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Thoughtful Money
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Gold & Silver Weakness Now Offers A "Generational Opportunity" | Brien Lundin
Brien Lundin, on Thoughtful Money, argues that gold and silver are entering a generational opportunity, driven by a macro case that debt and deficits in developed economies make consistent Fed…
FOMC Live Reaction: Is The Fed Making A Policy Error? | Axel Merk
Axel Merk reacts to the Fed's latest FOMC meeting under new chair Warsh, arguing that the Fed is tightening modestly rather than entering a higher-for-longer regime, with markets pricing a possible…
"No Signs Of The A.I. Party Slowing Down" | Craig Fuller
Craig Fuller argues the AI capex boom is still accelerating, citing freight data that leads government data by about six months, and he says heavy industry is rebounding on AI data center spending,…
"We're Worried About 2027" - Stocks To Plunge 30%? | Chance Finucane @OxbowAdvisors
Chance Finucane of Oxbow Advisors, speaking with host Adam Taggart on Thoughtful Money, argues that a difficult first half of 2027 is likely, driven by steep base effects that slow both US growth…
Compressed Market Poised To Break Hard: The Key Question Is Which Way? | Lance Roberts
Lance Roberts argues the US stock market is poised for a sharp move after its Bollinger Band compression, with a likely year-end rally after the midterms, though a further decline remains possible.
All Data Now Points To A Housing Recession | Nick Gerli
Nick Gerli argues that US housing is in a demand depression, with sales and mortgage applications below 2008-2009 levels even though unemployment is low, and that national price averages (roughly…
The Big Squeeze: High Bond Yields Now Becoming A Problem For Stocks | Jan van Eck
Jan van Eck, of VanEck, joins Thoughtful Money to argue that the Q3 rise in the 10-year Treasury yield is driven mainly by economic growth rather than inflation or credit stress, and that it…
A.I. To Cause Even Higher Inflation & Interest Rates? | Jim Bianco
Jim Bianco argues that AI, if it delivers, could push real growth to 4-5%, lift inflation to around 3%, and drive Treasury yields toward 7-8%, forcing a restructuring of an economy built for low…
Surviving The Fourth Turning | Neil Howe
Neil Howe, the generational-cycle theorist, argues that the US is entering a fourth turning, a period of crisis and upheaval, and that investors and citizens should prepare for it.
It's A Tricky Market Right Now | Lance Roberts
Lance Roberts of RIA walks through a choppy market, arguing that the rotation from growth into value is already largely priced in and that the S&P 500 is consolidating sideways rather than breaking…
Is The Market Hitting Its Breaking Point? | Jesse Felder
Jesse Felder argues the US market is nearing a breaking point, citing narrowing breadth (under 30% of S&P 500 components above their 50-day averages at recent highs), semiconductors failing to make…
When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter
Wolf Richter argues that the AI spending boom is propping up an economy running hot, with Q2 nominal GDP up 8.5% annualized and GDP inflation near 6.4%.
It's A New World Order For Markets | Cameron Dawson
Cameron Dawson argues that the 40-year bond bull market ended in 2022 and that the 10-year Treasury yield could climb toward 6%, with record Treasury inflows and heavy TLT call buying showing…
High Yields To Pull Asset Prices Down | Danielle Park
Danielle Park argues that the sharp rise in US Treasury yields, with the 10-year climbing from about 2.26% to 5.32% in roughly seven months, is starting a broad risk correction, much as similar…
Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts
Lance Roberts argues that value stocks are set to outperform growth and tech into year-end, citing his firm's portfolio rebalance out of overbought mega-cap growth, semiconductors and high-beta…
Markets Face A Double-Threat Today | Jim Iuorio
Jim Iuorio argues that markets face a double threat: an AI-driven equity mania, with the top seven stocks at roughly 35% of the S&P 500 and poor breadth, alongside rising 10-year yields driven by…
Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks
Stephanie Pomboy argues that US consumer spending is being propped up by drawing down savings, running up credit card debt and tapping brokerage accounts, which she reads as distress and a sign that…
Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen
Chris Whalen argues that long-term interest rates will keep rising for generations because the Fed and Fannie Mae and Freddie Mac no longer absorb Treasury duration, and he expects the ten-year…