5 Reasons 2026 Will Be A Wild Ride, Likely Catching Investors By Surprise | Michael Lebowitz
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: I get the feeling that we’re going to start the year in a lower volatility environment primarily because of QE, but as events hit the market that the potential for spikes in volatility could be significant. You know, […]
'Highly Likely' We'll See A True Bear Market In 2026 | New Harbor Financial
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: I don’t know. I think there’s a a very good chance we get um you know very very very significant turmoil next year. Would not at all be surprised to see markets down or or barely up. Um […]
The Fed Is Making A Big Mistake – Get Ready For More Inflation | Jim Bianco
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: And the mistake is the Fed is cutting rates. They’ve cut 75 basis points in 2025 to add in to the 100 basis points that they cut in 2024. And they keep citing the labor market. Are they […]
Will 2026 Be The Year Dangerously Overvalued Stocks Revert To The Mean? | Lance Roberts
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: When you look at returns over the last 15 years, we’re running returns 50% above the average return of the market since 1900. So over 125 years, in the last 15, we’ve run average returns, you know, 50% […]
This Fourth Turning's Market Crash Risks Are 'Exceptional' | Neil Howe
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: What’s interesting is you have all these possible triggers of bad news, but it’s the high valuation which I find incredible. This is this is a rare combination, right? As I said, uh by the time we were […]
The Next Black Swan? | Carson Block
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: There is one potential black swan out there that I see that I don’t think it’s a near-term risk. It’s probably not a medium-term risk. I do think that among insurers there are a lot of problems. I […]
These Are the Stocks to Buy In 2026 | TCAF 225
Description: On episode 225 of The Compound and Friends, Michael Batnick … Transcript: You were so early to the commodity rally, >> dude. I said gold 5,000. People thought I wasing crazy. >> No, but even like last summer, commodities had been rallying, but not like this and they just they just exploded uh starting […]
How Prem Watsa Built the "Berkshire Hathaway Of Canada" | The Fairfax Way w/ Kyle Grieve (TIP783)
Description: Kyle Grieve breaks down how Prem Watsa and Fairfax Financial compounded for decades through disciplined value investing, … Transcript: So, why has Fairfax been so successful despite having no obvious competitive advantages? Watson wrote, “The actual business of insurance is not that differentiated. What differentiates us is culture.” And when you break down culture, […]
Chris Whalen: Private Credit Is a Ticking Time Bomb | Banks Will Take Major Losses in 2026
Description: Chris Whalen, chairman of Whalen Global Advisors and author of The Institutional Risk Analyst blog, joins The Julia La Roche … Transcript: There aren’t any easy policy prescriptions right now. You know, rates have fallen a little bit, mostly on the the news. You know, you are seeing home prices soften in some part […]
Dedollarization: The Truth About Venezuela
Description: Andy Schectman joins Jay to examine how recent U.S. geopolitical actions are reshaping global capital flows and accelerating the … Transcript: This is Jay Martin. >> Andy, good to have you back in the show. Looking forward to this. >> Always, Jay. Uh, top of my list, man. And I’m very excited to see […]
Gerald Celente: China Will Lead the AI Race as the Dollar Declines & WWIII Begins
Description: As global systems grow more fragile, blind spots get expensive. Get a free portfolio review with Wealthion’s endorsed advisors: … Transcript: AI is the future. Love it, hate it, want it, don’t want it, it good, bad, ugly, but who’s going to lead it? China. We’re getting it because of narco terrorists. Load of […]
Why US Capitalism Crushes Europe and China | Steve Lord
Description: Everyone worries AI will take their job. Steve Lord thinks we’ll hit a bigger wall first: power. Lord is COO of Burkland Associates, … Transcript: We have startups that have gone from their seed financing to being acquired in eight months. No one is really even thinking about an IPO. Hi, I am Ed […]
The ONLY Way to Invest in 2026 | Liz Ann Sonders
Description: Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins me to discuss AI’s evolution, which sectors to watch now, … Transcript: We just have to remember that FOMO is not an investing strategy. HODL, that’s not an investing strategy. Panic is not an investment strategy, so sometimes we just have to, I think, […]
Can Gold & Silver Stocks Still do Well in 2026? | David Finch Ixios Asset Management Interview
Description: COMPANIES MENTIONED/FEATURED IN THIS PUBLICATION HAVE NOT PAID FOR THIS VIDEO. Viewers are encouraged to … Transcript: Today on resource talks, is there still money to be made in gold and silver? Are the precious metals equities getting overbought? And how should I treat valuations in uh in this stage of the market? Luckily […]
Is the AI Bubble Ready to Pop | Anthony Scilipoti and Jimmy Connor
Description: Anthony Scilipoti heads up Veritas Investment Research, an independent equity research firm based in Toronto, Canada. Transcript: And if you [music] have one concern from an accounting point of view about AI and all the companies associated with it, what would it be? >> This is not a [music] question of uh you know […]
Invading Greenland? Economist Warns Of War Fallout, Fed Chaos & Inflation Surge | Hanke
Description: Start earning interest in gold: https://Monetary-Metals.com/Lin Steve Hanke, Professor of Applied Economics at Johns Hopkins … Transcript: This is like uh signing a contract under duress. When somebody has a pistol at your head and they say sign on the dotted line, they even if you sign that contract will not be valid. By […]
Ed Dowd: 'Kooky' Valuations & Weak Economy To Lead To Big Downturn By Midterm Elections
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: the valuations are kooky. Uh we are at.com level valuations on the on on the tech stocks and the overall market valuations are high and 10ear forward projected returns are zero. So that doesn’t bode well putting new […]
Is The Stock Market Undergoing A 'Great Rotation'? | Michael Lebowitz
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: So what we’ve seen is a rotation towards all of those out-of favor sectors, all the the value sectors, small cap, midcap, dividend stocks, con, you know, more conservative n basically non-mag7 stocks and and the the biggest […]
A Closer Look at John C. Calhoun
- Focus: Historical analysis of John C. Calhoun’s political evolution, opportunism, and stances on tariffs, central banking, and federal power.
- Contrast: Compares Calhoun with Jefferson and Martin Van Buren, highlighting New York’s classical-liberal tradition and skepticism of federal power.
- Constitutional Theory: Discussion of nullification, compact theory, and limits of Calhoun’s legalistic approach versus Jeffersonian strict constructionism.
- Westward Expansion: Covers Texas annexation, Mexican War implications, and the slavery debate including popular sovereignty and related legal contexts.
- Calhoun’s Motives: Emphasizes how political ambition and pro-slavery outcomes frequently shaped Calhoun’s policy positions.
- Investment Relevance: No public companies, tickers, GICS sectors, or investable themes were pitched or analyzed in this discussion.
- Market Outlook: No market outlook, economic forecasts, or actionable portfolio guidance were provided; content is historical and political.
Peter Boockvar: Why $60 Oil Is One Of The Cheapest Assets In The World
- Rotation Theme: Guest expects the AI-led market leadership to tire and a baton pass toward Energy, Agriculture, and Consumer Staples in 2026.
- Energy Outlook: Bullish on oil and gas with contrarian sentiment setup, constrained non-OPEC+ supply, slowing U.S. shale growth, and demand likely absorbing Venezuela’s longer-term supply.
- Oil Prices: Sees $60/bbl as too cheap and favors a move toward the $70s with potential for $80–$100, supporting strong free cash flow for energy equities.
- Agriculture/Fertilizers: Positive on fertilizers & agricultural chemicals amid depressed row-crop prices and strengthening potash demand; examples cited include MOS and NTR.
- Consumer Staples: Favors defensive, dividend-paying household products and broader staples after a drawdown; examples mentioned include KMB, KVUE, NSRGY, PEP, CAG, KO, and REYN.
- Precious Metals: Still constructive on gold (kept core) and more cautious near term on silver after a vertical move; central bank buying and dollar diversification remain key supports.
- EM Local Bonds: Bullish on emerging-market local currency bonds for coupon plus currency upside, highlighting Latin America and parts of Asia alongside continued interest in international equities.
- Risks & Macro: Key risks include a faltering AI trade and a jump in long rates; expects sticky inflation near ~3% and limited Fed room to cut further.
