Thoughtful Money with Adam Taggart

"The Bond Market Is Going To Continue To Be A Problem" | Bill Fleckenstein


Listen Later

It's said that the "Trump put" on financial markets is not on the S&P in this second term, but rather on the 10year US Treasury yield.The rise in Treasury yields since 2022 has sent the cost of servicing America's federal debt to record highs, exceeding spending on national defense for fiscal year 2024.US Treasury Secretary Scott Bessent has indicated his and the President's desire to get the 10year yield comfortably under 4%....but that's proving difficult.In fact, after falling to 4.1% two week ago, the yield has quickly shot back up to near 4.5% as of the day of this recording.Why is it proving so tricky to tame bond yields?And what will it mean for the economy & markets if they can't be?For answers, we have the great fortune today of turning to veteran money manager Bill Fleckenstein and founder of Fleckenstein capital.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #interestrates #gold _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.
...more
View all episodesView all episodes
Download on the App Store

Thoughtful Money with Adam TaggartBy Adam Taggart | Thoughtful Money

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

306 ratings


More shows like Thoughtful Money with Adam Taggart

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,442 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

249 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,033 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

462 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,350 Listeners

Supply Shock by Blockworks

Supply Shock

113 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

384 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

71 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

55 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

92 Listeners