Thoughtful Money with Adam Taggart

The Administration tells us that a new "Golden Age" for the American economy is now underway, and that we should see substantial material incremental GDP growth this year from the policies it has put in place through acts like the One Big Beautiful Bill, tax relief, deregulation, tariffs and new trade deals purported to bring $trillions of new foreign investment into the US.Today's guest, however, is much more skeptical of the promise of these policies as well as the overall prospects for the economy.And now the US is at war with Iran. How will that impact the situation?For guidance, we turn to highly-respected economist & award-winning researcher David Rosenberg, founder & president of Rosenberg Research.LAST CHANCE! REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#bearmarket #marketcorrection #jobs _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Graphene is a 2-dimensional variety of the element carbonIt's what's know as a carbon "allotrope" consisting of a single layer of carbon atoms tightly bound in a hexagonal honeycomb lattice.Graphene is known for its exceptionally high tensile strength, electrical conductivity, transparency, and being the thinnest two-dimensional material in the world.Despite the nearly transparent nature of a single graphene sheet, graphite (formed from stacked layers of graphene) appears black because it absorbs all visible light wavelengths.On a microscopic scale, graphene is the strongest material ever measured.Graphene is a versatile, ultra-strong, and highly conductive material used to enhance batteries (faster charging), create durable anti-corrosion coatings, develop flexible electronics, improve solar panel efficiency, and advance biomedical applications like drug delivery.It acts as a super-material additive in composites, strengthening everything from tennis rackets to car tires.To discuss the coming graphene revolution, we have the good fortune to talk with Kjirstin Breure, President and Chief Executive Officer of HydroGraph Clean PowerSCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#graphene #graphenecoating #hydrograph_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

ARE YOU A DIY INVESTOR? LEARN MORE ABOUT 42MACRO'S SOLUTIONS at https://www.thoughtfulmoney.com/diyBy popular demand, Darius Dale, CEO of 42Macro, returns to share his latest macro & market outlook.His model currently predicts "meaningful tailwinds for risk assets", expecting stocks -- particularly international equities, cyclicals and small caps, to perform well from here.To see the specific allocation his KISS model is currently recommending, watch this video.#bullmarket #smallcapstocks #internationalstocks _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Yesterday the US & Israel conducted joint strikes on Iran's leadership and critical infrastructure.We are now at war.What will the likeliest implications be?To address, RANE's Mideast analyst Ryan Bohl just joined me for a livestream this morning where he provided his latest assessment of the situation and his best forecast of what lies ahead.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#iran #middleeast #war 00:00 - Introduction and Welcome01:25 - Details of the Joint US-Israeli Strikes on Iran03:34 - Iran's Retaliation Across the Gulf Region05:06 - Confirmation of US Casualties05:59 - Extent of Decapitation in Iranian Leadership06:57 - Structure and Resiliency of Iran's Government09:36 - Information on New Interim Leaders10:29 - Continued Iranian Command and Control10:44 - US and Israeli Strike Plans and Air Superiority11:52 - Odds of Achieving Total Air Superiority13:55 - Assessment of Iran's Response Strength16:28 - US and Israeli Intelligence Capabilities in Iran19:52 - Breakdown of US-Iran Talks20:03 - Iran's Strikes on Regional Neighbors21:07 - Potential Uniting of the Region Against Iran24:26 - Neighbors' Preferences for Stable Regime or Change26:56 - Factors Leading to the Current Escalation28:45 - Nuclear Program as the Breaking Point29:02 - Timing of the Decision to Strike Now31:12 - Striking Iran as an 80/20 Global Issue33:56 - Domestic and International Support Dynamics35:53 - Viability of Regime Influence Strategy in Iran37:23 - Likelihood of Carrot-and-Stick Approach Succeeding39:44 - Odds of Domestic Uprising Removing the Regime44:26 - Implications of Cheering Footage and Expat Reactions47:03 - Prospects for the Shah's Son Returning49:20 - Worst-Case Scenario Outcomes52:41 - Best-Case Scenario for Iran54:35 - Potential for a Better World if Conflicts Resolve57:04 - Geopolitical Competition Persisting Globally58:20 - Implications for Global Markets and Commodities59:31 - Counsel for Those Fearing World War III_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Stocks have been trading sideways for months now -- since Halloween of last year.Portfolio manager Lance Roberts sees the market now at a "very important crossroads".Which path will it take when it breaks out of this trading range?Lance and I discuss the odds, as well as the latest inflation and AI news, rising private credit concerns, the new expansion in US manufacturing, as well as Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#inflation #artificialintelligence #stockmarkets _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The last time housing analyst Melody Wright was on this program, she warned that home prices could fall by up to 50% in certain markets over the next few years as the housing market experiences a national correction.Does she still feel that way?Yes. And she thinks the pace of contagion is accelerating as the correction spreads to more & more states,She warns of a coming wave of distressed sellers that will really start to speed things up.To find out details why, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#housingmarket #homeprices #realestate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

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 of control, like a runaway train.It becomes so large that it becomes the primary determinant of economic growth and inflation -- steamrolling over any impact of monetary policy or private sector lending.Today's guest is famous for predicting "Nothing stops this train"But can its momentum be slowed, buying the system more time?And does AI offer a chance to improve the situation?For answers, we are very fortunate to welcome back to the program Lyn Alden, investment strategist & author of the book "Broken Money: Why Our Financial System is Failing Us and How We Can Make it Better"REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#deficit #artificialintelligence #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceDollar Milkshake Theory developer Brent Johnson has released another report on stablecoins, emphasizing their tremendous potential to upend the global monetary system.He's shouting loudly about this because he sees most of Wall Street vastly unprepared for what's about to happen.It's largely treating stablecoins as a niche amusement, instead of the Omega-level disruptor Brent thinks it will prove to be.In fact, he thinks stablecoins will impact the global monetary order on the same level as the Bretton Woods accord, or when the dollar moved off the gold standard.To learn why, and what the implications will likely be, watch this video.#stablecoin #stablecoins #dollar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

TO TAKE ADVANTAGE OF ANDY'S JUNK SILVER OFFER go to https://thoughtfulmoney.com/buygoldIs the correction in gold & silver prices over?Are prices about to rally higher again, or is there more room left to fall farther?Precious metals expert Andy Schectman provides his latest outlook for the precious metals and takes live audience Q&A.#goldprice #silverprice #preciousmetals 0:00 - USA Hockey Win Mention1:52 - Andy's Sweatshirt: Triple-Digit Silver3:19 - Clarification on Shanghai VAT Tax5:23 - Driving Factors of Shanghai Premium9:18 - China's Long-Term Resource Strategy12:42 - Update on Delivery Flows15:45 - Gold Deliveries Analysis19:31 - Silver Withdrawals Exceeding Deliveries23:25 - Potential Sovereign Buyers26:44 - Market Correction Engineering31:19 - Where Withdrawn Metal is Going35:14 - Gold and Silver Rally Outlook39:35 - Luke Gromen's Debt Crisis View44:40 - Gold Revaluation and Dollar Devaluation50:41 - Genius Act and Stablecoins55:58 - Central Bank Digital Currencies1:00:00 - Taxable vs Tax-Advantaged Accounts1:05:33 - Reporting Requirements for Sales1:10:11 - Exclusive Junk Silver Offer Update1:15:22 - Practical Buying Advice_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

While stocks have been stuck in a trading range for months, it has given their Daily Moving Averages time to catch up and for oversold levels to burn off.Technically, this should provide current prices with stronger support to move higher from -- especially if capital starts rotating back into the battered software and AI sectors.Portfolio manager Lance Roberts and I discuss the odds for this, as well as the new Supreme Court decision against tariffs, the latest GDP growth and PCE inflation data, mounting signs of concern in private credit, as well as Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.Get Lance's 10 Immutable Laws Of Building Wealth at https://realinvestmentadvice.com/resources/blog/money-the-10-immutable-laws-of-building-wealth/REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#tariffs #bullmarket #privatecredit _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceMacro analyst Stephanie Pomboy shares the top insights fresh on her mind as her Super Terrific Happy Day conference concludes.One of her top expectations for 2026 is the the Administration will do "whatever it takes" to run the economy hot into the midterms.That risks a surge in inflation, though, which could anger voters.A hot economy also doesn't mean the markets will perform similarly. And if they correct materially enough, that will put the brakes on GDP growth.For her top takeaways from the experts who spoke at her conference, watch this video.#gdp #inflation #marketcorrection _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

With the era of globalization ending and nationalism on the rise around the world, today's guest has been advocating investors strongly consider the ProSec trade.ProSec is short for "production for Security": aka the sectors essential to national security.Since his last appearance on this channel, in the US, President Trump has proposed a massive 50% increase in military spending next year, and many European nations are considering similar increases.Is betting on further prioritization of national security spending looking even more attractive?How has the ProSec trade been performing so far?To discuss, we're fortunate to welcome to the program, Peter Tchir, Head of Macro Strategy at Academy Securities.REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#nationalsecurity #energyinvesting #artificialintelligence _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Demand for US homes is the worst it has ever been, reports housing analyst Nick Gerli of Reventure Consulting.In his opinion, the only two things that will return the housing market to health will be more inventory for sale and lower prices.REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#homeprices #housingmarket #mortgagerates _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The jury is still out for many analysts on the outlook for economic growth, inflation and the labor market this year.Some see lots of reasons for concern for the road ahead.Others are much more convinced 2026 is going to be a blockbuster year.Which is more likely?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.Anna and her team started the year quite bullish, seeing many of last year's headwinds turning into tailwinds in 2026.But, in light of recent developments, she's starting to turn more cautious.To find out why, watch this video.Follow Anna on Bloomberg by typing BECO + "Go"Or on X at @AnnaEconomistREGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference#gdp #inflation #unemploymentrate _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceWhile the S&P has hit a new record high this year, it is having a difficult time rising back above 7,000.The technical action is weak, and the 20-Daily Moving Average is in danger of crossing below the 50-Daily Moving Average.Should that indeed happen, it substantially increases the odds of a further material decline.Will the market recover? Or will it roll-over?Portfolio manager Lance Roberts and I discuss the odds, as well as the the recent rise in volatility, the latest CPI inflation data, "financial nihilism", the implications of warmer US-Russia relations, the housing market, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.#marketcorrection #volatility #inflation _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

Today's guest predicted -- years in advance -- the shift away from globalization towards nationalism by the world's major countries.With nationalist leaders rising to power over recent years, and the US officially declaring at Davos last month that "globalization has failed", what does he see coming next?To find out, let's ask the man himself.We're very fortunate to sit down again today with Michael Every, global strategist at Rabobank.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comFollow Michael at https://www.rabobank.com/knowledgeOr on X at @TheMichaelEvery#mercantilism #globalization #geopolitics _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceOn the surface, today’s payrolls report was a blockbuster upside surprise.And the unemployment rate fell (from 4.4% to 4.3%).But when looking at other recent data, like weakening retail spending and a surge in both credit card balances & consumer debt delinquencies, things look less rosy.So which is it: Is the economy getting better or worse?Macro analyst Stephanie Pomboy returned for a livestream this morning to discuss this key question with me. We also discussed her thoughts on the selection of Kevin Warsh as the new Chair of the Federal Reserve, as well as her reaction to the sharp pullback and subsequent recovery in the gold price.Follow Stephanie at https://macromavens.com/Or on X at @spomboy#federalreserve #goldprice #jobsreport_____________________________________________Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conferenceToday's guest has long warned that the US and most other countries are hurdling into a global sovereign debt crisis.One that is increasingly forcing them to "Get busy inflating, or get busy dying"To get an update where things stand on his timeline, where this all is likely headed, and what investors should be tracking most, we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program.Looking at the all important trends underway, Luke reaches the same conclusion for each of them: "All roads lead to gold"To find out why, watch this video.#gold #debt #inflationhedge _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comToday's guest has been predicting an oncoming boom in the commodity complex for a while now.And increasingly, it's starting to look like that boom is arriving.If so, how high will it go? And how long will it last?And where may the best opportunities lie for investors?For answers, we turn to macro and commodities expert Tavi Costa formely of Crescat Capital. but now newly running his own show at Azuria Capital.#commodities #gold #oilandgas _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The market has been range-bound for months.Has it topped out and about to roll over, as we saw at the start of 2022?Or, is it consolidating and poised for a breakout higher soon?Portfolio manager Lance Roberts and I discuss the odds, as well as the likely rotation of capital back into Growth from Value, the sell-off in Bitcoin and its repercussions, the growing trouble in private credit, and Lance's firm's latest trades.For everything that mattered to markets this week, watch this video.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #growthstocks #bitcoin _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.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 registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators 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, money market funds, and other types of securities 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.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.