Thoughtful Money with Adam Taggart

Lyn Alden, investment strategist and author of Broken Money, explores fiscal dominance and why runaway deficits shape inflation and policy. She discusses trade imbalances, reshoring limits, and proposals like taxing foreign holdings. She also covers AI’s productivity boost for white-collar work, its limits, and why energy and industrial capacity remain fundamental constraints.

Brent Johnson, investor and author behind the Dollar Milkshake Theory and stablecoin research at Santiago Capital, explains why stablecoins could reshape the global monetary order. He discusses how they tokenize dollars, the race between banks, tech and foreign issuers, risks to bank funding, onshore vs offshore dynamics, and the geopolitical stakes of dollarized digital money.

Andy Schectman, a longtime precious metals dealer and commentator, shares his take on gold and silver market dynamics. He explains Shanghai premiums and China’s strategic buying. He walks through massive COMEX deliveries, where withdrawn metal may be going, and how margin moves and forced liquidations shape prices. He also covers practical buying, tax rules, and junk silver opportunities.

Lance Roberts, a portfolio manager and macro-focused investment commentator, shares market technicals and strategy. He discusses how moving averages and sector rotation could support higher prices. They cover tariff rulings, recent GDP and PCE data, private credit risks, and why some SaaS names may offer durable value.

Stephanie Pomboy, macro analyst and conference organizer behind Super Terrific Happy Day, shares her outlook on GDP, inflation, fiscal stimulus, and market risk. She discusses why GDP may stay strong into 2026, how stimulus could stoke inflation, and what market corrections or rising rates might do to growth. Conversation highlights policy tools like stablecoins and key derailment risks.

Peter Tchir, Head of Macro Strategy at Academy Securities and macro/geopolitical strategist, champions the ProSec trade: production-for-security. He highlights chips, critical minerals, electricity, AI and refining as strategic priorities. Discussion covers which regions and industries stand to gain, government procurement and tariffs, and the geopolitical forces reshaping where supply chains and manufacturing relocate.

Nick Gerli, housing analyst and founder of ReVenture Consulting, blends data-driven analysis of U.S. housing, migration, rents, and valuations. He argues demand has collapsed, inventories are rising, and prices must fall to restore balance. Discussion covers steep regional corrections, falling rents, migration shifts, builder incentives, and signals for when buyers might re-enter the market.

Anna Wong, Chief U.S. Economist at Bloomberg Economics and former Fed and White House adviser, explains why an initially bullish 2026 outlook is turning cautious. She discusses AI-driven productivity and job shifts. She covers risks from equity-to-credit spillovers, deregulation-led investment, shelter-driven inflation, and how events like the World Cup could temporarily move GDP and markets.

Lance Roberts, a portfolio manager known for data-driven market analysis, warns of technical strain as the S&P struggles near 7,000 and rising volatility threatens a breakdown. He discusses sector rotation from mega-cap tech into value, valuation tradeoffs for software and AI winners, housing and CPI dynamics, and why he is raising cash while watching moving averages and VIX signals.

Michael Every, global strategist at Rabobank known for forecasting the shift from globalization to neo-mercantilism. He breaks down the remaking of the liberal world order, why Japan’s election matters, U.S. reindustrialization and hemispheric strategy, Taiwan’s strategic role, and how neo‑mercantilist policies reshape trade, capital and global alliances.