Thoughtful Money with Adam Taggart

Danielle Park, Portfolio Manager at Arran Croft Financial Group, discusses how rising interest rates are correcting asset bubbles and forcing fiscal discipline in the U.

Adam Taggart and Lance Roberts discuss market rotation from growth to value, noting that while the S&P 500 remains flat, equal-weighted indices and…

Jim Yorio, author of the Unfiltered Investor newsletter, joins Adam Taggart to discuss the current AI market mania and rising 10-year yields.

Banking analyst Chris Whalen warns that rising bond yields and a $2 trillion deficit are creating significant stress for the banking sector, with…

Michael Pento joins Adam Taggart to explain why his model has shifted to a neutral stance, warning that 2027 will likely be a disaster for stocks and bonds.

Adam Taggart and Lance Roberts discuss the recent weak payroll report and PCE revisions, arguing that the Fed is likely to hold rates as inflation trends toward disinflation.

Larry Leppard, author of *The Big Print*, discusses his conviction that a sovereign debt crisis will force central banks to engage in massive monetary expansion.

In this episode, Adam Taggart and Stephen Bavaria discuss how rising bond yields benefit the Income Factory strategy by increasing reinvestment rates and providing attractive entry points.

Michael Leowitz discusses how rising bond yields are masking broader market weakness, as interest-rate-sensitive sectors lag behind a tech-driven S&P 500.

Adam Taggart interviews Oxbow Advisors founder Ted Oakley on navigating the current market, where Oakley warns that extreme concentration in AI creates bubble-like risks similar to the dot-com era.

Jonathan Wellham of Rockbank Investment Partners discusses the US-Canada trade friction, arguing that potash threats are largely political posturing…

Ed Yardeni discusses his slightly less bullish outlook, citing geopolitical tensions, higher oil prices, and the unwinding of the yen carry trade as key risks.

Adam Taggart and Lance Roberts discuss the recent Fed rate hike, noting that rising bond yields are shifting capital from equities to credit as investors seek safer income.

Tom McClellan joins Adam Taggart to analyze market technicals, predicting a bullish turn within a week as the presidential cycle enters its historically strong third year.

Axel Guggenheimer joins Adam Taggart to analyze Kevin Walsh’s unanimous decision to hike rates, arguing that the move signals a return to Fed…

Peter Alexander, founder of Zben Advisors, explains his "Cat Theory of Geopolitics," arguing that China pursues resilience through ideologically…

Adam Taggart hosts macro analysts Luke Groman and Darius Dale to discuss the U.

Adam Taggart and Lance Roberts discuss the latest CPI report and argue against an imminent Fed rate hike, citing weak employment and oil price volatility.

Michael Leowitt from Real Investment Advice discusses why bond yields are rising due to market narratives rather than economic fundamentals,…

Economist David Rosenberg joins Adam Taggart to argue that the US economy is slowing, with growth heavily dependent on AI data center construction and equity wealth effects.

Adam Taggart and Lance Roberts discuss the recent jobs report, interpreting the strong data as a sign of economic resilience rather than overheating.

Jason Hartman analyzes the current real estate market, arguing that while affordability is at a 40-year low and sales volume has dropped, home prices…

Adam Taggart and Stephanie Pomboy analyze the shifting macro landscape, focusing on Fed Chair Kevin Warsh’s hawkish stance and the potential end of the "Fed put.

Adam Taggart discusses his first-time home purchase at age 55, explaining why he chose to buy in Reno, Nevada, despite housing market concerns.

Adam Taggart discusses financial literacy on Dave Rubin’s podcast, outlining the earning, saving, and investing muscles needed for wealth.

Lance Roberts analyzes Nvidia’s strong earnings, noting that while AI capex currently drives growth, the focus will shift to hyperscalers as data centers become operational.

Michael Evermore joins Adam Taggart to analyze how the US is leveraging economic statecraft, including Treasury buybacks and stablecoin legislation, to fund geopolitical pressure on Iran.

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Mark Newton, head of technical strategy at FunStrat, joins Adam Taggart to discuss the outlook for the S&P 500, raising his year-end target to 8,000…

Bill Fleckenstein warns that rising bond yields signal the market is rejecting Fed rate cuts and Treasury debt management tactics.

Lance Roberts and Adam Taggart discuss the Treasury’s move to buy long-dated bonds to manage yields, clarifying it is not QE but a balance sheet…

Lacey Hunt, a former Fed economist, explains his pivot from deflation to inflation concerns, citing a secular capital shortage, the end of globalization, and near-zero national savings.

Rocklink Investment Partners CEO Jonathan Wellum discusses his "6 Ds" macro framework, highlighting concerns about high valuations, AI capital…