Live from Chicago with Jim Bianco and Jeff Kilburg (FvF Ep. 191)

[upbeat music] Welcome to the Facts Versus Feelings podcast.

I'm your host, Ryan Detrick, and I'm joined by my co-host, Sonu Varghese.

Cutting through the noise each week, Ryan Detrick, chief market strategist, and Sonu Varghese, chief macro strategist.

Taking out the boring and helping investors focus on what really matters.

[upbeat music] Hey, everyone.

You're in for a special treat.

This week's Facts Versus Feelings was incredible.

We already recorded it last week from Chicago.

Sonu, myself, the entire Carson team were in Chicago, the Windy City, for our second quarter summit with our incredible Carson advisors.

Sonu and I were kicking around the idea of doing, like, a live Facts Versus Feelings while we're in Chicago.

And by the way, Chicago is Sonu's hometown, so he had, um, some inside information on where we should go, what we should do.

So we found a, s- the Swift Tavern, right across the street from Wrigley Field.

We did a live version of Facts Versus Feelings, opened it up to anyone that wanted to come.

Uh, some of our Carson advisors made it, industry friends made it, and just a lot of in- industry people from Chicago came on over.

And when we thought about it, we said, "You know, we wanna make it feel like Chicago." We're right across the street from Wrigley, where we went to the Cubs game as soon as we were done.

And Swift Tavern was awesome.

They did a great job.

And our friends over at WisdomTree, by the way, sponsored the whole thing, so shout-out to WisdomTree.

Uh, we were thinking, "Who do we wanna have join us?" And thinking about Chicago, you know, and, um, well, I guess Mike Ditka was not available, so we had to go, uh, Jeff Kilburg over at KKM Financial, uh, also a CNBC contributor, founder at KKM Financial and CIO.

A big fan of Jeff.

Watched him for a long time.

And then we also had Jim Bianco.

Jim Bianco is a legend in our, in our industry.

He's the founder over at Bianco Research.

Uh, both of them, along with Sonu and myself, we had a lot of fun.

We talked about all the stuff that's happening out there, so many different angles and things we talked about.

Uh, it was fun.

Um, we had some laughs.

[laughs] I think the crowd enjoyed it.

And, uh, this week we wanna share it with all of you.

So without further ado, here is episode 191, we are inching closer to 200, of Carson's Facts Versus Feelings, live from Swift Tavern in Chicago.