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
Rick Rule: The Dollar Will Lose 75% Of Its Purchasing Power Over The Next 10 Years
The world economy has become a lot more uncertain in 2025.The shift away from decades of globalization towards nationalism and regional trading blocks has…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Federal Reserve Guidance Reaction With Axel Merk
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comPortfolio…
- Thoughtful Money with Adam Taggart
Neil Howe: The Fourth Turning Is Now Raging...And It's Gone Global
History tells us that civilizations and societies boom, bust and rise anew to repeat the pattern -- a pattern that demographer Neil Howe says is surprisingly…
- Thoughtful Money with Adam Taggart
Don't Sell Your Stocks! The Bears Are Wrong | Ed Yardeni
When today's guest expert was last on this channel, he predicted that the financial markets would have a "sloppy" start to 2025, but then find their footing…
- Thoughtful Money with Adam Taggart
Market May Be Topping Out & Then Likely To Re-Test The Lows | Michael Lebowitz
Despite the growing investor enthusiasm for the recent sharp rally in stocks, we're still in a "sell the rip" environment counsels portfolio manager Michael…
- Thoughtful Money with Adam Taggart
Stocks Headed Lower Say Key Indicators | Jesse Felder
Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will…
- Thoughtful Money with Adam Taggart
David Rosenberg: Will Tariff Trauma Trigger A Recession?
As worldwide tariff uncertainty persists and US-China tensions continue to escalate, are President Trump's trade policies speeding the economy into…
- Thoughtful Money with Adam Taggart
Can China Defeat America In The Trade War? | Brent Johnson
Of all the disruptive policies President Trump has made so far in his second term, his hardball strategy to reform global trade has received the most scorn.His…
- Thoughtful Money with Adam Taggart
Is It Time To "Sell The Rip"? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts, like Felix Zulauf, thinks the markets will remain volatile until Fall.Stocks will bounce, but then retreat, likely re-testing…
- Thoughtful Money with Adam Taggart
US Markets Starting To Look Like A 'Banana Republic'? | New Harbor Financial
Stocks prices are down, yields on bonds are up, and the dollar is weakening.This is the type of behavior one expects from emerging markets falling into "banana…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: America's Looming Pension Crisis - It's Worse Than You Imagine | Stephanie Pomboy
America's pensions are in big trouble. Many are underfunded vs their payout commitments. Many are being recklessly managed, overinvested in far too speculative…
- Thoughtful Money with Adam Taggart
Not A Good Time To Be Long Stocks Or Real Estate Right Now | Chris Whalen
Despite the best efforts of Elon Musk and the DOGE team, the US fiscal deficit for 2025 is $1.3 trillion so far, the second highest six-month level on…
- Thoughtful Money with Adam Taggart
Success Secrets of Warren Buffet, Peter Lynch & The Other Great Investors | Pieter Slegers
We spend a lot of time on this channel hearing how experts think the financial markets will react to recent developments.But histories most successful…
- Thoughtful Money with Adam Taggart
Is The Worst Now Behind Us? | Lance Roberts & Adam Taggart
As Felix Zulauf also assesses, Lance Roberts thinks the markets are in a bottoming process.In his estimation, the majority of the negative risks (e.g. tariff…
- Thoughtful Money with Adam Taggart
Felix Zulauf: Build Dry Powder Until Fall & Then Go Long For A 2-Year Rally In Stocks
When today's guest was on this program last back in December, he predicted the following:1. That a contraction in global liquidity could set the stage for…
- Thoughtful Money with Adam Taggart
50% Of The US Will See Falling Home Prices This Year | Reventure Consulting
Well, 2025 is here and the US housing market is still in an injured state.Will we start to see some healing this year?Or may things take a turn for the…
- Thoughtful Money with Adam Taggart
Gold & Silver Have "Stratospheric Upside" | Andy Schectman live Q&A
TO BUY GOLD & SILVER, contact Andy's firm at info@milesfranklin.comPrecious metals expert Andy Schectman gives his latest update on the gold & silver markets…
- Thoughtful Money with Adam Taggart
Wild Volatility To Send Stocks Down 35-45% This Year | Cem Karsan
In his last two appearances on this program, today's gues predicted the market would start to become more volatile.In the fall, he didn't necessarily think…
- Thoughtful Money with Adam Taggart
Basis Trade Blowing Up: Could Usher In GFC 2.0 | Lance Roberts & Adam Taggart
The swift spike in US Treasury yields has caught some of America's largest hedge funds by surprise, and the severe losses they're suffering are suddenly…
- Thoughtful Money with Adam Taggart
The Reckoning Is Now Here & A Recession Comes Next | Jan van Eck
When markets are in turmoil as they are now, I often emphasize that the most useful people to interview are asset managers.Because they don't have the luxury…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Tariffs Aren't The Only Big Challenge We Have To Worry About
Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention + takes live Q&A from the viewing audience
- Thoughtful Money with Adam Taggart
Is A Recession Inevitable Now? | David Hay
Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold…
- Thoughtful Money with Adam Taggart
Currency Debasement + Fourth Turning = Need For Sound Money | Lawrence Lepard
I've stated many times on this program that perhaps the easiest macro trend to forecast is that our fiat currencies will continue to lose purchasing…
- Thoughtful Money with Adam Taggart
Market Bloodbath: Is This "The Big One"? | Lance Roberts & Adam Taggart
Stocks got slaughtered this week in the wake of Trump's Liberation Day tariffs.The S&P is now off more than -15% from its all-time high earlier this year. The…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Tariff Trauma -- What We Know So Far About Why The Markets Are Bleeding
Portfolio manager Lance Roberts joins me for a special report making sense of yesterday's announced "Liberation Day" tariffs.Live Q&A will be taken from the…
- Thoughtful Money with Adam Taggart
Is The Economy Becoming A "Slow Moving Train Wreck"? | Anna Wong, Bloomberg Economics
Today's guest had one of the best track records last year in forecasting key economic indicators like rates of inflation and unemployment.Now that we have a…
- Thoughtful Money with Adam Taggart
"Tough" Times Ahead As Tariff War Drags Markets Into Uncertainty | Jonathan Wellum
The Trump Administration's torrent of tariffs is keeping stocks on edge as "Liberation Day" approaches on April 2nd.Today I sit down with Jonathan Wellum, of…
- Thoughtful Money with Adam Taggart
30% Market Correction + Recession 'Baked In The Cake' | Steve Hanke
Over recent years, today's expert has consistently been one of the best predictors of where the inflation rate was headed.So, where does he see it heading from…
- Thoughtful Money with Adam Taggart
Tempest Of Tariffs Shocks Stocks | Lance Roberts & Adam Taggart
Wall Street likes predictability.And that's proving quite elusive these days.Which explains why stocks have been performing poorly of late.Too many curveballs…
- Thoughtful Money with Adam Taggart
Ted Oakley: A Bad Market Correction = Tremendous Opportunity For Smart Investors
There's a lot of debate right now whether the US is indeed at risk of entering a recession this year.And at the same time, the stock market has become a lot…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Is The Worst Now Behind Us?
SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comMacro & market analyst Stephanie…
- Thoughtful Money with Adam Taggart
Coming Crash In Stocks To Trigger The Next Recession? | Wolf Richter
After embracing the "no landing narrative" last year and later unleashing animal spirits after the Presidential election that drove stocks to record levels of…
- Thoughtful Money with Adam Taggart
David Stockman: If It Doesn't Cut To The Bone, DOGE Won't Succeed
To better understand the odds for success of the economic policies of the new Trump Administration, it helps to talk to someone with first-hand experience in…
- Thoughtful Money with Adam Taggart
Has A "Tradable Opportunity" For Oversold Stocks Now Arrived? | Lance Roberts & Adam Taggart
Yesterday, the S&P 500 (barely) broke a 4-week losing streak of down weeks.On a technical level, stocks remain extremely oversold here and sentiment is…
- Thoughtful Money with Adam Taggart
Art Laffer: Presidential Economic Advisor Grades Trump's Policies So Far
The new Trump Administration has wasted no time deploying its ambitious and disruptive economic policies.Tax cuts, aggressive trade re-negotiations…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: An 'Uncertain' Fed Slows Quantitative Tightening | Axel Merk
An hour ago, the Federal Reserve Open Market Committee released the outcome of its meeting this week, keeping its policy rate unchanged (as expected) but…
- Thoughtful Money with Adam Taggart
Here's The Latest Outlook From Lacy Hunt, Luke Gromen, Lyn Alden + A Dozen Other Experts
Well, the Spring 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…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: It's Just Dumb To Dismiss Recession Risks At This Point
Macro analyst Stephanie Pomboy and I just concluded our bi-weekly live show.This week, Stephanie focused on recession risk and the mental gymnastics many go…
- Thoughtful Money with Adam Taggart
The Whole Tenor Of The Market Just Changed | New Harbor Financial
After four weeks of relentless selling, the charter of the stock market has changed.While a short-term bounce is likely here, sentiment is now damaged.It will…
- Thoughtful Money with Adam Taggart
Is The Pain In Stocks Over? Did The Bounce Just Arrive? | Michael Lebowitz
After a pummeling few weeks over which the stocks lost $trillions in market cap, Friday saw a big rally and the reversal of a number of technical…
- Thoughtful Money with Adam Taggart
Carson Block: Famed Short-Seller Explains Why The Market Is "Broken"
As mentioned many times on this program, stocks entered the year trading at or near record-high valuation extremes.When stocks are at such overbought extremes…
- Thoughtful Money with Adam Taggart
The World Is Suddenly Desperate For Physical Gold & Silver | Andy Schectman
Gold has experienced a major upwards repricing in recent years.It's up nearly $1,000/oz over the past two years.And in just the past year alone, it's up 35%…
- Thoughtful Money with Adam Taggart
Judy Shelton: It's "Day 1" Of The Reckoning As US' Unsustainable Fiscal Path Runs Out
From tariffs to tax cuts to de-regulation to budget reductions to a potential sovereign wealth fund, the new Trump administration is moving aggressively to…
- Thoughtful Money with Adam Taggart
Stocks Likely To Bounce Higher From Here | Lance Roberts & Adam Taggart
Stocks have had a rough week, declining through mid-day Friday until finally bouncing in the last few hours.Is the bottom in?It could be, says portfolio…
- Thoughtful Money with Adam Taggart
US Stocks To Underperform For For Years Ahead | Kevin Muir
There's a lot of urgency right now in America to reduce the fiscal deficit via the new D.O.G.E and also to reduce its trade deficit via the threat of…
- Thoughtful Money with Adam Taggart
Michael Pento: Stocks & Home Prices To Fall 40-50% As Liquidity Dries Up?
When today's guest was last on this program back in December, he warned that after blockbuster double-digit returns in 2023 and 2024, stocks were likely to…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Signs Of Stagflation Are Multiplying
Our bi-weekly ‘Macro Monday Mornings’ with Stephanie Pomboy resumed today.We discussed the mounting signs of economic slowdown, as well as the continued…
- Thoughtful Money with Adam Taggart
Jeffrey Sachs: DOGE Cuts Won't Be Enough, We're Going To Need Tax INCREASES, Too
There can be little doubt we're at a material juncture: Deficit spending and the resulting pile of debts and other sovereign liabilities are starting to place…
- Thoughtful Money with Adam Taggart
Will Stocks Fall Even Further From Here? | Lance Roberts & Adam Taggart
This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to…
- Thoughtful Money with Adam Taggart
Get Ready For A Falling Dollar. It Will Change Everything | Tavi Costa
The US dollar has been very strong for several years now. Among other implications, capital from the rest of the world has flooded into US stocks as a…
- Thoughtful Money with Adam Taggart
Overpriced Stocks Due For A Big Drop Or A "Lost Decade" | Chance Finucane
Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks…
- Thoughtful Money with Adam Taggart
The New Geo-Political Era Is Changing EVERYTHING...But Wall Street Is BLIND To It | Michael Every
GET MICHAELS FREE ARTICLE ON STATECRAFT at https://thoughtfulmoney.com/wp-content/uploads/2025/02/global_strategy_us_economic_statecraft_days_of_future_past.pdf…
- Thoughtful Money with Adam Taggart
Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations | Lance Roberts
"It's almost a guaranteed setup for a mean-reverting event"That's how portfolio manager Lance Roberts views the extremely-rosy earnings estimates currently…
- Thoughtful Money with Adam Taggart
Stocks Likely To Run Even Higher Before The Top Is In | New Harbor
The financial advisors from New Harbor Financial explain why the odds favor higher stock prices from here in the near term, to new all-time highs.They also…
- Thoughtful Money with Adam Taggart
Will A Market Correction Trigger A Recession? | Cameron Dawson
When today's guest was last on this program back in October, she advised investors to prepare for a more volatile year ahead in 2025 - a year in which she…
- Thoughtful Money with Adam Taggart
Jim Grant: A Multi-Decade Bond Bear Market Lies Ahead
When today's guest was last on this program back in June, he predicted that interest rates would remain "higher for longer".And the ensuing seven months proved…
- Thoughtful Money with Adam Taggart
Overly Bullish Investors Risk Losses Of Up To 50% This Year | Lance Roberts & Adam Taggart
Are investors TOO bullish now?Portfolio manager Lance Roberts is concerned they are. Wall Street is flush with money and throwing it at just about every asset…
- Thoughtful Money with Adam Taggart
Nouriel Roubini: 8% Interest Rates By 2030 & 80% Unemployment by 2045??
If you have questions about inflation, interest rates, bond yields, Tech stocks, AI, recession risk and jobs, then this video is a must-watch. Today's guest…
- Thoughtful Money with Adam Taggart
Despite Economic Green Shoots, Stocks Remain Vulnerable | Michael Kantrowitz
Today's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Home Prices To Decline 9% This Year, Then Fall Even More | Melody Wright
Housing expert Melody Wright has updated her outlook on US home prices for 2025, now predicting they will decline nationally.