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Thoughtful Money with Adam Taggart — False Breakout? Or Is A Wave Of New Market Highs Ahead? | Michael Lebowitz
Scout ratingSCOUT· 67%1h 24m·2026-08-08·Money

False Breakout? Or Is A Wave Of New Market Highs Ahead? | Michael Lebowitz

Thoughtful Money with Adam Taggart

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, his outlook for bond yields, as well as his firm's latest trades.For…

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What people are saying

“New highs. We're in a melt up. You can sense that people realize the AI debt is going to catch up with the stock market At some point. And so we're all trying to realize unwarranted gains before that happens.”

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“Michael growing on me, lance is lucky dude is chill and on his team”

— @Daniel-te9eo · YouTube comment

“Adam, 7 year logistic company owner here. The overall cost of goods transportation is 3% of retail price roughly and fuel cost for trucking companies fuel cost is roughly 20%. Fuel prices could double and if everyone in the logistics indust…”

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