Post-Inflation Shock “Goldilocks”?

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Recorded05 Oct 2025

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Show notes

This week on What’s Next for Markets I’m sharing a short excerpt from my hour-long conversation with Adam Taggart (Thoughtful Money). We discuss why the current backdrop looks like a post-inflation-shock “Goldilocks” environment, why earnings breadth appears to be healing, and what a broader leadership profile could mean for small caps, cyclicals, housing, and manufacturing. Decide for yourself—does a slower, steadier expansion favor active over passive? To watch the full discussion with Adam, go to https://youtu.be/SMtZxM94QII?si=AHP0hWaFkNdi5Wol

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