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Thoughtful Money
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Adam Taggart on macro, markets, and risk.

In the last 30 days, Thoughtful Money produced 268 attributed ideas; most-discussed: MSFT, GLD, GOOG.

61
Ideas · 7d
268
Ideas · 30d
1451
Ideas · all time
118
Episodes
Names this show discusses most
30D
MSFT · 2GLD · 2GOOG · 1AMZN · 1LULU · 1NKE · 1TIP · 1SLV · 1
90D
MSFT · 2GLD · 2GOOG · 1AMZN · 1LULU · 1NKE · 1TIP · 1SLV · 1

Theses first heard here · 12

Preserve capital, own gold and hard assetsFIRST HEARD 17 SEP
5% 10-year yield as a potential market putFIRST HEARD 10 SEP
Venezuela oil deal as strategic win-winFIRST HEARD 29 AUG · CVX
AI CapEx as a massive commodity demand driverFIRST HEARD 27 AUG
Model shift to net neutral, heading to net shortFIRST HEARD 22 AUG
Latest attributed ideas · most recent first
17 OCT2D AGOIt's A Tricky Market Right Now
Growth-to-value rotation underway
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17 OCT2D AGOIt's A Tricky Market Right Now
Split Congress as a bullish market catalyst
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17 OCT2D AGOIt's A Tricky Market Right Now
Play the current cycle, eye long-term risks
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17 OCT2D AGOIt's A Tricky Market Right Now
Long-term structural risks warrant hedging
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17 OCT2D AGOIt's A Tricky Market Right Now
Tax-loss selling as a tactical opportunity
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17 OCT2D AGOIt's A Tricky Market Right Now
10-year Treasury yield near fundamental target
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17 OCT2D AGOIt's A Tricky Market Right Now
Own the hyperscalers, not the model labs
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDEGOOGOpen in Zortix →
17 OCT2D AGOIt's A Tricky Market Right Now
Active management favored in rotational market
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17 OCT2D AGOIt's A Tricky Market Right Now
Rotation between growth and value sectors
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
New economy can't carry old economy much longer
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Gold as a hedge against fiscal and monetary policy failure
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Capital window closing for AI investment boom
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Value factor opportunity in a rising rate regime
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Record corporate profits face populist political risk
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Energy's bullish supply-demand dynamic
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Gold in a corrective phase awaiting Fed pivot
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
AI CapEx build-out as the biggest in US history
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Signs of a historic speculative bubble
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Gold's primary role is purchasing power preservation
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Treasury demand may falter in the next recession
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Deeply out-of-favor apparel brands as contrarian plays
SHOWS SPLIT6 SHOWS · NOT ALL ON THE SAME SIDELULUOpen in Zortix →
15 OCT4D AGOIs The Market Hitting Its Breaking Point?
TIPS versus gold for inflation protection
SHOWS SPLIT5 SHOWS · NOT ALL ON THE SAME SIDEGLDOpen in Zortix →
15 OCT4D AGOIs The Market Hitting Its Breaking Point?
10-year Treasury yield target near 6%
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15 OCT4D AGOIs The Market Hitting Its Breaking Point?
Speculative mania could eventually migrate to gold
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
Equities are too speculative, favoring bonds
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
AI spending boom as recession trigger
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
AI stock sell-off as recession catalyst
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
K-shaped economy narrative as misleading
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
Hot economy as debt management strategy
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14 OCT5D AGOWhen A.I. Spending Starts Slowing, Start Worrying About Recession
AI's localized economic impact
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION