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 Surges To 6000 Following Trump Victory | Lance Roberts & Adam Taggart
Stocks and bonds both surged higher once the election was called for President-elect Trump this week. Technically and capital flow-wise, there are a number of…
- Thoughtful Money with Adam Taggart
What Will The New Trump Era Mean For The Fed? | Axel Merk
What impact (if any) will the Trump victory have on Federal Reserve policy? Portfolio manager & Fed-watcher Axel Merk shares his immediate take-aways from this…
- Thoughtful Money with Adam Taggart
David Stockman: It's "Damn Near Impossible" To Avoid A 30-50% Market Correction At This Point
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
Sven Henrich: Technical Analysis Says "Remain Bullish, But Be Careful"
When Sven Henrich of NorthmanTrader.com was last on this program in July, he shared that he had just closed out all his longs and moved to cash. That moved…
- Thoughtful Money with Adam Taggart
Spooked Markets To Remain Jittery Until Election Resolves | Lance Roberts & Adam Taggart
In this week's Market Recap, portfolio manager Lance Roberts and I discuss the drivers of this week's turbulence in stocks (especially the Magnificent 7 tech…
- Thoughtful Money with Adam Taggart
Are The Big Banks Still Colluding? | Nomi Prins
The stock market has hit another all-time high this week, and Wall Street's profits for 2024 are off the charts -- nearly TWICE as high as last year's…
- Thoughtful Money with Adam Taggart
Fiscal Spending Is Out Of Control | Chris Brightman
We've had two excellent years of returns in the stock market. Can that winning streak continue into 2025? And in less than a week, we should know who the next…
- Thoughtful Money with Adam Taggart
Luke Gromen: Bonds Are Now "Un-investable"
We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we'll have a new US President, which will bring…
- Thoughtful Money with Adam Taggart
Stocks Could Easily Plunge 20% Or More In 2025 | David Hay & Jeff Dicks
It's certainly an interesting time in the markets. The world's major central banks have returned to cutting interest rates. Yet bond yields are rising on the…
- Thoughtful Money with Adam Taggart
6-Week Win Streak For Stocks Just Ended | Lance Roberts & Adam Taggart
The S&P has been on a tear of late, rising on a weekly basis for six consecutive weeks. That kind of win streak doesn't happen very often. And...it ended…
- Thoughtful Money with Adam Taggart
The Rules Of Investing Are Changing, Making The Game Harder | Cameron Dawson
When today's guest was last on this program back in May, she made the somewhat heretical prediction that when the Fed started cutting interest rates, it would…
- Thoughtful Money with Adam Taggart
Here's The Latest Outlook From Lacy Hunt, Lyn Alden, Stephanie Pomboy + A Dozen Other Experts
BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference Well, the Fall Thoughtful Money conference was held…
- Thoughtful Money with Adam Taggart
The Facts On Illegal Immigration & Border Security | Center For Immigration Studies
Pretty much every poll shows the economy remains the #1 voter issue in the upcoming US presidential election. Many of these same polls show immigration and…
- Thoughtful Money with Adam Taggart
Bullish Indicators Galore, But Stocks Overbought In Short Term | Lance Roberts & Adam Taggart
Bullish signals were everywhere this week. The S&P broke above it rising wedge. It retested support & then made new highs. And buy signals on both a daily and…
- Thoughtful Money with Adam Taggart
Liquidity Drain To Disrupt Markets In 2025 | Michael Howell
When today's guest was on this channel back in March, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in…
- Thoughtful Money with Adam Taggart
Did The Fed "Jump The Shark" By Cutting Too Early? | Chris Whalen
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Banking…
- Thoughtful Money with Adam Taggart
Jim Rogers: We're On A Collision Course With Crisis
The past few years have been full of surprises, often going the exact opposite way that Wall Street expected at the start of each year. Well, as we prepare to…
- Thoughtful Money with Adam Taggart
Stocks Are EXPENSIVE, Yet A New Buy Signal Just Triggered | Lance Roberts & Adam Taggart
In 2024 so far, stocks have had one of the best years in decades. And that's on top of a great year in 2023. Bulls are obviously cheering this, but how long…
- Thoughtful Money with Adam Taggart
David Rosenberg: Boomers Sleepwalking Into A Bear Market + Recession
2023 was the year of the recession that wasn't. 2024 is looking to be the year of the hard landing that wasn't. How is 2025 shaping up to look like? For…
- Thoughtful Money with Adam Taggart
Bill Fleckenstein: Is A Bond Market Revolt Underway?
2024 has been a good year for the bulls. And with the world's largest economies now back into easing mode, both monetarily and fiscally, does that mean 2025…
- Thoughtful Money with Adam Taggart
Gold Could Hit $6,000/oz If This Cycle Acts Like Past Ones | Brien Lundin
Gold has been one of the best performing assets in 2024 so far. It's up over 27% since the start of the year and recently hit a record high. And with the…
- Thoughtful Money with Adam Taggart
Short-Term Sell Signal Triggered For Stocks | Lance Roberts & Adam Taggart
While there is a "tsunami" of liquidity currently flowing that can power stocks higher into year end, in the near term, stocks are looking over-bought and a…
- Thoughtful Money with Adam Taggart
Markets Unprepared For West-To-East Capital Repatriation | Louis Gave
While much of Wall Street's focus over past recent years has been on the Big US Tech stocks, aka the Magnificent 7, there are an increasing number of seismic…
- Thoughtful Money with Adam Taggart
Iran vs Israel: How Far Will It Escalate? | RANE's Ryan Bohl
An interview with RANE's Middle East geopolitical analyst to address: - The drivers of tension between Iran and Israel - What led to Tuesday's missile attack?…
- Thoughtful Money with Adam Taggart
US & China Liquidity To Keep Boosting Stocks From Here? | 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
Our Food Is Killing Us. Regenerative Farming Fixes This. | Joel Salatin
Few things are more valuable in life than the food we eat and the soil that grows it. So today, we have the great honor of talking with Joel Salatin. Named…
- Thoughtful Money with Adam Taggart
Will Stocks Melt-up To S&P 6000+ Soon? | Lance Roberts & Adam Taggart
In the wake of interest rates cuts now coming from the Federal Reserve, the ECB and the Bank of China, could the stock market experience a melt-up to S&P 600…
- Thoughtful Money with Adam Taggart
Leading Indicators Say 'No Recession' Over Next Few Quarters?? | 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
Surging Inventory Starting To Strike Fear In Home Sellers | Nick Gerli
The US housing market remains in uncharted territory. Median -- not average -- existing home prices hit another all-time high last month, yet transaction…
- Thoughtful Money with Adam Taggart
Markets Are Too Complacent - Prepare For Pain | Ted Oakley
In many ways, investors are dealing with a lot of conflicting signals right now. It seems that nearly every day, we're seeing signs that the consumer is…
- Thoughtful Money with Adam Taggart
Interest Rate Cuts Just Changed Everything! | Michael Lebowitz & Adam Taggart
The Fed dropped the Federal Funds Rate by 50 basis point this week, ushering in a new monetary regime. Investors need to the know that the playbook has…
- Thoughtful Money with Adam Taggart
Corporate Insiders Are Selling Like Crazy | Jesse Felder
There's a lot of change in the air right now: in the economy, the markets, and of course with the fast-approaching US election. There's so much change…
- Thoughtful Money with Adam Taggart
The Fed Finally Pivots & Cuts Interest Rates By 0.5% ! | live Q&A w/ 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
Healthy Relationships Are A Huge Part Of True Wealth | Ashley Taggart
We're going to do something a little different in today's video. This Thoughtful Money channel is all about wealth-building. So makes sense that we focus most…
- Thoughtful Money with Adam Taggart
America's Secret Weapon To Win The A.I. War | Doomberg
As today's guest rightfully often repeats "Energy is life" Without it, there is no economy. No means to power the systems society depends on. And, like it or…
- Thoughtful Money with Adam Taggart
The Correction In Stocks Is Over...For Now | Lance Roberts & Adam Taggart
Well, the correction that was underway last week appears to have been short-lived. Stocks bounced hard this week, with the S&P up over 200 points. We're at an…
- Thoughtful Money with Adam Taggart
The Debt Crisis Also Presents Great Opportunity For Investors | Gordon Long
Total US federal debt now stands at $35.34 Trillion, now exceeding US annual GDP by $10 trillion. It has been growing at a faster rate than GDP for many…
- Thoughtful Money with Adam Taggart
Buckle Up! Markets To Get More Volatile From Here | Cem Karsan
After a long slumber, volatility has started returning to the financial markets over the past month. Why? And is this just a brief episode? Or the start of a…
- Thoughtful Money with Adam Taggart
Will The Cost Of Living Grow Faster Than Your Wealth Can? | New Harbor
Many consumers are still suffering annual double-digit increases in living essentials. So even though inflation measured as CPI is now reported to be under 3%…
- Thoughtful Money with Adam Taggart
The Market Correction Has Started | Lance Roberts & Adam Taggart
Stocks have had a bad week, make worse on Friday when a mixed payrolls report sent investors into a tizzy trying to speculate whether deeper interest rate cuts…
- Thoughtful Money with Adam Taggart
Marc Faber: Inflation Destroys Societies. It Won't Be Any Different This Time.
This interview comes hot on the heels of the one I just released with demographer Neil Howe in which we discussed the current period of extreme volatility and…
- Thoughtful Money with Adam Taggart
Neil Howe: We May Suffer A Collision of Financial, Social & Geo-Political Crises All At Once
The fault lines that divide our society are widening. The K-shaped recovery that we've seen since COVID has rewarded asset owners at the expense of everyone…
- Thoughtful Money with Adam Taggart
Farmland Is Becoming A "Buyer's Market" | Craig Wichner
REGISTER for Farmland LP's free webinar on Sep 4 @7pmET by emailing ir@farmlandlp.com One of the asset classes I get the most requests to do an interview on is…
- Thoughtful Money with Adam Taggart
"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart
The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts. And while he doesn't think an…
- Thoughtful Money with Adam Taggart
Lacy Hunt: Both Presidential Candidates Will Only Make Our Debt Problem Worse
Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets? Will they be enough to keep…
- Thoughtful Money with Adam Taggart
Former Fed Official Accuses It Of Socialism | Thomas Hoenig
Last week in his much-anticipated speech at Jackson Hole, Federal Reserve Chairman Jerome Powell announced the "time has come for policy to adjust". World…
- Thoughtful Money with Adam Taggart
When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter
The war of conflicting narratives continues. Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July retail sales…
- Thoughtful Money with Adam Taggart
Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart
Now that Jerome Powell has gone "full pivot", will stocks shoot higher? Not necessarily, says portfolio manager Michael Lebowitz, who steps in this week while…
- Thoughtful Money with Adam Taggart
Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria
The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued, prudent…
- Thoughtful Money with Adam Taggart
"Way Too Much Is Priced Into This Market" | Mike Shedlock
We're currently receiving a lot of mixed signals about the direction of the economy? Inflation has dropped to 2.9%. And retail sales for July just beat…
- Thoughtful Money with Adam Taggart
Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us
Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm happy &…
- Thoughtful Money with Adam Taggart
"The Bulls Are Back" & Stock Prices Look Set To Move Higher | Lance Roberts & Adam Taggart
Stocks have recovered aggressively since the sell-off two weeks ago. Does that signal the market correction that started in mid-July is over? Likely so, thinks…
- Thoughtful Money with Adam Taggart
US Stocks Too Richly Valued For Their Risk | John Pease, GMO
Jeremy Grantham is one of the most respected investors alive today. His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in…
- Thoughtful Money with Adam Taggart
Housing Market Is "Going To Be Tough Going Forward" | Ivy Zelman
The real estate market is a tangled mess right now. High vacancies along with higher interest rates and tighter lending standards are wreaking carnage across…
- Thoughtful Money with Adam Taggart
Markets Turning From 'Goldilocks' Into Deflation | Darius Dale
When I interviewed today's guest last year1 he said that the forecast of his proprietary model made him about "as bullish as he'd ever been on stocks" heading…
- Thoughtful Money with Adam Taggart
It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart
What a week! The unwind of the yen carry trade sent global markets into free-fall on Monday. Equities tanked, as did Bitcoin, oil and gold. US Treasurys…
- Thoughtful Money with Adam Taggart
Danielle DiMartino Booth: Recession? We Ain't Seen Nothin' Yet!!
The Sahm Rule, a widely-monitored recession indicator, triggered on Friday. Some analysts are arguing that it's too early to worry about a slowdown, that the…
- Thoughtful Money with Adam Taggart
What's Behind The Recent Market Sell-Off? (live advisor Q&A)
After declining for weeks, the global market sell-off accelerated on Monday. Why? The professional financial advisors endorsed by Thoughtful Money answered…
- Thoughtful Money with Adam Taggart
Economic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia Sahm
There's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession…
- Thoughtful Money with Adam Taggart
How Low Will The Market Sell-Off Go? | Lance Roberts & Adam Taggart
Friday's payrolls report miss and subsequent triggering of the Sahm Rule recession indictor caused stocks to continue their sell-off From their mid-July highs…