Thoughtful Money with Adam Taggart
Hosted by Adam Taggart · 22 decoded episodes · newest Oct 14, 2026
Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
Episodes 22
- Sep 24, 2026 · 1h 9mOakley warns investors are underestimating bear-market riskThe conversation examines whether concentrated equity exposure, stretched AI valuations, bond risks, and fiscal pressure leave investors vulnerable to losses they cannot afford to recover from.
- Sep 22, 2026 · 1h 22mWellum urges Canada to repair capitalism and deepen U.S. tiesThe conversation connects Canada’s resource and security choices to a wider argument about individual liberty, centralized power, and investing through economic uncertainty.
- Sep 20, 2026 · 1h 7mYardeni tempers his bull case as markets face mounting risksThe discussion tests whether strong consumer spending and AI investment can sustain markets despite high yields, debt, geopolitical shocks, and automation’s social costs.
- Sep 19, 2026 · 1h 26mHigher yields force investors to rethink equity riskThe return of meaningful fixed-income income changes portfolio choices just as slowing growth, high valuations, and debt risks challenge stocks.
- Sep 17, 2026 · 1h 20mFed Rate Hike Tests Warsh’s Independence and CredibilityThe decision offers a test of whether the Federal Reserve can prioritize price stability and institutional discipline amid political pressure, weak labor mobility, and heavy government debt.
- Sep 17, 2026 · 1h 30mMcClellan sees a bullish window before 2028 risks convergeThe episode sets a near-term bullish market case against warnings about credit, leverage, valuations, bonds, and deteriorating indicators.
- Sep 15, 2026 · 1h 49mChina bets on resilience over global dominationThe episode examines whether China’s economic headwinds conceal a durable strategy built on manufacturing, technology, energy security, and regional influence.
- Sep 13, 2026 · 1h 53mDebt pressures push markets toward a new monetary regimeThe discussion connects fiscal strain, political instability, artificial intelligence, and bond-market risk to the portfolio choices investors face in a changing monetary regime.
- Sep 12, 2026 · 1h 45mMarket speculation collides with AI optimism and retirement anxietyThe episode connects elevated valuations and options-driven gambling with deeper vulnerabilities in retirement savings, financial education, and household wealth.
- Sep 10, 2026 · 56 minLebowitz sees 5% Treasury yields as a possible turning pointThe episode examines whether rising yields reflect durable economic pressure or temporary narratives, with consequences for portfolios, retirement income, and monetary policy.