
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 STILL...
11 Okt 20251h 27min

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 are...
9 Okt 20251h 33min

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 cl...
8 Okt 202551min

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 last...
7 Okt 20251h 11min

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 strengt...
5 Okt 202559min

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 entices...
4 Okt 20251h 27min

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 ...
2 Okt 20251h 48min

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 yo...
2 Okt 20251h 6min



















