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
The Fourth Turning Is Here & Stocks Are About To Get Clobbered | Gordon Long
If you're familiar with the concept of the 4th Turning, it's hard to deny we're in one now.A fourth turning is a societal cycle during which the power…
- Thoughtful Money with Adam Taggart
Investors Now Too 'Overconfident' & 'Giddy' | Michael Lebowitz & Adam Taggart
The market has been tossed a lot of surprises lately -- even a near-black swan (DeepSeek) -- and yet, stocks have shrugged off all the uncertainty.Investor…
- Thoughtful Money with Adam Taggart
Lyn Alden: Can Anything Stop The Runaway Train Of Fiscal Deficits?
One of the biggest forces boosting both economic growth and asset price appreciation over recent years has been the explosion of higher fiscal deficit spending…
- Thoughtful Money with Adam Taggart
How To Invest In The Volatile Trump 2.0 Era? | New Harbor
Tariffs, trade wards, DOGE, deportations -- the disruption has come fast and furious so far during president Trump's first two weeks in office. The non-stop…
- Thoughtful Money with Adam Taggart
The Fed Has Ruined The Free Market | Thomas Hoenig, Former Fed Exec
Well, we have a new US Presidential Administration with a very different economic strategy than its predecessor. The president has already started vocally…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: What Impact Will The New Trump Tariffs Have?
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
"Zero History Whatsoever" Of Current Stock Valuation Levels Sustaining | Sven Henrich
When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice "remain bullish, but be careful" Since then the S&P has…
- Thoughtful Money with Adam Taggart
Despite DeepSeek Scare, The Market Is "In A Good Spot" | Lance Roberts & Adam Taggart
Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the…
- 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
Lacy Hunt: It's Not Inflation But DEFLATION That's The Real Threat To Our Economy
Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least. Attention is much more…
- Thoughtful Money with Adam Taggart
Get Ready For A Wild Time In The Markets As Volatility Increases | Cem Karsan
When today's guest was on this program back in September, he predicted the market would start to become more volatile. He didn't necessarily think that would…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Did China's DeepSeek Just Pop The AI Stock Bubble? | Charles Hugh Smith
Charles Hugh Smith joins me to explain DeepSeek and what it's potential significance is BUY YOUR TICKET ATTHE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at…
- Thoughtful Money with Adam Taggart
All The Financial Advice You’ll Ever Need Can Fit On A Single Index Card? | Harold Pollack
On this channel we conduct deep-dive discussions with hundreds of experts a year, doing our best to see through their eyes and chart a wise course through the…
- Thoughtful Money with Adam Taggart
Too-High Earnings Expectations The Stock Market's Achilles Heel? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts warns that corporate earnings expectations are likely unrealistic, and that one Wall Street realizes this, stock prices will…
- Thoughtful Money with Adam Taggart
Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks
In his previous appearances on this channel, Michael Howell, founder & CEO of Crossborder Capital, has explained that rising net liquidity been largely…
- Thoughtful Money with Adam Taggart
Stock Market More Dangerous Than Right Before The 1929 Crash | David Hay
One of the great David Bowie's most popular songs was titled "Changes" Today's guest David Hay, Chief Investment Officer & Principal at Evergreen Gavekal…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Don't Let The Latest Inflation Data Fool You, It's Still A Threat
Stephanie Pomboy shares her latest outlook on inflation. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed…
- Thoughtful Money with Adam Taggart
"Rocky Road Ahead" For Financial Markets & Central Banks | Richard Koo, Nomura
The winds of change are blowing around the globe. 74 countries representing half of the world's population held national elections last year. Many of them --…
- Thoughtful Money with Adam Taggart
Stocks At A Decision Point: Which Way Will They Break? | Lance Roberts & Adam Taggart
Portfolio manager Lance Roberts lays out the odds for where stocks are headed next. We also discuss the rising bond term premium & what it means, the risk of a…
- Thoughtful Money with Adam Taggart
"I Expect To Become A Raging Bear Later This Year" | Darius Dale
Darius Dale, founder & CEO of 42 Macro, has had a remarkably impressive track record in correctly forecasting the markets over recent years. Having turned…
- Thoughtful Money with Adam Taggart
The Bond Vigilantes Are Back & Rejecting The Fed | Jim Bianco
Despite the confidence Federal Reserve Chair Jerome Powell is doing his best to project, inflation has not yet been slain. And today's guest expert, Jim…
- Thoughtful Money with Adam Taggart
A Challenging Year Ahead For The S&P = Opportunity For Active Investors | Dave Iben
On this channel, we often highlight abnormalities we notice in the financial markets. Today's guest actively embraces them as gifts from the investment gods…
- Thoughtful Money with Adam Taggart
Time To Be "Tactically Bearish" Stocks? | Lance Roberts & Adam Taggart
The drivers that support economic growth and earnings are slowing down. And valuations are stretched to record extremes. For these reasons, portfolio manager…
- Thoughtful Money with Adam Taggart
Bonds To Keep Weakening Until Stocks Tank | Bill Fleckenstein
Today's guest has long warned that the bond market will one day take the printing press away from the Federal Reserve. Well, the Fed has now CUT its policy…
- Thoughtful Money with Adam Taggart
Rick Rule: This Asset Class Is "The Cheapest I've Ever Seen It"
Well it's a new year. And in just two weeks, a new American Administration as well. What kind of impact will President-Elect Trump's policies likely have on…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: Get Ready For A Much Bumpier Ride In 2025
A new bi-weekly show launches today on Thoughtful Money! Macro & market analyst Stephanie Pomboy shares the latest investing trends that have her attention +…
- Thoughtful Money with Adam Taggart
Will A New American Energy Boom Supercharge The Economy? | Doomberg
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
A "Disappointing" Year Ahead For Investors? | Lance Roberts & Adam Taggart
The stock market has seen two consecutive years of 20% returns. Will it see similar returns this year? Highly unlikely, cautions portfolio manager Lance…
- Thoughtful Money with Adam Taggart
Find Your Purpose & Live With Greater Meaning | Betsy Wills & Alex Ellison
As we begin a new year, I thought it appropriate to continue Thoughtful Money's ongoing commitment to highlighting the principles components of true wealth --…
- Thoughtful Money with Adam Taggart
Meltdown In Florida & Texas: 2025 Housing Market Forecast | Reventure's Nick Gerli
Today we have the good fortune to hear *another* housing analyst's 2025 outlook for home prices. We're joined by Nick Gerli, founder of reventure Consulting…
- Thoughtful Money with Adam Taggart
Historic Unaffordability Squeeze To Weigh Down Home Prices In 2025 | Lance Lambert
While 2024 was a fantastic year for stocks and bonds, the housing market has fared less well. Instead, 2024 was the year gravity caught up with home prices…
- Thoughtful Money with Adam Taggart
Is This The Peak Of The Stock Market? | Lance Roberts & Adam Taggart
The world is in love with US stocks right now. Valuations are at or near all-time record highs. Same with measures of euphoria and investor confidence in…
- Thoughtful Money with Adam Taggart
Top CEO & Stanford Prof: What Makes A Good Investor? | Graham Weaver
Today, we're going to do something a little different on this channel. We're going to interview a highly successful private equity CEO, and yes we'll get his…
- Thoughtful Money with Adam Taggart
Did The Fed's Hawkish Cut Just Change Everything For Markets? | New Harbor Financial
The Fed sent a shock through markets last week when it announced that fewer rates cuts may be needed to reach its policy goals. The S&P immediately sold off by…
- Thoughtful Money with Adam Taggart
Will The Bull Rally Continue In 2025? | Ed Yardeni
Well, this interview is being recorded the day after the Federal Reserve spooked markets by slowing the expected pace of future rate cuts. The S&P instantly…
- Thoughtful Money with Adam Taggart
After Fed Scare, Will The Grinch Ruin The Santa Rally? | Lance Roberts & Adam Taggart
The Fed caught markets by surprise this week when it guided that the pace of future rate cuts will be slower than initially expected. Stocks sold off hard on…
- Thoughtful Money with Adam Taggart
Rampant Insider Selling Signals The End Of The Bubble In Stocks | Jesse Felder
Today's guest expert is the second this week to warn that US financial asset prices appear to be in bubble territory. Is that truly the case? And if so, will…
- Thoughtful Money with Adam Taggart
SPECIAL REPORT: Reaction To This Week's Market-Tanking Federal Reserve Update | 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…
- Thoughtful Money with Adam Taggart
Yes, We're In A Bubble & Bubbles End Badly | Ted Oakley
As 2024 draws to a close, the mood on Wall Street is very jolly. Stocks are back to trading near all-time highs. Positive sentiment -- be it among investors…
- Thoughtful Money with Adam Taggart
Top Fund Manager's "Cloudy" Outlook For 2025 | 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
Is A Santa Claus Rally Into Year End Still Likely? | Lance Roberts & Adam Taggart
Stocks have been choppy over recent weeks, as portfolio manager Lance Roberts predicted due to end-of-year rebalancing by the major Wall Street funds. Once…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy: A "Spectacular Implosion" In Stocks Is Due Once The Euphoria Ends
As we prepare to enter a new year, there's a revived optimism on Wall Street. Excited in part by the pro-business policies of the incoming Trump…
- Thoughtful Money with Adam Taggart
Felix Zulauf: Expect A Wild Ride (Up & Down) In Markets From Here
As 2024 begins to draw to a close, investors are cheering a second blockbuster year in the stock market. And as we enter 2025, will the party continue? Will…
- Thoughtful Money with Adam Taggart
2025 Could See A Repeat Of 2022's Market Pain | Brent Johnson
As we head into a new year, there are a lot of questions swirling about money: Will the dollar's strength vs other world currencies continue into 2025? And…
- Thoughtful Money with Adam Taggart
Stocks So Euphoric A Pullback Is Likely Soon | Lance Roberts & Adam Taggart
Stocks are currently at record levels of euphoria as measured by the Euphoriaometer (yes, such a thing exists!) While he still expects a Santa Claus rally into…
- Thoughtful Money with Adam Taggart
Michael Pento: Buy & Hold Investors To Get Wiped Out
Stocks are on track to end 2024 on a high note. The S&P is up roughly 27% so far, hitting new record highs all throughout the year. Will the party continue…
- Thoughtful Money with Adam Taggart
Prepare For "The Mother Of All Blow-Off Tops" | New Harbor Financial
Asset prices bubbles follow a predictable trajectory, driven by investor psychology. The final stage before the bursting is a Euphoric peak. The financial…
- Thoughtful Money with Adam Taggart
Stocks Poised To Plunge -55% (Or Worse) Soon | Henrik Zeberg
By many measures, stocks are richly valued. And by measures like the Buffett Indicator, they're the most overvalued they've EVER been. Does that strongly…
- Thoughtful Money with Adam Taggart
Has The Market Become Blind To Risk? | Lance Roberts & Adam Taggart
Credit spreads are about the tightest they've ever been in history. High yield (aka "junk") debt is priced at very low premium to US Treasury debt, the safest…
- Thoughtful Money with Adam Taggart
Economy "Very Shaky", Unemployment Likely To Surge | Anna Wong, Bloomberg
The last time today's expert was on the program back in July, she was concerned about rising unemployment. Is she still as worried about it as we prepare to…
- Thoughtful Money with Adam Taggart
Trump Economic Advisor: Here Comes The Boom! | Art Laffer
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Well…
- Thoughtful Money with Adam Taggart
Save Big With These Smart Year End Planning Steps | Richard Rossa & Danny Ratliff
SCHEDULE YOUR FREE YEAR END PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com At the end of every year…
- Thoughtful Money with Adam Taggart
S&P To Hit 6200 Next Month?? | Lance Roberts & Adam Taggart
While stocks have been choppy the 20 Day Moving Average has been acting as solid support. If it indeed holds and stocks rebound, the rising uptrend will remain…
- Thoughtful Money with Adam Taggart
Grant Williams: The Perversion Of Money Is The Great Existential Risk Investors Now Face
The markets are locked in a battle of dangerous extremes vs high complacency. Yes, there are many reasons to be concerned about today's record high valuations…
- Thoughtful Money with Adam Taggart
Big Drop In Home Prices Coming Next Year | Melody Wright
Well, the Fed has now cut its benchmark interest rate 75 basis points, and yet mortgage rates have RISEN -- back up near 7% for the average 30-year fixed…
- Thoughtful Money with Adam Taggart
What Does An "America First" World Look Like? | Michael Every
When today's guest was last on this program back in May, he predicted we'd see continued momentum geopolitically away from globalization and towards…
- Thoughtful Money with Adam Taggart
The Trump Rally In Stocks Is Already Undone. What Comes Next? | Lance Roberts & Adam Taggart
In this week's Weekly Market Recap portfolio manager Lance Roberts and I talk about the round-trip the stock market has made since the Election. Is the rally…
- Thoughtful Money with Adam Taggart
Where Will Stocks Go Under Trump? Watch Passive Capital Flows | Mike Green
Well, the election is over and we have a clear victor. What kind of economy is President-elect Trump inheriting? And what impact on it are his policies likely…
- Thoughtful Money with Adam Taggart
Jim Rickards: Markets Are Blind To This Massive New Risk
The markets continue to surge to all-time record highs, driven in no small part by expectations of a massive productivity boom enabled by artificial…
- Thoughtful Money with Adam Taggart
Stocks Are The Most Overpriced In 100 Years | Danielle Park
Today's guest expert wrote in her latest newsletter: "This month, animal spirits surged on bets that artificial intelligence and central bank rate cuts can…