What podcasts say about Adam Taggart
Every statement, with the speaker, the exact quote and the moment it was said.
What Adam Taggart has said on podcasts
8 statements · 3 positive · 5 negative
Taking unnecessary investment risk can set investors back.
“if you don't need to hit your goals um then you're taking on unnecessary risk that could set you back”
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market CracksListen at 54:23
Risk management is critical to long-term investment success.
“risk management is just a hugely critical part to long-term success in investing”
Open the episode · Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market CracksListen at 56:05
Well-diversified senior debt portfolios have very low wipeout risk.
“the odds of a wipeout in a well-diversified portfolio here are really, really low, much lower than most people assume.”
Open the episode · Is It Becoming A Great Time For Income Investors? | Steven BavariaListen at 53:21
A 20–30% slowdown in AI capital expenditure could trigger a 20–25% stock-market correction.
“a 20 or 30 slowdown in that that's going to be really material i mean that that could easily send the stock market into a 20 25 correction i think right”
Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26Listen at 22:50
Greater use of efficient or free AI models may substantially reduce compute demand.
“the demand for compute may actually go down pretty substantially as companies kind of balance shift which type of AI model they're going to use.”
Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26Listen at 25:02
Stable inflation expectations combined with rising bond yields make real interest rates increasingly restrictive.
“if inflation expectations and I know this is contrary to how a lot of people feel, but if they're relatively stable, right, they're not really changing very dramatically, but bond yields are going up. It just means that the real rate is becoming more and more restrictive.”
Open the episode · Market Starting To Crack Under High Bond Yields? | WMR 9 24 26Listen at 44:11
Higher oil prices and interest rates are expected to persist for longer.
“it looks like higher for longer is the bet to make”
Open the episode · Time To Start Getting REALLY Bullish? | Tom McClellanListen at 43:59
Bond yields are expected to trend downward over the next several years.
“your default over the next couple of years is you expect bond yields to be trending downwards, not upwards.”
Open the episode · Bonds To Reverse Soon As Yields Approach 'Line In The Sand'? Michael LebowitzListen at 44:01
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.