Thoughtful Money with Adam Taggart Will The Economy Slow Or Grow In 2026? | George Gammon
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Jan 22, 2026 George Gammon, a financial educator and content creator, shares insights into the economic landscape for 2026. He discusses the divergence between GDP and labor data, questioning whether AI productivity can sustain growth amid job market weakness. Gammon examines the implications of wealth concentration and asset prices on the economy, while revealing his strategic views on precious metals and uranium investments. Expect a deep dive into market dynamics, risks, and opportunities as he navigates the complexities of today's financial environment.
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GDP And Jobs Must Eventually Align
- The economy can simultaneously show growth in GDP while labor-market indicators deteriorate, and they must converge eventually.
- George Gammon expects GDP to fall closer to the weakening labor-market reality unless jobs rebound strongly.
Don't Short The Market Blindly
- Avoid trying to short the market simply because macro looks weak; rate cuts can send stocks higher.
- Use option-based or spread trades for bearish views instead of plain shorting the S&P 500.
AI Productivity Won't Automatically Preserve GDP
- AI-driven capex can boost productivity but may not replace lost jobs fast enough to sustain nominal GDP.
- Rapid productivity shifts can be disinflationary and reduce aggregate demand if money supply contracts.