Shows / Thoughtful Money with Adam Taggart
Thoughtful Money with Adam Taggart
Actionable insights on building wealth from the top experts in money & the markets Hosted by Adam Taggart
Episodes
- Thoughtful Money with Adam Taggart
Fed Strongly Signals A September Rate Cut. Is That Wise? | Axel Merk
In this video, fund manager & Federal Reserve watcher Axel Merk delivers his real-time reaction to yesterday's FOMC guidance & subsqent press conference by…
- Thoughtful Money with Adam Taggart
Gretchen Morgenson: The Plunderers Now Run Our Economy
When we talk about the "markets", most people immediately think of publicly traded financial assets: the S&P and Nasdaq indices, stocks of popular companies…
- Thoughtful Money with Adam Taggart
"People Are Waking Up" And Becoming Motivated Home Sellers | Melody Wright
Yesterday I had a private conversation with housing analyst Melody Wright. In it, she revealed how shocked she is by the latest stats that show how the housing…
- Thoughtful Money with Adam Taggart
Is The Stock Sell-Off Over? Or Is This A Head-Fake Rally? | Lance Roberts & Adam Taggart
While it looks like stocks could continue bouncing higher in the immediate term, portfolio manager Lance Roberts isn't convinced the sell-off is done yet. He…
- Thoughtful Money with Adam Taggart
Math All But Guarantees Recession By 2025 | Steve Hanke
When today's expert was last on this program back in March, he predicted we'll see sub-2% inflation AND a recession by the end of this year. Since then…
- Thoughtful Money with Adam Taggart
Four Key Macro Trends That Will Drive Markets Through 2025 | Jan Van Eck| Jan Van Eck
I often emphasize that the most useful people to interview are asset managers. Because they don't have the luxury of merely having an opinion on the road ahead…
- Thoughtful Money with Adam Taggart
Sven Henrich: We're Living Through The Most Distorted Business Cycle In History
When Sven Henrich of NorthmanTrader.com was last on this program, he admitted he was a reluctant bull. He just wasn't seeing any material barriers that stood…
- Thoughtful Money with Adam Taggart
Rough Week For Stocks As Credit Spreads Issue Warning | Lance Roberts & Adam Taggart
Well, portfolio manager Lance Roberts has been warning for a while now that stocks were materially overbought and due for a 5%+ correction. And it looks like…
- Thoughtful Money with Adam Taggart
Michael Green: The Stock Market Is Now A Giant Ponzi Scheme
There is a mechanical force that pushes asset prices higher as capital flows passively into the market every month. As more money flows in, it must be used to…
- Thoughtful Money with Adam Taggart
What If A Coming Recession & Bear Market Are The LEAST Of Our Worries? | John Rubino
History is full of examples where nations resorted to taking on ever-increasing amounts of debt to maintain a positive economic growth rate. But it never works…
- Thoughtful Money with Adam Taggart
Michael Pento: Stocks "Running On Fumes", Risk Of A 30-80% Crash
Federal Reserve Chair Jerome Powell testified in front of Congress this week to defend his current monetary policy. While we don't have the results of that…
- Thoughtful Money with Adam Taggart
Fed Fears Too-High Rates Are Starting To Crush The Economy | Lance Roberts & Adam Taggart
Yes, Federal Reserve Jerome Powell is hoping he can cut rates soon. But it's less because he's proud he's won the inflation battle. It's more because he's…
- Thoughtful Money with Adam Taggart
"It Will Feel Like A Recession" When Unemployment Hits 4.5% By Year-End | Bloomberg's Anna Wong
The US economy appears to be slowing down. Final Q1 GDP growth came in at just 1.4% and, as of this recording, Q2 GDP is currently estimated to be little…
- Thoughtful Money with Adam Taggart
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Dollar Liquidity
Former Vice President Dick Cheney famously said "Reagan proved that deficits don't matter" True or not, running greater and greater federal budget deficits has…
- Thoughtful Money with Adam Taggart
Tap Into The Same Advantage That Hedge Funds Do | Andrew Beer
When I graduated from Stanford Business School 25 years ago, a classmate announced he was going to work for a hedge fund and the rest of us asked "What's…
- Thoughtful Money with Adam Taggart
"Massive Deviation" Between The Markets & The Economy | Lance Roberts & Adam Taggart
There is a massive deviation between stock valuations and earnings growth: growth in the former is far outpacing the latter. This is unsustainable warns…
- Thoughtful Money with Adam Taggart
Chris Whalen: The Economy's At A Tipping Point
Today's guest wrote the book "Inflated: How Money & Debt Built The American Dream" In it, he wrote: "The first rule of any fiat system is no fiscal deficit"…
- Thoughtful Money with Adam Taggart
Common Ways To Protect Your Portfolio Using Option Hedges | New Harbor Financial
With so many recent interview guests on this channel expressing concern about the near-record levels of overvaluation AND narrow trading breadth in stocks…
- Thoughtful Money with Adam Taggart
Home Prices Are Falling In More & More Markets Now | Nick Gerli
I find myself frequently repeating the advice that in today's highly bifurcated economy, it's critical to understand the difference between the mean and the…
- Thoughtful Money with Adam Taggart
"Beneath The Surface The Market Looks Terrible" | Lance Roberts & Adam Taggart
Today's stock market is like an iceberg, says portfolio manager Lance Roberts. We can see the surface, which looks fine. The Magnificent 7 stocks -- really now…
- Thoughtful Money with Adam Taggart
John Hussman: It Sounds Nuts, But Stocks Could Crash 50-70%
There's an old saying on Wall Street that "no one rings a bell at the market top" This is why so many surprised investors got so badly burned when the DotCom…
- Thoughtful Money with Adam Taggart
Too-High Cost Of Living Is Destroying Consumer Confidence | Joanne Hsu
If you listen to the politicians and the headlines, you'll hear a lot of talk about the "strong consumer" who is keeping the economy happily chugging along…
- Thoughtful Money with Adam Taggart
Rick Rule: "We're In A Real Sweet Spot" For Investors
The purchasing power of the world's major fiat currencies has taken a beating since the pandemic. Just in the US, due to the spike in inflation, Truflation now…
- Thoughtful Money with Adam Taggart
We're Due For A Correction | Lance Roberts & Adam Taggart
With stocks still firmly in overbought territory and the uncertainty of the US presidential election nearing, portfolio manager Lance Roberts warns "We're due…
- Thoughtful Money with Adam Taggart
Unavoidable Crisis: We Have Too Much Debt That We Can't Afford To Repay | Matt Piepenburg
When asked last month if the US economy was heading into stagflation, Fed Chair Jerome Powell said he didn't see the "stag" nor the "flation" in the data he…
- Thoughtful Money with Adam Taggart
Is The A.I.-Pocalypse Near For Tech Stocks? | Fred Hickey
So far this year, the top 10 stocks in the S&P 500 have accounted for more than 76% of the index's gain. This is the 2nd most concentrated reading for the S&P…
- Thoughtful Money with Adam Taggart
Sven Henrich: S&P 9000 By 2028?
Well, the markets are back at all-time highs and central banks around the world are increasingly talking of interest rate cuts...or actually making them. Will…
- Thoughtful Money with Adam Taggart
Stocks Remain Overbought. Will Poor Earnings End The Rally? | Lance Roberts & Adam Taggart
Stocks hit new all-time highs this week and despite being very overbought, momentum is still higher. What could end this rally is the upcoming earnings season…
- Thoughtful Money with Adam Taggart
Only 1 Rate Cut In 2024? What Does The Latest Fed Guidance Really Mean? | Axel Merk
In its latest guidance released this week, the Federal Reserve is holding interest rates steady for now. The Federal Funds rate will remain unchanged at 5.25%…
- Thoughtful Money with Adam Taggart
Will Rising Unemployment Trigger A Recession? | Michael Kantrowitz
Despite the Federal Reserve's efforts to tame inflation by cooling the economy with its aggressive "higher for longer" interest rates and Quantitative…
- Thoughtful Money with Adam Taggart
Doomberg: These "Big" Energy Solutions Will Power Tomorrow's Economy
In today's discussion we look at the all-important energy market. Remember, without energy, there is no economy. As we look to the future, where are global…
- Thoughtful Money with Adam Taggart
Will Coming Week's Inflation & Fed News Cause Markets To Pop Or Drop? | Lance Roberts & Adam Taggart
Stocks remain overbought at current levels and volatility remains low. Portfolio manager Lance Roberts expects markets to tread sideways until next week's CPI…
- Thoughtful Money with Adam Taggart
Brent Johnson: Important Update On The Dollar Milkshake Theory
According to Truflation, the US dollar has lost nearly 25% of its purchasing power since January of 2020. Many everyday Americans struggling to pay their…
- Thoughtful Money with Adam Taggart
Ted Oakley: A Bear Market WILL Happen
As we enter the midpoint of 2024, confidence in the economy and the financial markets is a lot higher than it was at this time a year ago. Stock in particular…
- Thoughtful Money with Adam Taggart
Jim Grant: Inflation & Interest Rates Are More Likely To Rise Than Fall In The Years Ahead
Between February 2022 and August 2023, in order to combat hot inflation, the Federal Reserve rocketed its discount rate from near 0% to 5.25% -- the most…
- Thoughtful Money with Adam Taggart
Near -Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart
The S&P 500 has recently had a near-term sell signal triggered, during a week where many Tech stocks -- including Nvidia -- sold off harder than the general…
- Thoughtful Money with Adam Taggart
Are Car Prices Headed Down? | Yossi Levi
If you' re planning on possibly purchasing or selling a car in the near future, or just curious about how the latest action in the auto market are impacting…
- Thoughtful Money with Adam Taggart
Should We Be More Worried About A Social Breaking Point Than A Financial One? | Peter Atwater
In markets as in life, sentiment drives decision making. And until sentiment shifts, the status quo will maintain. Even when at extreme conditions. Today's…
- Thoughtful Money with Adam Taggart
Tom McClellan: These Decades-Long Correlations All Predict A Major Market Sell-Off Later This Year
Stocks markets have had a massive run since November of last year and all the major indices -- the S&P 500, the Dow and the NASDAQ - have hit all-time highs…
- Thoughtful Money with Adam Taggart
Extended, Overbought Market Likely To "Cool Its Heels" Soon | Lance Roberts & Adam Taggart
It's been a week to remember for stocks... After the S&P, the Dow and the NASDAQ each hitting all-time highs earlier this week, Nvidia blew past expectations…
- Thoughtful Money with Adam Taggart
Bull Market In Gold Still In Early Innings | Ronnie Stoeferle
Today's guest is best known for publishing the world's most respected annual analysis of the precious metals market, known as the In Gold We Trust Report. It…
- Thoughtful Money with Adam Taggart
Wait...Interest Rates Cuts Will Be MORE Restrictive Than Hikes? | Cameron Dawson
After a blowout Q1, stocks swooned in April, raising concerns the bull rally had ended. Nope. The bulls returned in May and as of this recording, the S&P, the…
- Thoughtful Money with Adam Taggart
10 Million Prime-Age Adults Giving Up On Work | Nicholas Eberstadt
While the official unemployment rate remains at a low 3.9%, there is an epidemic in the US and other Western countries of men -- and now increasingly women --…
- Thoughtful Money with Adam Taggart
Stocks Zoom Back To All-Time Highs. Will They Stick? | Lance Roberts & Adam Taggart
Three week's ago, the S&P had fallen below 5,000 and Wall Street was worried the party in stocks might be over. Nope. Stocks rebounded and, as of today, the…
- Thoughtful Money with Adam Taggart
Hey Investors: Stocks Fall When The Fed Starts Cutting Rates, Says History | Danielle Park
When today's guest appeared for the first time on this channel a few months ago, a start was born. Those who hadn't yet heard of Danielle Park were impressed…
- Thoughtful Money with Adam Taggart
Big Money Buying Up Our Homes Is "Never Going To Stop" | Ken McElroy
Many of the recent housing analysts I've talked with, like in last week's excellent interview with mortgage expert Melody Wright, see tougher times ahead for…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: The "Spent Up & Lent Up" Consumer Is Tapped Out
It feels like a tale of two economies right now. If you ask an economist, chances are you'll hear that the US is doing great, growing faster than its G7 peers…
- Thoughtful Money with Adam Taggart
Stocks May Cool Off For A Bit After Best Week Of 2024 | Lance Roberts & Adam Taggart
The Dow just had its best week of 2024. And the S&P remains on a tear higher from its mid-April lows. As a result, looking at short-term conditions, stocks…
- Thoughtful Money with Adam Taggart
The Big Short 2.0: Are $Trillions Of New Loans About To Be Pumped Into The Housing Market? | Melody Wright
A few days ago, an article appeared in the Financial Times revealing that "Last month, the government-sponsored mortgage finance agency Freddie Mac filed a…
- Thoughtful Money with Adam Taggart
David Rosenberg: Is A Jobs Shock About To Hit?
Today's guest expert just released a warning that the official jobs data reported by the government are "overstated by historical proportions" And when the…
- Thoughtful Money with Adam Taggart
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Stubbornly sticky inflation looks to be turning the Federal Reserve's campaign of Higher For Longer interest rates into "Higher For Even Longer" Today's guest…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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 --…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…