Best Adam Taggart | Thoughtful Money Podcasts (2025)

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Is Worry Dead? Nearly All Assets Are Rising Now | Lance Roberts 1:53:34

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3m ago1:53:34

1:53:34

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT inv…

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Stocks Are 'Pornographically' Overvalued | Chris Irons, Quoth The Raven 1:54:49

3h ago1:54:49

1:54:49

Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of time.Chris Irons is the author and publisher of Quoth The Raven, which has become one of most popular financial newsletters around, currently sitting at #25 in the list of top financial Substac…

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Stephanie Pomboy: The Way We Invest Is Coming To An End 1:07:36

16m ago1:07:36

1:07:36

The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also re-introducing our economy's exposure to the natural business cycle -- something we'd largely been able to divorce our exposure to by pushing it onto other countries during the era of Globalization.…

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Bill Fleckenstein: The Market Is In A Dangerous Set-up That Could Get Ugly Quickly 1:06:04

13m ago1:06:04

1:06:04

It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right now.Some, like many stocks, are at all--time high valuations levels. Even though the weakening economic data increasingly makes their forward earnings forecasts look unattainable.Bond yields remain e…

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Invincible? 21:58

1d ago21:58

21:58

In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like …

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Increasingly Strapped Consumers Are Tapping Out | David Hay 54:57

1d ago54:57

54:57

In this new monthly macro/market recap with veteran investor David Hay, we go deep into the major trends in motion currently: an increasing number of recessionary indicators, a fast-deteriorating housing market, higher for longer bond yields, stubborn secular inflation, and a promising outlook for the commodity complex.Let us know in the Comments i…

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Big Jobs Miss Suggests Economy Is Sicker Than Believed | Lance Roberts 1:51:27

3d ago1:51:27

1:51:27

The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of 75k).And the June payrolls number was revised downwards to a LOSS of -13k jobs,. On top of that, this week's JOLTS data revealed that there are now *fewer* jobs openings than applicants, som…

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We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park 1:49:18

5d ago1:49:18

1:49:18

After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell suddenly changed his tune.He expressed concern about the deteriorating labor market, saying the situation may warrant a resumption of monetary easing notwithstanding the potential inflationa…

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Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum 1:01:56

5d ago1:01:56

1:01:56

GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices likely to go?That was the topic of today's livestream with Jonathan Wellum, founder of ROCKLINC Investment Partners, Thoughtful Money’s endorsed Canadian financial advisory firm.Jonathan has b…

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Our Money Is Dying | Lawrence Lepard 1:40:48

7d ago1:40:48

1:40:48

In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an accelerating rate.Today's guest not only agrees, but rings that same bell even more loudly than I do.For an update on his outlook on inflation, asset prices, the economy, the dollar, and what to expe…

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Is Change Afoot? 13:53

8d ago13:53

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In this episode, Stephen and Emily discuss the impressive recent performance in the equity markets, noting new all-time highs in the S&P 500 and significant gains since April. They explore the annualized returns, emphasizing the distinction between large growth and smaller cap stocks, and the effect of sustained higher interest rates on the latter.…

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Lacy Hunt: The Economy Is Seizing Up While The Fed Dithers 1:10:58

9d ago1:10:58

1:10:58

It's an especially confusing time for investors given how divided the experts are on whether resurging inflation or disinflation/deflation is more likely from here.Your answer to this question determines whether you think the Fd starting to cut interests rates is a good idea or not.Today's guest has very strong views on this matter, based on a life…

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Does A September Surprise Lie In Store For Stocks? | Lance Roberts 1:49:04

10d ago1:49:04

1:49:04

Historically, September is the cruelest month for stocks.October is little better.Are odds good that history will repeat, especially with valuations as extreme as they currently are?Or, will the party continue on through the end of the year?Portfolio manager Lance Roberts and I discuss the probabilities, as well as the latest market technical analy…

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"This Is A Bubble". You'd Better Invest Accordingly | Cem Karsan 1:23:18

12d ago1:23:18

1:23:18

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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Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore 1:06:17

12d ago1:06:17

1:06:17

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.Stephanie is eagerly awaiting next month’s FOMC decision…

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The Fed Is Starting To Fear Recession | Danielle DiMartino Booth 1:05:43

14d ago1:05:43

1:05:43

Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President Trump will replace current Chair Jerome Powell with. A surprise resignation from Fed governor and FOMC voting member Adriana Kugler has added Trump loyalist Stephen Mirran into the Inner Circle. …

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Home Prices Will Be Heading Lower For Years | Melody Wright 1:03:46

17d ago1:03:46

1:03:46

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceGet ready for years of pain for home prices, warns housing analyst Melody Wright.In fact, the correction is already underway. But it's only just getting started in her estimation.#homeprices #housingmarket #realestate ____________…

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Jim Bianco on Jackson Hole and the Fed’s Next Move 45:40

16d ago45:40

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In this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wide-ranging conversation on the Fed, markets, and the bigger forces shaping the economy. Fresh off Jackson Hole, Michael and Jim dig into Jerome Powell’s latest message, the tension between inflation ris…

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Fed Chair Signals Rate Cuts Ahead, Markets Zoom Higher | Lance Roberts 1:36:57

19d ago1:36:57

1:36:57

Jerome Powell just made his long-awaited speech at Jackson Hole and sent a strong signal the Fed will start cutting interest rates due to increasing concern over growing economic weakness. The markets, little surprise, took this as fantastic news and practically every asset class rose sharply in price.Is this sustainable? Assets, after all, are val…

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Inflation Headed DOWN From Here, Despite Tariffs | Steve Hanke 1:30:07

19d ago1:30:07

1:30:07

As the world awaits Federal Reserve Chairman Jerome Powell's speech at Jackson Hole, the question on everyone's mind is:Where is inflation headed from here?Is it set to surge as the Trump tariffs start being felt in full force?Or is it set to trend downwards to the Fed's 2.0% target due to a slowing economy?To discuss the latest possibilities, we h…

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The Wealth Gap Is Accelerating Out-Of-Control | Lacy Hunt, Judy Shelton, Darius Dale & others 51:32

20d ago51:32

51:32

LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceIn today's video, we discuss a new chart showing the top 1% running away with America's wealth.This is massive challenge facing our society. Some would call it a calamity.At what point does the bottom 90% hit its breaking point?An…

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The Coming Era Of Rate Cuts: How Will They Affect Asset Prices? | Andy Schectman 1:29:58

20d ago1:29:58

1:29:58

TO BUY GOLD & SILVER, contact Andy's firm at [email protected] metals expert Andy Schectman returns to answer all your precious metals-related questions.#goldprice #silver #preciousmetals __________________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce & distribute educationa…

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Bonds Trading At A Bargain Right Now? | Jim Masturzo 57:49

22d ago57:49

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Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is that this moment offers a rare setup for strong bond performance.Why? Well, let's ask the man himselfToday we have the good fortune to welcome to the program Jim Masturzo, CIO of Multi-Asset …

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Tech Is Printing More Money Than The Fed 25:19

23d ago25:19

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In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals…

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Housing Starting To Become A Buyer's Market? | Ivy Zelman 1:04:16

24d ago1:04:16

1:04:16

The real estate market remains a tangled mess.Commercial real estate has crashed hard under higher interest rates and tighter lending standards.However, higher mortgage rates have NOT brought down residential home prices, at least not on a national average...yet. That said, transactions remain frozen up, languishing at the lowest level in decades.W…

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Wall Street Is Now Dumping It's Junk On The Regular Investor | Lance Roberts 1:46:20

28d ago1:46:20

1:46:20

Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be …

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Stephanie Pomboy: The Next Fed Cut To Mark The Peak In Stocks? 1:12:51

28d ago1:12:51

1:12:51

Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money and shared how it won’t surprise her that, if the Federal Reserve does indeed cut rates in September, the market could enter a correction soon after.In fact, were this to happen, it would be extremely consistent with the past pattern of rate cut regimes.Much m…

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Expect A Market Correction By September | Brent Johnson 1:35:37

27d ago1:35:37

1:35:37

The dollar has weakened considerably so far this year.Amidst the new US Adminstration's hardball trade tactics, critics claim that foreigners are ramping up their de-dollarization efforts, buying less US debt, and that the days of the dollar as the dominant world reserve currency are ending.How much truth, if any, underlies this?For answers, we're …

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The "T-Bill & Chill" Era Is Ending. What Should Investors Do Next? | Michael Lebowitz 1:05:07

29d ago1:05:07

1:05:07

Trillions in investor capital has been locked up in the "T-bill and Chill" trade for several years now.But will the Fed expected to cut rates materially over the next year, that trade is coming to an end.Where should all that capital consider going next?Portfolio manager Michael Lebowitz and I dive into this key question in this video. WORRIED ABOU…

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Inflation Tuesday 15:51

29d ago15:51

15:51

In this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors such as the pricing out of tariff and inflation risks and anticipation of rate cuts. A key focus is the upcoming CPI report on August 12th and its potential impact on the market’s “Goldilocks” narrative.…

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The Coddling Of The American Mind: Good Times Have Created Weak Men | Greg Lukianoff 1:25:06

1M ago1:25:06

1:25:06

The great engine of American success was built by generations of pioneers, entrepreneurs, scholars, soldiers and immigrants defined by their grit, strength and resilience.Contrast that indomitable spirit with today's generational cohort of special snowflakes who seek 'safe spaces', rush to 'cancel' any discomfiting realities, and demand desired out…

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Dangerously Rosy Earnings Estimates Will Plunge Stocks When They Adjust | Lance Roberts 1:12:22

1M ago1:12:22

1:12:22

2026 forward corporate earning estimates are the farthest they have ever been from historical averages.This makes a future downward revision a near-guarantee at this point; which will in turn force stocks to reprice downwards as well.So warns portfolio manager Lance Roberts.While he doesn't see much on the immediate radar to suggest the market is i…

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Breaking Our Slavery To The Industrial Food Complex | Joel Salatin 1:10:15

1M ago1:10:15

1:10:15

Today, you're in for a real treat folks.We welcome back to the program one of my all-time favorite humans, Joel Salatin.Named "the most famous farmer in America", Joel has spent his career advocating for sustainable farming practices, and pioneering models that show how food can be grown & raised in ways that:- are regenerative to our topsoils- are…

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The "Big Money" Still Lies Ahead | Jeff Clark 53:08

1M ago53:08

53:08

When the precious metals enter into a bull market, the shares of the companies that mine them usually outperform the price gains of gold and silver -- sometimes wildly.Well, a precious metals bull market is currently underway and the mining shares are indeed starting to come to life.How much farther do they likely have to run?And when investing in …

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Deciphering The Fed's Next Move With Benson Durham 35:29

1M ago35:29

35:29

In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for …

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Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell 54:10

1M ago54:10

54:10

In his appearance at Thoughtful Money's Spring online conference back in March, Michael Howell, founder & CEO of Crossborder Capital, warned of an oncoming liquidity air pocket.Which was why the market's subsequent plunge of nearly 20% in the following month wasn't a surprise to him.So, where does he see liquidity headed for the rest of 2025?To fin…

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Did The Rally In Stocks Just End? | Lance Roberts 1:00:01

1M ago1:00:01

1:00:01

The market has been in a "bullish stampede" for an impressive while now. But with corporate earnings deviated by a record amount from their historic averages, extreme stock valuations, and now clear signs the economy is slowing, portfolio manager Lance Roberts sees the odds of a market correction -- and a recession -- rising. Is there a chance that…

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"Strong" Q2 GDP Growth Not Actually As Robust As It Sounds? | New Harbor Financial 1:06:15

1M ago1:06:15

1:06:15

The initial Q2 2025 GDP growth number was just released and it beat expectations handily, coming in at a "strong" 3.0%But...when looking just a little bit beneath the surface, the data doesn't look as impressive as on first glance. For example, the biggest contributor by far to the "beat" was shrinking inventories relative to the massive Q1 pre-ord…

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SPECIAL REPORT: Reaction To Today's Fed Announcement | Axel Merk + Live Q&A 54:24

1M ago54:24

54:24

A few hours ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) as well as the pace of its Quantitative Tightening program. And just a little while ago, Fed Chair Jerome Powell just wrapped up his press conference related to this release. The market’s reaction…

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There's A Long, Grinding Bear Market Coming | David Hay 1:55:45

1M ago1:55:45

1:55:45

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed unstoppable.Well, here we are three months later...and stocks have rocketed back to new highs.The fears that panicked investors so much back in April …

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Goldilocks? Navigating Record Highs And Future Risk 30:19

1M ago30:19

30:19

In this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss the impressive rebounds seen in meme stocks and high beta ETFs, along with the broader market's resilience despite underlying concerns. Key topics include the potential for continued bullish momentum, …

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'It's Going To Get Worse' For Both The Economy & Stocks | Peter Tchir 59:19

1M ago59:19

59:19

Earlier this year the markets sold off rather violently on fears that President Trump's new tariffs would send global trade into a tailspin.Fast forward three months and stocks are back to all-time highs, even as it's becoming clearer that these tariffs, in some shape or form, are here to stay.Are tariffs not the grave mistake Wall Street originall…

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Market Correction Now Likely Given Wall Street's "Nothing Can Go Wrong" Hubris | Lance Roberts 1:49:03

2M ago1:49:03

1:49:03

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Despite stretched valuation levels and further signs that the consumer is struggling, stocks are partying on. Portfolio manager Lance Roberts sees stocks prices as having "detached from all the underly…

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Luke Gromen + Darius Dale: Why 'Money Printer Go Brrrrr' Is Our Inescapable Fate 1:27:19

2M ago1:27:19

1:27:19

With the US and nearly every other major G7 country engaging in historically high levels of deficit spending and increasingly struggling to service their massive sovereign debt balances -- how does this all resolve?Is there a path to a manageable ending here?Or does is debt crisis, or a currency crisis -- or both -- inevitable at this point?In atte…

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Stephanie Pomboy: Melt-Up Or Blow-Off Top? 1:18:49

2M ago1:18:49

1:18:49

Analyst Stephanie Pomboy returns for her bi-weekly macro & market update. We discuss the continued strength in stocks, which are back to all-time highs — only three months after Wall Street’s violent sell-off due to fears of tariff repercussions.How sustainable is this current rally?We discuss that, as well as the grinding weight of “higher for lon…

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Runway Deficits From "Fiscal QE" Leading To A Bond Market Crisis? | Simon White, Bloomberg 1:03:33

2M ago1:03:33

1:03:33

The US is ramping up its issuance of Treasury debt.Today's expert is concerned that this form of "fiscal QE" will lead to a resurgence in inflation, higher bond yields, a risk asset sugar high, a weaker dollar...and quite possibly a development market bond crisis.To understand why, today we're fortunate to sit down with Simon White, Macro Strategis…

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David Stockman: "This Won't End Well" As Private & Public Sectors Increasingly Compete For Capital 1:05:02

2M ago1:05:02

1:05:02

Over the course of his long and successful career, David Stockman has been both a Washington DC AND Wall Street insider.He was the youngest serving cabinet member of the 20th century (heading the Office of Management & Budget under Reagan), served as a US State Representative, and was an early member of Blackstone.So he knows better than most peopl…

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Plenty Of Warning Signs A 5-7% Correction May Happen Soon | Lance Roberts 1:58:47

2M ago1:58:47

1:58:47

Stocks have risen so far so fast, and remain so overbought in the short term, that the risk of a correction in the near term is uncomfortably high.So warns portfolio manager Lance Roberts.He could easily see a pullback of 5-7% occur over the coming weeks.We discuss the odds of that, as well as bond yields, whether President Trump will actually fire…

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From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler 34:31

2M ago34:31

34:31

In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the ro…

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Michael Pento: 3 Massive Asset Bubbles Threaten To Take Down Our Fragile Economy 1:47:23

2M ago1:47:23

1:47:23

When today's guest was last on this channel back in March, he warned that the stock market was at risk of a double-digit drop.He was soon validated as stocks then fell 20% over the next month.Since then, markets have rocketed back to new all-time highs.So what does his model tell us is likely to happen from here?To find out, we have the great good …