Podcast Episodes

"Strong" Q2 GDP Growth Not Actually As Robust As It Sounds? | New Harbor Financial

The initial Q2 2025 GDP growth number was just released and it beat expectations handily, coming in at a "strong" 3.0%But...when looking just a little bit beneath the surface, the data doesn't look a…

Published on 4 weeks ago

SPECIAL REPORT: Reaction To Today's Fed Announcement | Axel Merk + Live Q&A

A few hours ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) as well as the pace of its Quantitative Tight…

Published on 4 weeks, 1 day ago

There's A Long, Grinding Bear Market Coming | David Hay

The last time I interviewed today's guest was right after the stock market plunged 20% to its post-Liberation Day lows in April.Wall Street was stunned, as just a few months before, the market seemed…

Published on 4 weeks, 2 days ago

'It's Going To Get Worse' For Both The Economy & Stocks | Peter Tchir

Earlier this year the markets sold off rather violently on fears that President Trump's new tariffs would send global trade into a tailspin.Fast forward three months and stocks are back to all-time h…

Published on 1 month ago

Market Correction Now Likely Given Wall Street's "Nothing Can Go Wrong" Hubris | Lance Roberts

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Despite stretched valuation levels and further sign…

Published on 1 month ago

Luke Gromen + Darius Dale: Why 'Money Printer Go Brrrrr' Is Our Inescapable Fate

With the US and nearly every other major G7 country engaging in historically high levels of deficit spending and increasingly struggling to service their massive sovereign debt balances -- how does t…

Published on 1 month ago

Stephanie Pomboy: Melt-Up Or Blow-Off Top?

Analyst Stephanie Pomboy returns for her bi-weekly macro & market update.

We discuss the continued strength in stocks, which are back to all-time highs — only three months after Wall Street’s violent …

Published on 1 month ago

Runway Deficits From "Fiscal QE" Leading To A Bond Market Crisis? | Simon White, Bloomberg

The US is ramping up its issuance of Treasury debt.Today's expert is concerned that this form of "fiscal QE" will lead to a resurgence in inflation, higher bond yields, a risk asset sugar high, a wea…

Published on 1 month ago

David Stockman: "This Won't End Well" As Private & Public Sectors Increasingly Compete For Capital

Over the course of his long and successful career, David Stockman has been both a Washington DC AND Wall Street insider.He was the youngest serving cabinet member of the 20th century (heading the Off…

Published on 1 month, 1 week ago

Plenty Of Warning Signs A 5-7% Correction May Happen Soon | Lance Roberts

Stocks have risen so far so fast, and remain so overbought in the short term, that the risk of a correction in the near term is uncomfortably high.So warns portfolio manager Lance Roberts.He could ea…

Published on 1 month, 1 week ago