Thoughtful Money with Adam Taggart
Episodes
The Truth About China: Collapsing & Conquering? | Peter Alexander
Peter Alexander, founder of Zben Advisors, explains his "Cat Theory of Geopolitics," arguing that China pursues resilience through ideologically…
Luke Gromen & Darius Dale: How Close To The End Are We?
Adam Taggart hosts macro analysts Luke Groman and Darius Dale to discuss the U.
We're Going To Pay A Heavy Price For Creating A Generation Of Speculative Drunkards | Lance Roberts
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.
Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael Lebowitz
Michael Leowitt from Real Investment Advice discusses why bond yields are rising due to market narratives rather than economic fundamentals,…
Knock-On Effects Could Make This Worse Than The Dot-Com Bust | David Rosenberg
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.
With Buybacks Ending, A Market Correction Is Not Off The Table | Lance Roberts
Adam Taggart and Lance Roberts discuss the recent jobs report, interpreting the strong data as a sign of economic resilience rather than overheating.
The Bullish Case For The Housing Market | Jason Hartman
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…
Stephanie Pomboy: Has The Grand Game Just Changed?
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.
Why I Just Bought A House (For The 1st Time In My Life At Age 55) | Adam Taggart & Melody Wright
Adam Taggart discusses his first-time home purchase at age 55, explaining why he chose to buy in Reno, Nevada, despite housing market concerns.