Thoughtful Money with Adam Taggart Here's The Latest Outlook From Lacy Hunt, Lyn Alden, James Grant + A Dozen Other Experts
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Oct 22, 2025 
Judy Shelton, an advocate for sound money and constitutional monetary principles, passionately discusses the importance of price stability and critiques current inflation-targeting policies. She argues for a return to a stable monetary system, emphasizing the constitutional basis for sound money. Shelton highlights the moral implications of fiscal responsibility, urging listeners to reconsider how monetary policies impact everyday lives. Her insights provide a thought-provoking perspective on economics and governance.
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Technicals Still Favor Bulls
- Sven Henrik's technical work shows bulls retain control unless a sustained weekly close below the five-week EMA occurs.
- He sees near-term odds favoring bulls and expects a year-end rally unless key supports break.
Institutions Are Moving Into Gold
- Andy Schectman argued "this time is different" for precious metals because major institutional CIOs now recommend significant gold allocations.
- He cited several institutional calls shifting allocations from bonds into gold and lofty targets for gold prices.
Credit Cycle Nearing End Stage
- James Grant sees the credit cycle entering its painful end stage with rising (and disguised) defaults and credit deterioration.
- He expects increasing defaults, extensions, and eventual political fallout as cycles turn.