Adam Taggart | Thoughtful Money, Released on 6/11/26

Today’s guest has been warning for a good while now that the current bull market is stocks is in its final innings. In fact, he think the AI boom may be — right now — in the process of metastasizing into the AI bust. It’s not all gloom for investors, though. He’s quite bullish on commodities — and the stocks of the companies that produce them — which he sees as set to experience a multi-year boom. For a full update on his outlook, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.

Jesse Felder began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

Adam Taggart is the Founder of Thoughtful Money. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site, ChrisMartenson.com), he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (mySimon.com, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

  AI, commodities, investing, Jesse Felder, market correction, stocks