Thoughtful Money with Adam Taggart

Former partner at Research Associates, Jonathan Treussard, warns of stock market bubble. Topics include conflicting economic signals, consumer perceptions, Reddit's IPO, FOMO investing, AI risks, and economic uncertainties.

Macro and commodities expert Tavi Costa of Crescat Capital discusses the potential for surging inflation due to global economic imbalances. He highlights investment opportunities in natural resources and the metals and mining industry, emphasizing the benefits of hard assets over financial ones. The conversation also covers the performance of gold in an inflationary environment and the importance of independent thinking in investment decisions.

Experts discuss the global debt crisis and why gold is the best asset, warning of currency devaluation. Insights on unsustainable debt levels, protecting against risks, and the fragile financial system. Exploration of historical debt crises, geopolitical risks, and the importance of holding assets like gold for economic instability.

Discussions on the looming blackout period for stock buybacks, potential market corrections, liquidity concerns, and the impact of consumer actions on corporations. Insights into market trends, algorithmic trading dominance, and the need for sustainable economic strategies.

Portfolio manager Axel Merk shares insights on the Federal Reserve's decisions, interest rates, and inflation. Discussions on investment risks, strategies for success, gold investments, and navigating economic stability. Exploring the impact of Fed policies on market trends, gold mining companies, and personal financial habits

Insightful highlights from the Thoughtful Money conference featuring speakers like Lacy Hunt, Stephanie Pomboy, and Michael Pento. Topics include recession risks, asset price vulnerabilities, bond market uncertainties, market forecasts, bullish predictions for Gold and Bitcoin.

Discussing the potential risks of passive capital inflows stalling, impacting asset prices. Bill Fleckenstein shares insights on market dynamics, bond market complexities, inflation concerns, and strategies for navigating market volatility. Emphasis on the importance of physical fitness for long-term health benefits and stress management.

Stock prices are at stretched extremes, prompting caution from portfolio manager Lance Roberts. Potential market correction of 5-10% is likely. Discussion includes inflation, recession odds, middle-class plight, TikTok legislation, and benefits of constitutional republic governance. Market analysis highlights potential correction, Federal Reserve speculations, and overvaluation concerns. American household finances challenges and balancing freedoms in democracy are also explored.

Former Congressman and financier David Stockman predicts a market crash, higher inflation, recession, and hard times ahead. He discusses the exponential growth of public debt, consequences of unsustainable financial policies, and the impact of the pandemic on the economy. Stockman warns of impending market corrections, election division risks, and the need for hedging strategies in uncertain times.

In this podcast, bond expert Alf Peccatiello discusses the impact of higher interest rates on over-leveraged companies. He predicts a painful sell-off as $2+ trillion in US corporate debt matures by end of 2025. Explore insights on job market indicators, asset valuations, and launching a macro fund to navigate market volatility. Learn about defensive investment options like US Treasuries and the importance of communication skills for success.