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Thoughtful Money with Adam Taggart

Adam Taggart | Thoughtful Money
Gold
Inflation
Federal Reserve
Silver
Stock Market
Artificial Intelligence
Oil
Precious Metals
S&P 500
Housing Market
China
Market Volatility
Bear Market
United States
Iran
Economic Growth
Investing
Bitcoin
Private Credit
Monetary Policy

Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart

PublishesDailyEpisodes641Founded3 years ago
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Latest Episodes

Darius Dale is worried, in the short term, about a near-term correction in stocks.He calculates that it's more likely than not the Federal Reserve will tighten this fall in order to appease the bond market and set itself up to start easing in early 2... more

Stocks have recently ripped to new highs, after spending months in a trading range.Is this a sustainable breakout?Or a false one, as we saw back in June?Portfolio manager Michael Lebowitz discuss the odds, as well as the new surprise payroll numbers,... more

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This year so far has been full of transition & challenge for the Federal Reserve, arguably the single most influential institution for the economy.The Chairmanship has been passed on from Jerome Powell to Kevin Warsh, who appears to want to chart a m... more

YouTube

"Higher for longer" bond yields appear to be heading even higher and even longer than Wall Street expected.

This is the greatest threat to asset prices right now, claims Stephanie Pomboy.

Stephanie returns to offer her latest monthly macro and mark... more

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Recent Guests

Fred Hickey
Editor of The High Tech Strategist newsletter
The High Tech Strategist
Episode: Get Ready For A.I.-Mageddon | Fred Hickey
Eric Jackson
Founder and CIO of a hedge fund; founder of Event Horizon IQ
EMJ Capital / Event Horizon IQ
Episode: SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson
George Gammon
Guest on Thoughtful Money, Rebel Capitalist
Rebel Capitalist
Episode: Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon
John Loder
Lead partner at New Harbor Financial
New Harbor Financial
Episode: Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon
Danielle Booth
CEO and Chief Strategist for QI Research, author of Fed Up
QI Research
Episode: Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth
Louis Gave
Founding partner and CEO of GovColl
GovColl
Episode: There's Going To Be One Hell Of A Hangover When The Market Party Ends | Louis Gave
Axel Merk
Founder of Merk Investments, Fed watcher
Merk Investments
Episode: SPECIAL REPORT: Kevin Warsh Announces New Hawkish Era At The Fed | Axel Merk
Jeff Currie
Executive Co-Chairman of ABAC's Markets (Guest)
ABAC
Episode: "I'm A Buyer Of Oil Here" | Jeff Currie
John Lodera
Partner at New Harbor, portfolio strategist
New Harbor
Episode: AI Boom = Commodities Super-Boom? | Tavi Costa

Host

Adam Taggart
Host of the show, founder of Thoughtful Money; leads discussions on macro and markets with a focus on practical investment insights.

Reviews

4.5 out of 5 stars from 1.1k ratings
  • Best Finance Podcast

    I don’t typically listen to finance podcasts because of my lack of bandwidth and the fact that I’m already plugged into the market-moving research processes of many top institutional investors around the world.

    When I do, however, find time to review finance podcasts, I always start with Thoughtful Money. Adam Taggart has put together the best collection of guests and discussions that I've seen anywhere in the finance podcast ecosystem. The only shows that I think rival what Adam has built are... more

    Apple Podcasts
    5
    Darius Dale, CEO of @42macro
    United States2 months ago
  • Ads wayyyy too loud

    While I enjoy some of the guests and opinions expressed, I often have to quit shows early because the ads are two to three times as loud as to content.

    Apple Podcasts
    3
    jabdicjsndosnkslclwknxjckf
    United States3 months ago
  • Boo to Including Politics

    Looking for investing podcasts with an escape from politics? Go elsewhere.

    Apple Podcasts
    1
    bisongang
    United States3 months ago
  • Faber vs Johnson

    Faber made more sense than Johnson on most points…..But I must thank Faber for coming right out and saying it: Trump is a Buffoon. Everybody in the U.S. is afraid to point out the obvious.

    Once Trump is gone, nobody will admit to supporting him. The Trump voter will be placed on the endangered species registry.

    Actually, Trump will destroy most of Johnson’s argument as to American advantages.

    Apple Podcasts
    5
    Prometheus---
    United States4 months ago
  • Fake

    How many lives did Ryan Bohl take in war?

    Apple Podcasts
    1
    Au79$
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the show is praised for access to top minds and practical investing ideas.
Hosts occasionally interrupt guests, which can affect pacing.
Listeners note ad breaks can be disruptive and loud.
Guests are consistently strong and varied, offering deep macro insights.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#33
United States/Business/Investing
Apple Podcasts
#142
United States/Business
Apple Podcasts
#27
Canada/Business/Investing
Apple Podcasts
#50
United Kingdom/Business/Investing
Apple Podcasts
#74
Canada/Business
Apple Podcasts
#143
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
Q: Even if this Iran-related risk eases this year, do you still see a reason to accumulate energy stocks, and are there any particular names you're watching?
Yes, the time frame matters; with a longer horizon, energy stocks remain compelling, notably Exxon as a core holding for stability, with Chevron and Occidental as additional options depending on risk tolerance and capital discipline.
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
Q: So how much has the resumption of kinetics between the US and Iran affected your outlook, and what material ramifications do you expect for oil and other critical commodities?
If tensions de-escalate, we could curtail immediate price pressures; otherwise, shortages could push prices higher, but the structural under-investment means the supply response will be slow, creating multi-year buoyancy for oil; the path depends on geopolitical outcomes and policy responses.
What Bonds, Oil & Gold Are Telling Us | Michael Lebowitz
Q: If you had to describe the current markets in one or two words, what would you call them?
Complacently optimistic, with surface stability masking underlying tensions driven by oil dynamics and geopolitical risk.
SPECIAL REPORT: Re-Escalation Of War With Iran Spinning Out Of Control? | Ryan Bohl
Q: What is the status of the MOU and could diplomacy cool things down in the near term?
The MOU is not binding; it was a diplomatic starting point that the parties hoped would prevent open shooting. In practice, Iran pressed its influence over Hormuz, and the line between diplomacy and escalation remains fragile, with both sides signaling intent to adjust the terms rather than fully commit.
Longtime Deflationist Now Fears Inflation More | Lacy Hunt
Q: What about the Fed's policy and balance sheet—how does that interact with this shift?
Tightening balance sheets and winding down asset purchases could crowd out private investment and push capital costs higher, potentially curbing inflation but also slowing growth without offsetting reforms in saving and investment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Thoughtful Money

What is Thoughtful Money about and what kind of topics does it cover?

A deep-dive finance and macro podcast that features leading thinkers in economics, markets, and investment strategy. Episodes center on global macro regimes, policy shifts, inflation dynamics, and market structure, with frequent discussions of monetary policy, debt, oil, and AI-driven capital flows. The show often blends rigorous analysis with practical positioning for investors, including hedging ideas and long-term strategic themes. Notable strengths include access to a wide array of renowned macro voices and policymakers, plus a willingness to challenge conventional narratives, though pacing and host interruptions have been noted by some listeners.

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Which podcasts are similar to Thoughtful Money?

These podcasts share a similar audience with Thoughtful Money:

1. Wealthion - Be Financially Resilient
2. The Julia La Roche Show
3. Macro Voices
4. Monetary Matters with Jack Farley
5. Forward Guidance

How many episodes of Thoughtful Money are there?

Thoughtful Money launched 3 years ago and published 641 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Thoughtful Money?

Recent guests on Thoughtful Money include:

1. Fred Hickey
2. Eric Jackson
3. George Gammon
4. John Loder
5. Danielle Booth
6. Louis Gave
7. Axel Merk
8. Jeff Currie

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