Thoughtful Money with Adam Taggart

Thoughtful Money with Adam Taggart episodes:

• 05.05.2024

  Geopolitics & Investing Will Be A LOT More Complicated From Here On | Michael Every, Rabobank

  Since today's guest was last on this program back in December, the world has continued to fracture geopolitically. Where is that trend taking us? And what will the impact be on global prosperity? The majority of folks who watch this Thoughtful Money...

  
• 05.04.2024

  Buy Signal Triggered As Market Action Starting To Favor The Bulls | Lance Roberts & Adam Taggart

  Stock prices are compressing in a wedge pattern suggesting the market is going to make a breakout soon. But in which direction? We'll soon know for sure, but portfolio manager Lance Roberts' models triggered a buy signal today. So he thinks the...

  
• 05.02.2024

  A More Cautious Fed Signals 'High For EVEN Longer' Interest Rates | Axel Merk

  Yesterday, May 1 2024, the Federal Reserve issued its latest policy statement, followed by a press conference by Fed Chair Jerome Powell. The Fed held its policy interest rate steady at 5.25%, as expected. Somewhat surprising to Wall Street was the...

  
• 04.30.2024

  Can The Economy Be Saved? | Dr Art Laffer

  If we care about the future of the economy, then we have to pay close attention to the policies that shape it. We are currently living in an age of extreme -- and in certain cases, unprecedented -- levels of monetary...

  
• 04.28.2024

  Lyn Alden: The New Era Of Fiscal Dominance = More Inflation, Slower Economy

  In order to succeed, it's critical to understand the rules you're playing by. And the rules for investing may have recently changed. There's a good argument to be made that we are now in an era of fiscal dominance. Today's guest, one...

  
• 04.27.2024

  Is The Market Correction Over? | Lance Roberts & Adam Taggart

  Is the market downdraft that sent stocks 5% lower from their recent all-time highs over? It's looking like it could be. But the market is at a "critical juncture" observes portfolio manager Lance Roberts. The S&P; is getting quite close to its...

  
• 04.25.2024

  Michael Pento: Recession Soon, Then Rampant Stagflation

  With the market now expecting less than 2 rate cuts this year -- perhaps none at all until next year according to Bank of America -- what does that mean for the economy? Can it handle "higher for even longer" interest...

  
• 04.23.2024

  Why Did Stocks Just Fall 5%? | New Harbor Financial

  WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Stocks have sold off sharply since hitting all time highs just 3 weeks ago. Bond prices are falling, too. What's going on here? Is this just a...

  
• 04.21.2024

  Time To Go Short The Market? | Kevin Muir

  On the famous fear/greed index, after spending most of the past year and half in "greed", we've suddenly switched to "fear" over a very short time frame. The S&P; has broken below both its 20 and 50 Daily Moving Averages. Inflation printed hotter...

  
• 04.20.2024

  S&P Drops Below 5000: How Much Farther Is It Likely To Fall? | Lance Roberts & Adam Taggart

  Well, the relentless bull rally that began in November is over. Stocks fell hard this week, with the S&P; breaking below 5000 on Friday. It's now down nearly 300 points from its all-time hit, which it hit just 3 weeks ago. How...

  
• 04.18.2024

  Get Ready For "Much Larger Swings To The Downside" | Adam Kobeissi

  The headline economic data gives a comforting sense the economy is strong. The media headlines tell us the consumer is "resilient" But if you ask most Americans, they'll tell you they're struggling. Last year, a Forbes Advisor survey revealed that nearly 70% of...

  
• 04.17.2024

  Iran vs Israel: How Worried Should We Be? | Ryan Bohl

  This is a live Special Report with geopolitical expert Ryan Bohl, MidEast analyst for the RANE Network. Given the serious nature of and confusion around the escalation of hostilities between Iran & Israel, I've brought Ryan on the program to ask...

  
• 04.15.2024

  Gold Is At An All-Time High. What Does That Mean For Markets? | Axel Merk

  The price of gold has experienced a breakout over the past month and a half. What does that mean? Is that a sign that investors are worried about higher inflation to come? Or that capital is fleeing to safety in advance of approaching...

  
• 04.14.2024

  Now That We're In Reflation: Still Be Bullish, Just Not As Much | Darius Dale

  When I last interviewed today's guest back in December, he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading into 2024. And to give credit where credit is due, his...

  
• 04.12.2024

  Stocks Have Broken Below Their Trendline. Will They Regain It? | Lance Roberts & Adam Taggart

  The unending string of up weeks we saw in stocks in Q1 has ended here in April. The market had a volatile week, with the S&P; ending roughly 100 points lower and bond yields continuing to rise, with the UST 10-year...

  
• 04.11.2024

  Stocks To Fall ~20%, Recover Before The Election, Then "Drop Precipitously" | David Brady

  In Q1, investors could do no wrong. Making money was easy as almost every asset class rose to new highs as markets anticipated coming interest rate cuts from. But here at the start of Q2, things are starting to feel a lot...

  
• 04.09.2024

  The Market Is Priced For A Fairytale Economy, But Stagflation Is Much More Likely | Jesse Felder

  Today's guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is...

  
• 04.07.2024

  Marc Faber: Most Households Are Drowning Financially While The Rich Get Richer

  There's a lot of uncertainty in the world right now -- geopolitical, economic, social, and environmental. At times like this when the path forward is unclear and the stakes are high, it's wise to tap the counsel of those with a...

  
• 04.06.2024

  Stock Rally Showing Cracks? | Lance Roberts & Adam Taggart

  Are cracks starting to appear in the bull market rally? Portfolio manager Lance Roberts thinks so. His technical dashboard is now showing sell signals as volatility is increasing and the S&P; has broken beneath its 20 Daily Moving Average.Next week should be...

  
• 04.04.2024

  Former Federal Reserve Exec Thomas Hoenig: Our Money Is Dying

  The Federal Reserve is one of, if not the most, significant institutions in the world given the global impact of its policy decisions. It influences the price of nearly everything, as well as the availability of jobs, the stability of our...

  
• 04.02.2024

  Prepare for S&P 6000 (And Higher) In The Coming Years-Long Bull Market | Ed Yardeni

  Stocks have delivered a great ride over the past year and a half. That has attracted retail investors back into the markets with a vengeance. Household equity ownership is currently near an all-time high. Does this bull market still have plenty of...

  
• 03.31.2024

  Steve Hanke: Shrinking Money Supply = Recession And Sub-2% Inflation By End Of Year

  When I interviewed today's guest expert back in August of 2021, when inflation was 5%, he made the bold prediction that the CPI would eventually hit 9%, a prediction that seemed unthinkable at the time -- but it indeed proved...

  
• 03.30.2024

  Election Uncertainty To Cause Market Correction By Summer? | Lance Roberts & Adam Taggart

  Nearly every asset class saw gains in Q1 -- stocks, the dollar, gold, Bitcoin and real estate. Will the rally keep powering higher through the remainder of 2024? Portfolio manager Lance Roberts thinks, while anything is possible, stocks are increasingly at risk...

  
• 03.28.2024

  Yep, Stocks Are Back In A Bubble | Jonathan Treussard

  Animal spirits have certainly been running wild in the stock market of late. The S&P; is up over 1,000 points (roughly 25%) in the past 4.5 months. Is this a new era of easy gains as giddy bulls are proclaiming? One investors...

  
• 03.26.2024

  'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa

  Recent inflation reports show that it's proving "sticky", stubbornly refusing to recede down to the target rates that central banks are shooting for. But rather than simply staying sticky, could it actually start surging again? Today's guest expert thinks it could due...

  
• 03.24.2024

  Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz

  The global economy is awash in too much debt, which continues to pile up at an exponential rate. History is clear how such eras end. The purchasing power of currency gets destroyed. To understand why the barbarous relic has risen to an...

  
• 03.23.2024

  Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart

  As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies) That temporarily removes THE most important buying support for shares. Combine that...

  
• 03.22.2024

  Reaction to This Week's Federal Reserve Announcement & Press Conference | Axel Merk

  Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this week's FOMC release and press conference with Fed Chair Jerome Powell. He'll also take live Q&A; from viewers WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful...

  
• 03.19.2024

  Here's The Latest Outlook From Lacy Hunt, Stephanie Pomboy, Michael Pento + A Dozen Other Experts

  Well, the first-ever Thoughtful Money conference was held online this past weekend and I’m delighted to say the event was a real success. That was due primarily to the amazing line-up of speakers who presented and took live audience Q&A; throughout...

  
• 03.17.2024

  Bill Fleckenstein: Bulls May Find Themselves "Up To Their Neck In Alligators" Soon

  For a long time now, passive capital inflows have powered equities higher, especially the Magnificent 7, as a tremendous percent of every new dollar that flows into the market goes into these 7 stocks. But some of these once-bulletproof companies...

  
• 03.16.2024

  No Doubt About It: Stock Prices Remain Very Stretched Here | Lance Roberts & Adam Taggart

  Stocks pretty much ended the week where they began. Is the raging rally that has propelled stocks higher so far this year finally running out of gas? Quite possibly thinks portfolio manager Lance Roberts. Valuations remain at extremely stretched extremes for many...

  
• 03.14.2024

  It's All About To Crash | David Stockman

  To better understand the current economic environment we find ourselves in, it helps to better understand how we ended up here. And few have as detailed an understanding as today's guest, who has been a true insider in both Washington DC...

  
• 03.12.2024

  Don't Fool Yourself: Higher Rates WILL Bring Pain To The Credit Markets | Alf Peccatiello

  Since the October lows, stocks have roared back to record highs, and bonds have risen solidly as US 10yr Treasury yields have dropped from 5% to near 4% Will the bull run continue through the rest of 2024? It is an...

  
• 03.10.2024

  Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell

  When today's guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023. And he predicted that these net liquidity...

  
• 03.09.2024

  'Juggernaut' Rally Ripe For A Correction | Lance Roberts & Adam Taggart

  Well, another week, another all-time high in stocks. Valuations are now stretched to extremes only seen near a bubble top, and volatility is low...too low. The odds of a pull-back, perhaps a larger correction, are concerningly high enough to make this now...

  
• 03.07.2024

  Over-Leveraged Consumers & Corporations Pose The Biggest Threat To the Economy | Neely Tamminga

  The media is full of reports that the economy is in fine shape due to a "strong" and "resilient" consumer who has held up much better than expected during the recent years of high inflation and high interest rates. But has...

  
• 03.05.2024

  Ebbing Fiscal Stimulus To Cause Economic Slowdown? | Chance Finucane

  As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally? Or has the getting been too good for too long? Is it instead now a good time to take gains and...

  
• 03.03.2024

  The Coming Year Will See Recession & A Major Correction In Stocks | Gordon Long

  The economy is chugging along at more robust GDP growth than many expected. Inflation has moderated and unemployment remains low. Many, including Wall Street for certain, have bought into the soft landing -- or no landing at all -- narrative. We're in a...

  
• 03.02.2024

  Stock Rally 'Extremely Long In The Tooth' | Lance Roberts & Adam Taggart

  Investing great Ray Dalio said this week: "The stock market doesn't look very bubbly". But Bank of America just released a new report titled: "The S&P; 500 is egregiously expensive" Who's closer to right? Portfolio manager Lance Roberts leans more towards BofA's assessment,...

  
• 02.29.2024

  Returning Inflation Is Putting The Fed In A Tough Spot | Truflation's Oliver Rust

  Inflation has been called the invisible tax. Economist John Maynard Keynes wrote that, through it, "Governments can confiscate, secretly and unobserved, an important part of the wealth of their citizens" in a process that "engages all the hidden forces of economic law...

  
• 02.27.2024

  Markets Are In A "Speculative Blowoff", But When Will It End? | David Hay

  Back in 1996, Federal Reserve Chair Alan Greenspan famously said: "How do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions?" It was a prophetic question, as the stock market soon after...

  
• 02.25.2024

  Unaffordable Housing Market Still Due To Correct By 30-40% | Nick Gerli

  Well, the average home price in America remains just about as unaffordable as it's ever been. In fact, a recent report from real estate data provider ATTOM examined the median home prices last year for roughly 575 U.S. counties and found...

  
• 02.24.2024

  Is The Ongoing Meltup A Gift? Or A Danger? | Lance Roberts & Adam Taggart

  The S&P; is at yet another record high in a week that saw the second-biggest 1-day gain in market cap in history after Nvidia (NVDA) delighted investors with blowout revenue& earnings growth. The bulls are stampeding hard now and FOMO-driven momentum...

  
• 02.22.2024

  How To Invest For Income | Steven Bavaria

  One of the most frequent requests from Thoughtful Money viewers is for a discussion focused on investing for income. Well, that's what we're delivering here. Steven Bavaria, author of the book 'The Income Factory: An Investor’s Guide to Consistent Lifetime Returns'...

  
• 02.20.2024

  'Vast Majority' Of Investors Unprepared For Coming Higher Levels Of Inflation & Risk | Bob Elliott

  After decades of moving towards increased globalization, the aftermath of the supply-chain vulnerabilities revealed by the COVID pandemic, as well as the geopolitical fallout from Russia's invasion of Ukraine, are pushing the world order into a more fragmented state. If trade...

  
• 02.18.2024

  The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz

  Inflation for January rose higher than expected. Is this a one-off blip? Or is it a sign that the remaining inflation in the system is "sticky", and going to prove harder for the Federal Reserve to get under control? Some analysis have...

  
• 02.17.2024

  Odds Of Market Correction Rising As Retail 'Dumb Money' Piles In | Lance Roberts & Adam Taggart

  The S&P; 500 is now solidly above 5,000. Stocks have shrugged off "bad" data like higher inflation numbers & disappointing retail sales -- nothing at the moment seems able to dampen Wall Street's euphoria. And little surprise, retail investors are...

  
• 02.15.2024

  Demographic Time Bomb: US Population On Track To Start Shrinking By 2035 | Chris Hamilton

  Narrative drives so much of the thinking today, especially when it comes to the markets. To prevent becoming unduly influenced by it, it's important to ground ourselves in data. We should ask first: what is the data saying? And then we can judge whether the...

  
• 02.13.2024

  Passive Capital Flows Are Starting To Reverse - This Will Change Everything | Michael Green

  The officially-reported headline GDP, jobs and inflation numbers look pretty rosy right now. But how much of that is due to actual, healthy sustainable economic activity vs extraordinary government intervention? Deficit spending as a percentage of GDP is currently at heights not...

  
• 02.11.2024

  Grant Williams: The Economy Is At "A Dangerous Point" Where Reality Is Much Worse Than Headlines Suggest

  According to the official data - be it economic growth, disinflation or jobs -- things could hardly be better. But if you talk to a regular person on the street, they're likely to tell you that times aren't that great, and...