Thoughtful Money with Adam Taggart
Hosted by Adam Taggart · 21 decoded episodes · newest Oct 14, 2026
Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
Episodes 21
- Oct 14, 2026 · 1h 14mAI spending could turn boom into recession triggerThe episode examines whether AI’s enormous investment cycle can produce enough revenue to support valuations, jobs, and broader economic growth.
- Oct 13, 2026 · 51 minHigher rates reshape markets beneath resilient indexesThe end of falling yields could change how investors assess equity leadership, AI enthusiasm, bond returns, and portfolio risk.
- Oct 11, 2026 · 1h 47mHigher rates force markets to confront inflated asset pricesThe episode examines whether normalized interest rates can restore healthier capital allocation while imposing a prolonged reckoning on debt-heavy investors and homeowners.
- Oct 10, 2026 · 1h 43mRoberts sees value and bonds broadening a tech-led marketThe discussion weighs a possible shift beyond technology against rising yields, credit risk, tax constraints, and the need to rebalance before conditions change.
- Oct 8, 2026 · 1h 9mAI valuations and rising yields test investor defensesThe episode examines how investors can preserve upside while preparing for shocks from concentrated AI markets, bond yields, automation, and global contagion.
- Oct 7, 2026 · 1h 9mHigh Treasury yields expose cracks beneath resilient marketsThe episode examines whether elevated borrowing costs will produce a manageable slowdown or force a sharper break across markets and the wider economy.
- Oct 6, 2026 · 1h 11mWhalen warns deficits could remake markets for generationsThe episode connects fiscal deficits, inflation, banking stress, and geopolitical fragmentation to a potentially prolonged shift toward higher rates and tighter economic constraints.
- Oct 4, 2026 · 48 minPento sees stocks and bonds facing a 2027 stress testMichael Pento argues that elevated valuations, fiscal pressure, and fragile Treasury markets could expose vulnerabilities across major asset classes.
- Oct 3, 2026 · 1h 17mBond yields test investors as markets hide deeper weaknessThe episode weighs whether elevated yields offer durable income and diversification while fiscal risks, uncertain inflation, and concentrated equity gains complicate the outlook.
- Sep 29, 2026 · 1h 20mLepard says debt pressures will force another monetary expansionThe episode examines whether fiscal strain, persistent inflation, and rising interest costs could reshape portfolios and the monetary system.
- Sep 27, 2026 · 1h 12mIncome investors weigh higher rates against credit riskThe episode examines whether diversified credit strategies can deliver equity-like returns while preserving capital and supporting retirement withdrawals.
- Sep 26, 2026 · 1h 11mHigh bond yields expose weakness beneath resilient indexesThe episode examines whether restrictive real rates, concentrated AI spending, and a frozen labor market are signaling broader economic fragility.