The S&P 500 is stuck in a sideways consolidation near all-time highs, but the technical support that has kept it there is about to weaken. Corporate buybacks enter a blackout window starting this…
Adam Taggart — Podcast Appearances & AI Summaries
Adam Taggart has appeared on 20 podcast episodes in our AI-summarized catalog, including Thoughtful Money with Adam Taggart. Every appearance below has a free 5-minute AI summary.
What Adam said
“Being really smart in one area of life does not guarantee that you can't be dumb in other areas.”
— Adam Taggart, after telling the driftwood fire story
“Never give in. Never, never, never, never. In nothing great or small, large or petty, never give in, except to convictions of honor and good sense.”
— Adam Taggart, quoting Winston Churchill
Episode appearances
20 Stephanie Pomboy, the macro analyst known as the Macro Maven, opened her monthly conversation with Adam Taggart by noting a strange tension at the heart of U.S. economic policy. The Federal…
Dave Rubin opens his conversation with Adam Taggart by describing something many people will recognize: he built a successful media business without ever being taught how money works. Taggart,…
“There’s going to be an emerging nexus around US markets, US tech, US finance, US stable coins on one side, or you can work with Iran on the other. It’s up to you.” That is how Michael Every, the…
Fall Market Swoon, Followed By An End-Of-Year Boom? Fundstrat's Mark Newton expects the S&P 500 to reach 8,000 by year-end, but he does not see a straight line higher. Speaking with Adam Taggart…
Lance Roberts, portfolio manager and self-described masochist, opened this week's market recap with an unexpected confession: he just bought another house. The Austin market, ground zero of the…
“When you talk to particularly large asset managers, there’s still a reluctance almost to believe that the end of global trade globalization is over,” says Peter Tchir, Head of MacroStrategy at…
“We have not had any proof that there is a massive productivity improvement on this,” Ed Zitron says early in this conversation with Adam Taggart. “What is the actual measurable ROA of this? But…
The Deflationary Depression That Michael Pento Sees Coming "After however long this sojourn into chaos lasts and reflation and disinflation—that carnival ride, whenever it ends—I think it ends in…
Here is a summary of the conversation between Adam Taggart and Rick Rule. The conversation with veteran resource investor Rick Rule centers on a core thesis: the world is facing a structural…
The semiconductor sector, which had been on a white-hot run, is now cooling sharply, down roughly a third from its high, while the broader market shows signs of broadening out into other sectors…
The equity markets are producing returns that Jan van Eck, CEO of VanEck, describes as "insanity." Semiconductor stocks have doubled in the last twelve months, and memory chip companies have seen…
Earnings Expectations Courting Disaster? | Lance Roberts The S&P 500's earnings growth expectations for the rest of this year and into next year are "super high" — the kind of numbers you normally…
“You never know when you’ve had enough until you’ve had too much.” That line from Louis Gave captures the central tension of today’s markets. The AI and semiconductor boom has been extraordinary,…
Record Margin Debt: "The Blow-up Is Going To Be Spectacular" Lance Roberts and Adam Taggart open with a striking data point: margin debt is at record levels, and people are layering leverage upon…
The Physical World Will Constrain the AI Boom Rick Rule, the veteran natural resource investor, delivered a blunt assessment to Adam Taggart on Thoughtful Money: the market is pricing AI stocks as…
In the hours after President Trump announced a "peace deal" between the U.S. and Iran, global strategist Michael Every offered a sobering reality check: "The words peace and deal are doing a lot…
🎙️ The Voices & The Context The Format: A structured, moderated debate between two heavyweight financial analysts, hosted by Adam Taggart of Thoughtful Money. It's a serious, high-stakes…
Private Credit on the Doorstep of a Credit Event Chris Irons on the hidden fractures beneath a market that "looks good" The front page of the Wall Street Journal is now showing another private…
John Rubino, who has been warning about currency collapse for decades, now says the worst-case scenario he used to describe has become the best-case scenario. "Please God, let it just be a…
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