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Thoughtful Money with Adam Taggart
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Thoughtful Money with Adam Taggart

Author: Adam Taggart | Thoughtful Money

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Actionable insights on building wealth from the top experts in money & the markets

Hosted by Adam Taggart
90 Episodes
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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 escalation of hostilities between Iran & Israel, I've brought Ryan on the program to ask him: - The drivers of tension between Iran and Israel - What led to this weekend's attack? - What do you expect to happen from here? - What impact is this conflict having on the global economy & financial markets? - If things escalate, how concerned should those living in the West be? - What will it take to de-escalate the situation? Ryan takes live audience Q&A near the end of the interview #israel #iran #worldwar3
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 inflation to come? Or that capital is fleeing to safety in advance of approaching economic trouble? Or is this price surge due to speculative zeal? For answers, we turn to capital manager Axel Merk and his team at Merk Investments, who manage several funds that invest in the precious metal sector. We'll also ask them their thoughts on the future prospects of the gold and silver mining companies. Will their performance catch up to, and perhaps outpace that of the metals soon? WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #goldprice #silverprice #miningstocks
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 stocks" heading into 2024. And to give credit where credit is due, his positioning was spot on the money. The S&P 500 & NASDAQ both increased by 11% in Q1 So what is his model telling us to expect in Q2? To find out we'll ask the man himself. Today we have the good fortune of speaking with Darius Dale, founder & CEO of 42 Macro. Darius still maintains a bullish stance, but now that we've moved out of the "Goldilocks" regime and into "Reflation", the intensity of that stance is only moderate at this point. Follow Darius at https://42macro.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #reflation #inflation #bullmarket
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 and bond yields continuing to rise, with the UST 10-year now over 4.5% Notably, the S&P has broken below the bullish trendline it has been trading in since the bull rally began back in November.The breakdown is unconfirmed as of yet. But if stocks close a little lower from here without regaining their 20 Daily Moving Average, then it will be...so next week will bear close watching. Portfolio Manager Lance Roberts and I discuss this in depth - as well as Jesse Felder's "three 50s" warnings, inflation, bonds, the price action in gold & oil, as well as his firm's recent trades. For everything that mattered to market, watch this week's Market Recap featuring Lance Roberts. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stockmarketcorrection #bondyields #goldprice
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. But here at the start of Q2, things are starting to feel a lot less safe. Suddenly stock prices are plateauing, and services inflation plus a swiftly rising oil price are quickly dashing hopes of rate cuts anytime soon. Will the markets offer a bumpier ride from here? To find out, we have the good fortune to talk today with David Brady, money manager, former FX trader, and author of one of the most popular investing publications on Substack, the FIPEST Report. David has a pretty grim outlook for the stock market. He expects stocks to fall 20-30% soon, recover before the election as the Federal Reserve returns to QE, and then, once the election is over, "drop precipitously" Follow David at https://fipestreport.substack.com/ Or on Twitter at @GlobalProTrader WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stockcrash #gold #silver
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 assets that only make sense if the pace of gains continues into the far future. This is called "extrapolating the unsustainable" and is a hallmark of late stage price melt-ups. Historically, this behavior has not ended well for those engaging in it. Will it prove different this time? To find out, as well as hear his outlook for markets, we're fortunate to speak today with Jesse Felder, founder & Editor of the respected market research firm: The Felder Report. Jesse warns that while the market is currently priced for a Goldilocks Econonmy, stagflation is much more likely. Follow Jesse at https://thefelderreport.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stagflation #recession #marketcorrection
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 and the stakes are high, it's wise to tap the counsel of those with a strong command of the lessons of history, and the practical experience of a lifetime in the market trenches. There are few who fit that description better than Dr Marc Faber, Editor and Publisher of ‘’The Gloom, Boom & Doom Report’Colorful, brash & brilliant — Marc understands the global economy through a historical lens practically unmatched in the industry. And he’s a declarative straight-shooter who doesn’t mince words. Follow Marc at https://www.gloomboomdoom.com/ WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #wealthgap #inflation #goldprice
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 volatility is increasing and the S&P has broken beneath its 20 Daily Moving Average.Next week should be telling. If the S&P rises and closes back above its 20 DMA, that should mean the bull trend is intact. But if not, and the 20 DMA becomes resistance instead of support, that's a strong sign the rally is cooked for now. We discuss this, as well as the latest hard-to-believe blowout jobs report, the recent jawboning by Fed officials, bond yields, banking system risk, gold and oil. For everything that mattered to markets, watch this week's Market Recap featuring Lance Roberts. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #volatility #jobsreport
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 of nearly everything, as well as the availability of jobs, the stability of our banking system, and the purchasing power of our money. When the Fed Chair speaks, the entire world stops to listen. But the average person has a poor understanding of how this colossally important entity operates or even why it exists. And after a series of asset price bubbles -- which some argue we're in another one now -- a chorus skeptical of the Fed's actions has emerged. So today we're doing our best to shine as bright a light as possible on the Fed: how & why it operates, the good & as well as the shortcomings of its actions to date, what direction its policies are likely to take from here, and how all of this impacts the households of regular people like you and me We have the great privilege of speaking today with Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a former director of the FDIC, and now a Distinguished Senior Fellow at the Mercatus Center. Follow Dr. Hoenig at https://substack.com/profile/131926993-thomas-hoenig WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #inflation #money
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 ownership is currently near an all-time high. Does this bull market still have plenty of room left to run? And if so, what are the skeptics misunderstanding? For insight, we have the good fortune to turn to Dr. Ed Yardeni, President of Yardeni Research. While not dismissive of the many potential risks to the market's momentum, Ed maintains price targets on the S&P 500 index of 5,400 for 2024 (we're nearly there, so he may need to raise it soon), 6,000 for 2025 and 6,500 for 2026. Follow Ed at https://yardeni.com/ or https://yardeniquicktakes.com/ SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #ai #cloudcomputing
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 prediction that seemed unthinkable at the time -- but it indeed proved true less than a year later. He then called for inflation to moderate substantially, which it also then did. Where does he see inflation headed from here? To find out, as well as hear his latest outlook on the economy, recession risk, social stability and the markets, we welcome back Steve Hanke professor, of applied economics at the Johns Hopkins University in Baltimore, Maryland WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #inflation #moneysupply
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 2024? Portfolio manager Lance Roberts thinks, while anything is possible, stocks are increasingly at risk of a pull-back, especially as the Presidential election approaches. Markets hate uncertainty, and with a close election expected, not just for the Presidency but for the chambers of Congress as well, it's likely investors will start selling and moving towards the sidelines as summer approaches. Lance and I discuss that, as well as concerning new jobs data, the looming retirement crisis, the worsening wealth divide, plus several other positive recent developments in this week's recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #marketcorrection #bullmarket #jobs2024
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 new era of easy gains as giddy bulls are proclaiming? One investors should jump in and make the most of? Or is this the latest incarnation of irrational exuberance? And is caution warranted instead? For insight, we're fortunate to speak today with Jonathan Treussard, former partner and head of product at Research Associates, and now founder of Treussard Capital Management. Jonathan, who authored academic research on financial bubbles at UCLA, indeed concludes we are in the midst of another such bubble now. Follow Jonathan at https://www.treussard.com WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bubbles #nvidia #nvda
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 rather than simply staying sticky, could it actually start surging again? Today's guest expert thinks it could due to growing global economic imbalances. If that happens, what will the implications be? And can investors to proactively today to prepare? For answers, we turn to macro and commodities expert Tavi Costa of Crescat Capital. Follow Tavi at https://www.crescat.net/ SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #inflation #interestrates #commodities
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 currency gets destroyed. To understand why the barbarous relic has risen to an all-time high and may have an even better year lying ahead, we have the good fortune to speak today with macro & precious metals expert Egon von Greyerz, Founder of Matterhorn Asset Management & GoldSwitzerland -- now known as vonGreyerz.gold WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #gold #debt #stocks
As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies) That temporarily removes THE most important buying support for shares. Combine that with other expected net liquidity reductions in Q2, such as the end of the Bank Term Funding Program (BTFP) and the Reverse Repo Program (RRP) running dry, and think could get quite bumpy for financial assets. After all, Lance has been expecting a ~10% correction for a while now, and the markets have only moved higher -- increasing the odds of a pullback. For everything that mattered to markets this week, watch today's Weekly Market Recap featuring Lance Roberts. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #buybackofshares #buybacks #marketcorrection
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'll also take live Q&A from viewers WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #interestrates #inflation
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 primarily to the amazing line-up of speakers who presented and took live audience Q&A throughout the insight-packed 9 hour day. Lacy Hunt delivered the keynote, followed by Stephanie Pomboy, Michael Pento, Ted Oakley, Michael Lebowitz, Danielle DiMartino Booth, Tom McClellan, Brent Johnson, Melody Wright, Rick Rule, Matt Piepenburg and Mark Moss. For those of you who didn’t attend, I thought you’d enjoy hearing some of the conference highlights. BUY THE REPLAY of the full Thoughtful Money conference here at https://thoughtfulmoney.com/conference #recession #hardlanding #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Solicitor. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
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 into the market goes into these 7 stocks. But some of these once-bulletproof companies are now starting to struggle. And those passive capital inflows? There are emerging signs they may be stalling, perhaps even starting to reverse. If true, could that take asset prices down just as powerfully as it drove them higher? To help us find out, as investors have a lot riding on the answer, we have the good fortune of speaking with investor and analyst Bill Fleckenstein of Fleckenstein Capital. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bonds #marketcrash #shortingstocks
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 possibly thinks portfolio manager Lance Roberts. Valuations remain at extremely stretched extremes for many assets including story stocks like Nvida, speculative assets like Bitcoin...and even gold. As he has been predicting for several weeks now, Lance cautions that a 5-10% correct in the markets is highly likely at this point. It's time to hedge your positions and/or take gains. We address all this, as well as inflation, jobs, recession odds, the plight of the middle class, the proposed legislation to limit TikTok, and the requirements & benefits of our constitutional republic form of governance. For everything that mattered to markets this week, watch today's Weekly Market Recap. WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #inflation #interestrates #higherforlonger
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Comments (3)

malutty malu

💚WATCH>>ᗪOᗯᑎᒪOᗩᗪ>>LINK>👉https://co.fastmovies.org

Feb 5th
Reply

J Coker

gas is not oil. he sure could do with some self development

Jan 15th
Reply

bunnellr54

Adam, you can not have Mr Dale on without a link to his charts.

Jan 8th
Reply
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