Adam Taggart | Thoughtful Money, Released on 12/9/25 Will artificial intelligence wipe out millions of the jobs done by humans today? The AI CEOs tell us it’s nothing to worry about. But one of the most-influential living economists, as recognized by The Economist magazine, begs to differ. He says AI is already starting to replace […]
Eurodollar University, Released on Released on 11/6/25 The most October job cuts in over twenty years. More than October 2008, if you’re keeping score. While that doesn’t mean this is a repeat of 2008, can we all finally admit this is a really serious situation? And as the flat Beveridge curve emerges more clearly, the […]
Adam Taggart | Thoughtful Money, Released on 9/10/25 The cost of capital is rising. Inflation may be more present in future years, especially as we re-shore manufacturing. And as we re-shore it, we are also re-introducing our economy’s exposure to the natural business cycle — something we’d largely been able to divorce our exposure to […]
Kitco News, Released on 5/12/25 Will the trillion-dollar corporate debt wall crash the stock market in 2025? Wall Street is cheering a 90-day tariff truce between the U.S. and China – but Stephanie Pomboy says the real crisis is just beginning. The MacroMavens founder warns that a trillion-dollar corporate debt wall is about to hit, […]
The Julia La Roche Show, Released on 8/27/24 0:00 Welcome Dr. Lacy Hunt 1:16 Macro picture 3:37 Downward revision in non-farm payrolls is significant 5:45 The 818,000 error is actually 915,000, according to Dr. Hunt’s model 9:00 The economy is deteriorating 15:24 Net national saving shows we have a problem 21:40 The seriousness of negative […]
Fox Business, Released on 8/20/24 Oxbow Managing Partner Ted Oakley was a guest on Mornings With Maria on FOX Business to discuss his thoughts on why earnings and jobs numbers are weaker and where Oxbow is focusing in the current market. Ted Oakley, the founder of Oxbow Advisors and co-founder of its predecessor firm, HPO […]
Adam Taggart | Thoughtful Money, Released on 8/8/24 The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it’s too early to worry about a slowdown, that the economy is too strong currently. Others warn the US may already BE in recession. So, which is it? For answers, we’re fortunate […]
Market Ticker, Released on 8/3/24 Karl Denninger is an American technology businessman, finance blogger, and political activist, sometimes referred to as a founding member of the Tea Party movement. His website is The Market Ticker.
