

Thoughtful Money with Adam Taggart
Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
Episodes


Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat

It's Crunch Time For Bonds | Bill Fleckenstein

Risk Of A 10% Market Correction Now Uncomfortably High | Lance Roberts
Market volatility and economic normalization define the current financial landscape. High interest rates are driving a housing correction in specific regions like Austin, offering strategic buying opportunities for investors. Treasury interventions, while not traditional quantitative easing, aim to manage yield volatil...

Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds
The global economy is undergoing a secular shift toward higher inflation and increased volatility, driven by a structural shortage of capital and the end of the globalization era. Massive demand for physical investment in artificial intelligence, energy infrastructure, and defense coincides with a near-zero net nationa...

With Trust Breaking The World Over, Quality Collateral Is Now Key | Jonathan Wellum

The Market Is Mispricing The Inevitable | Peter Tchir

Recent Market Breakout Running Out Of Steam? | Lance Roberts

Will You Maximize Your Social Security Income? Or Choose Poorly? | Julia Lembcke

Is A.I. A Massive Lie? | Ed Zitron
The current AI boom represents a speculative bubble fueled by massive capital expenditure rather than tangible productivity gains. Large language models lack a proven business model, as most revenue growth for hyperscalers like Microsoft, Google, and Amazon is circular, driven by compute spending from companies like Op...

Fed To "Punch The Economy In The Gut" This Fall? | Darius Dale

False Breakout? Or Is A Wave Of New Market Highs Ahead? | Michael Lebowitz

The Fed Is Facing An Impossible Problem | Judy Shelton & Thomas Hoenig

Rising Yields Are The Greatest Threat Markets Face Today | Stephanie Pomboy

This Will End In A Deflationary Depression | Michael Pento

Longtime Deflationist Now Fears Inflation More | Lacy Hunt

As Tech Trade Falters, Value Stocks Are Breaking Out | David Hay

Cracks Starting To Show In The Market? | Lance Roberts

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now

What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz
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