13% estimate during earnings season. Communication services swung from an expected decline of nearly 4% to a gain of roughly 40%.The two-year Treasury yield above the Fed funds rate signals the market believes the Fed is behind the curve. Rate cut calls from the sell side are, in Sonu's words, a John McEnroe moment.The S&P 500 is up seven consecutive weeks, gaining over 16% during that stretch. One year after prior streaks of this magnitude, the market has never been lower and is up 16% on average.Jump to:0:00 — Welcome and Who's Running the Fed?6:10 — Bonds Are Testing the New Fed Chair13:05 — Manufacturing Heats Up and AI Shows Up in Hard Data21:40 — Japan Sparks a Global Yield Reprice34:55 — Portfolio Moves on Duration and Cash43:55 — Earnings and AI Spending49:20 — Consumer Strength, Retail Sales, and Final ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Hac mevsimindeyiz. Sonu kurban imtihanıyla, ibadetiyle tamamlanan bir mevsim. Allah'ın insana kendi varlığının, hatta kendi fedakarlığının bile fidyesini ödediğini fark ettiğimiz bir aydınlanma iradesi.

What happens when excellence becomes survival mode?In this powerful conversation, Lynnis Woods-Mullins sits down with Dr. Sharita E. Warfield, MD to unpack the hidden cost of chronic stress on high-achieving women—especially women over 40 and women of color who have spent years pushing through, performing, caregiving, and carrying more than anyone realizes.From the outside, success can look impressive. But behind the scenes, many women are battling exhaustion, brain fog, hormone disruption, sleep struggles, anxiety, inflammation, stubborn weight gain, and a nervous system that never truly gets a chance to recover.Together, we break down the biology of stress in a way that actually makes sense. Dr. Warfield explains what elevated cortisol does to the body over time, why chronic stress hits differently during perimenopause and menopause, and how “weathering,” microaggressions, over-responsibility, and constant pressure silently impact long-term health.We also talk honestly about the emotional side of burnout: the guilt around resting, the fear of disappointing people, and the unhealthy praise many women receive for self-neglect disguised as strength.But this episode is not just about awareness—it is about restoration.Dr. Warfield shares practical ways to begin stabilizing your body and nervous system through nutrition, hydration, sleep, boundaries, and what she calls “micro recoveries”—small moments of restoration that help your body feel safe again. She also introduces her THRIVE framework and reminds us that protecting your peace is not selfish—it is necessary.If you have been looking successful while quietly feeling depleted, this conversation will speak directly to you.Press play, share this episode with another woman who needs to hear it, and subscribe to the V.I.B.E. Living Podcast for more conversations on holistic wellness, stress recovery, hormones, emotional healing, and thriving after 40.Bio Dr. Sharita E. Warfield is a board-certified Emergency and Lifestyle Medicine Physician, a Certified Life Coach, and an Amazon Best-Selling Author. As a wife, a mother of 4, and a physician, she has spent over 30 years in emergency medicine, thriving in high-stakes environments where lives depended on her ability to perform under pressure. But behind the white coat, she was experiencing what many high achievers silently endure—chronic stress, depletion, illness, and the realization that success was coming at a cost.That turning point led her to expand her work into lifestyle medicine and coaching, where she now helps high-performing leaders—especially women in midlife—reclaim their energy, health, and sense of purpose. As the creator of the T.H.R.I.V.E. framework, Dr. Sharita teaches executives, entrepreneurs, and high-achieving women in their midlife season how to sustain success without sacrificing themselves in the process.Her work sits at the intersection of health, leadership, and transformation—helping people move from simply surviving their success to truly thriving in it.Website and Social Media www.drsharitamd.comFacebookInstagramLinked In Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

Your nervous system isn't some trendy wellness buzzword. It's the internal system shaping how you respond to stress, connect in relationships, make decisions, and move through everyday life when things feel overwhelming.In this episode, Lynnis Woods-Mullins sits down with holistic transformation guide Christine Ruch for an honest and deeply grounded conversation about what nervous system work really looks like — and why so many “regulation” tools may help temporarily without truly changing your long-term emotional baseline.Christine shares her personal journey from being diagnosed with multiple sclerosis to reversing her symptoms through an elimination diet, eventually leading her into decades of work in holistic nutrition and wellness entrepreneurship. But one of the most powerful parts of her story came later: recognizing that even a highly successful, hyper-productive life built around “doing everything right” can still be rooted in unresolved childhood wounds, emotional suppression, and chronic stress.Together, we explore the difference between nervous system regulation and true nervous system restoration — and why learning to feel and process emotions may be the missing piece so many women overlook on the path to healing.We also talk about the larger emotional climate many people are carrying right now: post-COVID trauma, collective fear, uncertainty, and the way stress quietly moves through families, communities, and even the media we consume. From there, the conversation shifts into the experience of women in midlife navigating hormonal changes, emotional shifts, identity transitions, and the invitation to see menopause not as a breakdown, but as a doorway into deeper self-awareness and transformation.Christine shares a simple but powerful practice: allowing yourself to sit with an emotion for just 30 seconds with “nothing to fix.” We also discuss co-regulation, emotional attunement, and why being truly seen and supported inside safe mentorship and community spaces can accelerate healing.If you've been craving nervous system support that feels practical, compassionate, and deeply human, this episode is for you.Listen now, subscribe, share with a friend who needs this conversation, and leave a review sharing one insight you want to carry into your own healing journey this week.Bio Christine Ruch is a Holistic Transformation Guide who helps people with unresolved health conditions reconnect to their body's innate wisdom and healing potential. After spending 20 years healing her own MS naturally through whole food nutrition, nervous system restoration, spiritual practice, plant medicine, deep self-inquiry and many other Eastern and Western modalities, Christine now guides others on their own transformative healing path. Her work bridges science and soul, offering tools to move beyond symptom management and into lasting inner healing. She's here to share insight, hope, and grounded practices for listeners ready to reclaim their health from the inside out.Website and Social Media https://www.christineruch.com/InstagramFacebook SubstackMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 187 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, ask the question on every investor's mind: Does today's market feel like 1999?The episode opens with genuine nostalgia. Ryan recalls tripling his play money on Sycamore and Juniper Networks before losing it all on margin. Sonu remembers 75% of his engineering class having job offers by August of senior year. The vibes were very different then.From there, Ryan and Sonu dig into the numbers raising eyebrows. Semiconductors now make up roughly 22% of the S&P 500, up from around 6% at last April's lows. A telecom ETF built around AI infrastructure is up 44% year to date. These are not boring numbers. But beneath all that heat, sentiment is in the toilet, breadth is holding up, and credit spreads are making new cycle lows in ways that look nothing like the quiet deterioration that began in 1998. Ryan and Sonu make the case that this is not 1999. Not yet, anyway.Then Sonu drops inflation data that deserves a second read. Computer software and accessories, where AI token and cloud spending shows up in CPI, is running at an 83% annualized pace over the last three months. The Fed has a real problem. Ryan and Sonu walk through why stable jobs plus hard inflation plus a dovish Fed still adds up to bullish for equities, before closing out with a stronger-than-expected labor market update, a preview of the US-China trade meeting, and a record-breaking Uber ride from O'Hare to Cedar Rapids.Key Takeaways:Semiconductor stocks and AI infrastructure names are posting numbers that feel frothy on the surface, but earnings growth and genuine demand provide far more fundamental support than the dot-com era ever did.The NYSE advance decline line just hit an all-time high. In 1998, it peaked 18 months before the market did. That divergence is not happening today.AI-related inflation is real and showing up in the data. Computer software in PCE is running nearly 60% annualized over the last six months. This is not just an energy or tariff story.The S&P 500 has posted six consecutive weekly gains totaling over 16%, the second best such streak on record. One year later, the market has historically been up 17% on average.The labor market is quietly stabilizing. Blue-collar sectors that were bleeding jobs in 2024 are turning around, and prime-age employment sits at its highest ratio since before the 2008 financial crisis.The longer the Fed delays action on inflation, the greater the Volcker-style risk in 2027 or 2028. The AI capex boom has driven roughly 45% of real GDP growth over the last five quarters. When that fades, the math changes.Jump to:0:00 — Welcome and the 1999 Question2:00 — College Memories and Dot Com Vibes6:20 — New Highs with Rotten Sentiment10:30 — Frothy Semis and Leverage Lessons15:50 — AI Infrastructure Trade and Sector Gaps22:40 — Breadth, Credit Spreads, and Bull Signals33:10 — CPI Heat from Tariffs and AI Bottlenecks41:50 — Fed Risks and When Booms Break49:40 — Payrolls Update and Blue-Collar Turn54:20 — China Trade Talk, Travel Chaos, and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

CHP etkin pişmanlık ifadelerine karşı strateji belirlerken günlerdir gündemde olan transfer de gerçekleşti ve Afyon Belediye Başkanı Burcu Köksal AKP'ye geçti. Saadet Partisi lideri Arıkan'dan ilginç bir çıkış geldi; Varlık barışının sonu baskın seçim olabilir... TÜİK'e göre aile yılında yalnız yaşayanların oranı arttı, geniş ailelerin yüzde 27'si yoksulluk sınırı altında yaşıyor.

CHP'de Afyon gerilimi yaşanıyor. İBB'ye yeni operasyon yapıldı. Son seçim anketinden ilginç sonuçlar ortaya çıktı. Mabel Matiz beraat etti. Ekonomide sanayi üretimi azaldı. Orta Doğu'da hem ateşkes sürüyor, hem gerilim...

Türkiye ekonomisi neden düzelmiyor? Dünya Alem programının bu bölümünde İslam Özkan'ın konuğu ekonomist Cüneyt Akman. Akman, Türkiye'de yaşananların klasik bir ekonomik krizden ziyade, uzun süredir devam eden yapısal ve politik sorunların sonucu olduğunu savunuyor. Akman'a göre 2023 öncesinde krizden çok “ertelenmiş bir tablo” ve ekonomik manipülasyon dönemi yaşandı. Düşük faiz ve kredi genişlemesi politikaları sistemi geçici olarak ayakta tutarken, uzun vadede sürdürülemez bir yapı oluştu. 2016 sonrası hızlanan siyasal değişimle birlikte ekonominin “saadet zinciri / Ponzi modeline” benzeyen bir yapıya dönüştüğünü belirten Akman, dış kaynak girişine dayalı bu sistemin kırılmasıyla birlikte enflasyonun kalıcı hale geldiğini ifade ediyor. Mehmet Şimşek'in uyguladığı ortodoks ekonomi programını da değerlendiren Akman, kur-faiz dengesiyle sermaye çekme stratejisinin kısa vadeli rahatlama sağlasa da, sermaye çıkışı ve borç yükünü artırdığını vurguluyor. Sonuç olarak Akman, Türkiye'nin ekonomik sorunlarının yalnızca para politikalarıyla değil; hukuk, kurumlar ve siyasi yapıdaki dönüşümle birlikte ele alınması gerektiğini söylüyor. Learn more about your ad choices. Visit megaphone.fm/adchoices

In Episode 186 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by a genuine industry legend, Jeff Hirsch, Editor-in-Chief of the Stock Trader's Almanac, now celebrating its 60th year. And yes, Jeff is also turning 60 this month.The conversation starts where May always takes us. "Sell in May and Go Away." Jeff immediately sets the record straight. It's not about selling everything on May 1. It's about repositioning, spring cleaning your portfolio, tightening stops, and getting ready for the historically weakest six months of the year. He walks through how MACD signals layered on seasonal patterns sharpen entries and exits, which sectors shine during the weak months, and why the Nasdaq's growing weight in the S&P 500 has stretched that weak window further into June.From there, the episode covers the Trump presidential cycle pattern, the sixth-year tailwinds, and how the midterm-year setup historically creates one of the best buying opportunities on the calendar. Jeff makes a candid near-term call on gold, makes the case for utilities and staples during the weak months, and explains why the mutual fund October 31 deadline is the true engine behind all of it.Oh, and Sonu's birthday is May 4. So officially: reposition on Sonu's birthday, go sober on Ryan's.Key Takeaways:"Sell in May" is widely misunderstood. The real strategy is repositioning, not abandoning the market entirely.Jeff uses MACD crossover signals layered on seasonal patterns to time entries (on or after October 1) and exits (on or after April 1 for the S&P 500, June 1 for Nasdaq).The Trump presidential cycle pattern, the sixth year of the decade, and the sixth year of the presidency all point toward a strong year. Jeff's target range is 8% to 12%, with 15% possible if geopolitical risks resolve.Utilities (XLU) and consumer staples are Jeff's preferred sector plays for the weak six months, with added tailwinds from data center electricity demand and dividends.Gold looks like a near-term top after a massive run. Jeff is watching for a seasonal re-entry opportunity in July or August.The real driver behind October seasonality is the mutual fund October 31 fiscal year-end deadline, which creates institutional churn, window dressing, and the conditions for the classic "bear killer" October bounce.Jump to:0:00 — Welcome and Meet Jeff Hirsch1:37 — Sell in May Reframed6:25 — MACD Signals and Seasonality10:55 — Sector Plays for the Weak Months14:55 — The Trump Cycle and Midterm Choppiness22:45 — Why Seasonal Patterns Exist35:05 — International Ideas and Cash Choices44:05 — Dead Indicators and the 401(k) Flow Shift50:10 — Gold, Grains, Options, and Calendar Quirks53:05 — Where to Follow Jeff and WrapConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Jeff:• LinkedIn: https://www.linkedin.com/in/jeffrey-hirsch-8285358/• X: https://x.com/AlmanacTrader?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Is your skin aging faster than it should?In this episode, we talk with Laurel Hoover, founder of Skin Love, about the real causes of aging skin—from stress and hormones to internal chemistry. If you're dealing with dullness, fine lines, or sudden skin changes after 40, this conversation will help you understand why.We break down natural skincare solutions that go beyond surface-level fixes, including how botanical oils support the skin barrier, why “oils clog pores” is a myth, and how ingredients like meadowfoam can help balance your skin.We also explore the deeper connection between fascia, tension, and visible aging—plus how facial massage, face yoga, and simple daily practices can support firmer, healthier-looking skin naturally.If you're ready to stop guessing and start understanding your skin, this episode is for you.Bio Laurel Hoover Is the Founder of SkinLove, offering natural skin care through cellular regeneration using ancient techniques. She completed the Plant Medicine Program at Cornell University, mentored under a Native American Medicine Keeper and is a certified Quantum Healing Hypnosis practitioner.Social Media https://www.linkedin.com/in/laurel-hooverhttps://www.youtube.com/@laurelhoover https://www.instagram.com/skinlovelive/collagen-stimulating face massage tutorial video  https://youtu.be/AQGJlEyyKUsWebsiteMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 185 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are recording live from Omaha at PodPony's studio during Carson's Q2 board meeting. They make a pilgrimage to the McDonald's on 40th and Dodge that Warren Buffett reportedly frequents. They got the scoop on his usual order, but did Buffett himself show up? You'll have to listen to find out!On the markets side, Ryan breaks down why the current secular bull market started in 2013 and what history says happens after you're up 100%, which is exactly where this bull market now stands from the October 2022 lows. The S&P just hit its 10th all-time high of the year, forward profit margins just reached a record 15.2%, and the data on "sell in May" may surprise you. Ryan's numbers show May has been up 12 of the last 13 years.The episode also covers the oil picture with WTI back near $100 and the Strait of Hormuz situation still unresolved, the consumer sentiment disconnect between how people feel and what retail sales are actually showing, and the Fed outlook heading into tomorrow's decision. Sonu explains why Kevin Walsh is leaning on trimmed mean PCE to justify rate cuts, and Ryan calls him out for putting everyone to sleep. Gold gets a candid look too, still in a long-term bull market but stretched after a massive run, with real rate pressure creating some short-term headwinds.Key Takeaways:The S&P 500 just hit its 10th all-time high of the year, and the bull market has officially crossed the 100% gain mark from the October 2022 lows.Forward profit margins just reached a record 15.2%, the highest ever recorded.Ryan makes the case that the current secular bull market began in 2013 and explains what history says comes next.Sell in May is largely a myth. May has been up 12 of the last 13 years.WTI is back near $100 and the Strait of Hormuz situation has not resolved the way markets hoped.Consumer sentiment remains near historic lows, but retail sales tell a very different story.Gold is still in a long-term bull market but faces short-term headwinds from real rate pressure after an extended run.Jump to:0:00 - Live from Omaha Setup 1:59 - All-Time Highs and Oil Shock 6:10 - Why Sentiment Feels So Low 11:27 - Board Meeting and Real Money 13:22 - Will AI Kill Investing Alpha? 16:09 - When Secular Bull Markets Start 21:00 - Global Breakouts and Gold Debate 22:36 - Rates, Inflation, and the Fed Shift 26:49 - Trimmed Mean PCE Explained 29:49 - Sell in May: Stats Check 32:58 - Bull Market Up 100% — Now What? 36:22 - McDonald's Hunt for Buffett 41:33 - Wrap-Up and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

You can do everything “right” and still be told your symptoms are in your head. In this episode, I sit down with Dr. Christy Thozer, a menopause specialist, to break down what's really happening during perimenopause, menopause, and postmenopause—and what real care should look like.We unpack the truth about hormone replacement therapy (HRT), clear up the fear from outdated research, and explore how personalized treatment can support everything from symptoms to long-term health like bone and brain function. We also talk through your options—from patches and pills to local estrogen—and what actually works.Most importantly, this is about self-advocacy. If you've ever felt dismissed or unheard, this conversation will help you ask better questions, seek the right support, and get the care you deserve.If this resonates, share it with someone who needs it—and don't forget to subscribe and leave a review.Bio Christy Thozer is a menopause specialist with Corla Health, a telehealth clinic providing comprehensive menopause and perimenopause care to women across California. With advanced training in women's health and hormone therapy, Christy focuses on helping women navigate symptoms that are often dismissed or undertreated in traditional healthcare — including sleep disruption, brain fog, vaginal dryness, mood changes, and hormonal shifts.Through Corla Health's membership model, she provides personalized treatment plans, hormone therapy management, and ongoing support designed specifically for the complexities of midlife. Christy is passionate about helping women understand what's actually happening in their bodies during perimenopause and menopause — and empowering them with evidence-based treatment options so they can feel like themselves again.Website and Social Media www.corlahealth.comhttps://www.instagram.com/christythozer.dmsc/https://www.tiktok.com/@christythozer.dmschttps://www.youtube.com/@ChristyThozerDMSchttps://www.facebook.com/profile.php?id=61583854587808https://www.instagram.com/corlahealth/https://www.tiktok.com/@corlahealthhttps://www.youtube.com/@CorlaHealthhttps://www.facebook.com/profile.php?id=61573842630102Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

The Social Hour is back for its 4th episode — and this one covered a lot of ground. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the financial media world: Josh Schafer, Newsletter Editor and Investing Personality at Barron's Investor Circle, and Talmon Smith, Economics Reporter at The New York Times.Fair warning: Ryan's 140-pound Great Pyrenees may or may not have been snoring in the background, Talmon showed up fashionably late on Central Time, and somehow the conversation ended with a tease about something big coming to Omaha. But in between? Plenty of substance.They dig into semiconductors ripping 18 days in a row, the Intel comeback story nobody saw coming, and why AI infrastructure names from chips to optical networking to data center builders keep defying expectations. Josh breaks down what's actually driving the earnings surprise story, why FOMO is back in the market, and what the tailwinds (or lack thereof) look like for the back half of the year. Talmon brings the macro and human side of things, connecting the dots between surging corporate margins, collapsing consumer sentiment, and what affordability really means for everyday Americans. Sonu drops some eye-opening services inflation data that reframes the whole "inflation is solved" narrative.Key Takeaways:Semis on a historic run: The SOX up 18 consecutive days with broad breadth, not just NvidiaIntel's surprise: Earnings estimates doubled overnight and the turnaround thesis is gaining tractionAI infrastructure trade alive and well: Telecom ETF names like Iridium and Lumentum up 100%+ YTDEarnings boom: 26% EPS growth across 25% of S&P 500 reporters and this isn't just Big TechConsumer sentiment vs. stock market: Why both can be true at the same timeServices inflation running hot: Personal care, dental, and vehicle rentals all well above targetThe Fed's hands are tied: Labor market steady, inflation sticky, no clear path to cutsGDP watch: Real GDP print incoming, brace for noise and focus on nominalJosh Schafer and Talmon Smith are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 Disclosures and Social Hour Kickoff 1:15 Meet Barron's Josh Schafer 6:30 Semiconductors Rip on AI Buildout 10:20 Intel's Surprise Turnaround Narrative 14:10 Powell Drama Fades as Stocks Rally 18:35 Tech Layoffs and the Capex Squeeze 22:10 Earnings Boom Meets Inflation Pain 25:40 Talmon Smith on Affordability and Sentiment 37:50 The Fed's Dilemma and the 2% Target 52:40 GDP Angst and Market Narrative Confusion 59:30 Where to Follow and What's NextConnect 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=enConnect with Talmon:• LinkedIn: https://www.linkedin.com/in/tal-smith-b1898a326/• X: https://x.com/talmonsmithConnect with Josh:• LinkedIn: https://www.linkedin.com/in/josh-schafer-b24723132/• X: https://x.com/_JoshSchaferQuestions? We'd love to hear from you! factsvsfeelings@carsongroup.com

Bir cenaze törenine iyi bir katılım nasıl garanti edilir? Sonuçta, öbür dünyaya geçerken en son isteyeceğiniz şey, en azından biraz da olsa törensiz gitmemektir. Kenya'da bazı aileler, sevdiklerine en iyi şekilde uğurlama töreni düzenlemek için profesyonel yas tutucular tutuyor.

Spring has a way of flipping a switch—suddenly we all want to feel lighter, stronger, and more confident heading into summer.  The problem is the advice is loud, conflicting and often designed to keep you chasing the scale. We bring on certified personal trainer and online nutrition coach Mackenzie Jacobs to cut through the noise with practical, science-backed guidance for women 40+ who want to lose inches, protect their hormones and build real strength that lasts.We dig into five stubborn fitness myths and what to do instead: the fear that strength training makes you bulky, the idea that creatine is only for men, the belief that cardio is the best tool for fat loss, the “more is better” mindset that stalls progress, and the 1200-calorie approach that can leave your body surviving instead of thriving. Along the way we talk about muscle memory, why the scale can mislead you, and how building muscle supports basal metabolic rate, blood sugar regulation and long-term longevity.We also get real about the topics women keep asking about: belly fat, cortisol and stress, walking as the most underrated low-impact cardio, intermittent fasting for weight loss and when it actually makes sense, plus GLP-1 medications and the muscle-loss risk that too many people overlook. If you want a menopause and perimenopause fitness strategy that feels doable, sustainable and empowering, this conversation gives you a clear next step.Subscribe, share this with a friend who's stuck, and leave a review with the myth you want us to tackle next.Bio McKenzie Jacobs is a San Diego-based certified personal trainer and nutrition coach known for founding More Confident Fitness. She focuses on sustainable health, helping clients build strength and confidence through balanced fitness and nutrition without relying on "quick fixes" or shame-driven habitsClick here for the free download mentioned in our interview InstagramTikTokYouTubeFacebookMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

Sleep can feel like the first thing to fall apart in midlife, and the most frustrating part is not knowing why. We sit down with sleep expert Dr Benjamin Long to unpack what actually changes for women after 40, why perimenopause and menopause can disrupt sleep, and why sleep apnea in women is so often missed. If you are exhausted but not a loud snorer, wake up unrefreshed, or feel stuck in a cycle of fatigue and insomnia, this conversation helps you spot the patterns worth taking seriously.We also zoom out to the bigger picture: how chronic sleep loss affects blood pressure, heart health, immune function, and even long-term brain health. Then we get practical about the real-life stuff that wrecks rest, from caregiving stress to the hidden impact of screens and late-night social media on your nervous system. Dr Long explains sleep stages in plain language, including why parasympathetic “rest and digest” is so important for easing into restorative non-REM sleep.From there, we dig into what insomnia means clinically, how circadian rhythm works, and why some true night owls are mislabeled and mistreated. You will also hear simple tools you can try tonight, including Dr Long's “sleepless night rules” inspired by CBT-I stimulus control, plus ideas for building a consistent sleep ritual that actually fits your life. If you want a faith-based option, we also talk about his Sleep Habits Journal and how some people reframe a sleepless night as a moment for prayer rather than productivity.If this helped you, subscribe for more midlife health conversations, share the episode with a friend who is tired of being tired, and leave a review so more women can find it. What is the biggest thing keeping you from great sleep right now?Bio Dr. Long loves talking about sleep.  As a dual-board certified sleep medicine physician & pediatrician, he is prepared to discuss any questions around sleep and sleeplessness for any age.  But more specifically, his unique calling is to help people see sleep as both a medical need and a gift from God. His book blends biblical reflections, guided prayers, and journaling prompts with proven tools from sleep medicine to help calm anxious hearts and invite God's presence into restless nights.WebsiteInstagramLinkedInSleep Habits Journal Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

In Episode 184 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most historic 13-day market rallies ever recorded and ask the question most investors are afraid to answer: Are the lows for 2026 already in?Ryan and Sonu break down what actually drove the comeback—not just momentum, but a fundamental shift in the earnings picture. Forward EPS estimates are rising sharply across tech, energy, and materials, and margin expansion is now the single biggest contributor to year-to-date S&P 500 returns. They explain why nominal GDP growth of 5% to 6% is fueling corporate profits even as consumer sentiment sits near historic lows, and why that gap between how people feel and how they actually spend tells the real story of this market.The episode also covers portfolio construction in a structurally inflationary world, why telecom has quietly surged 40%, why hard assets and managed futures are outperforming bonds, and what this bull market's three-and-a-half-year track record says about where things go from here.Key Takeaways:The SP 500's largest 13-day rally in history was driven by fundamentals, not just reliefForward EPS estimates are rising across tech, energy, and materials, three sectors making up 40% of the indexMargin expansion is the single biggest contributor to year-to-date S&P 500 returnsConsumer spending remains strong in nominal terms even as real income growth is flatTelecom has surged 40% and remains one of the most overlooked positions in diversified modelsBull markets that reach Year 3 have made it to Year 4 seven out of eight times historicallyRyan believes the 9.1% drawdown in early 2026 marked the lows for the yearJump to:0:00 — Welcome and Quick Setup0:31 — X Account Hack and Security Lessons3:41 — Livestream Guests and Schedule8:30 — Ryan's New CNBC Contributor Role9:58 — New Highs and a Historic Rally16:08 — Tim Cook's Legacy and Apple's AI Strategy22:06 — Earnings Growth vs. Valuation Multiples29:27 — Sector Profits: Energy, Tech, and Materials37:20 — Consumer Spending Amid Low Confidence44:15 — Retail Sales and Inflationary Growth47:16 — Portfolio Positioning for Real Economy Trends50:09 — Hype Cycles and the Allbirds AI Story53:34 — Are the Lows In for 2026?56:15 — Omaha Teaser, Closing, and DisclosuresConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Daktilo1984 özel yayınında Dr. Bahadır Çelebi, konukları Dr. İlteriş Ergun, Dr. Edgar Şar ve Cem Özen ile Macaristan seçim sonuçlarını değerlendiriyor. NOT: Yayın başladığında sayım sürmekteydi.00:00 Giriş00:30 Orban gidici mi? Macaristan seçimlerinde son durum01:55 Şu aşamada mutlaka bilmemiz gereken birkaç nokta03:45 FIDEZS %40 altında kalırsa Macaristan'ta siyaset alanının durumu ne olur?06:00 Sırbistan ve Romanya'daki Macarların seçim sonucuna etkisi11:55 Orban bugün kaybedebilir ama Orbanizm neden hemen yok olmayacak?16:00 Orban kaybederse diğer otoriter rejimler de kaybeder mi?16:55 Orban hangi fikir ve işleriyle Avrupa için bir baş ağrısı?17:55 Orban'ın İsrail/Netanyahu ile ilişkileri neden çok iyi?19:58 Bir link vurulumu ricası ve tarihçi malumatfüruşluğu20:45 Muhalefetin zaferinde etkili olan 3 tarihsel yarılma25:10 Orban, Magyar'ı arayıp tebrik etti; Fidesz süper anayasal çoğunluğu aldı gibi28:10 Orban'dan Erdoğan'a hangi seçim yenilgisinde nasıl davranılır?29:40 Otoriter rejimlerde seçimlerin varlığı değil "adil" olup olmadığı önemlidir.34:55 Otoriter rejim değil mi, hepsi aynı deyip geçmemek için bazı nedenler37:20 Macaristan'da bir Halk TV, Sözcü TV hatta radyo bile yok38:20 Orban'ın gideceğine dair güçlü sinyaller vardı ve gitmeyeceğine dair bir şüphe vardı39:50 Magyar, bir devr-i sabık yaratmayacak gibi (ama du' bakalım ne olacak)41:10 Magyar, Orban'ın çevresindendir, fikir olarak ondan çok uzak da değil45:00 Magyar, sistemin içindendi, tanığıydı ve ifşa etti; Orban gitti, daha kötüsü geldi değil54:15 Ergun: Edgar'a şunu eklemem lazım57:45 Şar: İlteriş'e şunu eklemem lazım (fight yok, sıradan medeni konuşmalar)… (timestamp guy bu arayı kaçırdı :)01:05:30 "Ne oldu Bahadır, Orban gitti diye üzüldün mü" şakaları01:06:55 Orban'ın temsil ettiği ideolojik ve işlevsel iki nokta vardı, artık yok (liberal tirat içerir)01:08:00 Magyar'ın siyasi iletişim teknikleri: N'aptı da kazandı?01:12:30 "Demeç verme tekeli" ile iletişim kazalarını engellemek01:15:10 Muhalefet kazandı ama Orban bakiyesi bürokrasiyle ülkeyi yönetebilir mi?01:16:55 Macarlar duygusal bir halk, romantik bir toplum (eee? demeyelim, bakalım nereye varacak)01:21:40 Trump Orban'ı neden destekliyor?01:26:10 Orban'ın İsrail ile alıp verdiği ne, neden bu kadar yakınlar?01:32:40 Bu 7 kadar vekil çıkaran Mi Hazánk partisinin olayı ne? Bizdeki hangi partiye benziyor?01:36:20 1 milyon adım yürüyüşü01:37:40 Magyar halktan para toplayıp hastanelere tuvalet kağıdı gütürdü: Sıradan insanların sıradan sorunlarına çözüm01:38:40 Magyar'ın "delikanlı adamız" pozlarının seçime etkisi01:39:40 Siyasetçisiniz ve şey kasetiniz ifşalanırsa ne yapmalısınız: Péter Magyar01:41:00 Magyar, siyasetçi eskilerini (başkanım, vekilim, müdürüm...) kadrosuna katmadı)⌨️━━━━━━━DAKTİLO1984 AİLESİNİN BİR PARÇASI OLUN!━━━━━━━⌨️

In Episode 182 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into a market environment defined by soaring oil prices, sticky inflation, and geopolitical tension and ask the big question: Who's the real skunk at the party?Inspired by Jamie Dimon's 49-page annual report, the conversation centers on inflation as the underappreciated threat to an otherwise resilient economy. Ryan and Sonu break down what WTI crude at $115 a barrel is signaling, why real yields matter more than nominal ones, and how equity markets have held up remarkably well given the backdrop of war, energy shocks, and a hawkish Fed pivot.The episode covers the March jobs report, a surprisingly solid 178,000 jobs added, and what slowing immigration means for the labor market's break-even rate. Sonu explains the shift to a low hire, low fire economy, why youth unemployment has improved sharply since September, and why manufacturing is showing early signs of life.Ryan and Sonu also discuss portfolio construction in a volatile inflation world: why the traditional 60/40 may not cut it, why small cap value is quietly outperforming, and how managed futures and real assets are earning their place in diversified models. They close with a preview of next week's special guest, oil analyst Rory Johnston of Commodity Context, and a cautious but glass-half-full outlook for the second half of the year.Key Takeaways:- Inflation, not just the war, may be the biggest long-term market risk.- Real yields falling last week was a key positive signal for equities.- The labor market break-even rate has dropped to near zero due to stalled immigration.- Youth unemployment (ages 20 to 24) has fallen sharply since September, a constructive sign.- Diversification across geographies, sectors, and asset classes is more important than ever.- Midterm years are historically volatile, but one year off the lows, markets have always been higher.Jump to:0:00 - Opening And Fast Moving Headlines 2:05 - Oil Spikes And Market Signal Check 8:25 - Real Yields, Valuations, And Midterm History 14:25 - Jamie Dimon On Inflation Risk 18:10 - Building Portfolios For Volatile Inflation 23:00 - Fed Cuts Debate And Growth Indicators 30:00 - Spring Break Stories And Travel Chaos 34:40 - Jobs Report: What Matters Most 42:23 - Layoffs Data And Youth Unemployment Reality Check 49:50 - War Timeline, Commodities Crunch, And CPI Ahead 53:10 - Next Week's Guest: Rory JohnstonConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comHashtags:#FactsVsFeelings #Inflation #OilMarkets #StockMarket #MacroEconomics #FederalReserve #JobsReport #MarketVolatility #GeopoliticalRisk #Diversification #EnergyMarkets #InterestRates #WealthManagement #CarsonGroup #InvestingOutlook[inflation risk stock market 2026, Jamie Dimon inflation warning, WTI crude oil price surge, real yields and equity valuations, March jobs report analysis, labor market break-even rate immigration, youth unemployment trends 2026, Fed rate cut outlook 2026, managed futures portfolio diversification, small cap value stocks outperforming, midterm year market volatility history, portfolio construction inflation environment, geopolitical crisis oil prices, low hire low fire economy, Rory Johnston commodity context]

Üsküdar Belediyesi'ne yönelik operasyonda 20 kişi gözaltına alındı. İran tehditlerine yenisini ekleyen Trump, "Bu gece bir medeniyet, geri dönüşü olmayan bir şekilde ölecek" dedi.Bu bölüm Fuckup Nights hakkında reklam içermektedir. Fuckup Nights, girişimcilik dünyasında başarısızlık hikâyelerini sahneye taşıyan yeni etkinliğiyle 17 Nisan'da İstanbul'da düzenleniyor. Ayrıntılı bilgiye buradan ulaşabilirsiniz.

Geçenlerde Maslak'taki devasa plazalardan birinde, çok büyük bir portföy yönetim şirketinin toplantı odasındaydım. İçerideki yöneticilerin hepsi jilet gibi takım elbiseli, herkes inanılmaz ciddi. Masaya 60 sayfalık, içinde grafiklerin, enflasyon endekslerinin uçuştuğu detaylı bir PDF raporu koydular. Hazırlamak için üç hafta boyunca sabahlamışlar. Sonuç? Okunma sayısı sadece 42! Aynı günün akşamı 22 yaşındaki yeğenimle otururken bana telefonunu uzattı ve "Dayı bak, şu fona yatırım yapmayı düşünüyorum" dedi. Ekrandaki videoya bir baktım; TikTok'ta bir genç, elindeki pizza dilimlerini bölerek bileşik getirinin ne olduğunu 30 saniyede anlatıyor! Video bir buçuk milyon izlenmiş, altındaki yorumlarda binlerce genç fona nasıl gireceğini soruyor.Türkiye'de Dijital Pazarlama podcastinin bu bölümünde, finans sektörünün şu an içinde bulunduğu devasa krizi ve fırsatı konuşuyoruz. Bu harika konuyu bana öneren, "Portföy şirketi TikTok'a katılmalı mı, maaş günleri reklam stratejileri nasıl olmalı?" diye soran sevgili arkadaşım Sevgi'ye buradan kocaman sevgilerimi gönderiyorum. Onun açtığı yoldan ilerleyerek finansın kalın duvarlarını yıkıyoruz.Finans şirketlerinin ve bankaların sosyal medya hesaplarına bir bakın. Sürekli yukarı doğru giden yeşil oklar, "Geçen çeyrekte yüzde kırk kâr ettirdik" diye bağıran soğuk afişler... Portföy şirketleri, yatırımcıların sadece rakamlara bakarak karar verdiğini sanıyor. Oysa insanlar kararlarını duygularıyla alır, rakamlarla meşrulaştırırlar. Türkiye gibi paranın değerini korumanın savaşa dönüştüğü bir ortamda yatırımcı "Bana sadece oran verme, bana güven ver ve korkumu dindir" diyor. Finans markaları ciddi olmakla sıkıcı olmayı birbirine karıştırıyor. Siz asık suratlı bir uzmanı kameranın karşısına geçirip anlaşılmaz terimlerle konuşursanız, o videoyu saniyesinde kaydırırlar. Güven vermek somurtmak değil; müşterinin derdini en samimi dille çözmektir.Peki ne yapmalıyız? Portföy şirketleri TikTok'ta dans mı edecek? Hayır! Ama şu an dünyada "FinTok" yani finansal TikTok diye bir gerçek var. Yeni nesil finansal okuryazarlığı bu kısa videolardan öğreniyor. Yapmanız gereken o uzmana, enflasyon döneminde neden fon alınması gerektiğini komşunuza anlatır gibi 45 saniyede anlattırmaktır. İşte o zaman trendleri kullanarak güven inşa edersiniz. Sevgi'nin harika içgörüleriyle iki altın taktiği de detaylandırıyoruz. Birincisi: Maaş Günü Pazarlaması. Reklam bütçelerinizi rastgele yakmak yerine, insanların cebine paranın girdiği ayın 1'i ve 15'i gibi günlerde zirveye çıkarın. İhtiyaç anı değil, kaynak anı pazarlaması yapın! İkincisi: Sıkıcı Seminerlerin Geri Dönüşümü. Devasa otellerde yapılan seminerleri Youtube'a atıp izlenmemesine şaşırmayın. O uzun videoların en can alıcı 30 saniyesini kesip sosyal medyada çerezlik içerik (Snackable Content) haline getirin.Finans sektörü için iletişim tonu "Trendleri kullanarak samimiyetle inşa edilmiş güven" olmalıdır. Takım elbisenizi çıkarmak zorunda değilsiniz ama o soğuk dili bırakmak zorundasınız. Yatırımcınız makine değil; kredi kartı ekstresini düşünüp strese giren bir insandır. Ona finans dünyasını basitleştiren markalar, önümüzdeki dönemin asıl kazananları olacak.

Men-E-Men Stüdyo tarafından hazırlanan iki yüz yirmi ikinci bölüm sizlerle.24 yıl sonra Dünya Kupası'na katılmaya hak kazandık. Bunu da kaydımızın başında coşkuyla kutladık ve Türk Milli Takımımıza başarılar diledik.Ardından, arka arkaya izlediğimiz, biri eski, diğeri yeni bilim kurgu filmlerini konuştuk. Bu filmlerin aynı türe dahil olsalar da nasıl farklı tonlarda olduklarına ve izleyiciye nasıl farklı hisler aktardıklarına değindik. Sonu zor çözümlenen bilim kurgu klasiği “2001: Bir Uzay Macerası”nun bitişi ile ilgili Stanley Kubrick'le yapılan bir telefon röportajının link'ini aşağıda bulabilirsiniz.Bölümümüzün sonunda, Koray Candemir'in yeni parçasının ve çok yakında yayınlanacak olan albümünün haberini verdik.https://www.youtube.com/watch?v=er_o82OMlNMStanley Kubrick on the meaning of the ending of 2001 in a rare 1980 interviewhttps://www.youtube.com/watch?v=xns1lLlahj4Shark Guitars

In Episode 181 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, dig into one of the most consequential geopolitical developments in recent memory, the ongoing Strait of Hormuz crisis, and what it means for oil markets, global supply chains, and your portfolio.They break down what it would mean if the U.S. exits the conflict without reopening the strait, why Iran could emerge as a de facto regional hegemon, and how a potential toll system on tanker traffic could reshape global energy economics. They also explore why crude oil remains stubbornly elevated despite ceasefire signals, the growing "air pocket" in global oil supply as floating storage drains, and the long term instability risks including nuclear proliferation that could keep an ongoing risk premium baked into energy prices.On the markets side, Ryan and Sonu make the case that this pullback is unlike any bear market on record, with the S&P 500 taking an unusually long time to reach even a 5% decline from its peak. They walk through why the year to date drawdown is almost entirely explained by multiple contraction and not deteriorating earnings, and how forward EPS and profit margins continue to hit new highs even as headlines stay grim. The duo also examine the dramatic drawdowns in mega cap tech names, why the market may be pricing in a recession that isn't materializing, and why diversification across sectors, styles, and geographies is paying off in ways many investors haven't seen in years.The episode wraps with a Disney and Universal trip report, Sonu's allergy update, Ryan's eye health journey, and a big congratulations to his daughter Susanna on her college commitment to Penn State.Key Takeaways:Trump withdrawing without reopening the strait could establish Iran as the dominant regional powerA tanker toll system could generate $100B+ annually for Iran, reshaping Middle East geopoliticsThe S&P 500 decline is 100% multiple contraction; earnings and margins remain strong tailwindsForward 12 month EPS is up 7% in Q1 alone, with half of that gain coming during the crisisNo bear market since WWII has started with such a slow initial 5% decline, a historically unusual patternMega cap tech stocks are down 22 to 35% from highs, pricing in a recession that hasn't arrivedDiversification across value, international, commodities, and small caps is quietly workingJump to:0:00 – Welcome and the Great Kit Kat Heist 2:10 – Trump's Potential Pullback and Hormuz Control 5:50 – Iran's Toll Scenario and Global Leverage 9:10 – Why Oil Stays Elevated Despite Peace Signals 11:55 – Energy as a Strategic Hedge Trade 16:10 – Hedging Activity and Encouraging Market Breadth 18:45 – Tanker Traffic Slowdown and Supply Time Lags 22:05 – Floating Storage Drawdown Explained 35:23 – Mega Cap Tech Drawdowns and Recession Pricing 41:10 – Slow Burn Selloff and What the VIX Is Telling Us 48:05 – Diversification Lessons From Lost Decades 56:50 – Final Thoughts and Listener RequestsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Mercury retrograde gets blamed for everything—ghosted texts, tech issues, plans falling apart—but what if it's not here to disrupt you… what if it's here to slow you down on purpose?For many women over 40, that pause isn't a problem—it's exactly what your body and your life have been asking for.In this episode, I'm joined by Sheila Hawkins, a personal productivity alchemist who blends strategy with astrology, energy, and intuition. We go beyond the surface-level frustrations—miscommunication, delays, tech glitches—and look at what's really happening underneath.Because often, Mercury retrograde reveals where you've been rushing, ignoring your intuition, or forcing something that no longer fits.If you've been feeling overwhelmed or out of sync, this is your invitation to pause. To reset your routines, clear what's no longer aligned, and reconnect with what actually matters.And just like Mercury retrograde, midlife is a shift—not a punishment, but a form of communication.Your body is speaking. Your life is redirecting.You'll leave with simple questions to help you respond instead of react, plus a free resource from Sheila to support your next steps.If this resonated, subscribe, share it with a friend, and leave a review—because more women need this kind of reset.Bio Sheila Hawkins, productivity strategist and founder of Third Eye Group, is the author of Wielding Time, co-author of Who's Going to Stop Us Now?, and featured expert in Michael Brecht's The Productivity Book. For 13 years, Sheila has shared her expertise with thousands of Metropolitan Detroit business owners via her column in the Detroit Smart Pages, a newspaper focused onbuilding business-to-business and business-to-community relationships. Known as the Personal Productivity Alchemist, she guides women business owners and leaders to reclaim their time, energy, and freedom through personalized systems rooted in who they are, not who the world tells them they should be.Social Media InstagramFacebook LinkedInTikTocWebsiteFree download Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

You can't create a new life while speaking to yourself like your own worst critic. That's really where this conversation with Julie Heaton begins—understanding that manifestation isn't just about what you want, it's about how you treat yourself along the way.We go beyond surface-level mindset talk and get honest about the patterns many of us have picked up—especially in high-achieving environments. The pressure to perform, the need for external validation, the quiet habit of overriding your intuition… all of it can leave you disconnected from yourself and stuck in perfectionism. Julie breaks down how we're always manifesting through our dominant thoughts and emotions, and why belief—real, grounded belief—matters more than big, lofty declarations.And we keep it practical. Because this isn't about jumping from stress to your dream life overnight—it's about creating the next step your nervous system can actually trust. We talk about simple, powerful tools you can start using right now: mirror work to soften self-talk, gratitude as a daily reset, and taking aligned action—the “do” that builds real momentum.We also touch on the deeper layers—how to recognize the difference between healthy effort and internal resistance, when to walk through an open door, and when a closed one might actually be protection. And yes, we go there—aging, body image, and how often other people's opinions say more about them than they ever will about you.If you're in a season of reinvention, feeling the pull toward something more aligned, or just tired of fighting yourself to move forward… this conversation meets you right where you are—and helps you take that next step with clarity and compassion.If it resonates, subscribe for more conversations like this, share it with someone who might need it, and leave a review so more women can find their way here.Bio Julie Heaton is an author, transformational mentor, Certified Health & Wellness Coach, and Reiki Master. After more than 30 years as a corporate executive, she answered a deeper calling—to help others come home to themselves.Her books—including The Manifester's Playbook, The Manifester's Workbook, ROAR, and her children's series The Adventures of the Fabulous Three—offer soulful, practical tools for self-discovery, healing, and personal growth.Through her writing and mentoring, Julie empowers others to release old stories, reclaim their voice, and live with clarity, purpose, and deep self-love. Her message is clear: transformation begins the moment you decide to stop performing and start becomingSocial Media Facebook InstagramWebsiteMany thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

The Social Hour is back for its 3rd episode — and this one did not disappoint. Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, are joined by two sharp voices from the industry: Frank Cappelleri, founder of CappThesis, and Sam Ro, founder of TKer.Fair warning: Sonu joins live from Epcot, Ryan gets an unexpected visit from housekeeping mid-stream, and the conversation somehow wraps up with a heated debate about Predator Badlands. But in between, there's a lot of substance.They dig into what's been driving market volatility, why closing near the lows matters more than the headlines, and what the technicals are actually telling us right now. Frank shares his screen and walks through charts on trading boxes, the VIX, and the tech-to-energy rotation that's hitting historic extremes. Sam breaks down why diversification still makes sense even when everything seems to move together, and what consumer spending data is, and isn't, telling us. Sonu connects the dots between oil supply disruptions, the Fed's difficult position, and what it would actually take to spark a near-term rally.Key Takeaways:Closes near the lows matter: 11 of the last 12 sessions closing weak signals bears are in controlTech vs. energy rotation: The ratio just hit its lowest weekly RSI reading in recorded historyPrivate credit check-in: Why it doesn't look systemic, yet,  and what to watchThe Fed's dilemma: Inflation keeps running hot; how long can they stay patient?Bitcoin watch: Still hasn't made a new low and that might mean somethingDiversification reminder: Mag 7 drawdowns are a painful but timely lessonFrank Cappelleri and Sam Ro are not affiliated with CWM, LLC. Opinions expressed by these individuals may not be representative of CWM, LLC.Jump to:0:00 - Welcome & Guest Intros 6:21 - Why Markets Turned Ugly 11:06 - Oil Supply Fears & What It Takes To Rally 22:20 - Private Credit Systemic Risk Debate 30:50 - Chart Read: Weak Closes, VIX & the 200-Day Line 43:36 - Energy Surge vs. AI Capital Spending 52:24 - Gold, The Fed Box & Bitcoin As A Risk SignalConnect 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=enConnect with Sam:• LinkedIn: https://www.linkedin.com/in/sammyro/• X: https://x.com/SamRoConnect with Frank:• LinkedIn: https://www.linkedin.com/in/frank-cappelleri-cfa-cmt-a319483/• X: https://x.com/FrankCappelleriQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Midlife has a way of showing up all at once.Your hormones shift. Your body starts to feel unfamiliar. Relationships evolve. Your role in your career or family begins to change… and somehow, through all of it, that quiet thought creeps in:“Maybe it's just me.”That's exactly why I wanted Angela Burke on the V.I.B.E. Living Podcast.She's the author of The Real Girls Guide to Midlife, and in this conversation, she gives language to what so many women are feeling—but not saying out loud. The guilt. The fear. The shame. That lingering sense that you're the only one struggling to keep it together.We talk about why menopause isn't just a moment—it's a life stage. And why so many of us were never prepared for everything hitting at once: perimenopause symptoms, identity shifts, changing family roles, aging parents, and financial pressure. It's not just one thing—it's the convergence of all of it.We also go there when it comes to the women's health gap… how menopause has been under-discussed for decades, and why so many women are still confused about options like hormone replacement therapy. Angela shares her personal journey—pushing through symptoms for years, hitting a breaking point, and finally finding the kind of medical support that actually made a difference.And then we shift into something practical and empowering.Angela walks us through her personal manifesto exercise—a simple but powerful way to reconnect with yourself. It's about getting clear on what you're no longer willing to carry, what you want to reclaim, and the next step you're ready to take. It becomes a tool for setting boundaries, rebuilding self-trust, and putting yourself back at the center of your life… without guilt.So if you've been feeling off, overwhelmed, or questioning yourself lately… hear this:You're not broken. You're not behind. And you're definitely not alone.If this conversation speaks to you, share it with a woman who needs to hear it too. And I'd love to know…What would you write in your personal manifesto right now?BioAngela Burk is an author, former C-suite marketing leader, and the founder of Real Girls Guide to Midlife, a community for women reclaiming this chapter on their own terms. After 30 years in high tech, she now writes and speaks honestly about midlife, change, and self-possession. She lives in Morgan Hill, California, and Australia Social Media Substack Real Girls Guide to Midlife WebsiteInstagram Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.Many thanks to our sponsor, SONU.If you've been dealing with a stuffy nose, nasal congestion, or ongoing allergies, this may be the solution you've been looking for.SONU offers a unique, safe, and drug-free approach to relief—designed to work with your body, not against it.Click here to learn more and discover how it can support your breathing and overall wellness.Thank you for listening to the V.I.B.E. Living Podcast. If this episode resonated, please like, subscribe, and share it with a woman stepping into her next chapter.Stay connected with Lynnis and explore the V.I.B.E. Living world: 

Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx, Carpenter Technologies, Cheniere, and JFrog. The conversation provides insights into how Sonu navigates market dislocations, valuation challenges, and sector opportunities.Sonu's bio: Sonu is a Director, Portfolio Manager/Analyst, and Partner in TimesSquare's growth equity group. She is responsible for research coverage of the Software, Technology Services, and Internet & Communications sectors within TMT industry. Sonu joined TimesSquare in August 2018 from Pine River Capital Management, a multi-strategy hedge fund where she was a Senior Analyst covering TMT sectors across Software, Internet, Services, Hardware and Telecom. Her previous research analyst experiences were as a Senior TMT Analyst at Surveyor Capital platform of Citadel and an Analyst at Fred Alger Management. Sonu has an M.S. in Mathematics and Computer Science from Indian Institute of Technology, Delhi and an M.B.A from Kellogg School of Management at Northwestern University. She is a member of the CFA Institute and the CFA Society New York. Sonu is conversational in Hindi.Sponsorship InformationThank you to ⁠⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show.If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to ⁠⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠⁠ OG Sponsor Shoutout:Thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for sponsoring the show. DISCOUNT INFO: If you use the affiliate link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is the complete modern data terminal for global equities.The ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ platform combines a powerful user experience with all the financial data capabilities that professional investors need. Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. And unlike legacy data terminals where it can take hours or even days, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠'s data is updated within minutes of earnings reports. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ also tracks all the company-specific Segment & KPI data so you don't have to. Like to track Amazon's Cloud Revenue? They've got it.How about Spotify's premium subscribers? Or Google's quarterly paid clicks?They've got all of it.

Recorded live from the beach at Future Proof in Miami, this special episode of Facts vs Feelings brings Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, to the main stage for a wide-ranging conversation on markets, macro, and the forces driving today's volatility.Against the backdrop of a rapidly shifting news cycle, Ryan and Sonu break down the dramatic swings in oil prices, the implications of geopolitical tensions for global markets, and what it all means for investors navigating an environment of inflationary growth. They also discuss why they remain constructive on equities despite recent volatility, how global market breadth is expanding beyond the U.S., and the portfolio positioning they believe makes sense in the current environment.From Fed policy and inflation trends to the strength of the labor market and signals from credit markets, the discussion highlights the difference between headline-driven fears and the underlying data shaping the economic outlook. Ryan and Sonu also explore where their outlook could be wrong, including risks tied to gold, small caps, and shifts in monetary policy.Key TakeawaysOil volatility matters: Large swings in energy prices can ripple through inflation, global trade, and market sentimentInflation may remain sticky: Core inflation near 3 percent could limit how aggressively the Federal Reserve cuts ratesGlobal markets are broadening: International equities have been contributing meaningfully to returns alongside U.S. stocksLabor markets remain resilient: Low layoffs and steady income growth continue supporting the economyPortfolio diversification still matters: Exposure across global equities, gold, and selective sector positioning may help navigate uncertaintyJump to:0:00 — Opening and Live Show Setup1:18 — Live from Miami!3:20 — Oil Market Whiplash and Why It Matters6:25 — Portfolio Positioning: Stocks, Gold, and Bonds9:05 — Signs of a Global Bull Market11:20 — Midterm Year Volatility and Market Corrections13:55 — The Fed, Inflation, and the Labor Market17:40 — How Carson Research Supports Advisors19:40 — Where Our Outlook Could Be Wrong23:20 — Signals from Tech, Staples, Credit, and Crypto28:40 — CPI, PCE, and Final ThoughtsConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

Avanza obra vial en Chiautempan, TlaxcalaAlertan por lluvias y tornados en el norte del paísONU llama a evitar ataques contra civilesMás información en nuestro Podcast

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Bu bölümde Seyfeddin'in Topkapı Sarayı gezisi, Xbox'daki üst düzey yönetici değişiklikleri, Mülksüzler ve Fahrenheit 451 kitapları ve Shrinking dizisi üzerine sohbet ettik. Bizi dinlemekten keyif alıyorsanız, kahve ısmarlayarak bizi destekleyebilir ve Telegram grubumuza katılabilirsiniz. :) Yorumlarınızı, sorularınızı ya da sponsorluk tekliflerinizi info@farklidusun.net e-posta adresine iletebilirsiniz. Zaman damgaları: 00:00 - Topkapı 17:35 - Xbox'ın Sonu 29:28 - Okuduklarımız, Fahrenheit 451 1:14:47 - Okuduklarımız, Mülksüzler 1:44:00 - İzlediklerimiz, Shrinking Bölüm linkleri: Monofor Xbox chief Phil Spencer is leaving Microsoft Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead Windows is Ruining New Laptops. Expedition 33 Writing to Learn Piranesi Persian Fire Fahrenheit 451 Old Man and the Sea Coraline Technofeudalism Proust and the Squid The Dispossessed Only the Paranoid Survive Inside Anthropic's existential negotiations with the Pentagon Shrinking The Godfather Mountainhead

After a brutal stretch for software, AI-linked stocks, and crypto, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, step back to ask a familiar question: are markets reacting to real deterioration, or replaying last year's fear cycle with new headlines? As Claude-triggered concerns ripple through software and hyperscalers, they unpack their theories on why prices have fallen far faster than earnings, how valuation compression has reached levels not seen in over a decade, and why sentiment has turned sharply negative even as the S&P 500 flirts with new highs.From there, the conversation widens. Ryan and Sonu connect record-setting AI capital spending to broader profit growth, explain why global markets like Japan and emerging economies are quietly leading returns, and revisit Bitcoin's drawdown through the lens of software, risk appetite, and historical market behavior. Along the way, they explore why recessions remain elusive amid massive fiscal and corporate investment, why breadth continues to improve beneath volatile leadership, and why moments that feel uncomfortable often end up shaping the next leg of the cycle.Key Takeaways:AI fear is recycling a familiar playbook: Software and tech selloffs reflect sentiment shocks more than collapsing fundamentalsValuations reset without earnings damage: Multiple compression has driven declines even as forward profit expectations riseCapex is reshaping the cycle: AI investment has reached historic levels with implications for growth, margins, and inflationGlobal leadership is expanding: Japan and emerging markets are outperforming as breadth improves outside U.S. megacapsVolatility feels louder than it is: Flat index returns mask sharp rotations that reward discipline over reactionJump to:0:00 — Kicking Off With Sports And Stocks1:08 — Deja Vu: Tech Turmoil Returns3:18 — The Claude Crash And Software Selloff7:45 — Valuations, Momentum, And Narrative Risk12:45 — Hyperscalers' CapEx Arms Race18:55 — Bitcoin, Correlations, And Sentiment25:10 — Global Rotation: Japan Surges, Dollar Softens30:20 — Dow 50K, Compounding, And Milestones34:30 — Earnings Strength And Multiple Math39:20 — Upcoming Data, Outlook, And ClosingConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

CHP, Keçiören kriziyle uğraşırken son ankette 'ekonomiye güvenin' sarsıldığı görülüyor. Türkiye nüfusu 86 milyon 92 bin 168 kişi oldu... Emeklinin gözü kulağı AYM'de olacak.. Dünya gündeminde 3 seçim ve 3 sonuç var...  Bugün 10 Şubat 2026... Kısa Dalga Haber Bülteni'ne hoş geldiniz... Learn more about your ad choices. Visit megaphone.fm/adchoices

Askeri dengelerden diplomasi masalarına, dijital platformlardan sokaklara kadar uzanan bir dünya gündemiyle karşınızdayız… - ABD ile Rusya arasında, Soğuk Savaş'tan bu yana ayakta kalan son nükleer denetim mekanizması çöktü. Bu, küresel güvenlik mimarisinde önemli bir eşiğin geçilmesi anlamına geliyor.Ukrayna savaşında diplomasi ihtimali yeniden konuşuluyor. Ancak sahadaki tablo, fiili bölünme riskinin hâlâ masada olduğunu gösteriyor.
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Selam fularsızlar. Bugün, Vakıf üçlemesini noktalıyoruz. Serinin temel fikrini çökerten Katır hikayesini, ve üçüncü kitabı tek oturuşta bitireceğiz. Yetmeyecek, 1980lerde yazılan dört devam kitabını da jet hızıyla özetleyeceğiz. Ha, bunca zamandır boş durmuyordum, yeni bir podcastim var, hafif muhabbetler: Fularsız ile Kuralsız. Kafa dağıtmak isterseniz... Konular: 00:00 Nükleer Çağ: Solution Unsatisfactory (1941) 03:57 Yeni Podcast: Fularsız ile Kuralsız 04:41 Katır Hikayesi (1945) 11:17 Zaman kapsülü 14:29 Vakıf yeniliyor 20:03 İkinci Vakıf (1948) 25:49 Üç Cisim Problemi 28:23 Psikotarihin bilimsel açıklaması 34:39 Serinin sonu 38:40 Patreon Teşekkürleri Kaynaklar: Foundation and Empire Part II: The Mule November 1945, pages 7-53, 139-144 (The Mule Part 1) December 1945, pages 60-97, 148-168 (The Mule Part 2) Second Foundation Part I: Search By the Mule - January 1948, pages 7-61 (Now You See It...) Second Foundation Part II: Search By the Foundation November 1949, pages 5-40 (...And Now You Don't Part 1) --- Bu bölüm reklam içermektedir

After a quiet data week and a loud political signal, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, dig into what a potential Fed leadership shakeup could mean for rates, markets, and investor expectations. With Kevin Warsh emerging as the likely next Fed chair, the discussion cuts past headlines to examine his long history at the Fed, his shifting stance on inflation and rate cuts, and why markets may be less willing to take his guidance at face value. It's been one of the most volatile stretches for metals in decades, as gold and silver experience sharp pullbacks after a historic run. Ryan and Sonu break down why positioning and sentiment mattered more than headlines, and along the way, they connect the dots between capital-intensive tech investment, the emerging commodity supercycle, and why earnings strength continues to underpin equities despite leadership rotation and policy noise.Key Takeaways:Fed leadership uncertainty adds friction, not clarity: Kevin Warsh's record reveals a pattern of convenient pivots that may limit his influence over a skeptical committee Rate cuts face structural resistance: Markets are pricing fewer long-term cuts as capital investment and nominal growth keep upward pressure on rates Metals volatility was about positioning, not fundamentals: Extreme bullish sentiment set the stage for sharp pullbacks despite intact long-term trends Gold and silver require sizing, not timing: Volatility, correlations, and rebalancing matter more than chasing short-term price moves Earnings continue to justify the bull market: Strong margins, industrial strength, and resilient consumer spending support risk assets even as leadership rotatesJump to:0:00 - Setting The Stage: No Jobs Data1:06 - Who Is Kevin Warsh4:30 - Warsh's Crisis-Era Record9:10 - Politics, Hawks, And Rate-Cut Reality14:20 - Balance Sheet Beliefs Challenged19:45 - Gold And Silver's Wild Swing25:40 - How To Own Metals Wisely31:10 - From Software To Capex Supercycle36:50 - Productivity, Labor, And Rates41:30 - Fun Signals: Super Bowl And January46:05 - Earnings, Margins, And MomentumConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com