John Lodra

What John Lodra has said on podcasts

4 statements

1. on Monetary policy responseNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

   Policymakers may respond to market stress with renewed money printing or yield control.

   “I think we're at the point of the cycle of things where um they may try to do these whether it's printing money or yield control or all the above um qe gazillion times over”

   Listen at 1:28:38

   Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
2. on InflationNegativeOct 11, 2026· Thoughtful Money with Adam Taggart

   Renewed policy intervention may produce runaway inflation.

   “we may have really dramatic runaway inflation”

   Listen at 1:28:56

   Open the episode · High Yields To Pull Asset Prices Down | Danielle Park
3. on International stock marketsPositiveOct 11, 2026· Thoughtful Money with Adam Taggart

   Some international stock markets are attractively valued.

   “there are areas of the stock market that we think are quite compelling.”

   Listen at 1:34:03

   Open the episode · High Yields To Pull Asset Prices Down | Danielle Park

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.

• Oct 11, 2026Higher rates force markets to confront inflated asset pricesThoughtful Money with Adam TaggartOct 11, 2026Guest
• Sep 17, 2026McClellan sees a bullish window before 2028 risks convergeThoughtful Money with Adam TaggartSep 17, 2026Guest