Best Adam Howe Podcasts (2026)

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This Fourth Turning's Market Crash Risks Are 'Exceptional' | Neil Howe 1:48:11

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7d ago1:48:11

1:48:11

Today's guest has long predicted that widespread systemic change would occur during the 20-teens and 20-20s -- as America and much of the rest of the world experience a replacement of the old order and the birthpangs of a new one.All of us who have lived through this period and epecially the year 2025 that just ended probably find it hard to argue …

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Ed Dowd: 'Kooky' Valuations & Weak Economy To Lead To Big Downturn By Midterm Elections 1:06:56

13m ago1:06:56

1:06:56

Change around the world, especially geopolitically, is accelerating as we enter 2026.Depending on your point of view, some of these changes are positive -- potentially historically great even.Some of them are much more concerning.Where is the world order headed from here? And more granularly, how are the economy and financial markets likely to perf…

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The Mattering Instinct: Our Desperate Need to Find Meaning | Rebecca Goldstein 53:22

18m ago53:22

53:22

In Episode 457 of Hidden Forces, Demetri Kofinas speaks with philosopher Rebecca Goldstein about her latest book, "The Mattering Instinct," which explores our fundamental human longing to feel that our lives matter—that we didn't just come and go and that it was all for nothing. Rebecca and I spend the first hour exploring the origins of her fascin…

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Van Eck's Q1 2026 Market Outlook: Risk On, Baby! | Jan van Eck 2:04:35

1h ago2:04:35

2:04:35

Today we have the great fortune of having the return appearance of one of the most respected capital allocators in the business: Jan van EckJan is CEO of vanEck, an asset management firm with over $100 billion in assets under management invested across its wide family of ETFs and funds, spanning equity, bond, commodity, digital and regional asset c…

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Expect At Least Two Market Corrections In 2026 | Lance Roberts 1:18:12

3d ago1:18:12

1:18:12

Given current market valuations and the prolonged bull run stocks have had over the past three years, investors should expect at least two corrections of at least 5-10% in 2026 warns portfolio manager Lance Roberts.But it could easily play out much worse than that, he adds.Lance and I talk about the likely odds, as well as the latest jobs data, GDP…

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Trump's New Strategy for Latin America: Venezuela, Cuba, & the 'Donroe Doctrine' | Brian Winter 3:01

5d ago3:01

3:01

Episode 456 is the eleventh installment in the Hundred Year Pivot podcast series. In it, Demetri Kofinas and Grant Williams speak with the editor-in-chief of Americas Quarterly, Brian Winter. He's an expert on Latin America, having lived and worked in Brazil, Argentina, and Mexico, and possesses a deep understanding of the region's politics, econom…

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ALERT: Liquidity Has Peaked & That Means Lower Stock Prices Ahead | Michael Howell 1:08:54

2h ago1:08:54

1:08:54

Michael Howell, founder & CEO of Crossborder Capital, explains why he calculates the global liquidity cycle has peaked.He predicts stocks will go lower by the end of 2026.And possibly for several more years to come. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoug…

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Repositioning Through Cycles: Portfolio Strategy at Scale with Salvatore Iacono, President and CEO at Cadillac Fairview 27:05

2h ago27:05

27:05

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if navigating a $27 billion portfolio could teach you how to thrive through market cycles? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Salvatore Iacono, President and CEO at Cadillac Fairview, for an in-depth convers…

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Late-Cycle Investment Theory: Foundations for the Coming Decade | Nicolas Colin 48:12

9d ago48:12

48:12

In Episode 455 of Hidden Forces, Demetri Kofinas speaks with Nicolas Colin, a former French Treasury official and the co-founder of a European startup accelerator whose work sits at the intersection of technology, markets, geopolitics, and global finance. In the first hour of their conversation, Kofinas and Colin break down Colin's "Late Cycle Inve…

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Has The Silver Boom Peaked Out? | Andy Schectman 1:08:50

1d ago1:08:50

1:08:50

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldAfter hitting an all-time high of $83/oz in the futures market a week ago, silver has fallen down to $72/oz as of the time of this writing.Did the silver price boom just peak?Could we see a vicious plunge in price from here, as we did during the previous price pe…

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Will 2026 Be The Year Dangerously Overvalued Stocks Revert To The Mean? | Lance Roberts 1:46:13

3d ago1:46:13

1:46:13

Stocks have had three amazing years of returns in a row, while multiples have risen to dramatic extremes.How realistic is it to expect a fourth year of the same?Not very, cautions portfolio manager Lance Roberts.We discuss his outlook for the market in 2026, as well as his projections for inflation, bond yields, jobs and home prices, as well as his…

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Is Thorium The Future Of Nuclear Energy? | Kirk Sorensen 1:07:04

6d ago1:07:04

1:07:04

Suddenly, nuclear energy has become the belle of the ball when it comes to future electrical production expectations.After decades of demonization, this energy-dense, cost-effective, always-on solution -- statistically proven to be the safest in the world in terms of lives lost -- is now looked at as the future of green energy and a key component t…

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OTW 239 - Let's Play ASK, Draft Format Edition 59:13

13d ago59:13

59:13

Adam Howe and Kevin Hasting return with a full ASK (Avoid, Stream, Keep) episode, using late-round ADP groupings to explore how fantasy managers should approach players across Gladiator, Draft & Hold, and FAAB formats. The discussion spans hitters, starters, relievers, prospects, and roster construction strategy, with a strong focus on risk managem…

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The Fed Is Making A Big Mistake - Get Ready For More Inflation | Jim Bianco 1:25:21

7d ago1:25:21

1:25:21

Some analysts fear the coming year could be pretty gruesome, as a slowing economy get compounded by rising unemployment, right as tapped-out consumers buckle under the high cost of living & rising debt delinquencies.The Adminsitration however, projects a much more confident outlook.One of booming economic growth, contained inflation, lower taxes, m…

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'Highly Likely' We'll See A True Bear Market In 2026 | New Harbor Financial 57:43

9d ago57:43

57:43

The advisors at New Harbor Financial share their outlook for the new year ahead. They see lots of reasons why it will likely be a more volatile and painful year than investors have become accustomed to after 3 blockbuster years of returns. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advis…

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5 Reasons 2026 Will Be A Wild Ride, Likely Catching Investors By Surprise | Michael Lebowitz 1:20:02

17d ago1:20:02

1:20:02

2025 started out with some market uncertainty. But once Liberation Day was past us, things rose pretty smoothly through the rest of the year.2026 is looking to be a much more wild ride.It's a mid-term election year. Tariffs may get struck down by the Supreme Court. Concerns about the AI bubble are growing. The yen carry trade may be in jeopardy.The…

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How To Matter & Live With Purpose | Jennifer Wallace 1:06:54

19d ago1:06:54

1:06:54

While we talk about money a LOT on this program, it's very important to keep in mind that money is a means to wealth -- it's not true wealth in and of itselfTrue wealth is pretty simple when you boil it down: it's having quality relationships, a sense of purpose, and good health.Today, we're going to dive deeply into the first two of those.We're fo…

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Matt Taibbi: Does The Rise Of Socialism Risk The End Of Western Civilization? 1:02:56

21d ago1:02:56

1:02:56

Today we're going to start with our usual financial fare, but then branch out into other important topics impacting society today, like the state of free speech, media bais and the role of government.I'm taking the license to do so because of our good fortune to be joined today by Matt Taibbi, one of the few remaining truly great independent journa…

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Ankit Jain, D.C. Shadow Senator, "We fought a revolution to prevent this” 38:55

14d ago38:55

38:55

Our latest episode is with Ankit Jain! Elected in 2024, Ankit Jain has served as the Shadow Senator for the District of Columbia and has stayed committed to advocating for statehood and expanding voting rights for DC. Before entering politics, Jain worked as a voting rights attorney and founded Young Democrats Ward 2 to encourage civil engagement i…

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The Data-Driven Future of CRE with Mike Maxfield, SVP of Business Technology at Brookfield Properties 20:49

18d ago20:49

20:49

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the data hidden in your buildings could unlock your next investment opportunity? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome Mike Maxfield, SVP of Business Technology at Brookfield Properties, to unpack how data i…

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Trump's National Security Strategy: A Plan to Contain China or Carve Up the World? | Jamie Metzl 1:08:10

15d ago1:08:10

1:08:10

In Episode 454 of Hidden Forces, Demetri Kofinas speaks with author, futurist, and U.S. foreign policy expert Jamie Metzl about the aims and objectives of the 2025 National Security Strategy and its implications for American prosperity and power in the 21st century. Jamie and Demetri spend the first hour of this conversation digging into the Trump …

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Will 2026 Be The Year The Stock Bubble Bursts? | Kevin Muir 1:03:34

21d ago1:03:34

1:03:34

After two 20%+ years of returns for the S&P in 2023 and 2024, 2025 looks like it will close with another big double digit performance.Three back to back to back years of performance like this is somewhat rare in markets.What's the likelihood the streak will continue in 2026?Or is performance more likely to mean-revert?To discuss, we're fortunate to…

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OTW 238 - December News Dump 1:15:33

25d ago1:15:33

1:15:33

On The Wire - December delivers a full fantasy baseball news dump, and Adam Howe and Kevin Hasting break it all down. From multi-team trades and bullpen shakeups to key free-agent signings and overseas imports, this episode covers how recent MLB transactions are already reshaping draft boards across redraft, dynasty, and draft-and-hold formats. The…

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Stocks Are 50-60% Overvalued. Could You Survive A Correction That Big? | Lance Roberts 1:36:00

25d ago1:36:00

1:36:00

Stocks have been this far overvalued only a handful of time within the past 25 years.They could drop 50-60% from today's levels and *still* not enter a true bear market says portfolio manager Lance Roberts.But should a correction of that size happen, he warns, few investors are prepared to survive that.We discuss his outlook for the markets for 202…

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Will Silver Hit $75/oz Soon? How About $100/oz? | Andy Schectman 1:19:17

20d ago1:19:17

1:19:17

TO TAKE ADVANTAGE OF ANDY'S OFFER ON SILVER, go to thoughtfulmoney.com/buygold The silver breakout continues, with the futures price now above $66/oz.Can it hit $75/oz soon? How about $100/oz?Precious metals Andy Schectman will share his latest outlook on silver and what's going on with precious metals demand & supply. He'll also take live audience…

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Building Against the Cycle: A Contrarian CRE Case with Adrian Rocca, CEO at Fitzrovia 26:58

19d ago26:58

26:58

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if the biggest opportunity in Canadian real estate is hiding in plain sight? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk welcome back Adrian Rocca, CEO at Fitzrovia, for his fourth appearance on the show to unpack a contrari…

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Stephanie Pomboy: Unemployment Rate To Spike In 2026? 1:19:39

19d ago1:19:39

1:19:39

Macro analyst Stephanie Pomboy returned for a livestream this morning.In it, we discussed the gargantuan debt financing needs of the AI sector and how the competition for funds across public & private companies AND the federal government is highly likely to create undesirable trade-offs.We also talked about the recent Fed moves and how they signal …

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The 60/40 Portfolio Is Dead Because Bonds No Longer Work | Louis Gave 1:46:27

21d ago1:46:27

1:46:27

While much of Wall Street's focus over past recent years has been on the AI hyperscalers, there are an increasing number of seismic developments happening internationally investors need to be aware of.For example, as a basket, emerging market stocks have outperformed the S&P 500 this year.And to name just a few others:1) Japanese bond yields have s…

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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman 46:56

22d ago46:56

46:56

In Episode 453 of Hidden Forces, Demetri Kofinas speaks with Jason Furman, the former chair of the Council of Economic Advisers, about the state of the U.S. economy, the AI Bubble, monetary policy, inflation, price controls, and much more. Jason and Demetri spend the first hour of their conversation exploring his economic framework, what he learned…

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Fiscal & Monetary Madness To Blow Up Bonds, Stocks & Housing In 2026? | Michael Pento 48:17

23d ago48:17

48:17

When today's guest was on this channel earlier this year, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and stocks -- threatened to take down our fragile economy and dash the retirement hopes for millions.Since then, the bubbles have only expanded.Will they expand further -- or pop -- in 2026?To find …

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OTW 237 - Early Pitching Projections 1:48:28

1M ago1:48:28

1:48:28

On The Wire Adam Howe and Kevin Hasting break down a busy week of Winter Meetings news before diving deep into early pitching projections. The guys cover major free-agent signings, closer movement, trades, waiver claims, and roster fallout across the league, then turn their attention to Steamer and PLV pitching projections. From innings and role un…

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The Market Is "Very Fragile" | Lance Roberts 1:37:47

25d ago1:37:47

1:37:47

Despite the markets trading at all-time highs and likely to end the year up near +20%, they are "very fragile" warns portfolio manager Lance Roberts.Record margin debt, AI buildout concerns, record valuation levels, highly optimistic earnings expectations, and credit market stresses each and all could trigger a market correction in 2026.Lance and I…

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Stocks Are "As Expensive As I've Ever Seen Them" | Ted Oakley 1:06:28

26d ago1:06:28

1:06:28

Short of a dramatic surprise in the next few weeks, the markets should end 2025 with another big double-digit positive return, for third year in a row.A string of three-peats like this is quite rare in markets. Which raises the question: Can the momentum last in 2026?Or will the market's returns start to mean revert.To discuss, we have the good for…

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State of Lending 2025: What Lenders Want with Adam Powadiuk and Aaron Cameron 34:48

1M ago34:48

34:48

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. Following strong listener interest, we’re back with another State of Lending special. Canada’s lending landscape is entering a full-scale reset. In this new episode of Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk report from the Global Property Market F…

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SPECIAL REPORT: Did The Fed Just Announce QE-Lite? | Axel Merk + Live Q&A 56:28

26d ago56:28

56:28

TO TAKE ADVANTAGE OF ANDY'S OFFER ON SILVER, go to thoughtfulmoney.com/buygold The Federal Reserve Open Market Committee just released the outcome of its meeting this week. As expected, the Fed cut its policy rate by 0.25% (with three governors dissenting - the most since 1988!). It also announced that it will start purchasing shorter-term US Treas…

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Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist 1:18:29

29d ago1:18:29

1:18:29

In Episode 452 of Hidden Forces, Demetri Kofinas speaks with Iain McGilchrist, a neuroscientist and author of The Master and His Emissary and The Matter with Things. His work on the divided brain has helped millions of people find wisdom, meaning, and guidance for living in the modern world. Iain and Demetri begin their conversation exploring McGil…

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The Cruel Math Warns Of A Lost Decade Ahead For Investors | Danielle Park 1:30:54

1M ago1:30:54

1:30:54

Well, 2025 draws to an end in just a few weeks.What should we expect, especially in terms of the markers, in 2026?To peer into the future, we have the good fortune to welcome Danielle Park back to the program. Danielle is president and portfolio manager for Venable Park Investment Counsel, Inc, where she manages millions for some of Canada’s wealth…

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OTW 236 - November News & Early Projection Comparisons 2:19:35

1M ago2:19:35

2:19:35

On The Wire Adam Howe and Kevin Hasting return from a brief break to run through all the major offseason MLB action you may have missed. The guys hit the closer carousel, key international signings, notable trades, qualifying offers, and surprising non-tenders — and break down what it all means for 2026 fantasy baseball drafts. They close with earl…

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Odds Of A Santa Claus Rally Still Looking Good? | Lance Roberts 1:30:10

1M ago1:30:10

1:30:10

There are less than four weeks left in 2025.Will a Santa Claus rally show up on Wall Street before then?Portfolio manager Lance Roberts thinks so.We discuss the odds why, as well as the latest jobs data, rising yields in the Japan bond market, China's real estate woes, the probability of a "lost decade" ahead, as well as Lance's firm's latest trade…

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The Market Is In A Topping Process | Cem Karsan 1:31:04

1M ago1:31:04

1:31:04

Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility Advisors & Kai Wealth. He's widely known as @jam_croissant on X/Twitter.Heading into 2025, Cem warned us that he predicted it would be a year of heightened volatility. And that certainly prov…

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How Off-Site Construction Can Fix the Housing Crisis Faster with Lisa Helps, Executive Lead of BC Builds 40:18

1M ago40:18

40:18

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if solving Canada’s housing crisis required rethinking how we build, finance, and approve new homes? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk are at the Canada Builds Modular Symposium, and they sit down with Lisa Helps, …

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Silver In Breakout! How High Will It Go? | Andy Schectman 1:08:18

1M ago1:08:18

1:08:18

TO BUY GOLD & SILVER, go to thoughtfulmoney.com/buygoldAs of this morning, silver futures have broken out to a new all-time high above $59/oz.What’s driving this fresh price breakout?And how high could silver go?Will Wall Street soon start believing $100/oz silver is likely?In this morning’s livestream, I talked about all these questions with preci…

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Former Fed Official Warns Money Printing Will Likely Kick Into High Gear Soon | Thomas Hoenig 1:28:22

1M ago1:28:22

1:28:22

Will the Federal Reserve cut interest rates when it meets again in two weeks?Wall Street has been whipsawing the odds back & forth over the past few weeks.To address that question, plus the even larger one of who is likely to replace Fed Chair Jerome Powell when his tenure ends in the Spring, we're fortunate to welcome back to the program Dr Thomas…

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China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon 52:58

1M ago52:58

52:58

In Episode 451 of Hidden Forces, Demetri Kofinas speaks with author and long-time China analyst Dinny McMahon about the Chinese leadership's efforts to redesign China's economic model in the face of structural headwinds to growth, mounting trade barriers, and growing concerns in Western capitals about Chinese economic and military domination. The f…

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The Future Of Money Panel | Peter Schiff, Brent Johnson, Lawrence Lepard & Russ Gray 49:27

1M ago49:27

49:27

PURCHASE THE FULL REPLAY OF THE NEW ORLEANS INVESTMENT CONFERENCE at http://thoughtfulmoney.com/noPeter Schiff, Brent Johnson, Lawrence Lepard & Russ Gray discuss fiat money, gold, Bitcoin and Stablecoins at the New Orleans Investment Conference#goldprice #bitcoin #stablecoin _____________________________________________ Thoughtful Money LLC is a R…

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The Market Is Over-Extended, Over-Bought & Over-Leveraged | Lance Roberts 1:19:02

1M ago1:19:02

1:19:02

The market is over-extended, over-bought and over-leveraged warns portfolio manage Lance Roberts.That combination of conditions often results in more volatility and lower returns in the coming year, so he's looking at 2026 with a degree of caution.In this special Thanksgiving week Market Recap, we discuss his latest portfolio changes, the potential…

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A Market Rotation Is Underway As Capital Begins To Leave The AI Trade | New Harbor Financial 50:28

1M ago50:28

50:28

There are some big capital rotations underway right now in the stock market.In the AI trade, we're seeing capital start to flow from the biggest player, Nvidia, into Google. Is the baton being passed to a new lead stock for the sector?Time will tell. But it's starting to look that way.And we're also seeing capital move from the AI hyperscalers into…

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The Investment Gap Threatening Canada’s CRE Future with Bill Robson, CEO of the C.D. Howe Institute 47:49

1M ago47:49

47:49

Welcome to the CRE podcast. 100% Canadian, 100% commercial real estate. What if Canada’s economic challenges weren’t just about markets, but about how we think and invest? In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk are at the RealREIT Conference and sit down with Bill Robson, President and CEO of th…

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SPECIAL REPORT: Is The US About To Invade Venezuela? | Mario Braga, RANE 1:04:36

1M ago1:04:36

1:04:36

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comAt the time of this recording, tensions are high between the US and Venezuela.American warships have been deployed off Venezuela's coast.Speculation of a US-driven regime change to oust Venezuelan presi…

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'Worst Bear Market' Of Our Lifetime To Begin In 2026? | Michael Oliver 1:25:34

2M ago1:25:34

1:25:34

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comLast week saw a big reversal that jarred Wall Street: after reporting yet-again blockbuster results and upgrading its forecast, Nvidia stock first rose 6%, then fell to close the day down -3%This dragge…