What podcasts say about Mark Newton

Every statement, with the speaker, the exact quote and the moment it was said.

What Mark Newton has said on podcasts

36 statements · 21 positive · 12 negative · 2 mixed · 1 neutral

on S&P 500PositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects the S&P 500 to reach 8,000 and finish 2026 positively.
“my target, it was lifted to 8,000 from 7,300. I do see that by end of year, market should end the year on a positive note.”
Listen at 1:31
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. stock marketNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects significant market volatility in September.
“specifically in September, we're likely going to get some volatility.”
Listen at 1:44
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. stock marketNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects choppy U.S. equity markets through the midterm elections.
“Where we go next, I think, is it's going to prove a little bit choppy between now and the midterms.”
Listen at 4:46
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Technology stocksMixedAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says technology stocks must stabilize before regaining prior momentum.
“tech still has some work to do before it really can regain some of the former momentum it had.”
Listen at 5:03
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on crude oilNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects crude oil prices to rise through mid-September or early October.
“crude oil, To me, looks like we're going to continue this little bounce that we started in the month of July up higher into probably mid-September, early October”
Listen at 5:43
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on long-term Treasury yields and crude oilNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton identifies rising long-term yields and crude oil as major market risks.
“my biggest risks over the next few months are that yields on the long end still are likely going to rise and also that crude oil also can probably rise.”
Listen at 6:53
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. political partisanshipPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects U.S. political partisanship to decline after the midterms, benefiting markets.
“regardless of what happens in the election. You know, the partisanship will go down. That's going to be a sense of relief for markets.”
Listen at 8:50
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on political gridlockPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says markets generally favor political gridlock that limits legislation.
“markets tend to embrace the extent to which there is gridlock and that not a lot can be passed.”
Listen at 13:52
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Technology stocksNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says a sharp technology decline would materially hurt the stock market.
“if tech were to start to nosedive, that is the absolute number one tangible. point that one could see as being something that would adversely affect the stock market”
Listen at 17:50
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on 10-year Treasury yieldNeutralAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects Treasury intervention near a 4.75% ten-year yield.
“yields likely cannot get too far above 475 on the 10-year.”
Listen at 18:48
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on technology and AIPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says technology, driven by AI, will remain the biggest market driver.
“technology is the biggest driver of markets. It has been. It will continue to be. with what's happening with AI.”
Listen at 22:00
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. inflationPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton views inflation remaining above the Fed’s target as temporary.
“I do view any sort of inability of inflation to get back to exactly the Fed's target as probably being temporary”
Listen at 25:11
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. inflationPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says current inflation has not been as severe as many expected.
“the fact that inflation thus far has not reared its ugly head to the extent that almost everybody who specifically if you tend to be. of one political persuasion, you might say, well, it is absolutely inflationary and oh, it's a really big deal. And the markets are not saying that right now.”
Listen at 25:52
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on new Federal Reserve governorsNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says new Federal Reserve governors’ first terms are often volatile.
“The first term of a new Fed governor is often very rocky and volatile.”
Listen at 28:19
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on United States dollarNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects the U.S. dollar to decline over the next year.
“the dollar should be headed to the downside over the next year.”
Listen at 30:44
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. companies’ foreign earningsPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says a weaker dollar would benefit U.S. companies’ foreign earnings.
“Having the dollar go lower would certainly benefit that.”
Listen at 31:13
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. corporate earningsPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says corporate profit growth is the strongest in approximately 30 years.
“The earnings are literally the highest we've seen in about 30 years”
Listen at 33:29
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Housing MarketNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says housing would provide an early warning if long-term rates remain high.
“if we can't, then the housing market would give us that first signal, I think, that there's going to be a problem.”
Listen at 33:59
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. oil capacity and AI infrastructurePositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says the U.S. leads globally in oil capacity and AI infrastructure.
“the US has played this card perfectly in ways that probably the majority of the public does not completely understand, given that we're leading the world in oil capacity and AI infrastructure.”
Listen at 37:10
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. economic cycleNegativeAug 25, 2026· Thoughtful Money with Adam Taggart
Newton expects an economic cyclical turning point around Q3 2028, extending into 2030.
“I think that eventually probably come the third quarter of 2028, we'll reach sort of a tipping point where, you know, some of the cycles I looked at start to turn down into like 2030.”
Listen at 40:44
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. economyPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton does not expect the major economic problem in 2026 or 2027.
“I don't sense that the problem is in 2026 nor next year.”
Listen at 41:00
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Social SecurityPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton recommends privatizing Social Security and investing contributions in markets.
“privatizing social security makes a lot of sense and putting that money to work in the market is a way of trying to grow that.”
Listen at 42:37
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on U.S. federal government spendingPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton recommends reducing post-COVID government spending increases.
“I would argue that it's right to pull the plug and reduce all that.”
Listen at 43:11
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Elon Musk’s Washington workPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says Elon Musk’s Washington work correctly uncovered substantial fraud.
“I think that. They at least uncovered a lot of things that were absolutely correct about some of the fraud that was happening.”
Listen at 44:37
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Artificial IntelligencePositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton is optimistic about artificial intelligence.
“I tend to be pretty optimistic about. AI, I guess.”
Listen at 49:40
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Artificial IntelligencePositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton says AI should be treated as an ongoing trend rather than presumed to be a bubble.
“it's right to trust the trend and look to make changes versus be too skeptical without proof that things are absolutely in a bubble. And I just don't really see that right now.”
Listen at 50:44
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Technology stocksPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton considers many technology stocks inexpensive if projected earnings are accurate.
“For those that are intermediate term investors, many of these technology stocks are still quite cheap if in fact they're forward earnings are to be believed.”
Listen at 53:51
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on Technology stocksPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton recommends owning technology stocks over the next several years.
“you'd want to own technology for the next couple of years and think that it's still going to be a wonderful source of returns.”
Listen at 54:04
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on healthcare stocksPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton recommends investing in healthcare stocks.
“I would invest in healthcare.”
Listen at 54:16
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat
on energy and materials stocksPositiveAug 25, 2026· Thoughtful Money with Adam Taggart
Newton recommends owning energy and materials stocks.
“I would own energy and materials.”
Listen at 54:45
Open the episode · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat

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.