Podcast Episodes

Housing Market Now Falling Into A Deflationary Vortex | Reventure Consulting's Nick Gerli

The housing market remains in an injured state, with transactions still frozen and an increasing number of states seeing falling prices.But...the Federal Reserve has resumed rate cuts and mortgage ra…

Published on 12 hours ago

Has The Market Moved Too Far Too Fast? | Michael Lebowitz

Portfolio manager Michael Lebowtiz looks back at the red-hot rise in stocks over the past two month and asks:Have stocks moved too far too fast?Can this continue without a pullback first?

YOU CAN STIL…

Published on 1 day, 12 hours ago

A 'Very Precarious' Time For Markets: AI Bubble, Credit Risks & Insider Selling | Jesse Felder

Wall Street is partying hard right now with stocks at all-time highs.Unless a significant correction happens soon, the S&P will put in its third year of double-digit returns in a row.But pressures ar…

Published on 3 days, 12 hours ago

Runaway Debt & Deficits + AI Buildout = HUGE Demand For Hard Assets | Jonathan Wellum

The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.This is increasingly pushing investors into asset c…

Published on 4 days, 12 hours ago

Get Ready For "Stagflation Lite" | Cameron Dawson

Citing a current macro landscape of lower economic growth, sticky inflation and rising unemployment, today's guest has recently declared we've entered a "stagflation lite" period.How long will it las…

Published on 5 days, 12 hours ago

Bloomberg Economics' Chief US Economist Just Turned From Bearish To Bullish | Anna Wong

Much concern has been raised of late about how the economy is slowing and recession risk is rising.But is that really true?Or, could we already be through the worst of things, with the economy streng…

Published on 1 week ago

Can The Rally In Stocks Continue Into Year End? | Lance Roberts

At this point, the stock market is being driven nearly entirely by sentiment and momentum.Portfolio manager Lance Roberts thinks the odds are good that will continue as the allure of S&P 7,000 entice…

Published on 1 week, 1 day ago

Could The Weakening Jobs Market Actually Be GOOD For The Economy? | Michael Kantrowitz

While many analysts are worried about the weakening jobs market, today's guest thinks it might be exactly what's needed for the economy to get...better?Michael Kantrowitz, chief investment strategist…

Published on 1 week, 3 days ago

A Tipping Point? US Treasurys Are No Longer The 'Reserve Asset Of Choice' | David Hay

TIME'S NEARLY UP! LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceDavid Hay delivers his macro & market outlook -- plus takes y…

Published on 1 week, 3 days ago

Gold May Rally Up To $6,000-8,000/oz | Brien Lundin

Gold is up 40% this year.Silver's up almost 50%.And the mining stocks as a sector are up over 100%.Has the big money in precious metals now been made?Or is the party just getting started?For answers …

Published on 1 week, 5 days ago