Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts

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Mar 24, 2026

A fast-paced roundup of macro and market risks from oil shocks to stagflation and falling liquidity. Conversations cover tightening housing credit, rising bullion demand, and resource scarcity. Speakers flag bear-market momentum, dollar strength, stablecoin flows, and how institutional adoption is changing Bitcoin’s volatility.

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ADVICE

Prepare For Tighter Housing And Commercial Credit

Expect credit to tighten in housing and commercial real estate as lenders face liquidity pressures and higher rejection rates.
Melody Wright cites the Fed's record refinance rejection rate and private credit pullback hurting commercial maturities in 2026.

INSIGHT

Momentum Charts Signal A Major Multi Year Bear

Technical momentum signals point to the start of a major multi-year bear market with very large potential drawdowns.
Michael Oliver calls today's market the biggest bubble he's seen and warns historical major bears often fall 50% or more.

INSIGHT

Oil Surge Could Cascade Into Private Credit Defaults

A surge in oil can cascade into asset write-downs and private credit stress, amplifying defaults.
Stephanie Pomboy and Grant Williams highlight private credit pressure as a key channel for contagion if energy shocks persist.

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BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference

Well, the Spring Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success.

That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 11-hour day.

Lacy Hunt delivered the keynote, followed by Ed Dowd, Luke Gromen, Michael Howell, Melody Wright, Michael Oliver, Stephanie Pomboy & Grant Williams, Brent Johnson, Darius Dale, Matt Taibbi, Judy Shelton & Danielle DiMartino Booth, Andy Schectman, Rick Rule, David Hay, Lyn Alden, New Harbor Financial and Jonathan Wellum. And Jeff Clark provided a bonus video focused on gold & silver mining stocks.

For those of you who didn’t attend, I thought you’d enjoy hearing some of the conference highlights.

You can also lock in your Early Bird ticket price to our Fall 2026 online conference at 0% inflation at https://thoughtfulmoney.com/fall

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