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…
Adam Taggart — Podcast Appearances & AI Summaries
Adam Taggart has appeared on 12 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
“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
12 The S&P 500 is roughly 60 points from an all-time high, yet the two lead partners at New Harbor Financial, Mike Preston and John Loder, spend most of this episode explaining why they believe the…
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…
“We very much think we have valuation and an earnings bubble,” says New Harbor Financial’s John Laudre. “Doesn’t mean these aren’t real. They’re not transformative, just like the internet was. But…
🎙️ 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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