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
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
'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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
'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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
'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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
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…
- Thoughtful Money with Adam Taggart
Now That S&P 5,000 Has Been Hit, Is It Time To Lock In Gains? | Lance Roberts & Adam Taggart
The S&P finally hit a new all-time high of 5,000 this week. So does this milestone give the market the green light to rocket higher? Or is this the right time…
- Thoughtful Money with Adam Taggart
Markets Could Easily Drop 30% (Or More) This Year | Steen Jakobsen, Saxo Bank CIO
Markets seem pretty convinced that 2024 is experiencing, in the words of US Treasury secretary Janet Yellen, a soft landing. But what if everyone is wrong? And…
- Thoughtful Money with Adam Taggart
The Fed Is Worried. Don't Be Fooled By Powell's False Confidence | Axel Merk
A few days ago, the Federal Reserve Open Market Committee released its latest policy decision, followed by a press conference by Fed Chair Jerome Powell. The…
- Thoughtful Money with Adam Taggart
Stocks Will Be Supported, Because If Not, All Hell Could Break Loose | Sven Henrich
The bears had every opportunity to break the markets over the past few years: From a global pandemic with a broad economic shut down, to a resulting 40 year…
- Thoughtful Money with Adam Taggart
Stock Prices Now In 'Positive Feedback' Loop | Lance Roberts & Adam Taggart
The S&P 500 is back to an all-time high and the NASDAQ is a hairs'-breadth away from the same. Stocks have started 2024 strong and appear now to be in a…
- Thoughtful Money with Adam Taggart
Lacy Hunt: Prepare For Recession, The Fed's Optimism Is Wrong
The S&P and Nasdaq are back to all-time highs. And the recently-released Q4 GDP data beat analysts expectations, positively, by a long shot. So are we in the…
- Thoughtful Money with Adam Taggart
Farmland's Long Term Return Beats Stocks & Bonds. Here's How To Invest In It | Craig Wichner
One of the asset classes I get the most requests to do an interview on is farmland. It's a form of real estate investment that yields cash flow by producing…
- Thoughtful Money with Adam Taggart
The Market Bottom Is Not In Yet | Danielle Park
According to the latest government data, the US economy is growing faster than expected, inflation is largely under control, jobs are plentiful and consumer…
- Thoughtful Money with Adam Taggart
Will The Current Bull Stampede In Stocks Turn Into A Bearish One? | Lance Roberts & Adam Taggart
NEW!! SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com The S&P just hit a new…
- Thoughtful Money with Adam Taggart
Debate On "Peak Cheap Oil": Fact Or Overblown Fear? | Doomberg vs Adam Rozencwajg
A month ago, energy analyst Doomberg published a report titled "Peak Cheap Oil Is A Myth", and a few weeks back, I interviewed him about it. To say it ruffled…
- Thoughtful Money with Adam Taggart
Housing Market To Suffer 'Aggregate Price Decline' This Year | Melody Wright
The US real estate market remains frozen. Transactions are at multi-decade lows, mortgage rates remain painfully high and home prices are at near record-levels…
- Thoughtful Money with Adam Taggart
How Bullish Is The New Market All-Time High? | Lance Roberts & Adam Taggart
The S&P 500 index closed at an all-time high yesterday (1.19.24).How much of a bullish signal is that for stocks for 2024? Maybe not as big of one as many…
- Thoughtful Money with Adam Taggart
The Fed Fears A Liquidity Crisis More Than An Inflationary One | Jim Bianco
Rumors are suddenly flying fast and furious that the Federal Reserve will be soon ending its campaign of Quantitiave Tightening (aka QT). This is on top of the…
- Thoughtful Money with Adam Taggart
Avoiding Recession Won't Be Easy With The Economic Challenges In Play | Andy Constan
It's a tough time to be an investor. There are cross-currents galore in the macro data, the financial headlines, policy decision-making, and market technicals…
- Thoughtful Money with Adam Taggart
Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that…
- Thoughtful Money with Adam Taggart
Do Steepening Yield Curves = Recession Near? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts has long stated that it's not the inversion of the yield curve that means recession is near, it's when the curve un-inverts…
- Thoughtful Money with Adam Taggart
Bear Market, Recession, Layoffs: Lots Of Ways For 2024 To Get Worse | John Rubino
How stable is our current system -- economically, geo-politically and socially? The markets seem confident it's quite stable. But you don't have to look that…
- Thoughtful Money with Adam Taggart
Will Stagflation Be The Price We Pay For A 'Soft Landing'? | Cem Karsan
Well it's a new year and with it, I'm doing my best to bring important new voices into the discuss here at Thoughtful Money. And today we're fortunate to sit…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Will The Rise Of Moral Hazard Be Our Economic Downfall?
Greed and exuberance returned to Wall Street as we ended 2023 and welcomed the start of 2024. Markets are trading near all-time highs, the Fed has switched to…