Adam Taggart | Thoughtful Money, Released on 5/13/25 Last year, fears of recession faded from the headlines as the “no landing” narrative won out. But the disruption brought by the new Trump administration — especially around global trade — has brought recession concerns back to the forefront. The Administration says it isn’t worried. That we’re […]
Wall St. For Main St., Released on 4/8/25 During this 30+ minute interview, Jason asks Marc about if the global economy is really setup for actual free trade and what types of problems a trade war, tariffs and subsidies could create for the real economy and different assets prices as President Trump escalates a trade […]
Adam Taggart | Thoughtful Money, Released on 3/27/25 There’s a lot of debate right now whether the US is indeed at risk of entering a recession this year. And at the same time, the stock market has become a lot more volatile, swinging between Risk On and Risk Off as Wall Street sentiment becomes increasingly […]
Commodity Culture, Released on 3/14/25 (Recorded on 3/11/25) Dave Collum presents a compelling case for the end of a 40-year bull run in the stock market, resulting in a decades-long bear market that will rip out investors’ souls and demolish the global economy. Dave also provides his thoughts on how gold and commodities will perform […]
Adam Taggart | Thoughtful Money, Released on 2/16/25 When today’s guest was last on this program back in June, he predicted that interest rates would remain “higher for longer”. And the ensuing seven months proved him correct. With inflation remaining stubbornly sticky, new tariffs and other disruptive policies announced by Trump administration, $trillions in US […]
BNN Bloomberg, Released on 1/14/25 David Rosenberg, founder and president of Rosenberg Research has a bearish call on the equity markets as he says a huge headwind could impact certain future returns. David Rosenberg is the chief economist & strategist of Rosenberg Research & Associates, an economic consulting firm he established in January 2020. He […]
Adam Taggart | Thoughtful Money, Released on 11/10/24 Today’s guest expert wrote in her latest newsletter: “This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can solve the problem of spreading insolvency.” She is highly dubious that they can. And if indeed they cannot, what then lies ahead for […]
Adam Taggart | Thoughtful Money, Released on 10/10/24 2023 was the year of the recession that wasn’t. 2024 is looking to be the year of the hard landing that wasn’t. How is 2025 shaping up to look like? For guidance we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg […]
