Adam Taggart

DEBATE | Marc Faber vs Brent Johnson: What Comes Next After The Iran War?

Marc Faber and Brent Johnson debate the economic consequences of the US/Israeli war against Iran on the US dollar and American global hegemony. Discussion centers on whether the geopolitical conflict will lead to market stability or trigger broader economic unraveling through supply shocks and currency stress. Key investment themes include the future of the US dollar, inflation trajectories, and the potential for geopolitical fragmentation to impact global commodities.

Iran War Nearing The End? | Ryan Bohl, RANE

Iran entered negotiations just hours before a critical deadline, establishing a tenuous two-week ceasefire in the region. RANE's Middle East analyst Ryan Bohl provides a detailed assessment of the geopolitical situation and potential outcomes. The discussion covers strategic implications for the Strait of Hormuz and the resulting volatility in global oil prices.

Are Gold & Silver Prices Now Too Low? | Andy Schectman

Gold and silver prices may be heavily discounted despite geopolitical tensions in the Middle East, presenting a potential buying opportunity for investors. Pre-1965 US coinage, commonly known as junk silver, is currently trading at the best value seen in Andy Schectman's entire professional career. Investors should consider the current price correction in precious metals as an optimal entry point before the next major macroeconomic breakout.

Great Recession 2.0? | Michael Pento

Pento warns of a triumvirate of asset bubbles in credit, real estate, and stocks, forecasting a severe recession with 23% national home price declines. His defensive model portfolio is heavily allocated to 70% T-bills/cash and 20% commodities, avoiding broad equity due to extreme valuations and stagflation risks. Long-term secular headwinds including a debt-disabled economy, exhausted stimulus, and retiring baby boomers signal significantly lower real investment returns ahead.

Oil Price Shock To Cause A Recession This Year? | Lance Roberts

Oil price shocks from geopolitical tensions in Iran could potentially trigger an economic recession this year. Discussion covers credit spreads, private credit markets, and their implications for broader financial stability. Portfolio manager Lance Roberts shares his firm's latest trades and market outlook for investors.

Oil To Collapse To $30/Barrel After Iran War Ends? | Doomberg

Doomberg forecasts a post-war oil price collapse to $25-$30 per barrel as new supply from shale and alternative regions offsets the current Iran-driven supply shock. The emerging petroyuan system and 'Fortress North America' strategy highlight a structural shift in global energy trade that investors must monitor for long-term positioning. Investment opportunities lie in midstream infrastructure, volume over price plays, and fuel-switching technologies as the market transitions away from Persian Gulf dependence.

Is The Bottom In For Gold? Silver? Bitcoin? | Lawrence Lepard

Lawrence Lepard analyzes whether gold, silver, and Bitcoin have reached their market bottoms, offering a sound money perspective on current valuations. The discussion covers macroeconomic factors influencing precious metals and digital assets, providing investors with a strategic outlook on these alternative asset classes. Live Q&A session addresses key investor concerns regarding market timing, portfolio allocation, and the future trajectory of hard assets and cryptocurrencies.

"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni

Longtime Wall Street bull Ed Yardeni admits the market is undergoing a correction, raising recession odds to 35% due to the Iran war oil shock. Yardeni warns of the return of worldwide bond market vigilantes, driving yields higher on inflation risks, defense spending, and fiscal stimulus. Investment advice includes nibbling on dividend stocks, energy, and tech opportunities during panics while maintaining a long-term strategic allocation.

Maximizing Your Tax-Free Wealth & Income For Retirement | Ed Slott

Ed Slott explains that the biggest retirement planning mistake is failing to account for future tax rate increases on retirement withdrawals. Roth IRA conversions are highlighted as a primary strategy to lock in current tax rates and generate completely tax-free wealth. Investors should utilize creative legacy strategies, such as gifting up the family tree, to maximize long-term tax efficiency. The widow's penalty can severely impact surviving spouses by pushing them into higher tax brackets due to changed filing status. Annuities can be strategically leveraged within a Roth structure to secure a stable, tax-free income stream throughout retirement.

Is It Time To Raise Cash In Your Portfolio? | Ted Oakley

High-net worth advisor Ted Oakley warns investors to hold at least 20-25% of their portfolios in cash or T-bills due to extreme market valuations and heightened uncertainty. Oakley sees a significant danger of both corporate earnings and earnings multiples declining simultaneously, which could hit investors from two directions. The discussion covers current investment strategies for client capital, touching on potential threats in oil prices, gold prices, and broader market corrections.

Is Cuba Next? | Mario Braga, RANE

RANE's LatAm analyst Mario Braga analyzes the Trump Administration's statements regarding potential intervention in Cuba. Discussion covers geopolitical implications of US foreign policy shifts in Latin America and the Monroe Doctrine. Live audience Q&A session assessing the situation's impact on regional stability and investment considerations.

Here's The Latest Outlook From Lacy Hunt, Ed Dowd, Lyn Alden + A Dozen Other Experts

Highlights from the Spring 2026 Thoughtful Money conference featuring 15+ expert speakers discussing macroeconomic trends and recession risks. Lacy Hunt delivered the keynote address, followed by presentations from Ed Dowd, Luke Gromen, Brent Johnson, and Lyn Alden among others. Jeff Clark provided a bonus video focused specifically on gold and silver mining stocks for resource investors.

A Market "Retrenchment" Ahead Looks Likely | Jonathan Wellum

Jonathan Wellum warns of a high probability for a market retrenchment driven by macroeconomic headwinds and surging oil prices. Investors should exercise caution and consider reviewing their portfolio allocations to mitigate downside risks in the current environment. Surging energy prices act as a hidden tax on the economy, threatening corporate profit margins and overall market stability.

SPECIAL REPORT: 'Deer In The Headlights' Fed Leaves Rates Unchanged | Axel Merk

Federal Reserve holds interest rates steady, signaling a cautious 'deer in the headlights' approach to current economic uncertainty. Portfolio manager Axel Merk provides immediate analysis on the FOMC statement and Jerome Powell's press conference implications. Discussion covers potential impacts on inflation trends and what the Fed's inaction means for future monetary policy direction.

Are China & The USA Working Together To Carve Up The Globe? | Peter Alexander

China is executing a long-term economic transition up the value chain, leveraging infrastructure advantages and pragmatic 5-year plans rather than facing imminent collapse. US-China tensions mirror pre-WWI dynamics; potential 'Fourth Communiqué' could formalize spheres of influence between Eastern and Western hemispheres. China is actively de-dollarizing through Belt & Road diversification, Shanghai Gold Exchange expansion, and rapid growth in RMB-settled trade networks.

Will The Iran War Oil Price Shock Sink Stocks? | Lance Roberts

Iran military conflict has driven oil prices to $100/barrel, creating significant stress on the global economy and financial markets. US threats to destroy Kharg Island oil infrastructure risk further supply disruptions, potentially sending markets into shock. Mounting concerns in private credit markets add another layer of systemic risk for investors to monitor this week.

Is A Private Credit Meltdown About To Take Down The System? | Chris Irons

Private credit markets face potential meltdown, posing systemic risks to broader financial stability and investor portfolios. Geopolitical tensions with Iran and spiking oil prices compound economic headwinds from weakening employment data. Investors should reassess risk exposure across asset classes given converging macroeconomic and credit market threats.

Will The Iran War Crash The Markets? | Michael Lebowitz

RIA portfolio manager Michael Lebowitz is actively decreasing equity exposure, citing technical breakdown risks and a weakening five-month stock market trading range. Rising private credit fears and disappointing payroll data signal economic stress, with credit spreads being monitored as a critical leading indicator for broader market trouble. Investors should establish strict rules and triggers for exposure reduction, while watching the strengthening US dollar and key moving averages for market direction.

"Significant Strain" Ahead For The Economy | David Rosenberg

Economist David Rosenberg warns of significant economic fragility, arguing that current GDP growth is unsustainable and heavily dependent on a declining savings rate and the stock market wealth effect. The US economy exhibits a dangerous K-shaped divergence, where lower-income households face severe financial stress through rising delinquency rates and increasing reliance on credit for basic survival. Geopolitical risks, including the new conflict with Iran, combined with an overvalued stock market, pose substantial downside threats to the 2026 economic outlook and corporate earnings.

Is Graphene The Next Big Boom? | Kjirstin Breure

Graphene is a revolutionary super-material with exceptional strength and conductivity, poised to disrupt multiple industries including batteries, coatings, and electronics. HydroGraph Clean Power utilizes a proprietary detonation process to produce high-quality graphene at low energy and cost, offering a significant competitive advantage. Major commercial opportunities exist in defense, energy, automotive, and aerospace sectors, with the company experiencing dramatic stock performance and military partnerships.