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
Is Violent Societal Unrest Now Inevitable? | Peter Turchin
On this channel we spend most of our time talking about the economy, markets and money.Which are all very important -- no doubt -- but they exist in service to…
- Thoughtful Money with Adam Taggart
All Bubbles End - So You'd Better Have Some Liquidity | David Rosenberg
It's easy to feel confused these days.With the stock market at all-time highs, some analysts predict this bull market has a lot longer to run as the…
- Thoughtful Money with Adam Taggart
Stocks Likely To Trend Higher Into Year End? | Michael Lebowitz
Have markets now made it safely through the seasonal risk of October? Portfolio manager Michael Lebowitz thinks they likely have, barring some surprise…
- Thoughtful Money with Adam Taggart
Michael Pento: A Coming Credit Crisis Is The Most Likely Trigger For A Market Plunge
When today's guest was last on this channel back in July, he warned that a 'triumvirate" of three massive asset price bubbles -- in credit, real estate and…
- Thoughtful Money with Adam Taggart
Here's The Latest Outlook From Lacy Hunt, Lyn Alden, James Grant + A Dozen Other Experts
BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conferenceWell, the Fall Thoughtful Money conference was held online…
- Thoughtful Money with Adam Taggart
Ed Dowd: USA Facing A 'Toxic Cocktail' of Trouble In Stocks, Credit, Trade & Housing
Today's guest suggests that for much of the past three years, the economy & financial markets have been boosted by a "sugar high" cocktail including prodigous…
- Thoughtful Money with Adam Taggart
Jan van Eck: Q4 Macro & Market Outlook
When market uncertainty is as high as it is now, I often emphasize that the most useful people to interview are asset managers.Because they don't have the…
- Thoughtful Money with Adam Taggart
Get Out Or Buy The Dip? | Lance Roberts
Well, this week certainly was not a dull one.It saw growing fears of credit contagion from "cockroach" corporations as the fallout from TriColor and First…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: When The Next Shakeout Happens, Will You Be A Winner Or A Loser?
Macro analyst Stephanie Pomboy returns to discuss rising market volatility, record gold & silver prices, concerning failures in the private credit industry &…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Silver Price Explodes Above $50/oz -- Is It Too Late To Buy In? | Andy Schectman
TO BUY SILVER & GOLD, contact Andy's firm at info@milesfranklin.comWith silver having just exploded above $50/oz, many of you have reached out to me asking…
- Thoughtful Money with Adam Taggart
Housing Market Now Falling Into A Deflationary Vortex | Reventure Consulting's Nick Gerli
The housing market remains in an injured state, with transactions still frozen and an increasing number of states seeing falling prices.But...the Federal…
- Thoughtful Money with Adam Taggart
Has The Market Moved Too Far Too Fast? | Michael Lebowitz
Portfolio manager Michael Lebowtiz looks back at the red-hot rise in stocks over the past two month and asks:Have stocks moved too far too fast?Can this…
- Thoughtful Money with Adam Taggart
A 'Very Precarious' Time For Markets: AI Bubble, Credit Risks & Insider Selling | Jesse Felder
Wall Street is partying hard right now with stocks at all-time highs.Unless a significant correction happens soon, the S&P will put in its third year of…
- Thoughtful Money with Adam Taggart
Runaway Debt & Deficits + AI Buildout = HUGE Demand For Hard Assets | Jonathan Wellum
The Debt-to-GDP ratio of the world's largest economies is rising at a frightening pace as reckless deficit spending has become the order of the day.This is…
- Thoughtful Money with Adam Taggart
Get Ready For "Stagflation Lite" | Cameron Dawson
Citing a current macro landscape of lower economic growth, sticky inflation and rising unemployment, today's guest has recently declared we've entered a…
- Thoughtful Money with Adam Taggart
Bloomberg Economics' Chief US Economist Just Turned From Bearish To Bullish | Anna Wong
Much concern has been raised of late about how the economy is slowing and recession risk is rising.But is that really true?Or, could we already be through the…
- Thoughtful Money with Adam Taggart
Can The Rally In Stocks Continue Into Year End? | Lance Roberts
At this point, the stock market is being driven nearly entirely by sentiment and momentum.Portfolio manager Lance Roberts thinks the odds are good that will…
- Thoughtful Money with Adam Taggart
Could The Weakening Jobs Market Actually Be GOOD For The Economy? | Michael Kantrowitz
While many analysts are worried about the weakening jobs market, today's guest thinks it might be exactly what's needed for the economy to get...better?Michael…
- Thoughtful Money with Adam Taggart
A Tipping Point? US Treasurys Are No Longer The 'Reserve Asset Of Choice' | David Hay
TIME'S NEARLY UP! LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceDavid Hay delivers…
- Thoughtful Money with Adam Taggart
Gold May Rally Up To $6,000-8,000/oz | Brien Lundin
Gold is up 40% this year.Silver's up almost 50%.And the mining stocks as a sector are up over 100%.Has the big money in precious metals now been made?Or is the…
- Thoughtful Money with Adam Taggart
Our Addiction To Deficit Spending Is The Greatest Threat To Our Future Prosperity | Lyn Alden
Today's guest has long been warning that the US -- as well as many other countries -- is now in an era of fiscal dominance.That's when fiscal spending gets out…
- Thoughtful Money with Adam Taggart
Odds Of Stock Market Correction Grow As Economy Slows | Lance Roberts
The leading economic indicators are showing that the economy is slowing further. Are we headed into recession?It's too early to tell.But it does put today's…
- Thoughtful Money with Adam Taggart
Overvalued Bull Markets Like Now "Do Not End Well" | New Harbor Financial
In this latest monthly outlook from the advisors at New Harbor Financial, John and Mike discuss investing in a world of nosebleed valuations levels during a…
- Thoughtful Money with Adam Taggart
Bonds Looking Bullish In The Near-Term | Michael Lebowitz
Portfolio manager Michael Lebowitz joins us live to explain why he remains bullish on bonds here in the near term, as well as to take your Q&A#bonds…
- Thoughtful Money with Adam Taggart
Likely Near-Term Pullback Should Present A Buying Opportunity | Mark Newton, Fundstrat
When today's guest was last on the program back in May, he made the bold prediction that new all-time highs for the stock market were just weeks away.And he…
- Thoughtful Money with Adam Taggart
Sick Labor Market To Pop Biggest Stock Bubble Ever Seen? | George Gammon
The stock market is back in party mode since zooming back to all-time highs in the wake of the April Liberation Day lows.And the Fed just cut its policy rate…
- Thoughtful Money with Adam Taggart
Rising Reversal Risk In Stocks? | Lance Roberts
Right now nearly every asset class in rising in price simultaneously.And many indices and individual securities are hitting all-time highs.Investors are…
- Thoughtful Money with Adam Taggart
Can The Stock Market Bubble Continue Into 2026? | Sven Henrich
When Sven Henrich of NorthmanTrader.com was last on this program in May, he stated that it was "do or die time for the bears" Well...it seems they died. Since…
- Thoughtful Money with Adam Taggart
How To Play The Breakout In Gold & Silver | Andy Schectman
TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.com Precious metals expert Andy Schectman joined me for a livestream to discuss the…
- Thoughtful Money with Adam Taggart
Investors Are "Pretty Drunk Right Now" On Gains Despite Risks | Ted Oakley
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Oxbow at https://www.thoughtfulmoney.com/oxbowStock valuations are at their highest EVER, by many metrics.So much so…
- Thoughtful Money with Adam Taggart
Is Worry Dead? Nearly All Assets Are Rising Now | Lance Roberts
LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conference…
- Thoughtful Money with Adam Taggart
Stocks Are 'Pornographically' Overvalued | Chris Irons, Quoth The Raven
Today's guest has been a relatively recent entrant into the world of macroeconomic analysis, but he has certainly made a big splash within a short period of…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: The Way We Invest Is Coming To An End
The cost of capital is rising.Inflation may be more present in future years, especially as we re-shore manufacturing.And as we re-shore it, we are also…
- Thoughtful Money with Adam Taggart
Bill Fleckenstein: The Market Is In A Dangerous Set-up That Could Get Ugly Quickly
It's a tricky time for investors right now.We're seeing increasing signs the economy is slowing down, but nearly all assets are surging in price right…
- Thoughtful Money with Adam Taggart
Increasingly Strapped Consumers Are Tapping Out | David Hay
In this new monthly macro/market recap with veteran investor David Hay, we go deep into the major trends in motion currently: an increasing number of…
- Thoughtful Money with Adam Taggart
Big Jobs Miss Suggests Economy Is Sicker Than Believed | Lance Roberts
The jobs market is starting to show signs of being in real trouble.August payrolls were a huge disappointment, coming in at a VERY weak 22k (vs expectations of…
- Thoughtful Money with Adam Taggart
We're Facing The Bursting Of Twin Bubbles In Housing AND Stocks | Danielle Park
After a year of projecting confidence in America's "strong" and "resilient" economy, at his recent Jackson Hole appearance, Federal Reserve Chair Jerome Powell…
- Thoughtful Money with Adam Taggart
Breakout Underway In Gold & Silver. How High Will They Go? | Jonathan Wellum
GET OUR FREE GUIDE TO BUYING GOLD & SILVER https://thoughtfulmoney.com/goldThe breakout in gold & silver continues to gain momentum today.How high are prices…
- Thoughtful Money with Adam Taggart
Our Money Is Dying | Lawrence Lepard
In my opinion, the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing power in the years ahead, likely at an…
- Thoughtful Money with Adam Taggart
Lacy Hunt: The Economy Is Seizing Up While The Fed Dithers
It's an especially confusing time for investors given how divided the experts are on whether resurging inflation or disinflation/deflation is more likely from…
- Thoughtful Money with Adam Taggart
Does A September Surprise Lie In Store For Stocks? | Lance Roberts
Historically, September is the cruelest month for stocks.October is little better.Are odds good that history will repeat, especially with valuations as extreme…
- Thoughtful Money with Adam Taggart
"This Is A Bubble". You'd Better Invest Accordingly | Cem Karsan
Today's guest is the perfect expert to discuss a year as volatile as 2025 has been so far.Cem Karsan is Founder, CIO, and Managing Principal of Kai Volatility…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore
Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads…
- Thoughtful Money with Adam Taggart
The Fed Is Starting To Fear Recession | Danielle DiMartino Booth
Suddenly, the Federal Reserve is filled with more drama and curveballs than a World Series tiebreaker.The betting markets are abuzz debating who President…
- Thoughtful Money with Adam Taggart
Home Prices Will Be Heading Lower For Years | Melody Wright
LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceGet ready for years of pain for home…
- Thoughtful Money with Adam Taggart
Fed Chair Signals Rate Cuts Ahead, Markets Zoom Higher | Lance Roberts
Jerome Powell just made his long-awaited speech at Jackson Hole and sent a strong signal the Fed will start cutting interest rates due to increasing concern…
- Thoughtful Money with Adam Taggart
Inflation Headed DOWN From Here, Despite Tariffs | Steve Hanke
As the world awaits Federal Reserve Chairman Jerome Powell's speech at Jackson Hole, the question on everyone's mind is:Where is inflation headed from here?Is…
- Thoughtful Money with Adam Taggart
The Wealth Gap Is Accelerating Out-Of-Control | Lacy Hunt, Judy Shelton, Darius Dale & others
LOCK IN THE EARLY BIRD PRICE DISCOUNT FOR THE THOUGHTFUL MONEY FALL CONFERENCE AT https://thoughtfulmoney.com/conferenceIn today's video, we discuss a new…
- Thoughtful Money with Adam Taggart
The Coming Era Of Rate Cuts: How Will They Affect Asset Prices? | Andy Schectman
TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman returns to answer all your precious metals-related…
- Thoughtful Money with Adam Taggart
Bonds Trading At A Bargain Right Now? | Jim Masturzo
Today's guest has a contrarian bullish view on bonds, especially when looking out over the next 3 to 5 years.While consensus still leans cautious, his take is…
- Thoughtful Money with Adam Taggart
Housing Starting To Become A Buyer's Market? | Ivy Zelman
The real estate market remains a tangled mess.Commercial real estate has crashed hard under higher interest rates and tighter lending standards.However, higher…
- Thoughtful Money with Adam Taggart
Wall Street Is Now Dumping It's Junk On The Regular Investor | Lance Roberts
Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: The Next Fed Cut To Mark The Peak In Stocks?
Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money and shared how it won’t surprise her that, if the Federal Reserve…
- Thoughtful Money with Adam Taggart
Expect A Market Correction By September | Brent Johnson
The dollar has weakened considerably so far this year.Amidst the new US Adminstration's hardball trade tactics, critics claim that foreigners are ramping up…
- Thoughtful Money with Adam Taggart
The "T-Bill & Chill" Era Is Ending. What Should Investors Do Next? | Michael Lebowitz
Trillions in investor capital has been locked up in the "T-bill and Chill" trade for several years now.But will the Fed expected to cut rates materially over…
- Thoughtful Money with Adam Taggart
The Coddling Of The American Mind: Good Times Have Created Weak Men | Greg Lukianoff
The great engine of American success was built by generations of pioneers, entrepreneurs, scholars, soldiers and immigrants defined by their grit, strength and…
- Thoughtful Money with Adam Taggart
Dangerously Rosy Earnings Estimates Will Plunge Stocks When They Adjust | Lance Roberts
2026 forward corporate earning estimates are the farthest they have ever been from historical averages.This makes a future downward revision a near-guarantee…
- Thoughtful Money with Adam Taggart
Breaking Our Slavery To The Industrial Food Complex | Joel Salatin
Today, you're in for a real treat folks.We welcome back to the program one of my all-time favorite humans, Joel Salatin.Named "the most famous farmer in…
- Thoughtful Money with Adam Taggart
The "Big Money" Still Lies Ahead | Jeff Clark
When the precious metals enter into a bull market, the shares of the companies that mine them usually outperform the price gains of gold and silver --…
- Thoughtful Money with Adam Taggart
Bullish For Rest Of 2025, But Bearish For 2026 | Michael Howell
In his appearance at Thoughtful Money's Spring online conference back in March, Michael Howell, founder & CEO of Crossborder Capital, warned of an oncoming…