Adam Taggart hosted market and investing discussions, interjecting his own views sparingly and promoting his upcoming Thoughtful Money Fall Online Conference and a sponsor. He mused about great‑power competition over critical inputs and export controls, and referenced Tom Hoenig’s thinking on drivers of fiscal and monetary profligacy. He framed an episode on income investing with Steven Bavaria, highlighting Bavaria’s Income Factory approach and urging viewers to learn from experienced practitioners rather than wing it. He also delivered an identity‑theft protection ad read and reiterated conference early‑bird deadlines.
From the window to Oct 4, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 27 positionsLatest positions
- ATAdam TaggartVery high risk on S&P Warns that many macro minds he spoke with see growing risk of a real multi-year bear market and institutional breakdown. “ils sont de plus en plus concernés par la possibilité ou la probabilité d'un vrai marché vert” ▶ 39:25 It's A Tricky Market Right Now | Lance Roberts · 17 Oct
- ATAdam TaggartStrongly bullish on or Expects gold to keep appreciating and to benefit from a Fed monetary response in a crisis scenario. ▶ 34:33 Is The Market Hitting Its Breaking Point? | Jess… · 15 Oct
- ATAdam TaggartFor on Congrès Wants Congress to embrace fiscal discipline and austerity, though he doubts it will happen proactively. ▶ 46:49 Is The Market Hitting Its Breaking Point? | Jess… · 15 Oct
- ATAdam TaggartHigh risk on AI Worries that if the AI boom materially goes south it would drag a lot down with it. ▶ 33:12 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
- ATAdam TaggartFalling on inflation Expects disinflation over this period, absent the Iran war's oil price increase. “Si l'inflation est désinflatée durant ce temps, il y a une bonne chance que ce soit le cas” ▶ 46:01 Value Stocks Set To Outperform Tech Into The End… · 10 Oct
- ATAdam TaggartStrongly against on UBI Calls UBI a non-solution to job displacement, saying giving people money just raises prices. “I don't hear a lot of that except just UBI. And I think that's a non-solution.” ▶ 43:31 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
- ATAdam TaggartBullish on AI Believes AI will unlock gargantuan opportunity for the entrepreneurial-minded, and expects it to be deflationary if it plays out. “I totally believe that AI is going to unlock Gargantuan opportunity for the entrepreneurial minded person” ▶ 38:48 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
- ATAdam TaggartRising on deflation Expects AI to become a deflationary force in the economy if it plays out as hoped. “you expect at some point AI to be a deflationary force, which I think it absolutely will be” ▶ 46:39 Markets Face A Double-Threat Today | Jim Iuorio · 8 Oct
- ATAdam TaggartVery high risk on stock market Sees the market as a one-trick pony dependent on AI, making it vulnerable to any weakness there. “the markets right now are definitely a one-trick pony. It is all about the AI trade” ▶ 9:21 Stephanie Pomboy: The Higher Yields Go, The High… · 7 Oct
- ATAdam TaggartImproving on États-Unis Expects more economic growth in the near term, at least in the fourth quarter, from AI and administration efforts. “nous voyons dans le terme immédiat de plus en plus de croissance économique, au moins ici dans la quatrième quarte” ▶ 9:35 Time To Buy Bonds? | Lance Roberts · 3 Oct
- ATAdam TaggartWorsening on Russie Expects Russia to fall further behind over 5-15 years because it lacks the power and compute capacity of the AI superpowers. “Combien de plus en-dessous seront-ils dans 5, 10, 15 ans? Parce qu'ils n'ont pas la capacité de production électrique et de compute” ▶ 17:41 Time To Buy Bonds? | Lance Roberts · 3 Oct
- ATAdam TaggartRisk rising on AI Taggart says the AI compute buildout is a balance sheet investment with a real question mark around its sustainability. “There's a real question mark around its sustainability” ▶ 35:13 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
Their output
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Wolf Richter 1 mention
- Jesse Felder 1 mention
- Cameron Dawson 1 mention
- Lance Roberts 1 mention
- Danielle Park 1 mention
- Michelle Shepard 1 mention
What they talk about
- inflation 5 items
- AI 4 items
- Négoci-Titre TD 4 items
- QE 4 items
- dollar 4 items
- NASDAQ 4 items
- Thoughtful Money® 4 items
- recession 4 items
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