Tom Bradshaw - S&P 500 158% overvalued & the recession indicator that's never been wrong

Today’s episode features Tom Bradshaw, an independent macro strategist and financial markets commentator. He is also the author of the ‘Beyond the Headlines’ newsletter, where he provides historical, data-driven insights on global macro trends, markets, and systemic financial risks.AUDIO IS AVAILABLE HEREPlease LIKE, SHARE AND SUBSCRIBE TO THE CONTRARIAN CAPITALISTNB - Recorded on Wednesday 21st January 2026 AMTom discusses:* Recessionary Indicators that show that a US recession is very likely to happen* How long and deep a coming US recession will likely be* Treasury, Gold, Silver & Oil predictions for 2026* Will there be a liquidity panic driven sell off in gold this year?* Why the DXY could surprise to the upside in 2026* Potential portfolio positioning for 2026 and beyond* And much moreContact Information & Previous ConversationYou can connect with Tom on Substack at Tom Bradshaw and also on LinkedIn.Our previous conversation from December 2025 is below:Upgrade to PaidThis is a decision-support service. Paid subscribers get conviction-driven research, clear traffic-light guidance on markets and commodities, and early access to podcasts and macro insights. Not noise, not narratives.Thank you for being part of The Contrarian Capitalist community!DISCLAIMER: Nothing in this podcast should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe